ALUMNI ASSOCIATION SCHOOL OF MEDICINE LOMA LINDA UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALUMNI ASSOCIATION SCHOOL OF MEDICINE LOMA LINDA UNIVERSITY (EIN 95-1744348)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-01
- IRS object ID
- 202422149349301312
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-01T13:10:35-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770549163 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOREN MCADAM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2068 ORANGE TREE LANE SUITE 100 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951744348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALUMNI ASSOCIATION OF THE SCHOOL OF | BusinessNameLine1Txt |
| Business Name Line2 | MEDICINE OF LOMA LINDA UNIVERSITY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALUM | BusinessNameControlTxt |
| Phone | 9095584633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11245 ANDERSON STREET SUITE 200 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALVIN CHUANG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9095584633 | PhoneNum |
| Signature | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON LEWIS | PreparerPersonNm |
| PTIN | P01269855 | PTIN |
| Phone | 9097982222 | PhoneNum |
| Preparation | 2024-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CALVIN CHUANG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11245 ANDERSON STREET SUITE 200 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,592,163 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LLUSMAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE ALUMNI ASSOCIATION PROMOTES AND SUPPORTS THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, IT'S FACULTY, STUDENTS, AND GLOBAL ALUMNI COMMUNITY IN CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $70,312 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,066,076 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,307,043 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $302,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $367,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $415,902 | PYOtherRevenueAmt |
| CY Other Revenue | $375,076 | CYOtherRevenueAmt |
| PY Total Revenue | $2,784,896 | PYTotalRevenueAmt |
| CY Total Revenue | $3,049,255 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,718,689 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,555,745 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $483,248 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $550,167 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $655,300 | PYOtherExpensesAmt |
| CY Other Expenses | $528,991 | CYOtherExpensesAmt |
| PY Total Expenses | $2,857,237 | PYTotalExpensesAmt |
| CY Total Expenses | $2,634,903 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$72,341 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $414,352 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,694,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,868,458 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $910,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $565,940 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,784,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,302,518 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ALUMNI ASSOCIATION EXISTS TO SERVE THE ALUMNI AND ITS FUTURE ALUMNI STUDENTS, AND THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY WHILE PROMOTING EXCELLENCE IN WORLD-WIDE HEALTH CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $452,193 | ExpenseAmt |
| Grant | $452,193 | GrantAmt |
| Desc | EDUCATION AND RESEARCH PROJECTS: THE ORGANIZATION ADMINISTERS FUNDS THAT SUPPORT VARIOUS EDUCATIONAL, RESEARCH AND OTHER PROJECTS THAT ALIGN WITH THE GENERAL ACTIVITIES OF THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $233,904 | ExpenseAmt |
| Grant | $233,904 | GrantAmt |
| Desc | MISSION: THE ORGANIZATION ADMINISTERS FUNDS THAT SUPPORT MISSION PROJECTS TO SERVE UNDERPRIVILEGED COMMUNITIES IN NEED OF MEDICAL ATTENTION AROUND THE GLOBE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $869,648 | ExpenseAmt |
| Grant | $869,648 | GrantAmt |
| Desc | SCHOLARSHIPS: THE ORGANIZATION ADMINISTERS PROGRAMS TO PROVIDE SCHOLARSHIPS AND GRANTS TO EXISTING STUDENT MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,555,745 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | 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 |
| 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 | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVIN CHUANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095584633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11245 ANDERSON STREET STE 200 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JESSE DOVICH | |||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN HERBER | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 |
| GINA MOHR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID CREAMER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILENE WANG | |||||||
| PRESIDENT ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 |
| RICHARD HART | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HAMILTON | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN HILDEBRAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMARA THOMAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY JAQUE-TOMLIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY PRIESTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON AKA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA MCKINNEY | |||||||
| ASST. FINANCIAL OFFICER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DWIGHT EVANS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELGI HEIDAR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BOHLMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARIN JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY ESTES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD CATALANO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN KIM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A HARDESTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN LOH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN PAKKIANATHAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOIS RITCHIE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL SCHELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON WONG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEL SCHUTTE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH VERSKA | |||||||
| CHIEF FINANCIAL OFFICER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 |
| MERLE HILDEBRAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL BROTHERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER COUTSOUMPOS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIESHA FRASER DOH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL HAYTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE ISAAC | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANAE NETTEBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAMONA SNIPES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT STRUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CALVIN CHUANG | |||||||
| EXECUTIVE DIRECTOR | 36.00 | Yes (X) | $133,000 | $0 | $23,582 | 4.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,582 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $56,885 | MembershipDuesAmt |
| Fundraising | $99,092 | FundraisingAmt |
| All Other Contributions | $2,151,066 | AllOtherContributionsAmt |
| Noncash Contributions | $85,452 | NoncashContributionsAmt |
| Total Contributions | $2,307,043 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $433,467 | TotalRevenueColumnAmt |
| Exclusion | $433,467 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $163,079 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $117,857 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,222 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,222 | TotalRevenueColumnAmt |
| Exclusion | $45,222 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,604,518 | SecuritiesAmt |
| Other | $31,250 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,702,099 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$97,581 | SecuritiesAmt |
| Other | $31,250 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$66,331 | TotalRevenueColumnAmt |
| Exclusion | -$66,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $722,952 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $99,092 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $722,952 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | 541610 | $245,371 | $245,371 | |
| PUBLICATION INCOME | 513120 | $70,312 | $70,312 | |
| OTHER INCOME | 900099 | $14,171 | $14,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $329,854 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,049,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $259,542 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $70,312 | UnrelatedBusinessRevenueAmt |
| Exclusion | $412,358 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,321,841 | TotalAmt |
| Program Services | $1,321,841 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,904 | TotalAmt |
| Program Services | $233,904 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,000 | TotalAmt |
| Management And General | $133,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,582 | TotalAmt |
| Management And General | $300,582 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,954 | TotalAmt |
| Management And General | $31,954 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,396 | TotalAmt |
| Management And General | $48,396 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,235 | TotalAmt |
| Management And General | $36,235 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,332 | TotalAmt |
| Management And General | $4,332 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,403 | TotalAmt |
| Management And General | $36,403 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,646 | TotalAmt |
| Management And General | $88,646 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,627 | TotalAmt |
| Management And General | $36,627 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,677 | TotalAmt |
| Management And General | $116,677 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,198 | TotalAmt |
| Management And General | $8,198 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,334 | TotalAmt |
| Management And General | $12,334 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,271 | TotalAmt |
| Management And General | $126,271 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| PUBLICATION | $85,619 | $85,619 |
| POSTAGE & MAILING | $13,884 | $13,884 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634,903 | TotalAmt |
| Program Services | $1,555,745 | ProgramServicesAmt |
| Management And General | $1,079,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455 | BOYAmt |
| EOY | $1,455 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,886,078 | BOYAmt |
| EOY | $1,682,705 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,173 | BOYAmt |
| EOY | $134,709 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,854 | BOYAmt |
| EOY | $101,854 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,884 | BOYAmt |
| EOY | $118,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $998,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $796,143 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,745 | BOYAmt |
| EOY | $202,357 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,758,462 | BOYAmt |
| EOY | $18,626,533 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,694,651 | BOYAmt |
| EOY | $20,868,458 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,994 | BOYAmt |
| EOY | $204,905 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,885 | BOYAmt |
| EOY | $269,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,472 | BOYAmt |
| EOY | $91,368 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,351 | BOYAmt |
| EOY | $565,940 | 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 | $1,257,082 | BOYAmt |
| EOY | $1,074,805 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,527,218 | BOYAmt |
| EOY | $19,227,713 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,784,300 | BOYAmt |
| EOY | $20,302,518 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,694,651 | BOYAmt |
| EOY | $20,868,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $414,352 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,103,866 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,540,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,375,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,771,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,066,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,307,043 | CurrentTaxYearAmt |
| Total | $11,060,530 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,079 | CurrentTaxYearAmt |
| Total | $774,323 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,682,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,532,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,926,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,223,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,470,122 | CurrentTaxYearAmt |
| Total | $11,834,853 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,226 | CurrentTaxYearAmt |
| Total | $386,726 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,226 | CurrentTaxYearAmt |
| Total | $386,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,448,127 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $613,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $488,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $367,136 | CurrentTaxYearAmt |
| Total | $1,886,816 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $613,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $488,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $367,136 | CurrentTaxYearAmt |
| Total | $1,886,816 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $736,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $314,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $350,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $329,854 | CurrentTaxYearAmt |
| Total | $1,895,547 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,533,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,309,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,730,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,877,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,167,112 | CurrentTaxYearAmt |
| Total | $15,617,216 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75580 | PublicSupportPY509Pct |
| Investment Income CY | 0.12080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10810 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT FEES - 2019 AMOUNT: $ 687,865. 2020 AMOUNT: $ 112,399. 2021 AMOUNT: $ 247,819. 2022 AMOUNT: $ 273,873. 2023 AMOUNT: $ 245,371. OTHER INCOME - 2019 AMOUNT: $ 1,430. 2020 AMOUNT: $ 2,773. 2021 AMOUNT: $ 1,352. 2022 AMOUNT: $ 10,515. 2023 AMOUNT: $ 14,171. PUBLICATION INCOME - 2019 AMOUNT: $ 47,211. 2020 AMOUNT: $ 49,030. 2021 AMOUNT: $ 65,435. 2022 AMOUNT: $ 65,991. 2023 AMOUNT: $ 70,312. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,485,908 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $120,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $107,373 | OtherExpendituresAmt |
| End Year Balance | $1,499,505 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,401,784 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $169,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,183 | OtherExpendituresAmt |
| End Year Balance | $1,485,908 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,401,784 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $82,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,219 | OtherExpendituresAmt |
| End Year Balance | $1,401,784 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,401,784 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,736 | OtherExpendituresAmt |
| End Year Balance | $1,401,784 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $690,369 | BeginningYearBalanceAmt |
| Contributions | $704,383 | ContributionsAmt |
| Investment Earnings Or Losses | $30,154 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,122 | OtherExpendituresAmt |
| End Year Balance | $1,401,784 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,000 | OtherCostOrOtherBasisAmt |
| Book Value | $125,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $645,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $598,758 | DepreciationAmt |
| Book Value | $46,274 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,707 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,175 | DepreciationAmt |
| Book Value | $4,532 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,210 | DepreciationAmt |
| Book Value | $26,551 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $202,357 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $91,368 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $91,368 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,078,466 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $117,857 | OtherRevenueAmt |
| Revenue Not Reported | $117,857 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,960,609 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $88,646 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $88,646 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,049,255 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,664,114 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $117,857 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $117,857 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,546,257 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $88,646 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $88,646 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,634,903 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE INCLUDED ON STATEMENT OF REVENUE 117,857. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED ON STATEMENT OF REVENUE 117,857. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA - CHILE, PERU | 0 | 0 | GRANTSGRANTS | GENERAL SUPPORT | $20,000 |
| EAST ASIA - TAIWAN, THAILAND | 0 | 0 | GRANTS | GENERAL SUPPORT AND SCHOLARSHIP DONATIONS | $44,417 |
| SOUTHERN AND CENTRAL AFRICA - MALAWI, ZAMBIA, ETHIOPIA | 0 | 0 | GRANTS | GENERAL SUPPORT | $48,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $112,942 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $112,942 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EAST ASIA AND PACIFIC - TAIWAN | GENERAL SUPPORT | $44,417 | WIRE TRANSFER | $0 |
| SOUTHERN AND CENTRAL AFRICA - ZAMBIA | GENERAL SUPPORT | $15,000 | WIRE TRANSFER | $0 |
| SOUTHERN AND CENTRAL AFRICA - MALAWI | GENERAL SUPPORT | $15,000 | WIRE TRANSFER | $0 |
| SOUTH AMERICA - PERU | GENERAL SUPPORT | $20,000 | WIRE TRANSFER | $0 |
| SOUTH AND CENTRAL AFRICA - ETHIOPIA | GENERAL SUPPORT | $18,525 | WIRE TRANSFER | $0 |
| 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 I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SUPPORT OF FOREIGN ORGANIZATION IS ALUMNI DRIVEN, AND THE ALUMNI EITHER REFER THE ORGANIZATIONS OR GET INVOLVED IN THE MISSION THEMSELVES. MOST OF THE ORGANIZATIONS ARE THE SDA WORLD CHURCH AFFILIATED, AND THE ALUMNI ASSOCIATION HAD THE ABILITY TO VERIFY THE LEGITIMACY OF THE FOREIGN ORGANIZATIONS THROUGH ITS WORLD CHURCH CONNECTION. THE ORGANIZATION RECEIVED PERIODIC UPDATES FROM THE FOREGIN ORGANIZATIONS IN REGARDS TO HOW THE GRANTS AND DONATIONS WERE BEING USED AND THE PROGRESS ON CERTAIN PROJECTS IT SUPPORTED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | APC EVENT | Event1Nm |
| Gross Receipts Event1 | $261,923 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $60,775 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $201,148 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $201,148 | OtherDirectExpensesEvent1Amt |
| Event2 | ALUMNI EXPERIENCE TRIP & GATHERINGS | Event2Nm |
| Gross Receipts Event2 | $560,121 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,317 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $521,804 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $521,804 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $822,044 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $99,092 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $722,952 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $722,952 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $722,952 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 ANDERSON STREET BC-201 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 951816009 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,321,841 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, INC. PROVIDES GRANTS TO LOMA LINDA UNIVERSITY FOUNDATION, A 501(C)(3) ENTITY. THE USE OF THE GRANTS ARE MONITORED THROUGH THE FOUNDATION'S COMPLIANCE WITH THE 501(C)(3) EXEMPT STATUS REQUIREMENTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 381 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,452 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF SHARES RECEIVED ARE BEING REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE ORGANIZATION IS CLASSIFIED AS REGULAR, AFFILIATE, ASSOCIATE, AND HONORARY. REGULAR AND AFFILIATE MEMBERS ARE PHYSICIANS WHO ASSOCIATE WITH THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. ASSOCIATE MEMBERS ARE STUDENDS OF THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. HONORARY MEMBERS ARE DISTINGUISHED WITHIN THE FIELD OF MEDICINE AND ARE ELECTED BY THE BOARD OF DIRECTORS. ONLY REGULAR AND AFFILIATE MEMBERS ARE ENTITLED TO VOTE AND TO HOLD OFFICE IN THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX RETURN IS PRESENTED TO MANAGEMENT AND TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL CONFLICTS DISCLOSED TO THE BOARD WILL BE MADE A MATTER OF RECORD IN THE MINUTES OF THE MEETING IN WHICH THE DISCLOSURE WAS MADE, WHICH SHALL ALSO NOTE THAT THE BOARD MEMBER WITH A CONFLICT ABSTAINED FROM THE VOTE (AND WAS NOT PRESENT FOR ANY DISCUSSION, AS APPLICABLE) ABD WAS NOT INCLUDED IN THE COUNT FOR THE QUORUM FOR THAT MEETING. THE POLICY ALSO APPLY TO ANY BOARD MEMBER'S IMMEDIATE FAMILY OR ANY PERSON ACTING ON HIS OR HER BEHALF. ANY NEW BOARD MEMEBER WILL BE ADVISED OF THIS POLICY DURING BOARD ORIENTATION AND ALL BOARD MEMBERS WILL BE REMINDED OF THE BOARD MEMBER CODE OF CONDUCT AND OF THE PROCEDURES FOR DISCLOSURE OF CONFLICTS AND FOR MANAGING CONFLICTS ON A REGULAR BASIS, AT LEAST ONCE A YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR IS BASED ON COMPARATIVE DATA FOR SIMILAR POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS IN THE SURROUNDING AREAS. THAT DATA IS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS, WHICH MAKES A FINAL DETERMINATION ON COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENT TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION ISSUED COMBINED FINANCIAL STATEMENTS WITH A RELATED ENTITY, AND THE FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS AN AUDIT COMMITTEE OVERSEE THE PROCESS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF LLU INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11245 ANDERSON STREET STE 200 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TO SUPPORT THE ADMINISTRATIVE & PROGRAM SERVICE EXPENSES OF THE LLUSMAA | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
| 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 | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOLDING FUND INC OF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC | ||
| B | $126,271 | CASH |
| HOLDING FUND INC OF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC | ||
| E | $91,368 | CASH |
Comments