THE FRANCIS OUIMET SCHOLARSHIP FUND INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE FRANCIS OUIMET SCHOLARSHIP FUND INC (EIN 04-2234126)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-11-14
- IRS object ID
- 201133189349303693
- Schema version
- 2010v3.4
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T12:23:19-06:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 COMPUTER DR | AddressLine1 |
| City | WESTBOROUGH | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042234126 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANCIS OUIMET SCHOLARSHIP FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 7744309090 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARNOLD PALMER BOULEVARD | AddressLine1 |
| City | NORTON | City |
| State | MA | State |
| ZIP Code | 02766 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT J ADLER | Name |
| Title | TREASURER | Title |
| Phone | 7812730075 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANCIS K BROWN II | Name |
| Phone | 5089262200 | Phone |
| Date Prepared | 2011-11-03 | DatePrepared |
| 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 | SCOTT J ADLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CAMBRIDGE STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3337905 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | OUIMET.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | VISION STATEMENT THE FRANCIS OUIMET SCHOLARSHIP FUND PROMOTES THE CHARACTER BUILDING ASPECTS OF GOLF IN THE TRADITION OF FRANCIS OUIMET. THE FUND IS UNIQUE AMONG GOLF CHARITIES WITH GREAT POTENTIAL FOR GROWTH THROUGH SUPPORT FROM ALUMNI, VOLUNTEER LEADERSHIP AND THE GOLFING COMMUNITY. THE FUND IS DEDICATED TO FOSTERING GROWTH OF THE CADDIE PROGRAMS THROUGHOUT THE REGION THEREBY BROADENING THE SCOPE OF SCHOLARS TO CREATE A MORE DIVERSE GROUP OF SCHOLARS AND ALUMNI. OPPORTUNITIES ARE PLENTIFUL FOR TRUSTEES, BOARD MEMBERS AND VOLUNTEER LEADERS TO PARTICIPATE AND BECOME INVOLVED IN ACTIVITIES THAT WILL MOVE THE FRANCIS OUIMET SCHOLARSHIP FUND TO A GREATER LEVEL OF FINANCIAL ASSISTANCE FOR OUIMET SCHOLARS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1863963 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2053562 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14860 | InvestmentIncomePriorYear |
| Investment Income Current Year | 341311 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 305270 | OtherRevenuePriorYear |
| Other Revenue Current Year | 286712 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2184093 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2681585 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1325500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1460000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 334804 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 352837 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 607460 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 440259 | OtherExpensePriorYear |
| Other Expenses Current Year | 454935 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2100563 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2267772 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 83530 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 413813 | RevenuesLessExpensesCY |
| Total Assets BOY | 7362543 | TotalAssetsBOY |
| Total Assets EOY | 8287166 | TotalAssetsEOY |
| Total Liabilities BOY | 335216 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 331182 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7027327 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7955984 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FRANCIS OUIMET SCHOLARSHIP FUND IS COMMITTED TO PROVIDING NEED AND MERIT BASED SCHOLARSHIP AID TO STUDENTS WHO HAVE DEMONSTRATED A STRONG WORK ETHIC BY HAVING COMPLETED AT LEAST TWO YEARS OF SERVICE TO GOLF. THE OUIMET FUND REWARDS ACCOMPLISHMENT THROUGH THE COMPETITIVE, RENEWABLE SCHOLARSHIPS. THE FUND IS DEDICATED TO PROVIDING THE GOLFING COMMUNITY WITH AN OPPORTUNITY TO GIVE BACK TO GOLF AND SOCIETY BY ASSISTING YOUTH IN FURTHERING THEIR EDUCATION. THE FUND ALSO SEEKS TO PRESERVE THE HISTORY OF FRANCIS OUIMET'S CONTRIBUTIONS TO AMERICAN GOLF. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1460000 | Expense |
| Grants | 1460000 | Grants |
| Revenue | 341311 | Revenue |
| Description | PROVIDING COLLEGE SCHOLARSHIPS TO CADDIES AND OTHER GOLF CLUB RELATED EMPLOYEES WHO HAVE SERVED THE GOLF COMMUNITY FOR TWO OR MORE YEARS | Description |
| Total Program Service Expense | 1460000 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 1 | FundsToPayPremiums |
| Premiums Paid | 1 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT J ADLER TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7744309090 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARNOLD PALMER BOULEVARD | AddressLine1 |
| City | NORTON | City |
| State | MA | State |
| ZIP Code | 02766 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JASON S ADAMS | ||||||
| EX OFFICO-GCSANE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT P DONOVAN | ||||||
| EX. DIRECTOR | 40.00 | X | 135135 | 0 | 15395 | |
| SCOTT J ADLER | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD C BANE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD J BARRETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES D BLUE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL D BOUDREAU | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD F CONNOLLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN J CURTIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN C DEMIRJIAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE L DEMMER | ||||||
| EXOFFICO-NEPGA | 1.00 | X | 0 | 0 | 0 | |
| JOHN F DEZIECK | ||||||
| EXOFFICO-MGA | 1.00 | X | 0 | 0 | 0 | |
| CHARLES L DONAHUE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL H DOUVADJIAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL C FONDO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID FREM | ||||||
| EXOFFICO-NEGCOA | 1.00 | X | 0 | 0 | 0 | |
| JUDY P FRODIGH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY J GAILIUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN F GALLAGHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JERRY R GREEN | ||||||
| EXOFFICO-MGA | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM L HEALY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TED HIGHBERGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS J KELLY | ||||||
| CLERK | 1.00 | X | 0 | 0 | 0 | X |
| TERRENCE G KENNEDY | ||||||
| 1ST VP | 1.00 | X | 0 | 0 | 0 | X |
| LEE M KENNEDY SR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER E LANKAU | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHILIP J LUSSIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETER A MAICH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS J MARTIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HOLLY L MCGRATH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES W MORIARTY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES M MURPHY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH E ONSTOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEANDER G OTHON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD M REILLY | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| THOMAS P RIORDAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHIE S STEVENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD B SULLIVAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES TEDESCO | ||||||
| TODESCO SCHOLARSHIP | 1.00 | X | 0 | 0 | 0 | |
| ANNE MARIE TOBIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EDWARD F VAHEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANCISCO VENTURA | ||||||
| EXOFFICO=CMANE | 1.00 | X | 0 | 0 | 0 | |
| TERESA R WAPPEL | ||||||
| EXOFFICO= WGAM | 1.00 | X | 0 | 0 | 0 | |
| TODD H WETZEL | ||||||
| EXOFFICO-OUIMET SOCIETY | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL T WHITMER | ||||||
| EXOFFICO-MEDIA | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 135135 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15395 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARRIOTT INTERNATIONAL | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 402642 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303842642 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | VENUE FOR ANNUAL BANQUET | DescriptionOfServices |
| Compensation | 141330 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 2053562 | AllOtherContributions |
| Total Contributions | 2053562 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244879 | TotalRevenueColumn |
| Related Or Exempt Function Income | 244879 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 415733 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 319301 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 96432 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96432 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96432 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 623731 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 337019 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 286712 | TotalRevenueColumn |
| Exclusion | $286,712 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2681585 | TotalRevenueColumn |
| Related Or Exempt Function Income | 341311 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $286,712 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1460000 | Total |
| Program Services | 1460000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135135 | Total |
| Fundraising | 135135 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200008 | Total |
| Management And General | 85356 | ManagementAndGeneral |
| Fundraising | 114652 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11073 | Total |
| Management And General | 11073 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6621 | Total |
| Management And General | 6621 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51608 | Total |
| Management And General | 51608 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13060 | Total |
| Management And General | 13060 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2864 | Total |
| Management And General | 2864 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9732 | Total |
| Management And General | 9732 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276 | Total |
| Management And General | 276 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1325 | Total |
| Management And General | 1325 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUNDRAISING | 278426 | 278426 | |
| CLUB RELATIONS | 75800 | 75800 | |
| MISCELLANEOUS | 9178 | 9178 | |
| COMPUTER SUPPLIES & MAI | 3446 | 3446 | |
| PROGRAM EXPENSE | 2688 | 2688 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6532 | Total |
| Management And General | 5773 | ManagementAndGeneral |
| Fundraising | 759 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2267772 | Total |
| Program Services | 1460000 | ProgramServices |
| Management And General | 200312 | ManagementAndGeneral |
| Fundraising | 607460 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75253 | BOY |
| EOY | 30428 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20095 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20175 | BOY |
| EOY | 8940 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60566 | BOY |
| EOY | 34770 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 79334 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 77235 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2539 | BOY |
| EOY | 2099 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6754571 | BOY |
| EOY | 8034989 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 429344 | BOY |
| EOY | 175940 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7362543 | BOY |
| EOY | 8287166 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176935 | BOY |
| EOY | 239261 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158281 | BOY |
| EOY | 91921 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335216 | BOY |
| EOY | 331182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1472697 | BOY |
| EOY | 1525096 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5554630 | BOY |
| EOY | 6430888 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7027327 | BOY |
| EOY | 7955984 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7362543 | BOY |
| EOY | 8287166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 413813 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 514844 | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2834680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3248752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3195792 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2477935 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2677293 | CurrentTaxYear |
| Total | 14434452 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2834680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3248752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3195792 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2477935 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2677293 | CurrentTaxYear |
| Total | 14434452 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 14434452 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 150152 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 195255 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -1427201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1250030 | CurrentTaxYearMinus1Year |
| Current Tax Year | 804547 | CurrentTaxYear |
| Total | 972783 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15407235 | TotalSupport |
| Public Support Pertcentage170 | 0.93690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5554630 | BeginningOfYearBalance |
| Contributions | 452333 | Contributions |
| Investment Earnings Or Losses | 696246 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 272321 | GrantsOrScholarships |
| End Of Year Balance | 6430888 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4555564 | BeginningOfYearBalance |
| Contributions | 329070 | Contributions |
| Investment Earnings Or Losses | 935066 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 265070 | GrantsOrScholarships |
| End Of Year Balance | 5554630 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4948341 | BeginningOfYearBalance |
| Contributions | 918340 | Contributions |
| Investment Earnings Or Losses | -1083908 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 227209 | GrantsOrScholarships |
| End Of Year Balance | 4555564 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 79334 | OtherCostOrOtherBasis |
| Depreciation | 77235 | Depreciation |
| Book Value | 2099 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2099 | TotalOfBookValueLandBuildings |
| Total Revenue | 2681585 | TotalRevenue |
| Total Expenses | 2267772 | TotalExpenses |
| Excess Or Deficit For Year | 413813 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 514844 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 514844 | TotalAdjustments |
| Excess Or Deficit Per FS | 928657 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3481840 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 514844 | NetUnrealizedGainsInvestments |
| Other Revenues | -51608 | OtherRevenues |
| Revenue Not Rptd F990 | 463236 | RevenueNotRptdF990 |
| Revenue Subtotal | 3018604 | RevenueSubtotal |
| Other Revenues Not Included | -337019 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -337019 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2681585 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2553183 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | -51608 | LossesReported |
| Other Expenses Included | 337019 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 285411 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2267772 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2267772 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE D, PART XII, LINE 2D IS INVESTMENT FEES REPORTED ON THE REVENUE STATEMENT FOR FINANCIAL STATEMENT PURPOSES. SCHEDULE D, PART XII, LINE 4B IS FUNDRAISING EXPENSES REPORTED ON THE EXPENSE STATEMENT FOR FINANCIAL STATEMENT PURPOSES. SCHEDULE D, PART XIII, LINE 2D IS FUNDRAISING EXPENSES REPORTED ON THE EXPENSE STATEMENT FOR FINANCIAL STATEMENT PURPOSES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL BANQUET | NameOfEvent1 |
| Gross Receipts Event1 | 623731 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 623731 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 337019 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 623731 | GrossReceiptsTotal |
| Gross Revenue Total Events | 623731 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 337019 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 337019 | DirectExpenseSummaryEvents |
| Net Income Summary | 286712 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 292 | NumberOfRecipients |
| Amount Of Cash Grant | 1460000 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT P DONOVAN | NamePerson |
| Base Compensation Filing Org | 97135 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 38000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 15395 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 150530 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| WALTER LANKAU | |||
| MEMBER OF BOARD | 13255 | STOWE ACRES - MARATHON | 0 |
| TOM MARTIN | |||
| MEMBER OF BOARD | 69124 | AUDIO VIDEO ANNUAL BANQUET | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS AND IS THEN DISCUSSED AT A BOARD MEETING PRIOR TO APPROVAL AND SIGNATURE BY THE COMPANY. | |
| THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS PERFORMS REGULAR INQUIRIES AND REQUIRES WRITTEN STATMENTS DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONLFLICTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT AND OFFICERS INCLUDED A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT ITS OFFICES. INSTRUCTIONS ARE POSTED ON THE ORGANIZATIONS WEBSITE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 514,844. | FORM 990, PART XI, LINE 5: |