GEOLOGICAL SOCIETY OF AMERICA INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEOLOGICAL SOCIETY OF AMERICA INC (EIN 13-1659623)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349316360
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:57:59-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840930288 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROCK AND COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 JFK PARKWAY SUITE 315 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131659623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEOLOGICAL SOCIETY OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOL | BusinessNameControlTxt |
| Phone | 3033571019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE BRANDT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3033571019 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELANIE | PersonFirstNm |
| Person Last | BRANDT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELSIE BOYLE CPA | PreparerPersonNm |
| PTIN | P01833050 | PTIN |
| Phone | 9702237855 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MELANIE BRANDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,518,368 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GEOSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 590 | TotalVolunteersCnt |
| Total Gross UBI | $3,731 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,422,396 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,029,265 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,453,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,822,652 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,941,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,474,460 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,154,183 | PYOtherRevenueAmt |
| CY Other Revenue | $2,376,714 | CYOtherRevenueAmt |
| PY Total Revenue | $16,971,605 | PYTotalRevenueAmt |
| CY Total Revenue | $10,703,091 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,153,518 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,068,997 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,578,769 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,503,329 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,226,873 | PYOtherExpensesAmt |
| CY Other Expenses | $5,103,844 | CYOtherExpensesAmt |
| PY Total Expenses | $8,959,160 | PYTotalExpensesAmt |
| CY Total Expenses | $10,676,170 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,012,445 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,921 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,858,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,072,117 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,139,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,024,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,719,001 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,047,989 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY, ENHANCE THE PROFESSIONAL GROWTH OF ITS MEMBERS AND TO PROMOTE THE GEOSCIENCES IN THE SERVICE OF HUMANKIND AND STEWARDSHIP OF THE EARTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,300,846 | ExpenseAmt |
| Revenue | $2,328,401 | RevenueAmt |
| Desc | THE ORGANIZATION SPONSORS AN ANNUAL MEETING FOR ITS MEMBERS IN THE FALL. SMALLER MEETINGS ARE HELD IN THE SPRING. MEMBERS ATTEND TO MEET WITH DIVISION, SECTION AND ASSOCIATED SOCIETY MEMBERS. THEY ATTEND FIELD TRIPS, TECHNICAL SESSIONS, SHORT COURSES AND CONFERENCES CONCERNING TOPICS IN THE FIELD OF GEOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,601,452 | ExpenseAmt |
| Grant | $1,068,997 | GrantAmt |
| Revenue | $1,068,712 | RevenueAmt |
| Desc | EDUCATION, OUTREACH AND GRANTS - INVOLVEMENT IN HEIGHTENING PUBLIC UNDERSTANDING OF AND APPRECIATION FOR GEOSCIENCES BY WORKING WITH SCIENTISTS, TEACHERS, STUDENTS AND THE GENERAL PUBLIC. THERE ARE ALSO PROGRAMS AND SHORT COURSES RUN BY SECTIONS AND DIVISIONS. THE ORGANIZATION GRANTS FUNDS FOR RESEARCH AND TRAVEL TO UNDERGRADUATE, GRADUATE, AND POST-DOC STUDENTS AND SUPPORTS A NUMBER OF AWARDS AND MEDALS TO RECOGNIZE EXCELLENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $511,257 | ExpenseAmt |
| Revenue | $768,842 | RevenueAmt |
| Desc | THE MEMBERSHIP SERVICES PROGRAM INCLUDES THE COST OF MAINTAINING THE SOCIETY'S MEMBERSHIP FOR THE BENEFIT OF ITS MEMBERS AND TO ADVANCE THEIR PROFESSIONALISM, RESEARCH, AND CAREERS. THERE ARE APPROXIMATELY 18,100 MEMBERS ANNUALLY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $962,372 | ExpenseAmt |
| Revenue | $3,028,154 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE: PUBLISHING AND DISTRIBUTING SCIENTIFIC LITERATURE,PROVIDING INFORMATION AND MATERIALS FOR PRIMARY LEVEL SCIENCE EDUCATION AND FURNISHING INFORMATION TO THE PUBLIC ABOUT EARTH SCIENCE EDUCATION AND THE ENVIRONMENT. OTHER PROGRAMS INCLUDE PROGRAMS SPONSORED BY MEMBERS IN SPECIFIC GEOGRAPHICAL LOCATIONS AND SCIENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $962,372 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,028,154 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,375,927 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEOLOGICAL SOCIETY OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3033571019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARK LITTLE | |||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER BAILEY | |||||||
| PRESIDENT-ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA DUTROW | |||||||
| PAST PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN KATZ | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGARET EGGERS | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HORTON | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA JURDY | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MADELINE SCHREIBER | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN HSIEH | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN THACKRAY | |||||||
| COUNCILOR - DIVISION LIAISON | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN SURPLESS | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHARINE HUNTINGTON | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ABHIJIT MUKHERJEE | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ORTIZ | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL FROST | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STOVER | |||||||
| COUNCILOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| YUEYI CHE | |||||||
| STUDENT REPRESENTATIVE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI MCCONNELL | |||||||
| EX OFFICIO, NON-VOTING SEC | 40.00 | Yes (X) | $258,443 | $0 | $4,186 | ||
| KATHERINE WHITE | |||||||
| DIRECTOR FOR GEOSCIENCE PO | 40.00 | $142,246 | $0 | $0 | Yes (X) | ||
| PATRICIA KILNER | |||||||
| DIRECTOR OF MEMBERSHIP DEVELOPMENT AND SERVICES | 40.00 | $121,938 | $0 | $8,811 | Yes (X) | ||
| ANITA MONK-RYAN | |||||||
| DIRECTOR OF FINANCE | 40.00 | $131,496 | $0 | $15,228 | Yes (X) | ||
| MARK PIGG | |||||||
| BUSINESS SYSTEMS ADMINISTRATOR | 40.00 | $121,599 | $0 | $8,580 | Yes (X) | ||
| MELANIE BRANDT | |||||||
| EX OFFICIO, NON-VOTING SEC | 40.00 | Yes (X) | $52,108 | $0 | $2,285 | ||
| TODD BERGGREN | |||||||
| SENIOR DIRECTOR OF IT | 40.00 | $134,437 | $0 | $9,873 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $962,267 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,963 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,391,857 | RelatedOrganizationsAmt |
| Government Grants | $637,408 | GovernmentGrantsAmt |
| Total Contributions | $2,029,265 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEETINGS | 611710 | $2,328,401 | $2,328,401 |
| EDUCATION & OUTREACH | 611710 | $1,068,712 | $1,068,712 |
| MEMBERSHIP DUES | 611710 | $768,842 | $768,842 |
| SECTIONS & DIVISIONS | 611710 | $656,697 | $656,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,822,652 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,402,423 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,526 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,403,949 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,625,094 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,553,057 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,037 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,037 | TotalRevenueColumnAmt |
| Exclusion | $72,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,404,790 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,262,220 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,142,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,137,313 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,257 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $234,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,144 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $234,144 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,703,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,194,109 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,731 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,475,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,362 | TotalAmt |
| Program Services | $994,362 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,635 | TotalAmt |
| Program Services | $74,635 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,760 | TotalAmt |
| Program Services | $148,666 | ProgramServicesAmt |
| Management And General | $263,094 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,289,826 | TotalAmt |
| Program Services | $1,187,791 | ProgramServicesAmt |
| Management And General | $2,102,035 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,043 | TotalAmt |
| Program Services | $179,707 | ProgramServicesAmt |
| Management And General | $141,336 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,889 | TotalAmt |
| Program Services | $111,890 | ProgramServicesAmt |
| Management And General | $87,999 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,811 | TotalAmt |
| Management And General | $280,811 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,282 | TotalAmt |
| Program Services | $3,874 | ProgramServicesAmt |
| Management And General | $15,408 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,110 | TotalAmt |
| Management And General | $70,110 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,289 | TotalAmt |
| Management And General | $69,289 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,073,795 | TotalAmt |
| Program Services | $1,443,875 | ProgramServicesAmt |
| Management And General | $629,920 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,428 | TotalAmt |
| Program Services | $22,736 | ProgramServicesAmt |
| Management And General | $42,692 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,896 | TotalAmt |
| Program Services | $27,448 | ProgramServicesAmt |
| Management And General | $27,448 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,750 | TotalAmt |
| Program Services | $22,120 | ProgramServicesAmt |
| Management And General | $167,630 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,577 | TotalAmt |
| Program Services | $186,388 | ProgramServicesAmt |
| Management And General | $206,189 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,527 | TotalAmt |
| Program Services | $1,130,527 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,374 | TotalAmt |
| Management And General | $9,374 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,052 | TotalAmt |
| Management And General | $6,052 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,626 | TotalAmt |
| Program Services | $8,887 | ProgramServicesAmt |
| Management And General | $112,739 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OVERHEAD AND OTHER COST | $764,839 | $725,357 | $39,482 |
| PRINTING AND POSTAGE | $128,964 | $101,298 | $27,666 |
| BAD DEBT | $6,541 | $6,366 | $175 |
| INCOME TAX EXPENSE | $794 | $794 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,676,170 | TotalAmt |
| Program Services | $6,375,927 | ProgramServicesAmt |
| Management And General | $4,300,243 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,331 | BOYAmt |
| EOY | $50,138 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,526 | BOYAmt |
| EOY | $153,336 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,627 | BOYAmt |
| EOY | $1,089,278 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,712 | BOYAmt |
| EOY | $142,835 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,803 | BOYAmt |
| EOY | $134,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $558,833 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $448,685 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,923 | BOYAmt |
| EOY | $110,148 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,053,482 | BOYAmt |
| EOY | $34,965,678 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,147,715 | BOYAmt |
| EOY | $12,737,415 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,172 | BOYAmt |
| EOY | $688,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,858,291 | BOYAmt |
| EOY | $50,072,117 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,048,691 | BOYAmt |
| EOY | $1,846,286 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,670 | BOYAmt |
| EOY | $1,108,076 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,929 | BOYAmt |
| EOY | $69,766 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,139,290 | BOYAmt |
| EOY | $3,024,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,139,314 | BOYAmt |
| EOY | $33,772,887 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,579,687 | BOYAmt |
| EOY | $13,275,102 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,719,001 | BOYAmt |
| EOY | $47,047,989 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,858,291 | BOYAmt |
| EOY | $50,072,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $26,921 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,302,067 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,253,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,247,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,534,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,422,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,029,265 | CurrentTaxYearAmt |
| Total | $7,486,059 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,445,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,834,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,863,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,827,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,227,442 | CurrentTaxYearAmt |
| Total | $38,197,908 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,698,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,081,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,397,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,250,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,256,707 | CurrentTaxYearAmt |
| Total | $45,683,967 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $45,683,967 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $968,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $961,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,956,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,402,423 | CurrentTaxYearAmt |
| Total | $5,421,289 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $968,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $961,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,956,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,402,423 | CurrentTaxYearAmt |
| Total | $5,421,289 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $397,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $234,144 | CurrentTaxYearAmt |
| Total | $1,215,858 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,966,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,441,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,504,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,515,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,893,274 | CurrentTaxYearAmt |
| Total | $52,321,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88400 | PublicSupportPY509Pct |
| Investment Income CY | 0.10360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09240 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,579,685 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $728,905 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,647 | OtherExpendituresAmt |
| Administrative Expenses | $18,842 | AdministrativeExpensesAmt |
| End Year Balance | $13,275,101 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,351,808 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$746,254 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,729 | OtherExpendituresAmt |
| Administrative Expenses | $22,140 | AdministrativeExpensesAmt |
| End Year Balance | $12,579,685 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,347,129 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,027,184 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,078 | OtherExpendituresAmt |
| Administrative Expenses | $21,427 | AdministrativeExpensesAmt |
| End Year Balance | $13,351,808 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,664,623 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,694 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $309,561 | OtherExpendituresAmt |
| Administrative Expenses | $25,627 | AdministrativeExpensesAmt |
| End Year Balance | $11,347,129 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,528,227 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $482,908 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $318,671 | OtherExpendituresAmt |
| Administrative Expenses | $27,841 | AdministrativeExpensesAmt |
| End Year Balance | $11,664,623 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38348 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61652 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $558,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $448,685 | DepreciationAmt |
| Book Value | $110,148 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $110,148 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $1,686,706 | F |
| PRIVATE EQUITY | $9,327,817 | F |
| POOLED PRIVATE | $1,722,892 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,737,415 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $69,766 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,766 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS AND RELATION TO EXEMPT PURPOSE - THE PENROSE COLLECTION IS TO BE HELD IN PERPETUITY FOR EXHIBIT, RESEARCH, EDUCATION, AND AS A MEMORIAL TO R.A.F. PENROSE, JR. |
| PART V, LINE 4: | INTENDED USES FOR ENDOWMENT FUNDS - THE ENDOWMENT FUNDS SUPPORT THE EXEMPT ACTIVITIES OF THE ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION UTILIZES THE PROVISIONS OF ASC 740, PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRONOUNCEMENT REQUIRES THE USE OF A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. AN ENTITY SHALL INITIALLY RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE ORGANIZATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PUBLICATIONS - COST OF SALES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PUBLICATIONS - COST OF SALES |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 1 | $1,700 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 1 | $6,200 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | $1,800 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 2 | $10,950 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 2 | $2,800 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 3 | $5,000 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | SOUTH ASIA | 5 | $2,875 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 6 | $5,480 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 35 | $37,830 | MONEY ORDER, WIRE TRANSFER, OR CHECK ISSUED | GAAP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH GRANTS, TRAVEL GRANTS, AND OTHER AWARDS FOR STUDENTS IN GEOLOGICAL SCIENCES | GrantTypeTxt |
| Recipient | 1115 | RecipientCnt |
| Cash Grant | $994,362 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GEOCORPS PROGRAM - PARTICIPANTS ARE MONITORED WHILE IN THE FIELD AND ARE REQUIRED TO SUBMIT A WRITTEN REPORT AT THE COMPLETION OF THE ASSIGNMENT. TRAVEL GRANTS - TEACHERS AND STUDENTS MUST PHYSICALLY BE PRESENT AT THE TRAVELED-TO EVENT TO PICK UP THEIR CHECK AT THE EVENT/MEETING. RESEARCH GRANTS - ALL STUDENTS ARE ASKED TO FILL OUT A PROGRESS REPORT BY MARCH 31 OF EACH YEAR WHICH IS APPROXIMATELY ONE YEAR AFTER THE FUNDS ARE DISTRIBUTED. FIELD CAMP AWARDS ARE MONITORED BY ATTENDANCE. MEETING AWARDS ARE PRESENTED AT ANNUAL MEETING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI MCCONNELL | PersonNm |
| Title | EX OFFICIO, NON-VOTING SEC | TitleTxt |
| Base Compensation Filing Org | $258,443 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,186 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $262,629 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE SOCIETY CONSISTS OF HONORARY FELLOWS, FELLOWS, MEMBERS AND AFFILIATES ALL OF WHOM HAVE FULL AND EQUAL VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | OFFICERS AND COUNCILORS ARE THEN DULY ELECTED AT REGULAR INTERVALS FROM THE VOTING MEMBERSHIP OF THE SOCIETY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS DO VOTE ON SOME OF THE COUNCILORS' DECISIONS/RECOMMENDATIONS. AN EXAMPLE OF THIS WOULD BE THE SELECTION OF AN INDEPENDENT AUDITOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS E-MAILED TO EACH MEMBER OF THE GOVERNING BODY FOR THEIR REVIEW AT LEAST 7 DAYS BEFORE THE EXECUTIVE COMMITTEE OF THE ORGANIZATION FILES THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S COUNCILORS (BOARD MEMBERS) ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE EXECUTIVE DIRECTOR'S OFFICE MAINTAINS THESE FILES. THE ORGANIZATION'S STAFF ALL HAVE READ THE CONFLICT OF INTEREST POLICY AND HAVE A SIGNED CONFLICT OF INTEREST INFORMATION FORM ON FILE WHICH THEY UPDATE WHEN NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | EMPLOYEES ARE REVIEWED SEMI-ANNUALLY. THEIR COMPENSATION LEVEL IS REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR HAS AN ANNUAL CONTRACT WHICH IS REVIEWED AND IF ACCEPTED, RENEWED BY THE COUNCIL OF THE ORGANIZATION. THE COUNCIL WILL DETERMINE ANNUALLY IF THE BUDGET ALLOWS FOR RAISES. WHEN HIRING NEW EMPLOYEES, THE COUNCIL USES MARKET SURVEYS FOR SIMILIAR POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CODE OF CONDUCT, AND OTHER ORGANIZATIONAL DOCUMENTS AVAILABLE ON ITS WEBSITE. ITS FOUNDING DOCUMENTS, FORM 990 AND 990-T ARE AVAILABLE ON GUIDESTAR AND ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,443,875. MANAGEMENT AND GENERAL EXPENSES 629,920. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,073,795. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GSA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742156871 | EIN |
| Primary Activities | TO DEVELOP AND PROVIDE FUNDS TO SUPPORT THE GOALS AND PROGRAMS OF THE GSA | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)3 | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GSA FOUNDATION INC | ||
| C | $1,391,857 | CASH |
| GSA FOUNDATION INC | ||
| O | $308,261 | HISTORICAL PAYROLL |
| GSA FOUNDATION INC | ||
| N | $129,500 | HISTORICAL SPACE USED |
Comments