COMMISSION ON CASE MANAGER CERTIFICATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- COMMISSION ON CASE MANAGER CERTIFICATION (EIN 36-4029710)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-14
- IRS object ID
- 201120459349301027
- Schema version
- 2009v1.7
- 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 | 2011-02-14T11:22:15-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364029710 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMISSION FOR CASE MANAGER CERTIFICATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8564390500 | 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 | JO CARTER | Name |
| Title | CHAIR | Title |
| Phone | 8564390500 | Phone |
| Date Signed | 2011-02-14 | 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 | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JO CARTER | 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 | 4407832 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CCMCERTIFICATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | SEE PAGE 2, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 51 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2357918 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1852297 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 122388 | InvestmentIncomePriorYear |
| Investment Income Current Year | -113520 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22661 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9463 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2502967 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1748240 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3750 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4250 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2188155 | OtherExpensePriorYear |
| Other Expenses Current Year | 2193468 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2192905 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2198718 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 310062 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -450478 | RevenuesLessExpensesCY |
| Total Assets BOY | 3756127 | TotalAssetsBOY |
| Total Assets EOY | 3806886 | TotalAssetsEOY |
| Total Liabilities BOY | 302752 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 373148 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3453375 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3433738 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE PROFESSIONAL CASE MANAGEMENT CERTIFICATION THROUGH CREDENTIALING TO ADVANCE THE QUALITY OF CASE MANAGEMENT SERVICES PROVIDED TO INDIVIDUALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1927862 | Expense |
| Revenue | 1852297 | Revenue |
| Description | CERTIFICATION: IN FURTHERANCE OF THE AFOREMENTIONED PURPOSE, TO HAVE THE POWER TO PROMOTE THE CERTIFICATION OF PROFESSIONAL INDIVIDUALS WITHIN THE FIELD OF CASE MANAGEMENT THROUGH THE ADOPTION OF THE STANDARDS AND CREDENTIALS, EMPLOYMENT EXPERIENCE, EXAMINATION AND PROFESSIONAL ETHICS; TO PROMOTE THE ACCEPTANCE OF THE CERTIFIED PRACTITIONERS BY THE PUBLIC; AND TO ASSURE SUCH OTHER ACTIVITIES AS ARE COMPATIBLE WITH THE OPERATION OF A CERTIFICATION PROGRAM. | Description |
| Total Program Service Expense | 1927862 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| 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 | 8564390500 | 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 |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Jo Carter | ||||||
| CHAIR | 15.00 | X | X | 250 | 0 | 0 |
| AnNETTE WATSON | ||||||
| CHAIR-ELECT | 12.00 | X | X | 250 | 0 | 0 |
| ELLEN FINK-SAMNICK | ||||||
| Secretary | 10.00 | X | X | 250 | 0 | 0 |
| Dorothy Consonery- | ||||||
| Fairnot Treasurer | 10.00 | X | X | 250 | 0 | 0 |
| Vivian Campagna | ||||||
| IMMEDIATE PAST-CHAIR | 8.00 | X | X | 250 | 0 | 0 |
| MauREEN BOSHIER | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Joan Bowman | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Mary Ann Curtin | ||||||
| Comissioner | 3.00 | X | 0 | 0 | 0 | |
| FeLIZITAS DEVINE | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Paul Dillon | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Sue Jensen | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| BaRBARA JOHANSSON | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Lynn Muller | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Karen Provine | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Julia Rieve | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Kathryn Serbin | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Marietta Stanton | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Leslie White | ||||||
| Comissioner | 3.00 | X | 250 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4250 | 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 (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Smith Bucklin | |||||
| 3185 Payshphere Circle | Chicago | IL | 60647 | Accreditation SVCS | 720000 |
| SuTTON ENTERPRISES INC | |||||
| 424 DIANA COURT STE A | BeNSENVILLE | IL | 601063221 | ConSULT/DEVELOP SVCS | 466201 |
| ProMETRIC INC | |||||
| PO BOX 223608 | Pittsburgh | PA | 152512608 | TeSTING SERVICES | 408254 |
| AssOCIATION HEADQUARTERS inc | |||||
| 15000 COMMERCE PKWY STE C | Mt LAUREL | NJ | 08054 | MGT SERVICE company | 399342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Certification revenue | 900099 | 1762202 | 1762202 |
| CPE revenue | 900099 | 90095 | 90095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1852297 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106586 | TotalRevenueColumn |
| Exclusion | $106,586 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2439486 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2659592 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -220106 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -220106 | TotalRevenueColumn |
| Exclusion | -$220,106 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MAIL LIST SALES | 900099 | 9050 | $9,050 |
| WEBSITE | 900099 | 413 | $413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9463 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1748240 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1852297 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$104,057 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4250 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 538592 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8862 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9000 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1053942 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80155 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36483 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21720 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2882 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233272 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88717 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14556 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | bank/credit card fees | Description |
| Total | 55156 | Total |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40131 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2198718 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81373 | BOY |
| EOY | 69593 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419620 | BOY |
| EOY | 199529 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13593 | BOY |
| EOY | 1375 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5552 | BOY |
| EOY | 10253 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3235989 | BOY |
| EOY | 3041515 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 484621 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3756127 | BOY |
| EOY | 3806886 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90752 | BOY |
| EOY | 136278 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212000 | BOY |
| EOY | 236870 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302752 | BOY |
| EOY | 373148 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3450365 | BOY |
| EOY | 3431728 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3010 | BOY |
| EOY | 2010 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3453375 | BOY |
| EOY | 3433738 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3756127 | BOY |
| EOY | 3806886 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Educational Website Development | Description |
| Book Value | 484621 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 484621 | TotalBookValueOtherAssets |
| Total Revenue | 1748240 | TotalRevenue |
| Total Expenses | 2198718 | TotalExpenses |
| Excess Or Deficit For Year | -450478 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 430841 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 430841 | TotalAdjustments |
| Excess Or Deficit Per FS | -19637 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1861760 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 220106 | OtherRevenues |
| Revenue Not Rptd F990 | 220106 | RevenueNotRptdF990 |
| Revenue Subtotal | 1641654 | RevenueSubtotal |
| Other Revenues Not Included | 106586 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 106586 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1748240 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2198718 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2198718 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2198718 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | REALIZED loss ON SALE OF INVESTMENTS: 220106. |
| Part XII, Line 4b - Other Adjustments: | INTEREST AND DIVIDEND INCOME: 106586. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 3 | DELEGATION OF MANAGEMENT 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 BOARD MEMBER) OF THE ORGANIZATION. IN ACCORDANCE WITH ANNOUNCEMENT 2001-33, THE TOTAL FEES INCURRED FOR THE REPORTING YEAR AMOUNTED TO $538,592 AND ARE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. | |
| Form 990, Part VI, Section B, line 11 | GOVERNING BOARD 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 GOVERNING BOARD FOR REVIEW. | |
| Form 990, Part VI, Section B, line 12c | ENFORCEMENT OF CONFLICTS POLICY ALL COMMISSIONERS OF THE BOARD AND VOLUNTEERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST CONVENANT AT EACH MEETING OF THE ORGANIZATION AND/OR SMALLER MEETINGS. SHOULD A CONFLICT OF INTEREST ARISE OR BE UNCOVERED, A BOARD COMMISSIONER IS EXPECTED TO RECUSE HIM/HERSELF FROM ANY RELEVANT VOTING DECISIONS. SHOULD THE CONFLICT OF INTEREST BE MORE SERIOUS THAN A VOTING ISSUE, THE ORGANIZATION'S CHAIR, EXECUTIVE DIRECTOR AND/OR CHIEF RELATIONSHIP OFFICER WILL MEDIATE THE SITUATION TO ATTAIN A SOLUTION FAVORABLE TO THE ORGANIZATION. | |
| Form 990, Part VI, Section C, line 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. | |
| Form 990, Part XI, Line 2c: | THE ORGANIZATION DID NOT CHANGE ITS Oversight or selection process during the tax year. | Financial Statements and Reporting |