OSTEOGENESIS IMPERFECTA FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OSTEOGENESIS IMPERFECTA FOUNDATION INC (EIN 23-7076021)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-02
- IRS object ID
- 202600619349301250
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-02T13:12:26-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541498950 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENNER AND COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH FAIRFAX STREET SUITE 400 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237076021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTEOGENESIS IMPERFECTA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSTE | BusinessNameControlTxt |
| Phone | 3019470083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 656 QUINCE ORCHARD ROAD 650 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY SMITH HART | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3019470083 | PhoneNum |
| Signature | 2026-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW E YOUNG CPA | PreparerPersonNm |
| PTIN | P01203950 | PTIN |
| Phone | 7035351200 | PhoneNum |
| Preparation | 2026-01-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACY SMITH HART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 656 QUINCE ORCHARD ROAD 650 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,325,665 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OIF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | OSTEOGENESIS IMPERFECTA FOUNDATION, INC. (THE FOUNDATION OR OIF) IS A GEORGIA NON-STOCK CORPORATION INCORPORATED IN 1970 WITH THE PRIMARY PURPOSE OF IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY THE BONE DISORDER OSTEOGENESIS IMPERFECTA (OI) THROUGH RESEARCH INTO TREATMENTS AND A CURE, EDUCATION, AWARENESS, AND MUTUAL SUPPORT. THE FOUNDATION'S HEADQUARTERS ARE LOCATED IN GAITHERSBURG, MARYLAND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,105,123 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,137,240 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,195 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $215,927 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,062 | PYInvestmentIncomeAmt |
| CY Investment Income | $309,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,540 | PYOtherRevenueAmt |
| CY Other Revenue | -$54,532 | CYOtherRevenueAmt |
| PY Total Revenue | $2,271,920 | PYTotalRevenueAmt |
| CY Total Revenue | $2,607,851 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $663,333 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $388,702 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,170,290 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,341,753 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $206,071 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $617,462 | PYOtherExpensesAmt |
| CY Other Expenses | $896,850 | CYOtherExpensesAmt |
| PY Total Expenses | $2,451,085 | PYTotalExpensesAmt |
| CY Total Expenses | $2,627,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$179,165 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,454 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,125,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,660,457 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $547,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $292,624 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,577,936 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,367,833 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY OI THROUGH RESEARCH TO FIND TREATMENTS AND A CURE, EDUCATION, AWARENESS, AND MUTUAL SUPPORT. THERE ARE AT LEAST FOUR DISTINCT FORMS OF OSTEOGENESIS IMPERFECTA REPRESENTING EXTREME VARIATIONS IN SEVERITY AND AFFECTING 20,000 TO 40,000 PEOPLE IN THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $508,325 | ExpenseAmt |
| Grant | $215,021 | GrantAmt |
| Desc | RESEARCH AND PROFESSIONAL EDUCATION: OIF SCIENTIFIC MEETING - THE 24TH ANNUAL OI FOUNDATION SCIENTIFIC MEETING WAS HELD IN CHICAGO, ILLINOIS ON APRIL 9-11, 2025. THE MEETING WAS CO-CHAIRED BY DR. RONIT MAROM (BAYLOR COLLEGE OF MEDICINE) AND DR. ROY MORELLO (UNIVERSITY OF ARKANSAS), BOTH OF WHOM ARE PAST OIF MICHAEL GEISMAN RECIPIENTS. THIS YEAR'S MEETING, TITLED, TRANSLATING DISCOVERIES INTO THERAPIES, BEGAN ON WEDNESDAY EVENING WITH A KEYNOTE ADDRESS FROM DR. NICK BISHOP (SCHOOL OF MEDICINE AND POPULATION HEALTH, UNIVERSITY OF SHEFFIELD, UK) WHO DISCUSSED DRUG REPURPOSING IN THE TREATMENT OF OI. OI CLINIC AND BONE HEALTH TOWN HALL MEETINGS - THE OIF CONTINUES TO HOST TWO OI CLINIC AND BONE HEALTH TOWN HALL MEETINGS EACH YEAR. THESE MEETINGS PROVIDE AN OPPORTUNITY FOR MEDICAL PROFESSIONALS WHO ARE TREATING PATIENTS WITH OI, AND THOSE WHO ARE INTERESTED IN BONE HEALTH, TO COME TOGETHER TO LEARN ABOUT OIF RESOURCES AND CONNECT AND COLLABORATE. ATTENDANCE RANGES FROM 50-100+ PER MEETING. VIRTUAL COMMUNITY CALLS - IN FEBRUARY 2025, THE OIF HELD A RESEARCH UPDATE WITH REPRESENTATIVES FROM AMGEN ON THEIR UPCOMING PHASE 3 CLINICAL TRIAL FOR ROMOSUZAMAB. IN THIS VIRTUAL SESSION WITH 45 ATTENDEES, DR. DIALA EL-MAOUCHE, CLINICAL RESEARCH MEDICAL DIRECTOR OF BONE, AND NAZILA SADIGHI JAFARI, CLINICAL PROGRAM MANAGER FOR THE TRIAL, PRESENTED DETAILS ABOUT THE 1-YEAR CLINICAL TRIAL, AND ANSWERED QUESTIONS FROM THE OIF AND FROM THE COMMUNITY MEMBERS IN ATTENDANCE. THE SESSION WAS WELL RECEIVED BY ATTENDEES, AND THE AMGEN REPRESENTATIVES WERE ABLE TO ANSWER MANY QUESTIONS ON THE CLINICAL TRIAL. AMGEN REQUESTED THAT THIS EVENT NOT BE RECORDED BECAUSE THEY WERE NOT ABLE TO GET IRB APPROVAL FROM THE OTHER COUNTRIES THAT THE TREATMENT WAS BEING TRIALED IN, AND SOME HAD STRICT RULES AROUND PROMOTING MEDICAL TREATMENTS OR TRIALS. IN MAY, THE OIF HOSTED A CALL WITH DR. ERIC STORCH, PSYCHOLOGIST AT BAYLOR COLLEGE OF MEDICINE, ON THE BBDC OI WELLBEING STUDY, WHICH HAS PROGRESSED IN ITS PUBLICATION TIMELINE. HE SHARED FINDINGS FROM MULTIPLE PUBLICATIONS THAT HAVE COME FROM THE STUDY AND OUTLINED THE FUTURE OF THAT PROJECT. IN SEPTEMBER, THE OIF HOSTED ANOTHER CALL WITH CHRISTOPHER JOSEPH DPT, DIRECTOR OF PHYSICAL THERAPY AT KENNEDY KRIEGER INSTITUTE WHO DISCUSSED MUSCLE GROWTH, WEIGHT MANAGEMENT, AND OI. RARE BONE DISEASE TELEECHO CLINIC SERIES - THE RARE BONE DISEASE TELEECHO IS HALFWAY THROUGH ITS 6TH YEAR, AND THE PROGRAM HAS CONTINUED TO SHOWCASE RARE BONE DISEASE TOPICS TO AN INTERNATIONAL AUDIENCE OF RESEARCHERS AND MEDICAL PROFESSIONALS. THE PAST YEAR HAS HAD A COMBINATION OF NEW AND RETURNING SPEAKERS. ONE AREA OF GROWTH HAS BEEN THE NEW FEEDBACK AND SUPPORT FROM THE NEWEST RBD ECHO FACULTY MEMBER, CARLOS FERREIRA, MD (NATIONAL INSTITUTE OF HEALTH). DR. FERREIRA HAS HELPED THE ECHO PROGRAM FIND NEW RARE DISEASE TOPICS AND IS HELPING DR. TOSI CONNECT WITH NEW SPEAKERS. THIS HAS HELPED THE RBD ECHO EXPLORE NEW TOPICS AND EXPAND ITS PROFESSIONAL OUTREACH. GI SURVEY - TO BETTER UNDERSTAND THE RELATIONSHIP BETWEEN OI AND GASTROINTESTINAL SYMPTOMS, THE OIF DEVELOPED A SURVEY MEANT TO CAPTURE MAJOR CORRELATIONS BETWEEN OI AND GI CONCERNS. NEARLY 400 COMMUNITY MEMBERS RESPONDED TO THE SURVEY AND THE OIF IS IN THE PROCESS OF ANALYZING THE DATA IN HOPES OF IDENTIFYING TRENDS THAT CAN HELP IDENTIFY FUTURE RESEARCH PRIORITIES. MICHAEL GEISMAN FELLOWSHIP GRANT - THIS YEAR THE OIF SCIENTIFIC REVIEW COMMITTEE SELECTED ROYA BAGHERI, PHD, AS THE OI FOUNDATION'S NEWEST MICHAEL GEISMAN FELLOW WITH HER PROJECT INVESTIGATING THE BIOMECHANICS AND PATHWAYS UNDERLYING PULMONARY VULNERABILITY IN OSTEOGENESIS IMPERFECTA. THE MICHAEL GEISMAN FELLOWSHIP GRANT PROGRAM AWARDS FUNDING UP TO $50,000 PER YEAR, FOR TWO YEARS, TO POSTDOCTORAL TRAINEES WHO ARE CURRENTLY WORKING ON PROJECTS WITH CLEAR RELEVANCE TO OSTEOGENESIS IMPERFECTA, OR WHO HAVE PROJECTS THAT WILL ENABLE THEM TO DEVELOP EXPERTISE IN OI RESEARCH. DR. BAGHERI IS A POSTDOCTORAL RESEARCH FELLOW AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. SHE HOLDS A BACHELOR OF SCIENCE IN MATERIAL SCIENCE AND ENGINEERING FROM IRAN UNIVERSITY OF SCIENCE AND TECHNOLOGY, A MASTER OF SCIENCE IN BIOMEDICAL ENGINEERING FROM THE UNIVERSITY OF TEHRAN, AND A DOCTOR OF PHILOSOPHY IN MECHANICAL ENGINEERING FROM MICHIGAN TECHNOLOGICAL UNIVERSITY. MARIE COUSSENS, PHD (GHENT UNIVERSITY) CONTINUES HER WORK AS A MICHAEL GEISMAN FELLOWSHIP RECIPIENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $897,262 | ExpenseAmt |
| Grant | $173,681 | GrantAmt |
| Desc | EDUCATION AND SUPPORT:ADULT HEALTH INITIATIVES - THE OIF CONTINUES TO PRIORITIZE OUR WORK TO BETTER UNDERSTAND THE IMPACT OF OI AS PEOPLE AGE, AND WAYS WE CAN BEST SERVE OUR ADULT COMMUNITY. IN ADDITION TO PRODUCING RESOURCES LIKE THE OI ADULT HEALTH TOOLKIT TO HELP OUR ADULT COMMUNITY MANAGE THEIR CARE, THE OIF PARTNERS WITH CLINICIANS, RESEARCHERS, AND OTHER RARE BONE DISEASE GROUPS TO CONTINUE TO LEARN MORE ABOUT HOW OI IMPACTS THE BODY AS A PERSON AGES AND IMPORTANT ISSUES FACING THE ADULT COMMUNITY LIKE THE TRANSITION OF CARE FROM PEDIATRIC TO ADULT CARE AND GAPS IN ADULT CARE. WORK CONTINUES ON THE OIF'S SOMEWHERE TO GO FOR ADULTS WITH CHILDHOOD-ONSET RARE DISEASE PROJECT, WHICH AIMS TO IDENTIFY AND ADDRESS THE CHALLENGES AND SOLUTIONS FOR TRANSITIONING PATIENTS FROM PEDIATRIC TO ADULT CARE, PARTICULARLY FOR THOSE WITH RARE AND COMPLEX HEALTH ISSUES. SUPPORT GROUP PROGRAM - COMMUNITY FEEDBACK HAS INDICATED A DESIRE FOR SUPPORT GROUPS TAILORED TO SPECIFIC DEMOGRAPHICS (E.G., WOMEN WITH OI, PARENTS OF CHILDREN WITH OI, TEENS, ETC.). THIS FEEDBACK HAS BEEN VOICED DURING REGIONAL SUPPORT GROUP MEETINGS, EITHER VERBALLY OR THROUGH CHAT, AS WELL AS OUTSIDE OF THESE MEETINGS THROUGH DIRECT INQUIRIES TO OIF STAFF. BASED ON THE DATA AND COMMUNITY FEEDBACK, THE OIF HAS DECIDED TO REVAMP THE PROGRAM BY TRANSITIONING TO AFFINITY GROUPS. THE OIF IS CONSIDERING ESTABLISHING GROUPS FOR WOMEN WITH OI, MEN WITH OI, PARENTS OF CHILDREN WITH OI, YOUNG ADULTS (AGES 18-30), AND INDIVIDUALS AGING WITH OI. THE OIF PLANS TO LAUNCHING THE AFFINITY SUPPORT GROUPS WITHIN THE NEXT FISCAL YEAR BY THE END OF 2025.TOOLKIT FOR SCHOOL-AGED FAMILIES - THE OIF HAS ALMOST COMPLETED THE FINAL DRAFT OF THE TOOLKIT FOR SCHOOL-AGED FAMILIES AND IS IN THE PROCESS OF SENDING OUT SPECIFIC SECTIONS FOR REVIEW AND FEEDBACK MEDICAL PROFESSIONAL AND COMMUNITY-MEMBERS. TOPICS INCLUDED IN THIS NEWEST RESOURCE COVER DAYCARE/AFTER-CARE PROGRAMS, EXTRACURRICULAR ACTIVITIES, NAVIGATING THE SCHOOL SYSTEM (IEP/504 PLANS, HOME AND HOSPITAL TEACHING, TRANSITIONS BETWEEN ELEMENTARY, MIDDLE, HIGH SCHOOL, AND COLLEGE), AND AGE-APPROPRIATE LANGUAGE, DEFINITIONS, ADVOCACY INFORMATION AND RESOURCES FOR EACH AGE GROUP. LIKE THE OIF'S EXISTING TOOLKITS ON ADULT HEALTH AND NAVIGATING A NEW DIAGNOSIS, THE SCHOOL AGE TOOLKIT WILL BE A COMPREHENSIVE BOOKLET, AVAILABLE ELECTRONICALLY AND IN-PRINT IN ENGLISH, SPANISH AND FRENCH, WITH INFORMATION FOR BOTH PATIENTS AND PROVIDERS. THESE INFORMATIONAL TOOLKITS ARE AN EFFECTIVE WAY FOR FAMILIES TO LEARN HOW TO BEST MANAGE AT ALL STAGES OF LIFE, AND ARE AN EASY RESOURCE TO SHARE WITH PROVIDERS, TEACHERS AND SCHOOLS. TO DATE, THE OI ADULT HEALTH AND THE NAVIGATING A NEW DIAGNOSIS TOOLKITS HAVE BEEN ACCESSED ELECTRONICALLY MORE THAN 21,000 TIMES AND THERE ARE MORE THAN 3,500 COPIES IN PRINT.YOUNG ADULT ENGAGEMENT - IN JANUARY AND FEBRUARY 2025, THE OIF INTERVIEWED AND HOSTED LISTENING SESSIONS WITH YOUNG ADULTS (18-30 YEARS OLD) WITH OI. THIS PROJECT BEGAN BECAUSE YOUNG ADULTS HAVE BEEN UNDERREPRESENTED AT PAST OIF EVENTS AND IN VIRTUAL PROGRAMS, AND WE WANTED TO LEARN MORE ABOUT THE NEEDS OF THIS GROUP AND THEIR PERCEPTIONS OF THE OIF. OVERALL, WE SPOKE WITH A TOTAL OF 9 YOUNG ADULTS OVER 2 WEEKS. IN THESE CONVERSATIONS, SOME TRENDS AND TAKEAWAYS EMERGED. EDWARD D. CRANSTON COLLEGE SCHOLARSHIP - THE EDWARD D. CRANSTON COLLEGE SCHOLARSHIP IS FOR STUDENTS WITH OSTEOGENESIS IMPERFECTA WHO ARE APPLYING TO OR HAVE BEEN ADMITTED TO A COLLEGE OR UNIVERSITY. APPLICANTS MUST ARTICULATE A NEED FOR SCHOLARSHIP ASSISTANCE TO MEET THEIR ACADEMIC GOALS, BE COMMITTED TO FULL-TIME COLLEGE ENROLLMENT, AND SHOW PROOF OF ENROLLMENT TO RECEIVE THE FUNDS. THE CURRENT CYCLE OPENED ON JANUARY 13TH AND WILL RUN THROUGH APRIL 14TH. THE REVIEW COMMITTEE WILL MEET IN MAY TO DISCUSS AND CHOOSE A RECIPIENT. ANGEL PACHECO, WHO IS ATTENDING THE UNIVERSITY OF NEW MEXICO, WAS THE RECIPIENT OF THE SCHOLARSHIP FOR THE 2024 CYCLE. ANGEL WAS SELECTED FROM NEARLY 30 APPLICANTS BY A COMMITTEE COMPRISED OF OI FOUNDATION BOARD OF DIRECTORS MEMBERS AND OI COMMUNITY MEMBERS. WE ARE PROUD TO SUPPORT ANGEL AS SHE MOVES FORWARD IN HER EDUCATION.CBBF/OIF JEANNE COLEMAN IMPACT GRANTS - IN PARTNERSHIP WITH THE CHILDREN'S BRITTLE BONE FOUNDATION, THE JEANIE COLEMAN IMPACT GRANT PROGRAM WAS DESIGNED TO PROVIDE FUNDING FOR ITEMS AND SERVICES THAT WILL SIGNIFICANTLY IMPROVE THE QUALITY OF LIFE FOR A PERSON WHO HAS OI AND LIMITED FINANCIAL RESOURCES. IN 2024, THE OI FOUNDATION AND CBBF WERE ABLE TO FUND $175,193 FOR 23 FAMILIES COVERING A RANGE OF ITEMS AND SERVICES INCLUDING (BUT NOT LIMITED TO) 2024 OIF NATIONAL CONFERENCE ATTENDANCE, WHEELCHAIR ACCESSIBLE VEHICLES, PHYSICAL THERAPY, BRACES, AND HEARING AIDS. THE 2025 CYCLE OPENED ON JANUARY 6TH AND CLOSED ON FEBRUARY 14TH. THE REVIEW COMMITTEE IS CURRENTLY WORKING TO RANK AND SCORE THE 65 APPLICATIONS RECEIVED AND WILL MEET IN THE FIRST WEEK OF APRIL TO DISCUSS AND CHOOSE RECIPIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $407,863 | ExpenseAmt |
| Revenue | $215,927 | RevenueAmt |
| Desc | NATIONAL AND REGIONAL CONFERENCES: NATIONAL CONFERENCE - THE NEXT OIF NATIONAL CONFERENCE WILL BE HELD ON JULY 23-26, 2026, AT THE ROSEN CENTER IN ORLANDO, FLORIDA. THE ROSEN CENTER HAS AN ASTOUNDING 69 ADA ROLL-IN SHOWER SLEEPING ROOMS. PLANNING FOR THE CONFERENCE HAS BEGUN WITH LISTENING SESSIONS FOR YOUNG ADULTS TO LEARN HOW THE OIF CAN BEST SERVE THEIR UNIQUE NEEDS. REGIONAL CONFERENCES - OIF REGIONAL CONFERENCES BRING INFORMATION TO LOCAL COMMUNITIES THROUGHOUT THE US AND CANADA. THE OIF HOSTS 3-4 REGIONAL CONFERENCES EACH YEAR. OIF REGIONAL CONFERENCES ARE ONE-DAY IN-PERSON MEETINGS HELD IN CITIES AROUND THE US MEANT TO HELP COMMUNITY MEMBERS BETTER UNDERSTAND AND TREAT OI. REGIONAL CONFERENCES OFFER AN INTIMATE IN-PERSON EDUCATIONAL EXPERIENCE THAN THE NATIONAL CONFERENCE AND HISTORICALLY HAVE ATTRACTED MORE DIVERSE AUDIENCES WITH LESS EXPOSURE TO THE OIF'S PROGRAMS AND EVENTS. EACH MEETING DRAWS ABOUT 100 ATTENDEES, MOST OF WHOM HAVE NEVER ATTENDED AN OIF EVENT BEFORE. IN THE LAST YEAR, THE OIF HOSTED REGIONAL CONFERENCES IN ATLANTA, GA, DENVER, CO AND PORTLAND, OR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $223,993 | ExpenseAmt |
| Revenue | $44,288 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $223,993 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $44,288 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,037,443 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019470083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 656 QUINCE ORCHARD ROAD 650 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHRISTINE WYMAN ROSSI | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KARA B AYERS | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KENNETH FINKEL | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE FYNAN | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES SHARPLES | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN BRAITMAYER | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE HOCKER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BILLY HUANG | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY JACOBSEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY MEDINA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY E SACKS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SHERIDAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| V REID SUTTON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY F VOORDE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT WALLS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY SMITH HART | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $215,284 | $0 | $30,138 | ||
| KATHERINE E CARTER | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $135,886 | $0 | $6,904 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $351,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,042 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,142 | FederatedCampaignsAmt |
| Membership Dues | $31,441 | MembershipDuesAmt |
| Fundraising | $476,575 | FundraisingAmt |
| Government Grants | $196,233 | GovernmentGrantsAmt |
| All Other Contributions | $1,431,849 | AllOtherContributionsAmt |
| Noncash Contributions | $5,258 | NoncashContributionsAmt |
| Total Contributions | $2,137,240 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $215,927 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $215,927 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $215,927 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,452 | TotalRevenueColumnAmt |
| Exclusion | $40,452 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764,691 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $495,927 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $268,764 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,764 | TotalRevenueColumnAmt |
| Exclusion | $268,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $122,838 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $476,575 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $221,658 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$98,820 | TotalRevenueColumnAmt |
| Exclusion | -$98,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $996 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $229 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $767 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $43,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,521 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,521 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,607,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $260,215 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $210,396 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,553 | TotalAmt |
| Program Services | $175,553 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,149 | TotalAmt |
| Program Services | $213,149 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,377 | TotalAmt |
| Program Services | $179,868 | ProgramServicesAmt |
| Management And General | $48,961 | ManagementAndGeneralAmt |
| Fundraising | $32,548 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,773 | TotalAmt |
| Program Services | $606,804 | ProgramServicesAmt |
| Management And General | $170,364 | ManagementAndGeneralAmt |
| Fundraising | $115,605 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,974 | TotalAmt |
| Program Services | $9,573 | ProgramServicesAmt |
| Management And General | $1,691 | ManagementAndGeneralAmt |
| Fundraising | $710 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,574 | TotalAmt |
| Program Services | $69,716 | ProgramServicesAmt |
| Management And General | $19,575 | ManagementAndGeneralAmt |
| Fundraising | $13,283 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,055 | TotalAmt |
| Program Services | $51,667 | ProgramServicesAmt |
| Management And General | $10,816 | ManagementAndGeneralAmt |
| Fundraising | $10,572 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,052 | TotalAmt |
| Management And General | $20,052 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,714 | TotalAmt |
| Management And General | $11,714 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,689 | TotalAmt |
| Program Services | $71,534 | ProgramServicesAmt |
| Management And General | $1,880 | ManagementAndGeneralAmt |
| Fundraising | $1,275 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,449 | TotalAmt |
| Program Services | $13,219 | ProgramServicesAmt |
| Management And General | $3,712 | ManagementAndGeneralAmt |
| Fundraising | $2,518 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,067 | TotalAmt |
| Program Services | $7,609 | ProgramServicesAmt |
| Management And General | $26,008 | ManagementAndGeneralAmt |
| Fundraising | $1,450 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,664 | TotalAmt |
| Program Services | $41,912 | ProgramServicesAmt |
| Management And General | $11,767 | ManagementAndGeneralAmt |
| Fundraising | $7,985 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,497 | TotalAmt |
| Program Services | $24,807 | ProgramServicesAmt |
| Management And General | $6,965 | ManagementAndGeneralAmt |
| Fundraising | $4,725 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,045 | TotalAmt |
| Program Services | $490,263 | ProgramServicesAmt |
| Management And General | $1,782 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,491 | TotalAmt |
| Management And General | $3,491 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,413 | TotalAmt |
| Program Services | $5,719 | ProgramServicesAmt |
| Management And General | $1,605 | ManagementAndGeneralAmt |
| Fundraising | $1,089 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,639 | TotalAmt |
| Program Services | $4,895 | ProgramServicesAmt |
| Management And General | $801 | ManagementAndGeneralAmt |
| Fundraising | $2,943 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK FEES | $25,003 | $2,081 | $22,922 | |
| DUES AND SUBSCRIPTIONS | $23,052 | $15,667 | $4,400 | $2,985 |
| POSTAGE & DELIVERY | $19,408 | $13,191 | $3,704 | $2,513 |
| PRINTING & DUPLICATING | $18,241 | $12,398 | $3,481 | $2,362 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,426 | TotalAmt |
| Program Services | $27,818 | ProgramServicesAmt |
| Management And General | $8,100 | ManagementAndGeneralAmt |
| Fundraising | $3,508 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,627,305 | TotalAmt |
| Program Services | $2,037,443 | ProgramServicesAmt |
| Management And General | $383,791 | ManagementAndGeneralAmt |
| Fundraising | $206,071 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,870 | BOYAmt |
| EOY | $207,387 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,584 | BOYAmt |
| EOY | $72,866 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,968 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,703 | BOYAmt |
| EOY | $17,936 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,336 | BOYAmt |
| EOY | $7,107 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,763 | BOYAmt |
| EOY | $61,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,823 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,041 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,804 | BOYAmt |
| EOY | $6,782 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599,239 | BOYAmt |
| EOY | $1,191,432 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602 | BOYAmt |
| EOY | $19,324 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,522 | BOYAmt |
| EOY | $75,730 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,125,391 | BOYAmt |
| EOY | $1,660,457 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,792 | BOYAmt |
| EOY | $113,199 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,500 | BOYAmt |
| EOY | $87,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,935 | BOYAmt |
| EOY | $12,877 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,036 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,228 | BOYAmt |
| EOY | $54,012 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,455 | BOYAmt |
| EOY | $292,624 | 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 | $24,518 | BOYAmt |
| EOY | $31,799 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,553,418 | BOYAmt |
| EOY | $1,336,034 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,936 | BOYAmt |
| EOY | $1,367,833 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,125,391 | BOYAmt |
| EOY | $1,660,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,454 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$190,649 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,862,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,961,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,159,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,105,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,137,240 | CurrentTaxYearAmt |
| Total | $10,226,040 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $306,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,761 | CurrentTaxYearAmt |
| Total | $705,015 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,919,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,962,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,160,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,411,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,477,001 | CurrentTaxYearAmt |
| Total | $10,931,055 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $331,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,000 | CurrentTaxYearAmt |
| Total | $684,995 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $740,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $483,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,837,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $956,621 | CurrentTaxYearAmt |
| Total | $4,235,970 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,072,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $627,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,862,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $981,621 | CurrentTaxYearAmt |
| Total | $4,920,965 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,010,090 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,452 | CurrentTaxYearAmt |
| Total | $192,719 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,452 | CurrentTaxYearAmt |
| Total | $192,719 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $34,981 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,521 | CurrentTaxYearAmt |
| Total | $127,897 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,951,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,032,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,233,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,472,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,560,974 | CurrentTaxYearAmt |
| Total | $11,251,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.53420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63700 | PublicSupportPY509Pct |
| Investment Income CY | 0.01710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01870 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,553,418 | BeginningYearBalanceAmt |
| Contributions | $1,231,934 | ContributionsAmt |
| Administrative Expenses | $1,449,318 | AdministrativeExpensesAmt |
| End Year Balance | $1,336,034 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,675,833 | BeginningYearBalanceAmt |
| Contributions | $1,021,958 | ContributionsAmt |
| Administrative Expenses | $1,144,373 | AdministrativeExpensesAmt |
| End Year Balance | $1,553,418 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $987,567 | BeginningYearBalanceAmt |
| Contributions | $1,378,122 | ContributionsAmt |
| Administrative Expenses | $689,856 | AdministrativeExpensesAmt |
| End Year Balance | $1,675,833 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,354,619 | BeginningYearBalanceAmt |
| Contributions | $726,549 | ContributionsAmt |
| Administrative Expenses | $1,093,601 | AdministrativeExpensesAmt |
| End Year Balance | $987,567 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,055,103 | BeginningYearBalanceAmt |
| Contributions | $623,072 | ContributionsAmt |
| Administrative Expenses | $323,556 | AdministrativeExpensesAmt |
| End Year Balance | $1,354,619 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,608 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,215 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,433 | DepreciationAmt |
| Book Value | $6,782 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,782 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE PAYABLE | Desc |
| Amt | $54,012 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $54,012 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,699,796 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$190,649 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $72,650 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$117,999 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,817,795 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,714 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$221,658 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$209,944 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,607,851 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,909,899 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $72,650 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $72,650 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,837,249 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,714 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$221,658 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$209,944 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,627,305 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF RESTRICTED FUNDS DESIGNATED FOR A SPECIFIC PURPOSE BY A DONOR. |
| PART X, LINE 2: | IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF EVENT EXPENSES -221,658. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF EVENT EXPENSES -221,658. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | RESEARCH GRANT | BRITTLE BONE DISORDERS CONSORTIUM RESEARCH GRANT | $50,000 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | RESEARCH GRANT | BRITTLE BONE DISORDERS CONSORTIUM RESEARCH GRANT | $50,000 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | RESEARCH GRANT | BRITTLE BONE DISORDERS CONSORTIUM RESEARCH GRANT | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $145,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $145,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | FELLOWSHIP GRANT | $50,000 | BANK TRANSFER | $0 | N/A | N/A |
| NORTH AMERICA | FELLOWSHIP GRANT | $50,000 | BANK TRANSFER | $0 | N/A | N/A |
| NORTH AMERICA | RESEARCH GRANT | $45,000 | BANK TRANSFER | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OIF MONITORS THE USE OF GRANT FUNDS OUTSIDE THE US BY REQUESTING PERIODIC ACTIVITY AND FINANCIAL REPORTS FROM ITS GRANTEES, AND WILL VISIT PROGRAM SITES (STAFF, PARTNERS OR BOARD MEMBERS) PERIODICALLY TO REVIEW AND INSURE GRANT OBJECTIVES ARE ON TRACK. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STRONG BONES HOUSTON | Event1Nm |
| Gross Receipts Event1 | $121,390 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $90,790 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $40,625 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,341 | OtherDirectExpensesEvent1Amt |
| Event2 | DC FINE WINE | Event2Nm |
| Gross Receipts Event2 | $147,776 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $121,376 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,400 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $62,712 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $5,161 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,057 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 15 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $330,247 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $264,409 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $65,838 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $61,851 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $160 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,751 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $599,413 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $476,575 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $122,838 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $165,188 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $160 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,161 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,149 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $221,658 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$98,820 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY CALIFORNIA LOS ANGELES | ||||||||||
| 3251 SOUTH SEPULVEDA BLVD UNIT 2023 | LOS ANGELES | CA | 90034 | 943067788 | 501(C)(3) | $50,000 | $0 | N/A | N/A | FELLOWSHIP GRANT |
| UNIVERSITY OF SOUTH FLORIDA | ||||||||||
| 3650 SPECTRUM BLVD | TAMPA | FL | 33612 | 593102112 | 501(C)(3) | $25,000 | $0 | N/A | N/A | CONTACT REGISTRY |
| BOSTON CHILDREN'S HOSPITAL | ||||||||||
| 300 LONGWOOD AVE ENDERS 2 | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $50,000 | $0 | N/A | N/A | FELLOWSHIP GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | IMPACT GRANT ASSISTANCE | GrantTypeTxt |
| Recipient | 23 | RecipientCnt |
| Cash Grant | $79,225 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | AFTER THE GRANT IS AWARDED, THE GRANTEE HAS TO SEND IN A LISTING OF EXPENDITURES ONCE INCURRED. THIS LIST OF EXPENSES IS REVIEWED AND COMPARED TO OTHER SIMILAR GRANTS AND THEIR EXPENDITURES BEFORE THE MONEY IS ISSUED TO THE GRANTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY SMITH HART | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $199,284 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $16,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $18,240 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,898 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $245,422 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE OI FOUNDATION IS OPEN TO ALL PEOPLE WHO SUPPORT THE MISSION OF THE OI FOUNDATION. THE BOARD OF DIRECTORS DETERMINE THE LEVEL AND BENEFITS OF MEMBERSHIP, AND MAY CHANGE THESE FROM TIME TO TIME. ALL MEMBERS ARE ENTITLED TO VOTING PRIVILEGES. MEMBERSHIP BECOMES EFFECTIVE UPON RECEIPT OF DUES. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS A COPY OF THE RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. IT IS ALSO REVIEWED BY THE AUDIT COMMITTEE BEFORE BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD, ITS COMMITTEES, FOUNDATION STAFF AND THEIR IMMEDIATE FAMILIES AND BUSINESS ASSOCIATES. IT IS MONITORED BY ANNUAL WRITTEN INFORMATION QUESTIONNAIRE FROM THE BOARD PRESIDENT WHICH IS REVIEWED AND MAINTAINED BY THE AUDIT COMMITTEE CHAIR. THE ENTIRE BOARD REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT OR FUTURE) ARE IDENTIFIED, THE PERSON DETERMINED TO HAVE A CONFLICT IS RECUSED FROM DELIBERATIONS AND VOTING. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM NATIONAL HEALTH COUNCIL SALARY SURVEY. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OR COMMITTEE MEETING. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS AND THE MOST RECENT YEAR FOR WHICH THIS PROCESS WAS UNDERTAKEN FOR EACH IS IDENTIFIED: OFFICE/TITLE - CHIEF EXECUTIVE OFFICER YEAR OF MOST RECENT REVIEW/APPROVAL - 2026 |
| FORM 990, PART VI, SECTION C, LINE 19 | OI FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. |
| FORM 990, PART XII, LINE 2C | NO CHANGES FROM THE PRIOR YEAR. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF INDEPENDENT AUDITORS AND OVERSIGHT OVER THE INDEPENDENT AUDIT PROCESS. |