AMERICAN SOCIETY FOR HISTOCOMPATI BILITY AND IMMUNOGENETICS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY FOR HISTOCOMPATI BILITY AND IMMUNOGENETICS (EIN 51-0173356)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-28
- IRS object ID
- 201101799349300200
- Schema version
- 2010v3.2
- 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 | 2011-06-28T05:59:35-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510173356 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY FOR HISTOCOMPATIBILITY | BusinessNameLine1 |
| Business Name Line2 | AND IMMUNOGENETICS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8566380428 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 COMMERCE PARKWAY NO C | AddressLine1 |
| City | MT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOREEN JEZEK MS | Name |
| Title | TREASURER | Title |
| Phone | 8566380428 | Phone |
| Date Signed | 2011-06-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIANNE MAK | Name |
| Phone | 2155677770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DOREEN JEZEK MS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 COMMERCE PARKWAY NO C | AddressLine1 |
| City | MT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2670877 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASHI-HLA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | SEE PAGE 2, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 115 | TotalNbrVolunteers |
| Total Gross UBI | 74457 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 34391 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 132300 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 133675 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1492641 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1552101 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -32557 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28936 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 283264 | OtherRevenuePriorYear |
| Other Revenue Current Year | 363963 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1875648 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2078675 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16023 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15731 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1825591 | OtherExpensePriorYear |
| Other Expenses Current Year | 1773896 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1841614 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1789627 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 34034 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 289048 | RevenuesLessExpensesCY |
| Total Assets BOY | 1926875 | TotalAssetsBOY |
| Total Assets EOY | 2357342 | TotalAssetsEOY |
| Total Liabilities BOY | 332582 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 380784 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1594293 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1976558 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO CREATE A FORMAL ORGANIZATION OF WORKERS IN THE FIELD OF HISTOCOMPATIBILITY TESTING THAT PROVIDES A UNIFIED AND ACCURATE VOICE IN MATTERS OF MUTUAL INTEREST; TO ADVANCE THE DEVELOPMENT OF HISTOCOMPATIBILITY TESTING AS A DISCIPLINE OF MEDICINE; AND TO PROVIDE A FORUM FOR THE EXCHANGE OF SCIENTIFIC INFORMATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 544063 | Expense |
| Grants | 15731 | Grants |
| Revenue | 704202 | Revenue |
| Description | ANNUAL & REGIONAL MEETINGS:ANNUAL MEETING - THE ASHI ANNUAL MEETING, HELD EACH FALL, PROVIDES MEMBERS WITH THE OPPORTUNITY TO MEET AND TO EXCHANGE INFORMATION. PLENARY SESSIONS OFFER THE LATEST RESEARCH FINDINGS OF INTEREST IN BOTH SCIENTIFIC AND CLINICAL AREAS. CONCURRENT BASIC RESEARCH AND CLINICAL SCIENTIFIC SESSIONS PROVIDE AN OPPORTUNITY FOR ALL MEMBERS TO ACQUIRE KNOWLEDGE AND TO INTERACT WITH COLLEAGUES IN THEIR OWN AREAS OF EXPERTISE. ADDITIONAL PRESENTATIONS INCLUDE BOTH ORAL ABSTRACT AND POSTER SESSIONS. EDUCATIONAL WORKSHOPS PROVIDE LECTURES AND INTERACTIVE DISCUSSIONS ON SPECIALIZED TOPICS. EXHIBITS OF COMMERCIAL PRODUCTS AND INFORMATION OF INTEREST TO THE MEMBERSHIP ARE ALSO ON DISPLAY. REGIONAL MEETINGS - THE ASHI REGIONAL EDUCATION WORKSHOPS, HELD IN THE SPRING AND EARLY SUMMER, ARE DESIGNED TO PROVIDE GREATER GEOGRAPHICAL ACCESSIBILITY TO CONTINUING EDUCATION. THESE WORKSHOPS EMPHASIZE TOPICS SELECTED FROM ASHI'S ANNUAL MEETINGS AND ARE DESIGNED TO MEET THE SPECIFIC EDUCATIONAL NEEDS IN THE RAPIDLY GROWING FIELDS OF HISTOCOMPATIBILITY AND IMMUNOGENETICS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 367440 | Expense |
| Revenue | 384362 | Revenue |
| Description | PROFICIENCY TESTING:ASHI CONDUCTS A PROFICIENCY TESTING PROGRAM FOR CLINICAL HISTOCOMPATIBILITY TESTING LABORATORIES. THE PROGRAM'S SURVEY CATEGORIES ARE DESIGNED TO EMULATE ROUTINE CLINICAL TESTING: HLA TYPING, HLA-B27 DETECTION, ENGRAFTMENT MONITORING, AND ANTIBODY SCREENING/CROSSMATCHING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 305679 | Expense |
| Revenue | 352477 | Revenue |
| Description | ACCREDITATION:THE OBJECTIVE OF ASHI'S LABORATORY ACCREDITATION PROGRAM IS TO MAINTAIN THE HIGHEST STANDARDS OF RELIABILITY AND QUALITY IN HISTOCOMPATIBILITY TESTING LABORATORIES. THE ACCREDITATION PROGRAM EVALUATES LABORATORY PERSONNEL, PROCEDURES AND FACILITIES TO DETERMINE IF THEY ARE IN COMPLIANCE WITH ASHI STANDARDS AND WITH THOSE STANDARDS OF ORGANIZATIONS WHICH HAVE GRANTED ASHI DEEMED STATUS. IT PROMOTES THE EDUCATIONAL ASPECTS OF THE ACCREDITATION PROCESS, PARTICULARLY IN ASSISTING LABORATORIES IN THE CORRECTION OF DEFICIENCIES, AND MAINTAINS THE SOCIETY'S AWARENESS OF STANDARD AND NOVEL TESTING PROCEDURES AND METHODOLOGIES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 85838 | Expense |
| Revenue | 111060 | Revenue |
| Description | PUBLICATIONS:HUMAN IMMUNOLOGY ACCEPTS CONTRIBUTIONS OF ORIGINAL WORK IN THE FIELDS OF HISTOCOMPATIBILITY, IMMUNOGENETICS AND GENERAL IMMUNOLOGY. THE JOURNAL IS PUBLISHED 12 TIMES A YEAR BY ELSEVIER SCIENCE. ASHI QUARTERLY CONTAINS NEWS AND INFORMATION OF INTEREST TO THE MEMBERSHIP AS WELL AS REVIEW ARTICLES IN A VARIETY OF TOPICS IN HISTOCOMPATIBILITY, IMMUNOGENETICS, GENERAL IMMUNOLOGY AND LABORATORY SCIENCE. EACH ISSUE OF THE ASHI QUARTERLY CONTAINS A QUIZ FOR CONTINUING EDUCATION CREDITS AS AN ADDED BENEFIT FOR MEMBERS. THE ASHI LABORATORY PROCEDURE MANUAL PROVIDES ACCESS TO A WIDE VARIETY OF PROTOCOLS, QUALITY CONTROL AND QUALITY ASSURANCE PRACTICES. NEW PROCEDURE SUPPLEMENTS ARE CREATED PERIODICALLY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 85838 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 111060 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1303020 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION HEADQUARTERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8566380428 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 COMMERCE PARKWAY SUITE C | AddressLine1 |
| City | MT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARCELO FERNANDEZ-VINA PRESIDENT | ||||||
| (JAN-SEPT), PAST PRESIDENT (OCT-DEC) | 3.00 | X | X | 0 | 0 | 0 |
| GEOFFREY LAND PHD PRESIDENT-ELECT | ||||||
| (JAN-SEPT), PRESIDENT (OCT-DEC) | 3.00 | X | X | 0 | 0 | 0 |
| DEBORAH CROWE PHD | ||||||
| PAST PRESIDENT (JAN-SEPT) | 3.00 | X | X | 0 | 0 | 0 |
| JOHN HART MBA | ||||||
| VP OF OPERATIONS | 3.00 | X | X | 0 | 0 | 0 |
| JUDITH BAKER CHS | ||||||
| SECRETARY (JAN-SEPT) | 3.00 | X | X | 0 | 0 | 0 |
| DOROTHY LEVIS MT | ||||||
| SECRETARY (OCT-DEC) | 3.00 | X | X | 0 | 0 | 0 |
| DOREEN JEZEK MS | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| AMY HAHN PHD BOARD MEMBER | ||||||
| (JAN-SEPT), PRESIDENT-ELECT(OCT-DEC) | 3.00 | X | X | 0 | 0 | 0 |
| LEE ANN BAXTER-LOWE PHD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARBARA BURGESS BS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARIA GERBASE-DELIMA MD | ||||||
| BOARD MEMBER (JAN-SEPT) | 1.00 | X | 0 | 0 | 0 | |
| SANDRA HELMAN PHD | ||||||
| BOARD MEMBER (JAN-SEPT) | 1.00 | X | 0 | 0 | 0 | |
| CHARLENE HUBBELL BS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DIANE PIDWELL PHD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KAREN PIERCE CHS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH TRIMBLE MT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARIA BETTINOTTI PHD | ||||||
| BOARD MEMBER (OCT-DEC) | 1.00 | X | 0 | 0 | 0 | |
| JOANNIS MYTILINEOS MD | ||||||
| BOARD MEMBER (OCT-DEC) | 1.00 | X | 0 | 0 | 0 | |
| JOHN GERLACH PHD | ||||||
| BOARD MEMBER (OCT-DEC) | 1.00 | X | 0 | 0 | 0 | |
| SAMUEL ALBRECHT JAN - JULY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| KATHERINE MIRANDA JULY - DEC | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ASSOCIATION HEADQUARTERS INC | |||||
| 15000 COMMERCE PKWY STE C | MT LAUREL | NJ | 08054 | MGMT SVC COMPANY | 585400 |
| GTI DIAGNOSTICS | |||||
| 20925 CROSSROADS CIRCLE | WAUKESHA | WI | 53186 | PROF. TESTING SVCS | 216294 |
| SMITHBUCKLIN ACCRED & CERT SVCS | |||||
| 401 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | CERTIFICATION SVCS | 162017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 120675 | MembershipDues |
| All Other Contributions | 13000 | AllOtherContributions |
| Total Contributions | 133675 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| MEETINGS-REG/EXHIBITS | 900099 | 704202 | 424427 | $279,775 | |
| PROFICIENCY TESTING | 900099 | 384362 | 384362 | ||
| ACCREDITATION | 900099 | 352477 | 352477 | ||
| PUBLICATIONS | 541800 | 93447 | 18990 | 74457 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17613 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17613 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1552101 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28420 | TotalRevenueColumn |
| Exclusion | $28,420 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 363963 | TotalRevenueColumn |
| Exclusion | $363,963 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 592718 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 592202 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 516 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 516 | TotalRevenueColumn |
| Exclusion | $516 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2078675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1197869 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 74457 | UnrelatedBusinessRevenue |
| Exclusion | $672,674 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15731 | Total |
| Program Services | 15731 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597341 | Total |
| Program Services | 248896 | ProgramServices |
| Management And General | 348445 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11409 | Total |
| Management And General | 11409 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405042 | Total |
| Program Services | 401042 | ProgramServices |
| Management And General | 4000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141756 | Total |
| Program Services | 112815 | ProgramServices |
| Management And General | 28941 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31900 | Total |
| Program Services | 31900 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77181 | Total |
| Program Services | 59997 | ProgramServices |
| Management And General | 17184 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424934 | Total |
| Program Services | 381842 | ProgramServices |
| Management And General | 43092 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22167 | Total |
| Program Services | 22167 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21710 | Total |
| Program Services | 14913 | ProgramServices |
| Management And General | 6797 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROFESSIONAL FEES | 18086 | 5815 | 12271 |
| UNRELATED BUS INC TAX | 2600 | 2600 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19770 | Total |
| Program Services | 7902 | ProgramServices |
| Management And General | 11868 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1789627 | Total |
| Program Services | 1303020 | ProgramServices |
| Management And General | 486607 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54501 | BOY |
| EOY | 55269 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421761 | BOY |
| EOY | 520067 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214099 | BOY |
| EOY | 328802 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70536 | BOY |
| EOY | 69352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 96572 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59801 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44938 | BOY |
| EOY | 36771 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1118273 | BOY |
| EOY | 1344769 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2767 | BOY |
| EOY | 2312 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1926875 | BOY |
| EOY | 2357342 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42782 | BOY |
| EOY | 25003 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260052 | BOY |
| EOY | 326232 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29748 | BOY |
| EOY | 29549 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332582 | BOY |
| EOY | 380784 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1455032 | BOY |
| EOY | 1830900 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19261 | BOY |
| EOY | 25658 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120000 | BOY |
| EOY | 120000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1594293 | BOY |
| EOY | 1976558 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1926875 | BOY |
| EOY | 2357342 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 289048 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 93217 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 133948 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 149056 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 132300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 133675 | CurrentTaxYear |
| Total | 639391 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1278148 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1205063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1012613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1169199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1197869 | CurrentTaxYear |
| Total | 5862892 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 265326 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 245496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 274200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 279775 | CurrentTaxYear |
| Total | 1225624 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1529387 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1604337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1407165 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1575699 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1611319 | CurrentTaxYear |
| Total | 7727907 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1888 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24672 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45013 | CurrentTaxYear |
| Total | 89989 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1888 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24672 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45013 | CurrentTaxYear |
| Total | 89989 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 7637918 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128734 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 242305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 316426 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 305006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 392383 | CurrentTaxYear |
| Total | 1384854 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2180 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 9632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29232 | CurrentTaxYear |
| Total | 49898 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 130914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 242305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 326058 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 313860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 421615 | CurrentTaxYear |
| Total | 1434752 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58932 | CurrentTaxYearMinus3Years |
| Total | 73209 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1674578 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1905574 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1733223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1889559 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2032934 | CurrentTaxYear |
| Total | 9235868 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.82700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.85660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.15530 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.12850 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 129669 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 9128 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6161 | GrantsOrScholarships |
| End Of Year Balance | 132636 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 120000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 15669 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6000 | GrantsOrScholarships |
| End Of Year Balance | 129669 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 120000 | Contributions |
| End Of Year Balance | 120000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.90470 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09530 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96572 | OtherCostOrOtherBasis |
| Depreciation | 59801 | Depreciation |
| Book Value | 36771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 36771 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD FOR OTHERS | Description |
| Amount | $29,549 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 29549 | TotalOfAmounts |
| Total Revenue | 2078675 | TotalRevenue |
| Total Expenses | 1789627 | TotalExpenses |
| Excess Or Deficit For Year | 289048 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 93217 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 93217 | TotalAdjustments |
| Excess Or Deficit Per FS | 382265 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2171892 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 93217 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 93217 | RevenueNotRptdF990 |
| Revenue Subtotal | 2078675 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2078675 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1789627 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1789627 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1789627 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INTENDED USE OF ASHI'S ENDOWMENT FUNDS GRANTS AND AWARDS TO INDIVIDUALS, GROUPS, OR INSTITUTIONS IN RECOGNITION OF SIGNIFICANT ACCOMPLISHMENTS AND/OR CONTRIBUTIONS TO THE FIELDS OF CLINICAL TRANSPLANTATION, HISTOCOMPATIBILITY, AND IMMUNOGENETICS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | EXPLANATION FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 ASHI BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS UNDER FIN 48 AND, AS A RESULT, THE ADOPTION OF THE NEW STANDARD HAD NO IMPACT ON ASHI'S FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| J. MARILYN MACQUEEN AWARD | 1 | 1500 |
| PAUL I. TERASAKI CLINICAL SCIENCE AWARD | 1 | 5834 |
| ROSE PAYNE AWARD | 1 | 4087 |
| OUTSTANDING TECHNOLOGIST AWARD | 1 | 1751 |
| ASHI SCHOLAR AWARD | 3 | 696 |
| DISTINGUISHED SCIENTIST AWARD | 1 | 907 |
| DISTINGUISHED SERVICE AWARD | 1 | 456 |
| INTERNATIONAL SCHOLAR AWARD | 1 | 500 |
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: ASHI PROVIDES AWARDS BASED ON A NOMINATION PROCESS. AWARD NOMINEES ARE SCREENED BY STAFF AND VOLUNTEERS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE ORGANIZATION OUTSOURCES ITS ADMINISTRATIVE AND MANAGEMENT FUNCTIONS TO AN INDEPENDENT MANAGEMENT SERVICE COMPANY, INCLUDING THE POSITION OF EXECUTIVE DIRECTOR (NON-VOTING MEMBER OF THE BOARD) OF THE ORGANIZATION. IN ACCORDANCE WITH ANNOUNCEMENT 2001-33, THE TOTAL COMPENSATION INCURRED BY THE ORGANIZATION FOR THIS MANAGEMENT SERVICE COMPANY AMOUNTED TO $597,341 AND IS REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS THE ORGANIZATION HAS ONE CLASS OF VOTING MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS OF GOVERNING BODY VOTING MEMBERS SHALL EACH HAVE ONE VOTE. THEY SHALL BE ELIGIBLE TO SERVE AS A DIRECTOR OR OFFICER OF THE ORGANIZATION. ELECTION OF OFFICERS OR BOARD MEMBERS SHALL BE BY MAJORITY VOTE OF THE MEMBERS ELIGIBLE TO VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF FORM 990 PRIOR TO ITS FILING WITH THE IRS, A COPY OF THE FINAL FORM 990 IS EMAILED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS. | |
| ENFORCEMENT OF CONFLICTS POLICY THE ORGANIZATION'S STAFF PROVIDES BRIEFINGS AT EACH BOARD MEETING ON THE CONFLICT OF INTEREST POLICY AND ASKS IF ANYONE HAS INFORMATION REGARDING A POTENTIAL VIOLATION OF THE POLICY. IF SO, ALL INSTANCES SHOULD BE REPORTED. IN ADDITION, EACH VOTING MEMBER OF THE BOARD OF DIRECTORS IS ASKED TO READ, REVIEW AND SIGN A STATEMENT THAT ACKNOWLEDGES THE CONFLICT OF INTEREST POLICY AND ITS REPORTING REQUIREMENTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND FORM 990 ARE PROVIDED UPON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE OFFICE OF THE ORGANIZATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 93,217. | FORM 990, PART XI, LINE 5: |