NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION: Form 990, tax year 2011
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- Organization
- NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION (EIN 93-0882138)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201223189349302622
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T12:31:13-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930900579 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930882138 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 5032227161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SW MORRISON STREET NO 700 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID TATE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5032227161 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANG AHN | Name |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID TATE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SW MORRISON STREET NO 700 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3641931 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NWOSTEO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | IMPROVE THE HEALTH OF THE COMMUNITY AND PROMOTE UNDERSTANDING OF OSTEOPATHIC MEDICINE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 112495 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 148018 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 409390 | InvestmentIncomePriorYear |
| Investment Income Current Year | 442040 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -17632 | OtherRevenuePriorYear |
| Other Revenue Current Year | -64451 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 504253 | TotalRevenuePriorYear |
| Total Revenue Current Year | 525607 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 93663 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 115100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 186098 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 203560 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27014 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 61872 | OtherExpensePriorYear |
| Other Expenses Current Year | 69003 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 341633 | TotalExpensesPriorYear |
| Total Expenses Current Year | 387663 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 162620 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 137944 | RevenuesLessExpensesCY |
| Total Assets BOY | 5953543 | TotalAssetsBOY |
| Total Assets EOY | 5556137 | TotalAssetsEOY |
| Total Liabilities BOY | 9694 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12181 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5943849 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5543956 | NetAssetsOrFundBalancesEOY |
| Mission Description | A PUBLIC CHARITY SERVING THE PEOPLE OF THE NORTHWEST BY PROVIDING RESOURCES AND PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY AND TO PROMOTE A GREATER UNDERSTANDING OF THE DISTINCTIVE ASPECTS OF THE OSTEOPATHIC MEDICAL PROFESSION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 115100 | Expense |
| Grants | 115100 | Grants |
| Description | GRANTS AND SCHOLARSHIPS:GRANTS AND SCHOLARSHIPS ARE AWARDED TO FUND EDUCATIONAL PROGRAMS AND RESEARCH INTENDED TO INFORM THE PUBLIC ABOUT OSTEOPATHIC MEDICAL PRINCIPLES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 225700 | Expense |
| Description | PROGRAMS AND SERVICES:PROGRAMS AND SERVICES PROMOTE HEALTH EDUCATION TO THE GENERAL PUBLIC, PROVIDE LOANS TO OSTEOPATHIC PHYSICIANS TO ESTABLISH PRACTICES IN UNDERSERVED AREAS, FUND MEDICAL EQUIPMENT FOR EDUCATION, AND RESEARCH AND SUPPORT NON-PROFIT ORGANIZATIONS SERVING FAMILIES AND CHILDREN. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 340800 | 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 | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NED ROSCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5032227161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SW MORRISON ST SUITE 700 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TJ GRAY II | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| RONALD HIGGINBOTHAM | ||||||
| PRESIDENT-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| JENNIFER LETOURNEAU | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| CHARLES GROSS | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BYRON PERKINS | ||||||
| PRESIDENT EMERITUS | 1.00 | X | X | 0 | 0 | 0 |
| JERRY STEWART | ||||||
| REGIONAL REPRESENTATIVE | 1.00 | X | 0 | 0 | 0 | |
| CHARLES ROSS | ||||||
| REGIONAL REPRESENTATIVE | 1.00 | X | 0 | 0 | 0 | |
| AMBER FIGUEROA | ||||||
| REGIONAL REPRESENTATIVE | 1.00 | X | 0 | 0 | 0 | |
| ROBIN RICHARDSON | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PETER DENGENIS | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KRISTY FLEMING | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN SAUNDERS | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| VINCE WHITING | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALISSA CRAFT | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAISY DHILLON | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID GREGER | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| AMY KALUZA | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CYNTHIA WORDEN | ||||||
| COMMUNITY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NED ROSCH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 108680 | 0 | 16397 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 108680 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16397 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 1775 | MembershipDues |
| Fundraising Events | 80896 | FundraisingEvents |
| All Other Contributions | 65347 | AllOtherContributions |
| Total Contributions | 148018 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 155814 | TotalRevenueColumn |
| Exclusion | $155,814 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3334100 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3047874 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 286226 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 286226 | TotalRevenueColumn |
| Exclusion | $286,226 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 750 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80896 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 68450 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -67700 | TotalRevenueColumn |
| Exclusion | -$67,700 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3249 | TotalRevenueColumn |
| Exclusion | $3,249 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3249 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 525607 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $377,589 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21000 | Total |
| Program Services | 21000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94100 | Total |
| Program Services | 94100 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125077 | Total |
| Program Services | 105123 | ProgramServices |
| Management And General | 6651 | ManagementAndGeneral |
| Fundraising | 13303 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54775 | Total |
| Program Services | 46036 | ProgramServices |
| Management And General | 2913 | ManagementAndGeneral |
| Fundraising | 5826 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11232 | Total |
| Program Services | 9440 | ProgramServices |
| Management And General | 597 | ManagementAndGeneral |
| Fundraising | 1195 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12476 | Total |
| Program Services | 10100 | ProgramServices |
| Management And General | 1100 | ManagementAndGeneral |
| Fundraising | 1276 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6812 | Total |
| Management And General | 6812 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6331 | Total |
| Management And General | 3606 | ManagementAndGeneral |
| Fundraising | 2725 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Program Services | 3000 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14584 | Total |
| Program Services | 294 | ProgramServices |
| Management And General | 14290 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3281 | Total |
| Management And General | 3281 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26139 | Total |
| Management And General | 26139 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2418 | Total |
| Program Services | 1966 | ProgramServices |
| Management And General | 452 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3106 | Total |
| Program Services | 1304 | ProgramServices |
| Management And General | 1186 | ManagementAndGeneral |
| Fundraising | 616 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 699 | Total |
| Management And General | 699 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2633 | Total |
| Management And General | 2633 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INDIRECT EXPENSE ALLOCA | Description |
| Total | 0 | Total |
| Program Services | 48437 | ProgramServices |
| Management And General | -50510 | ManagementAndGeneral |
| Fundraising | 2073 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387663 | Total |
| Program Services | 340800 | ProgramServices |
| Management And General | 19849 | ManagementAndGeneral |
| Fundraising | 27014 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6742 | BOY |
| EOY | 17089 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3325 | BOY |
| EOY | 1370 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20796 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17588 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3208 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5943476 | BOY |
| EOY | 5534470 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5953543 | BOY |
| EOY | 5556137 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9694 | BOY |
| EOY | 12181 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9694 | BOY |
| EOY | 12181 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5901583 | BOY |
| EOY | 5501690 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42266 | BOY |
| EOY | 42266 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5943849 | BOY |
| EOY | 5543956 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5953543 | BOY |
| EOY | 5556137 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 137944 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -537837 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79571 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 91175 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 120179 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 148023 | CurrentTaxYear |
| Total | 551443 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79571 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 91175 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 120179 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 148023 | CurrentTaxYear |
| Total | 551443 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 17923 | AmountsSubstContributorsTotal |
| Public Support Total170 | 533520 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 170726 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 231582 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 183438 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 158109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155811 | CurrentTaxYear |
| Total | 899666 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2205 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -17632 | CurrentTaxYearMinus1Year |
| Current Tax Year | -77009 | CurrentTaxYear |
| Total | -92272 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1358837 | TotalSupport |
| Gross Receipts From Admissions Etc | 82280 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.39260 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.33920 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 387663 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 387663 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 77533 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19383 | 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 | 106992 | CurrentYearMinus3 |
| Current Year Minus2 | 74248 | CurrentYearMinus2 |
| Current Year Minus1 | 68327 | CurrentYearMinus1 |
| Current Year | 77533 | CurrentYear |
| Total | 327100 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $490,650 | LobbyingCeilingAmount |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 26748 | CurrentYearMinus3 |
| Current Year Minus2 | 18562 | CurrentYearMinus2 |
| Current Year Minus1 | 17082 | CurrentYearMinus1 |
| Current Year | 19383 | CurrentYear |
| Total | 81775 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $122,663 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 109026 | BeginningOfYearBalance |
| Other Expenditures | 66760 | OtherExpenditures |
| End Of Year Balance | 42266 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 109026 | BeginningOfYearBalance |
| End Of Year Balance | 109026 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42266 | BeginningOfYearBalance |
| Contributions | 66760 | Contributions |
| End Of Year Balance | 109026 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42266 | BeginningOfYearBalance |
| End Of Year Balance | 42266 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20796 | OtherCostOrOtherBasis |
| Depreciation | 17588 | Depreciation |
| Book Value | 3208 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3208 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE BOARD DESIGNATED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIP FUNDS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 24121 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 23821 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 300 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4752 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 3397 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 2123 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOUNDERS' DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 57525 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 57075 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 450 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 44184 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1714 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 12280 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 81646 | GrossReceiptsTotal |
| Charitable Contributions Total | 80896 | CharitableContributionsTotal |
| Gross Revenue Total Events | 750 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 48936 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5111 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 14403 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 68450 | DirectExpenseSummaryEvents |
| Net Income Summary | -67700 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 24 | NumberOfRecipients |
| Amount Of Cash Grant | 94100 | 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: ASSOCIATIONS OUTLINE PROPOSAL WHEN APPLYING FOR GRANTS AND ARE ASKED TO SUBMIT AN ACCOUNTING OF HOW THE FUNDS WERE USED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY EXECUTIVE COMMITTEE BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY BOARD MEMBER AND THE EXECUTIVE DIRECTOR SIGNED A CONFLICT OF INTEREST STATEMENT. EACH IS EXPECTED TO ABIDE BY ITS CONTENTS, DISCLOSING ANY AND ALL POTENTIAL CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION WAS LAST UNDERTAKEN 3 YEARS AGO FOR THE EXECUTIVE DIRECTOR AND PROJECT MANAGER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -537,837. | CHANGES IN NET ASSETS OR FUND BALANCES: |