NATIONAL ASSOCIATION FOR MUSIC EDUCATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION FOR MUSIC EDUCATION (EIN 52-6045043)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-14
- IRS object ID
- 202500739349301585
- Schema version
- 2023v6.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-14T14:29:57-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521196225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F S TAYLOR & ASSOCIATES P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 N STREET NW SUITE 100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526045043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION FOR MUSIC EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7038604000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 GROVE STREET SUITE 145 | AddressLine1Txt |
| City | Herndon | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAUDLIER MOORE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7038604000 | PhoneNum |
| Signature | 2025-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry W Tyler | PreparerPersonNm |
| PTIN | P02385825 | PTIN |
| Phone | 2028980008 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHAUDLIER MOORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1806 Robert FultonDrive | AddressLine1Txt |
| City | Reston | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,285,375 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | NAFMES mission is to advance music education by encouraging the and making of music by all. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,132,270 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,375,954 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $324,044 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $185,646 | CYProgramServiceRevenueAmt |
| PY Investment Income | $529,546 | PYInvestmentIncomeAmt |
| CY Investment Income | $914,140 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,035,370 | PYOtherRevenueAmt |
| CY Other Revenue | $809,635 | CYOtherRevenueAmt |
| PY Total Revenue | $8,021,230 | PYTotalRevenueAmt |
| CY Total Revenue | $7,285,375 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,630,670 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,858,013 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $236,173 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,936,091 | PYOtherExpensesAmt |
| CY Other Expenses | $4,119,210 | CYOtherExpensesAmt |
| PY Total Expenses | $7,566,761 | PYTotalExpensesAmt |
| CY Total Expenses | $6,977,223 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $454,469 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $308,152 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,138,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,128,339 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,376,298 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,079,071 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,762,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,049,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NAFMES mission is to advance music education by encouraging the and making of music by all. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $697,628 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,090,985 | RevenueAmt |
| Desc | Membership growth and development: Activites undertaken to promote membership in the association includes print and digital marketing campaigns to active, retired, and future music educators for membership and for programs of the association available to members, such as professional development, events, publications, digital community voting, special offers, and state affiliations. Also includes development and promotion of new benefits for members. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $510,175 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $51,820 | RevenueAmt |
| Desc | Member and student experiences: Activities undertaken for both in-person and virtual performance and educational opportunities for middle, high school, and collegiate students. Includes print and digital marketing campaigns to membes and non-members of the association highlighting programs available to their students. Program include the International Tri-M Music Honor Society, All-national Honor Ensembles, Composition Conpetitions, Music in our Schools Month, and Research Assisstance Programs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,214,913 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $222,530 | RevenueAmt |
| Desc | Capacity Building: - Ensure data-driven fiscal practices and decision making to advance our association an the profession we serve - Build and maintainrelationships and technological capacity that enable the association and state committees, and individual members to accomplish differentiated goals with a unified national structure - Increase membership in existing and new categories - Develop nationla and state leadership - Ensure a fiscally sound association - Secure funding to conduct NAFME projects - Exemplify our mission, vision, and values | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $609,738 | $0 | $6,451 | Publications |
| $259,571 | $0 | $14,000 | Governance |
| $231,992 | $0 | $0 | Strategic Relationship Development |
| $583,759 | $0 | $0 | Other programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,685,060 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $20,451 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,107,776 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 7038604000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1806 ROBERT FULTON DRIVE | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201915482 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Scott Sheehan | ||||||||
| President | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deb Confredo | ||||||||
| President-Elect | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mackie Spradley | ||||||||
| Immediate Past President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan Barre | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Salvador | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Brownell | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sonja Z M Williams | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Anne Dawson | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Brown | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tom Muller | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Baumgartner | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kim Bruguier | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Daugherty | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joe Dyvig | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Smith | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Tengowski | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dusty Molyneaux | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Martha Gabel | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Hedgecock | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Stone | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Renee Shane-Boyd | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alice Hammell | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lenor Helm Hammond | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Woodside | ||||||||
| Executive Director | 37.50 | $255,366 | $0 | $0 | Yes (X) | Yes (X) | ||
| Amanda Karhuse | ||||||||
| Director of Governance and Administration | 37.50 | $175,067 | $0 | $0 | Yes (X) | Yes (X) | ||
| Chaudlier Moore | ||||||||
| Chief Financial Officer | 37.50 | $224,254 | $0 | $0 | Yes (X) | Yes (X) | ||
| John Donaldson | ||||||||
| Asst Executive Director of Prof Dev | 37.52 | $137,891 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $792,578 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Aplusify | |||||
| 7250 Standish Pl 265 | Rockville | MD | 20855 | Member processing | $788,520 |
| Reston Hotel | |||||
| 11810 Sunrise Valley Drive | Bethesda | MA | 20814 | Conference event | $241,790 |
| Regionerate | |||||
| 5219 Elsmere Ave | Arlington | VA | 22203 | Strategic Plan | $112,694 |
| Anthem Blue Cross | |||||
| PO Box 11792 | Newark | NJ | 07101 | Employee Insurance | $206,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,090,985 | MembershipDuesAmt |
| Government Grants | $222,530 | GovernmentGrantsAmt |
| All Other Contributions | $62,439 | AllOtherContributionsAmt |
| Total Contributions | $5,375,954 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Publication revenue | 900099 | $6,451 | $0 | $0 |
| Sponsorships | 900099 | $14,000 | $0 | $0 |
| Advertising revenue | 541800 | $165,195 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $185,646 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $914,140 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $100,398 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $470,556 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $470,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $470,556 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Meetings and conventions | 900099 | $51,820 | $51,820 | $0 | $0 |
| Miscellaneous income | 900099 | $174,736 | $174,736 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,125 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $238,681 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,285,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,909,421 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,858,013 | TotalAmt |
| Program Services | $1,476,673 | ProgramServicesAmt |
| Management And General | $1,262,378 | ManagementAndGeneralAmt |
| Fundraising | $118,962 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,812 | TotalAmt |
| Program Services | $236,881 | ProgramServicesAmt |
| Management And General | $264,888 | ManagementAndGeneralAmt |
| Fundraising | $14,043 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,972 | TotalAmt |
| Program Services | $519,998 | ProgramServicesAmt |
| Management And General | $2,223 | ManagementAndGeneralAmt |
| Fundraising | $30,751 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,469 | TotalAmt |
| Program Services | $178,559 | ProgramServicesAmt |
| Management And General | $11,210 | ManagementAndGeneralAmt |
| Fundraising | $18,700 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Professional services | $1,317,684 | $451,189 | $824,284 | $42,211 |
| Production and printing | $383,907 | $383,341 | $566 | $0 |
| Postage and mailing | $132,051 | $124,671 | $6,909 | $471 |
| Other | $767,384 | $505,756 | $260,816 | $812 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,931 | TotalAmt |
| Program Services | $230,708 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $10,223 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,977,223 | TotalAmt |
| Program Services | $4,107,776 | ProgramServicesAmt |
| Management And General | $2,633,274 | ManagementAndGeneralAmt |
| Fundraising | $236,173 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,279,559 | BOYAmt |
| EOY | $675,556 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,500 | BOYAmt |
| EOY | $254,989 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,474 | BOYAmt |
| EOY | $203,196 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,739 | BOYAmt |
| EOY | $241,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $593,054 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $529,827 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,937 | BOYAmt |
| EOY | $63,227 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,867,081 | BOYAmt |
| EOY | $7,615,097 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,224 | BOYAmt |
| EOY | $75,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,138,514 | BOYAmt |
| EOY | $9,128,339 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,850 | BOYAmt |
| EOY | $1,126,077 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,868,591 | BOYAmt |
| EOY | $1,952,994 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,857 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,376,298 | BOYAmt |
| EOY | $3,079,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,513,792 | BOYAmt |
| EOY | $5,742,629 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,424 | BOYAmt |
| EOY | $306,639 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,762,216 | BOYAmt |
| EOY | $6,049,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,138,514 | BOYAmt |
| EOY | $9,128,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $308,152 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,824,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,200,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,342,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,967,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,900,679 | CurrentTaxYearAmt |
| Total | $26,235,140 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,646,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $582,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $631,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $503,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470,556 | CurrentTaxYearAmt |
| Total | $4,834,701 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,471,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,783,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,973,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,470,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,371,235 | CurrentTaxYearAmt |
| Total | $31,069,841 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $31,069,841 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,439,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $914,140 | CurrentTaxYearAmt |
| Total | $3,265,358 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,439,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $914,140 | CurrentTaxYearAmt |
| Total | $3,265,358 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $21,734 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,356,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91950 | PublicSupportPY509Pct |
| Investment Income CY | 0.09500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07970 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,230 | BeginningYearBalanceAmt |
| End Year Balance | $189,230 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,663 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $717 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,150 | OtherExpendituresAmt |
| End Year Balance | $189,230 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,802 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,150 | OtherExpendituresAmt |
| End Year Balance | $89,663 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,942 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,150 | OtherExpendituresAmt |
| End Year Balance | $92,802 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,457 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150 | OtherExpendituresAmt |
| End Year Balance | $94,942 | EndYearBalanceAmt |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $593,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $529,827 | DepreciationAmt |
| Book Value | $63,227 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,227 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Operating lease right-of-use assets | $0 |
| Intangibleassets | $75,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $75,099 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred rent | $0 |
| Deferred gain on sale of building | $0 |
| Operating lease liability | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $0 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,285,375 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $7,285,375 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,285,375 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,977,223 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,977,223 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,977,223 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Woodside | |||||||||||||
| $255,366 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $255,366 | $0 | $0 | $0 |
| Amanda Karhuse | |||||||||||||
| $175,067 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $175,067 | $0 | $0 | $0 |
| Chaudlier Moore | |||||||||||||
| $224,254 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $224,254 | $0 | $0 | $0 |
| John Donaldson | |||||||||||||
| $137,891 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $137,891 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 6 | Explanation of classes of members or shareholders: NAFME has 45000 active voting members. |
| Pt VI, Line 7a | Members use an electric voting system govern actions. |
| Pt VI, Line 7b | Changes in NAFME bylaws require voting by active members. |
| Pt VI, Line 11b | Form 990 is first reviewed by the Chief Financial Officer along with the preparer (CPA Firm). The Form 990 is then reviewed by the Executive Director. The Form 990 is then made available to the Finance Committee for review. The Form is then made available to the National Executive Board for review. After all reviews are completed and no changes are necessary, the Form 990 is filed with the Internal Revenue Service. |
| Pt VI, Line 12c | Process for annually monitoring conflict of interest policy:All board members agree to declare conflicts of interest between their personal or professional life and their position on the board, avoid using their board membership or NAFMEs staff, services, equipment, resources, or property for their advantage or that of their friends, relatives or other third parties, and abstain from boting orr discussion when appropriate, all in acccordance with NAFMEs conflict of interest policy.The Board of Directors are responsible for self-goverance including the investigation of any claims of misconduct made about a director and disciplinary action for any claims of misconduct found to be valid. The board may modify these procedures for reviewing board member conduct from time to time. All members of the board consent to the implementation of the then current procedures if any claims of misconduct are made against them. 1)Complaints about any officer or director may be made to the President or any other officer or director of NAFME. Anyone receiving a compalint shall promtly forward ti to the President for investigation.Complaints about the President shall be promtly forwarded ti the immediate Past President or, in the absence of the immediated past president, to any other past president. 2) All complaints of misconduct will be kept confidential except to the necessary to conduct a through investigation. 3)A material violation of the code of conduct is one that results in harmto NAFME or its affiliates. 4) Direct or indirect retaliation of any kind by NAFME or its officers, director, employees, members, or agent against any individual who makes, initiates or is involved in making of a complaint is strictly prohibited. This shall be strictly enforced by the board. Complaints made with knowledge that they are false are strictly prohibited. This prohibition on making of knowingly false complaints shall be strictly enforced by the board. 5) Upon reeceipt and preliminary review of each complaint, the president may conclude, in the Presidents sole discretion, that the complaint: (A) contains factually unreliable or insufficient information, or (B) is patently frivolous or trivial. In such changes, The President may determine that the complaint does not constitute a potentially actionable compliant that would justify bringing it before the committee for determination of whether there has been a material violation of the code of conduct. If so, such complaint shall be dismissed without prejudice by the President, who shall provide written notice to the person who submitted the complaint of its disposition.All such preliminary dispositions of complaints by the President shall be immeiately reported in writing to all members of the committee. 6)Notice of investigation: If a complaint is deemed by the President on a preliminary basis to be a potentially actionable complaint, the President shall provide a written notice to the director whose conduct has been called into question, advising the director that an investigation is being initiated. The President shall also provide written notice to the person who submitted the complaint that the complaint is being reviewed by the committee. 7)Review of complaint: For each complaint that the President believes is potentially actionable, the President shall authorize an investigation into its specific facts or circumstances to whatever extent is necessary in order to clarify, expand or corrobarate the information provided in the complaint and in orderr to assist the committee in determining whether charges should be brought against the director. The committee may be assisted by NAFME staff, legal counsel and outside experts, as needed, so long as all persons involved in the investigation agree to maintain the complete confidentially of the investigation. The committee or its agents may contact the person who submitted the complaint, the director who is the subject of the charge, or any other persons who may have knowledge of the facts and circumstances surrouunding the complaint. 8)The committee determination: The committee shall either dismiss the complaint with prejudice or prepare written charges against the director. Written charges shall explain the alleged conduct and explain why the conduct constitutes grounds for disciplinary. The committee shall also produce a written report with the results of its investigation.The person who made the complaint shall be notified of the committees determination but shall not be provided with a copyof any written charges of the report. The director in question shall be notified of the committees determination. Copies of written charges and the committees report shall be provided to the President, the committee members, the director against whom the charges were filed. 9)Hearing: If the committee recommends charges be brought, it shall hold a hearing, in person, by telephone or video conference. The President shall present the committees report with the assistance of NAFMEs legalcounsel. The charged director may present a defense and may be represented by legal counsel, at his or her own expense. The President shall determine the rules of evidence that shall apply to the hearing and may limit the presentation of oral or written testimony by witnesses. The charged director may waive the right to a hearing in which case the committee may deliberate based on its report. 10)Determination of violation: Upon completion of its investigation and the hearing, the committee shall determine by majority vote, upon a preponderance of the evidence, whether or not there has been a violation of the code of conduct and whether the board impose sanctions. If the committee find there has been a violation, the committee shall recommendan appropriate sanction. The committees written recommendation shall be presented to the board. 11) Imposition of sanctions: The board shall determine, by majority vote, the appropriate sanction to be impose on any director found to have violated the NAFME code of conduct. Sanctions may include a written reprimand, censure, suspension from board membership for a period of time, or permanent expulsion from the board.12) Resignation: If a board member who is the subject of a complaint voluntarily resigns in writing his or her position on the board during the pendency of a complaint, the complaint shall be dismissed without prejudice and without any further action by the committee or the board. In the event of a resignation, the person who made the complaint shall be notified in writing of the fact and date of the resignation and that the boarf has dismissed the complaint without prejudice. |
| Pt VI, Line 15a | Compensation of officers: The National Executive Board reviews and approves compensation of the Executive Director. Salary increase is linked to an appraisal conducted by the Executive committee with input from and consultation with the National Executive Board. |
| Pt VI, Line 15b | Process for determining compensation of officers: The National Board reviews and approves compensation of the Executive Director. Salary increase is linked to an appraisal conducted by the Executive Committee. |
| Pt VI, Line 19 | Governing documents and the conflict of interest policy are made available upon request. Annual audited financial statements and tax returns are on NAFMEs website. |
| Form 990, Part III, Line 4d | Publications 609738. 0. 6451. |
| Form 990, Part III, Line 4d | Governance 259571. 0. 14000. |
| Form 990, Part III, Line 4d | Strategic Relationship Development 231992. 0. 0. |
| Form 990, Part III, Line 4d | Other programs 583759. 0. 0. |