ANNUAL REVIEWS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANNUAL REVIEWS (EIN 94-1156476)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-06
- IRS object ID
- 202402509349301300
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-06T11:23:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | 941156476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNUAL REVIEWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNU | BusinessNameControlTxt |
| Phone | 6504934400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT STREET SUITE 700 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN MICHAEL | PersonNm |
| Person Title | CFO/TREASURER/SECRETARY | PersonTitleTxt |
| Phone | 6504934400 | PhoneNum |
| Signature | 2024-09-03 | 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 | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2024-09-03 | 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 | RICHARD GALLAGHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT STREET SUITE 700 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,498,446 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANNUALREVIEWS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DISSEMINATE SCIENTIFIC INFORMATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 125 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $59,725 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,130,543 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,267,288 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68 | PYInvestmentIncomeAmt |
| CY Investment Income | $303 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,319,140 | PYOtherRevenueAmt |
| CY Other Revenue | $17,032,450 | CYOtherRevenueAmt |
| PY Total Revenue | $16,449,751 | PYTotalRevenueAmt |
| CY Total Revenue | $18,300,041 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $131,924 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,038 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,271,514 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,122,767 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $277,399 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,585,884 | PYOtherExpensesAmt |
| CY Other Expenses | $7,144,063 | CYOtherExpensesAmt |
| PY Total Expenses | $18,989,322 | PYTotalExpensesAmt |
| CY Total Expenses | $21,284,868 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,539,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,984,827 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,519,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,389,125 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,855,029 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,811,134 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,335,876 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,422,009 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF ANNUAL REVIEWS IS DEDICATED TO SYNTHESIZING AND INTEGRATING KNOWLEDGE FOR THE PROGRESS OF SCIENCE AND THE BENEFIT OF SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,461,407 | ExpenseAmt |
| Grant | $17,938 | GrantAmt |
| Revenue | $15,534,177 | RevenueAmt |
| Desc | PROGRAMS INCLUDE THE EDITING, PRODUCTION, SALES, PROMOTION AND DISTRIBUTION OF CURRENT AND FUTURE VOLUMES OF SCIENTIFIC REVIEW ARTICLES. THE PRIMARY PURPOSE IS TO STIMULATE AND ENCOURAGE THE ADVANCEMENT AND DEVELOPMENT OF SCIENTIFIC SCHOLARLY DISCIPLINES AND TO FOSTER RESEARCH THEREIN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,263,845 | ExpenseAmt |
| Grant | $100 | GrantAmt |
| Revenue | $261 | RevenueAmt |
| Desc | PUBLICATION OF A FREE DIGITAL MAGAZINE WITH THE GOAL OF PRESENTING SCIENTIFIC KNOWLEDGE IN A COMPELLING AND ACCESSIBLE FASHION. ALL CONTENT IS FREE TO READ, REUSE AND BE PRESENTED AS STANDALONE MATERIALS TO PROMOTE WIDESPREAD SHARING VIA SOCIAL MEDIA. THIS PROGRAM IS CURRENTLY FUNDED BY THE GORDON AND BETTY MOORE FOUNDATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,302,369 | ExpenseAmt |
| Revenue | $1,438,287 | RevenueAmt |
| Desc | HOSTING AN ANNUAL CONFERENCE OF LIBRARIANS, PUBLISHERS, ELECTRONIC RESOURCE MANAGERS, CONSULTANTS, AND VENDORS OF LIBRARY MATERIALS IN CHARLESTON, SC, IN NOVEMBER, TO DISCUSS ISSUES OF IMPORTANCE TO LIBRARIES AND SCHOLARLY PUBLISHERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,027,621 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 164 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 125 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN MICHAEL | PersonNm |
| Phone | 6504934400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT ST STE 700 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD GALLAGHER | |||||||||
| PRES./EDITOR-IN-CHIEF/EX-OFFICIO DIR. | 37.50 | 1.00 | Yes (X) | Yes (X) | $465,969 | $0 | $53,615 | ||
| DR KAREN S COOK | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR SANDRA M FABER | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER F CARPENTER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SUSAN T FISKE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR STEVEN E HYMAN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROGER D KORNBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR ANDREW LO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR SHARON R LONG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR SABEEHA MERCHANT | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MICHAEL E PESKIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR VESLA WEAVER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RICHARD N ZARE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR HARRIET ZUCKERMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN MICHAEL | |||||||||
| CFO/SECRETARY/TREASURER | 37.50 | 1.00 | Yes (X) | $277,661 | $0 | $64,102 | |||
| ANDREA LOPEZ | |||||||||
| DIRECTOR OF SALES/PARTNERSHIP/INIT. | 37.50 | $262,178 | $0 | $49,259 | Yes (X) | ||||
| JENNIFER JONGSMA | |||||||||
| ASSOC. EDITOR-IN-CHIEF/DIR. OF PROD. | 37.50 | $247,098 | $0 | $36,303 | Yes (X) | ||||
| PAUL CALVI | |||||||||
| DIRECTOR OF TECHNOLOGY | 37.50 | $239,557 | $0 | $35,205 | Yes (X) | ||||
| EVA EMERSON | |||||||||
| EDITOR-IN-CHIEF, KNOWABLE | 37.50 | $189,180 | $0 | $60,637 | Yes (X) | ||||
| LISA WUCHER | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 37.50 | $182,806 | $0 | $56,907 | Yes (X) | ||||
| LIZ ALLEN | |||||||||
| DIRECTOR OF MARCOM & STRATEGIC DEV. | 37.50 | $209,627 | $0 | $29,216 | Yes (X) | ||||
| KARA MITZEL | |||||||||
| DIRECTOR OF DEVELOPMENT | 37.50 | $175,429 | $0 | $34,901 | Yes (X) | ||||
| ELAINE MIGHELL | |||||||||
| CONTROLLER | 37.50 | $166,085 | $0 | $56,853 | Yes (X) | ||||
| ROY MARUCUT | |||||||||
| IT/DEVOPS MANAGER | 37.50 | $186,223 | $0 | $29,904 | Yes (X) | ||||
| DAVID YUAN | |||||||||
| TECHNICAL SUPPORT MANAGER | 37.50 | $153,563 | $0 | $28,490 | Yes (X) | ||||
| KEITH LAYSON | |||||||||
| SALES/PARTNERSHIPS/INIT. MANAGER | 37.50 | $141,920 | $0 | $19,969 | Yes (X) | ||||
| PADMA GARNEPUDI | |||||||||
| SENIOR APPLICATIONS PROGRAMMER | 37.50 | $138,882 | $0 | $14,794 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,036,178 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $570,155 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OVATIONS FOOD SERVICES LP | |||||
| 150 ROUSE BLVD THIRD FLOOR | PHILADELPHIA | PA | 19112 | CATERING SERVICE | $182,964 |
| VELOCITY GLOBAL LLC | |||||
| 3858 WALNUT STREET SUITE 107 | DENVER | CO | 80205 | SERVICE FEES | $156,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,267,288 | AllOtherContributionsAmt |
| Total Contributions | $1,267,288 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303 | TotalRevenueColumnAmt |
| Exclusion | $303 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,520,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,520,629 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $650,501 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $198,405 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $452,096 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $452,096 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $59,725 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $59,725 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,725 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,300,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,972,725 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $59,725 | UnrelatedBusinessRevenueAmt |
| Exclusion | $303 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,766 | TotalAmt |
| Program Services | $10,766 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,272 | TotalAmt |
| Program Services | $7,272 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,650 | TotalAmt |
| Program Services | $1,421,714 | ProgramServicesAmt |
| Management And General | $1,037,606 | ManagementAndGeneralAmt |
| Fundraising | $210,330 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,258,443 | TotalAmt |
| Program Services | $6,772,362 | ProgramServicesAmt |
| Management And General | $1,486,081 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,167 | TotalAmt |
| Program Services | $603,970 | ProgramServicesAmt |
| Management And General | $148,197 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,728,817 | TotalAmt |
| Program Services | $1,383,420 | ProgramServicesAmt |
| Management And General | $345,397 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,690 | TotalAmt |
| Program Services | $546,087 | ProgramServicesAmt |
| Management And General | $155,015 | ManagementAndGeneralAmt |
| Fundraising | $12,588 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,771 | TotalAmt |
| Program Services | $4,773 | ProgramServicesAmt |
| Management And General | $16,998 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,820 | TotalAmt |
| Management And General | $78,820 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,374 | TotalAmt |
| Program Services | $521,647 | ProgramServicesAmt |
| Management And General | $108,354 | ManagementAndGeneralAmt |
| Fundraising | $17,373 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,224 | TotalAmt |
| Program Services | $365,127 | ProgramServicesAmt |
| Fundraising | $2,097 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,456 | TotalAmt |
| Program Services | $475,615 | ProgramServicesAmt |
| Management And General | $301,749 | ManagementAndGeneralAmt |
| Fundraising | $32,092 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,044 | TotalAmt |
| Program Services | $254,802 | ProgramServicesAmt |
| Management And General | $91,642 | ManagementAndGeneralAmt |
| Fundraising | $2,600 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,774 | TotalAmt |
| Program Services | $142,672 | ProgramServicesAmt |
| Management And General | $83,102 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,969 | TotalAmt |
| Program Services | $740,969 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,208 | TotalAmt |
| Program Services | $106,246 | ProgramServicesAmt |
| Management And General | $19,901 | ManagementAndGeneralAmt |
| Fundraising | $61 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,502 | TotalAmt |
| Program Services | $22,706 | ProgramServicesAmt |
| Management And General | $54,796 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDITORIAL COMMITTEES | $2,054,548 | $2,054,548 | ||
| ELECTRONIC PUBLISHING | $1,158,783 | $1,158,783 | ||
| EDITORIAL SERVICE | $348,995 | $348,995 | ||
| BOOKS AND SUBSCRIPTION | $55,746 | $30,807 | $24,879 | $60 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,849 | TotalAmt |
| Program Services | $54,340 | ProgramServicesAmt |
| Management And General | $27,311 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,284,868 | TotalAmt |
| Program Services | $17,027,621 | ProgramServicesAmt |
| Management And General | $3,979,848 | ManagementAndGeneralAmt |
| Fundraising | $277,399 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,411,723 | BOYAmt |
| EOY | $1,830,524 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,944 | BOYAmt |
| EOY | $213,921 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,526 | BOYAmt |
| EOY | $7,959 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,871 | BOYAmt |
| EOY | $659,832 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,951 | BOYAmt |
| EOY | $421,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,581,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,414,415 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,540 | BOYAmt |
| EOY | $166,864 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $250,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,654 | BOYAmt |
| EOY | $1,018,179 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050,944 | BOYAmt |
| EOY | $820,791 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,519,153 | BOYAmt |
| EOY | $5,389,125 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,164 | BOYAmt |
| EOY | $2,236,142 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,903,865 | BOYAmt |
| EOY | $4,574,992 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,855,029 | BOYAmt |
| EOY | $6,811,134 | 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 | -$2,335,876 | BOYAmt |
| EOY | -$1,466,690 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $44,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,335,876 | BOYAmt |
| EOY | -$1,422,009 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,519,153 | BOYAmt |
| EOY | $5,389,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,984,827 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $3,898,694 | 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 | $1,093,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,271,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,130,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,267,288 | CurrentTaxYearAmt |
| Total | $5,712,282 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,346,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,534,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,368,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,496,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,171,130 | CurrentTaxYearAmt |
| Total | $81,916,476 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,439,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,484,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,639,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,626,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,438,418 | CurrentTaxYearAmt |
| Total | $87,628,758 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,505 | CurrentTaxYearAmt |
| Total | $124,896 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,376,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,680,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,763,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,704,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,549,981 | CurrentTaxYearAmt |
| Total | $33,074,968 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,382,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,716,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,803,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,746,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,551,486 | CurrentTaxYearAmt |
| Total | $33,199,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $54,428,894 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303 | CurrentTaxYearAmt |
| Total | $521 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,725 | CurrentTaxYearAmt |
| Total | $77,800 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,028 | CurrentTaxYearAmt |
| Total | $78,321 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,439,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,484,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,644,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,640,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,498,446 | CurrentTaxYearAmt |
| Total | $87,707,079 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.62060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.62560 | PublicSupportPY509Pct |
| Investment Income CY | 0.00090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $418,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $251,353 | DepreciationAmt |
| Book Value | $166,864 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,163,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,163,062 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $166,864 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $80,667 |
| RIGHT-OF-USE ASSETS, NET | $740,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $820,791 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CUSTOMER PREPAYMENTS | $3,749,264 |
| REFUNDABLE ADVANCES | $9,734 |
| OPERATING LEASE LIABILITIES | $815,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,574,992 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS ENTITIES DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND STATE FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION USES THE "MORE LIKELY THAN NOT" CRITERION FOR RECOGNIZING THE INCOME TAX BENEFIT OF ITS INCOME TAX EXEMPT STATUS AND ESTABLISHING MEASUREMENT CRITERIA FOR LIABILITIES RESULTING FROM THE LOSS OF THAT STATUS. THE ORGANIZATION BELIEVES ALL INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND, ACCORDINGLY, HAS NOT RECORDED A LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS OR AN ACCRUAL FOR INTEREST AND PENALTIES AT DECEMBER 31, 2023. IN THE EVENT THE ORGANIZATION SHOULD NEED TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED INCOME TAX LIABILITIES, THIS AMOUNT WILL BE RECORDED AS AN ACCRUED LIABILITY AND AN INCREASE TO INCOME TAX EXPENSE. ALTHOUGH THE ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR TAX ON ITS UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE ORGANIZATION'S UBTI HAS NOT BEEN MATERIAL THROUGH DECEMBER 31, 2023. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INFORMATIONAL TAX RETURN (FORM 990) IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA EXEMPT ORGANIZATION BUSINESS INFORMATIONAL TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | SELLING AND PROMOTING AR PRODUCTS TO EUROPEAN CUSTOMERS | $173,604 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | ASSOCIATE EDITOR FOR KNOWABLE EN ESPANOL - PROVIDING SERVICES FOR TRANSLATING ENGLISH-LANGUAGE ARTICLES, GRAPHICS, AND OTHER CONTENT INTO SPANISH; MANAGING PRODUCTION OF THESE ARTICLES, PITCHING THEM TO OTHER SPANISH-LANGUAGE MEDIA PUBLICATION FOR REPUBLISHING, COMMISSIONING, EDITING, PROMOTING ARTICLES THROUGH SOCIAL MEDIA, PRODUCING ORIGINAL ARTICLES OR CONTENT FROM LATIN AMERICAN SCIENCE JOURNALISTS AND BACK-TRANSLATING THOSE ARTICLES INTO ENGLISH FOR KNOWABLE MAGAZINE. | $156,297 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | GRANTS | $7,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $337,173 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $337,173 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | CARBON OFFSET IN SUPPORT OF REDUCING CARBON EMISSION | PurposeOfGrantTxt |
| Cash Grant | $7,272 | CashGrantAmt |
| Manner Of Cash Disbursement | CREDIT CARD | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - SCH F PART I LINE 3 | MARK GREENE WAS HIRED BY MAVERICK PUBLISHING SPECIALIST, A UK COMPANY. THROUGH MAVERICK, MARK PROVIDES SERVICES TO ANNUAL REVIEWS AS A SALES AND BUSINESS DEVELOPMENT MANAGER STARTING JAN 2017. HE IS RESPONSIBLE FOR SELLING AND PROMOTING ANNUAL REVIEWS' PRODUCTS TO EUROPEAN CUSTOMERS. ANNUAL REVIEWS DOES NOT HAVE A PHYSICAL OFFICE IN THE UK. MARK GREENE IS WORKING FROM HIS HOME IN THE UK. IN 2023, ANNUAL REVIEWS PAID A TOTAL OF $173,604 TO MAVERICK FOR MARK'S EMPLOYMENT SERVICES FEES. |
| FORM 990 - SCH F PART I LINE 3 | DEBBIE PONCHNER WAS HIRED BY VELOCITY GLOBAL, A GLOBAL EMPLOYER OF RECORD IN THE U.S. DEBBIE IS THE ASSOCIATE EDITOR FOR KNOWABLE EN ESPANOL, PROVIDING SERVICES FOR TRANSLATING ENGLISH-LANGUAGE ARTICLES, GRAPHICS, AND OTHER CONTENT INTO SPANISH, MANAGING PRODUCTION OF THESE ARTICLES, PITCHING THEM TO OTHER SPANISH-LANGUAGE MEDIA PUBLICATIONS FOR REPUBLISHING, COMMISSIONING, EDITING, PROMOTING ARTICLES THROUGH SOCIAL MEDIA, PRODUCING ORIGINAL ARTICLES OR CONTENT FROM LATIN AMERICAN SCIENCE JOURNALISTS AND BACK-TRANSLATING THOSE ARTICLES INTO ENGLISH FOR KNOWABLE MAGAZINE. SHE LIVES IN COSTA RICA AND WORKS FROM HER HOME. VELOCITY GLOBAL PAYS DEBBIE'S COMPENSATION, TAXES AND BENEFITS; ANNUAL REVIEWS PAYS EMPLOYMENT SERVICES FEES DIRECTLY TO VELOCITY GLOBAL. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD GALLAGHER | ||||||||||||||
| PRES./EDITOR-IN-CHIEF/EX-OFFICIO DIR | $465,969 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $20,615 | $0 | $519,584 | $0 | $0 | $0 |
| JONATHAN MICHAEL | ||||||||||||||
| CFO/SECRETARY/TREASURER | $277,661 | $0 | $0 | $0 | $0 | $0 | $27,958 | $0 | $36,144 | $0 | $341,763 | $0 | $0 | $0 |
| ANDREA LOPEZ | ||||||||||||||
| DIRECTOR OF SALES/PARTNERSHIP/INIT. | $188,311 | $0 | $73,867 | $0 | $0 | $0 | $26,075 | $0 | $23,184 | $0 | $311,437 | $0 | $0 | $0 |
| JENNIFER JONGSMA | ||||||||||||||
| ASSOC. EDITOR-IN-CHIEF/DIR. OF PROD. | $247,098 | $0 | $0 | $0 | $0 | $0 | $24,641 | $0 | $11,662 | $0 | $283,401 | $0 | $0 | $0 |
| PAUL CALVI | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $239,557 | $0 | $0 | $0 | $0 | $0 | $23,765 | $0 | $11,440 | $0 | $274,762 | $0 | $0 | $0 |
| EVA EMERSON | ||||||||||||||
| EDITOR-IN-CHIEF, KNOWABLE | $189,180 | $0 | $0 | $0 | $0 | $0 | $19,659 | $0 | $40,978 | $0 | $249,817 | $0 | $0 | $0 |
| LISA WUCHER | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $182,806 | $0 | $0 | $0 | $0 | $0 | $18,984 | $0 | $37,923 | $0 | $239,713 | $0 | $0 | $0 |
| LIZ ALLEN | ||||||||||||||
| DIRECTOR OF MARCOM & STRATEGIC DEV. | $209,627 | $0 | $0 | $0 | $0 | $0 | $20,818 | $0 | $8,398 | $0 | $238,843 | $0 | $0 | $0 |
| ELAINE MIGHELL | ||||||||||||||
| CONTROLLER | $166,085 | $0 | $0 | $0 | $0 | $0 | $17,043 | $0 | $39,810 | $0 | $222,938 | $0 | $0 | $0 |
| ROY MARUCUT | ||||||||||||||
| IT/DEVOPS MANAGER | $186,223 | $0 | $0 | $0 | $0 | $0 | $18,574 | $0 | $11,330 | $0 | $216,127 | $0 | $0 | $0 |
| KARA MITZEL | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $175,429 | $0 | $0 | $0 | $0 | $0 | $14,076 | $0 | $20,825 | $0 | $210,330 | $0 | $0 | $0 |
| DAVID YUAN | ||||||||||||||
| TECHNICAL SUPPORT MANAGER | $153,563 | $0 | $0 | $0 | $0 | $0 | $15,390 | $0 | $13,100 | $0 | $182,053 | $0 | $0 | $0 |
| KEITH LAYSON | ||||||||||||||
| SALES/PARTNERSHIPS/INIT. MANAGER | $131,025 | $0 | $10,895 | $0 | $0 | $0 | $8,969 | $0 | $11,000 | $0 | $161,889 | $0 | $0 | $0 |
| PADMA GARNEPUDI | ||||||||||||||
| SENIOR APPLICATIONS PROGRAMMER | $138,882 | $0 | $0 | $0 | $0 | $0 | $13,589 | $0 | $1,205 | $0 | $153,676 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 12B: | THE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF THE ORGANIZATION AND ITS WHOLLY-OWNED SUBSIDIARY, ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH WAS ESTABLISHED IN OCTOBER 2013. ARIC WAS FORMED FOR THE PURPOSE OF MANAGING INVESTMENTS FOR THE BENEFIT OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FILING THE FORM 990, A COPY OF THE FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS WITHOUT ASKING FOR APPROVAL OR COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN AN INDIVIDUAL IS ELECTED TO SERVE AS A MEMBER OF THE ANNUAL REVIEWS BOARD OF DIRECTORS, THE BUSINESS AFFAIRS COMMITTEE, OR THE EDITORIAL AFFAIRS COMMITTEE, THE MEMBER IS ASKED TO FILL OUT A "DISCLOSURE OF POTENTIAL BIAS" FORM. THEIR STATEMENTS ARE KEPT ON FILE WITH THE CORPORATE SECRETARY TO THE BOARD AND WILL BE MADE AVAILABLE UPON REQUEST. MEMBERS ARE ASKED TO UPDATE THEIR DISCLOSURE STATEMENTS WHENEVER CIRCUMSTANCES NECESSITATE A CHANGE. BLANK FORMS ARE DISTRIBUTED TO MEMBERS DURING EACH YEAR OF SERVICE AS A REMINDER FOR MEMBERS TO REVIEW THEIR DISCLOSURE STATEMENTS AND UPDATE AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS COMPENSATION COMMITTEE IS MADE UP OF FOUR BOARD MEMBERS ANNUALLY ELECTED TO SERVE ON THIS STANDING BOARD COMMITTEE. IT MEETS ANNUALLY EACH SPRING FOR THE PURPOSE OF DETERMINING AND APPROVING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND EDITOR-IN-CHIEF AND REVIEWING AND APPROVING THE PAY OF TOP MANAGEMENT, OFFICERS AND KEY EMPLOYEES IN ORDER TO DETERMINE INTERNAL AND EXTERNAL EQUITY. REPORTS OF BENCHMARK SALARY AND MERIT INCREASE DATA ARE ALSO PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES FOR REVIEW AND COMMENT. OTHER EMPLOYEE SALARIES ARE APPROVED ANNUALLY BY ANNUAL REVIEWS' INTERNAL COMPENSATION COMMITTEE, CONSISTING OF THE PRESIDENT & EDITOR-IN-CHIEF, THE CFO & CORPORATE SECRETARY, AND THE DIRECTOR OF HUMAN RESOURCES, BASED ON MEETINGS WITH RELEVANT SUPERVISORS AND DIRECTORS FOR EACH DEPARTMENT. THE DIRECTOR OF HUMAN RESOURCES MAINTAINS RECORDS AND DOCUMENTATION OF ALL SALARY ACTIONS APPROVED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ELIMINATION FOR CONSOLIDATION - INTER-CO PAYABLE 3,898,694. |
| FORM 990, PART XII, LINE 2: | THE 2023 FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS WITH ANNUAL REVIEWS INVESTMENTS CORPORATION. |
| FORM 990, PART XII, LINE 2C: | ANNUAL REVIEWS HAS NOT CHANGED ITS PROCESS RELATED TO OVERSIGHT OF THE AUDIT AND REVIEW OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR. A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNUAL REVIEWS INVESTMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT ST STE 700 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464548728 | EIN |
| Primary Activities | TO SUPPORT, BENEFIT AND ASSIST ANNUAL REVIEWS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNUAL REVIEWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ANNUAL REVIEWS INVESTMENT CORPORATION | ||
| B | $2,500,000 | FMV |
| ANNUAL REVIEWS INVESTMENT CORPORATION | ||
| C | $6,839,500 | FMV |
| ANNUAL REVIEWS INVESTMENT CORPORATION | ||
| P | $440,806 | FMV |
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