NATIONAL ATHLETIC TRAINERS ASSN RESEARCH & EDUCATION FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ATHLETIC TRAINERS ASSN RESEARCH & EDUCATION FOUNDATION (EIN 75-2395176)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-14
- IRS object ID
- 202422889349301607
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T08:47:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | 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 | 752395176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ATHLETIC TRAINERS' ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH AND EDUCATION FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2146376282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 VALWOOD PARKWAY 115 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH CAMERON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2146376282 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA HENTON | PreparerPersonNm |
| PTIN | P00630282 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH CAMERON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 VALWOOD PARKWAY 115 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,767,963 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | CHAMPION RESEARCH, SUPPORT EDUCATION TO OPTIMIZE THE CLINICAL EXPERIENCE AND OUTCOMES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 106 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $318,146 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,199,529 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,825 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,629 | CYProgramServiceRevenueAmt |
| PY Investment Income | $153,039 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,267 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,168 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,002 | CYOtherRevenueAmt |
| PY Total Revenue | $489,842 | PYTotalRevenueAmt |
| CY Total Revenue | $1,386,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $313,952 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $312,698 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $196,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $206,262 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $75,750 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $114,546 | PYOtherExpensesAmt |
| CY Other Expenses | $102,961 | CYOtherExpensesAmt |
| PY Total Expenses | $625,312 | PYTotalExpensesAmt |
| CY Total Expenses | $621,921 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$135,470 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $764,502 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,325,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,672,192 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $152,493 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,221,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,519,699 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CHAMPION RESEARCH, SUPPORT EDUCATION AND ENHANCE KNOWLEDGE TO OPTIMIZE THE CLINICAL EXPERIENCE AND OUTCOMES WITHIN THE DIVERSE PATIENT POPULATIONS SERVED BY THE ATHLETIC TRAINING PROFESSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $215,077 | ExpenseAmt |
| Grant | $173,200 | GrantAmt |
| Revenue | $13,800 | RevenueAmt |
| Desc | SCHOLARSHIP PROGRAM-THE NATA FOUNDATION AWARDS UNDERGRADUATE, MASTER'S AND DOCTORAL SCHOLARSHIPS. THE NUMBER OF SCHOLARSHIPS VARIES ANNUALLY (FROM 50 TO 75) WITH THE CURRENT AWARD AMOUNT OF $2,300 PER SCHOLARSHIP. SCHOLARSHIP FUNDING IS SECURED THROUGH A VARIETY OF SOURCES, INCLUDING THE ORGANIZATION'S ENDOWMENT PROGRAM, AS WELL AS THROUGH CORPORATE AND INDIVIDUAL SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $192,988 | ExpenseAmt |
| Grant | $139,498 | GrantAmt |
| Revenue | $13,213 | RevenueAmt |
| Desc | RESEARCH AND GRANT PROGRAMS - THE NATA FOUNDATION PROVIDES A FORUM FOR RESEARCHERS AND CLINICIANS TO DISSEMINATE CASE STUDIES, BE PUBLISHED IN THE SUPPLEMENT TO THE JOURNAL OF ATHLETIC TRAINING, AND PRESENT AT THE NATA ANNUAL CONVENTION. THE NATA FOUNDATION RECEIVES SUBMISSIONS FOR AND AWARDS PROFESSIONAL, MASTER'S, AND DOCTORAL RESEARCH GRANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $408,065 | 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 | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY CRELLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9725328823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 VALWOOD PARKWAY SUITE 115 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 |
|---|---|---|---|---|---|---|---|
| BOB CASMUS | |||||||
| VP OPERATIONS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOE HART | |||||||
| VP RESEARCH PROGRAMS (THRU 06/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARYBETH HORODYSKI | |||||||
| VP RESEARCH PROGRAMS (AS OF 06/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ED LACERTE | |||||||
| VP FINANCE (THRU 06/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JILL MANNERS | |||||||
| VP DEVELOPMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAVIN TSANG | |||||||
| VP OF EPD PROGRAMS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL VAN BRUGGEN | |||||||
| VP FINANCE (AS OF 06/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEN STURTEVANT | |||||||
| D1 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AJ DUFFY III | |||||||
| D2 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GOLDENBERG | |||||||
| D2 CHAIR (AS OF 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTY BAKER | |||||||
| D3 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE WILCOXSON | |||||||
| D4 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG GARDNER | |||||||
| D5 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH JONES | |||||||
| D6 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE GONZALEZ | |||||||
| D7 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KY KUGLER | |||||||
| D8 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMERAH HUNT | |||||||
| D9 CHAIR (AS OF 12/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL DRAKE | |||||||
| D10 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK GIBSON | |||||||
| D11 CHAIR (THRU 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE WHITSON | |||||||
| D11 CHAIR (AS OF 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN EMERSON | |||||||
| DIRECTOR AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB GRAY | |||||||
| DIRECTOR AT-LARGE (THRU 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC MCDONNELL | |||||||
| DIRECTOR AT-LARGE (THRU 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SAILOR | |||||||
| DIRECTOR AT-LARGE (AS OF 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARI WOOD | |||||||
| DIRECTOR AT-LARGE (AS OF 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN LALONDE | |||||||
| DIRECTOR/SECRETARY (AS OF 11/23) | 45.00 | Yes (X) | $0 | $65,120 | $22,101 | ||
| JENNIFER YODER | |||||||
| DIRECTOR/SECRETARY (THRU 10/23) | 45.00 | Yes (X) | $0 | $89,532 | $21,926 | ||
| KATHY CRELLY | |||||||
| DIRECTOR OF FINANCE | 2.00 | Yes (X) | $0 | $107,351 | $44,465 | 45.00 | |
| KEN CAMERON | |||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $262,003 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,492 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $50,507 | FundraisingAmt |
| All Other Contributions | $1,149,022 | AllOtherContributionsAmt |
| Noncash Contributions | $20,952 | NoncashContributionsAmt |
| Total Contributions | $1,199,529 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOLARSHIP MAINTENANC | 900099 | $13,800 | $13,800 |
| COMM ABSTRACT SUBMISSI | 611620 | $11,829 | $11,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,629 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,096 | TotalRevenueColumnAmt |
| Exclusion | $138,096 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,061 | TotalRevenueColumnAmt |
| Exclusion | $7,061 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $374,131 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $341,960 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,171 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,171 | TotalRevenueColumnAmt |
| Exclusion | $32,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,968 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $50,507 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,580 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,612 | TotalRevenueColumnAmt |
| Exclusion | -$17,612 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| GRANT REFUNDS | 900099 | $1,384 | $1,384 | |
| OTHER INCOME | 900099 | $165 | $165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,549 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,386,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,013 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $159,881 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,498 | TotalAmt |
| Program Services | $139,498 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,200 | TotalAmt |
| Program Services | $173,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,984 | TotalAmt |
| Program Services | $76,556 | ProgramServicesAmt |
| Management And General | $62,218 | ManagementAndGeneralAmt |
| Fundraising | $55,210 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,278 | TotalAmt |
| Program Services | $4,808 | ProgramServicesAmt |
| Management And General | $4,063 | ManagementAndGeneralAmt |
| Fundraising | $3,407 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,411 | TotalAmt |
| Management And General | $15,411 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,187 | TotalAmt |
| Management And General | $25,187 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,705 | TotalAmt |
| Program Services | $217 | ProgramServicesAmt |
| Management And General | $5,419 | ManagementAndGeneralAmt |
| Fundraising | $14,069 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,304 | TotalAmt |
| Management And General | $1,602 | ManagementAndGeneralAmt |
| Fundraising | $2,702 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918 | TotalAmt |
| Program Services | $90 | ProgramServicesAmt |
| Management And General | $466 | ManagementAndGeneralAmt |
| Fundraising | $362 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,232 | TotalAmt |
| Program Services | $3,369 | ProgramServicesAmt |
| Management And General | $4,863 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,833 | TotalAmt |
| Management And General | $14,833 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES | Desc |
| Total | $14,371 | TotalAmt |
| Program Services | $10,327 | ProgramServicesAmt |
| Management And General | $4,044 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,921 | TotalAmt |
| Program Services | $408,065 | ProgramServicesAmt |
| Management And General | $138,106 | ManagementAndGeneralAmt |
| Fundraising | $75,750 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,024 | BOYAmt |
| EOY | $188,744 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $970,321 | BOYAmt |
| EOY | $820,238 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,787 | BOYAmt |
| EOY | $14,798 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,103 | BOYAmt |
| EOY | $8,189 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,159,342 | BOYAmt |
| EOY | $5,584,605 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,607 | BOYAmt |
| EOY | $55,618 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,325,184 | BOYAmt |
| EOY | $6,672,192 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,036 | BOYAmt |
| EOY | $22,710 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,528 | BOYAmt |
| EOY | $89,241 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,000 | BOYAmt |
| EOY | $29,455 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,184 | BOYAmt |
| EOY | $11,087 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,748 | BOYAmt |
| EOY | $152,493 | 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 | $979,825 | BOYAmt |
| EOY | $894,996 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,241,611 | BOYAmt |
| EOY | $5,624,703 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,221,436 | BOYAmt |
| EOY | $6,519,699 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,325,184 | BOYAmt |
| EOY | $6,672,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $764,502 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $533,446 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $315 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $732,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $343,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,199,529 | CurrentTaxYearAmt |
| Total | $2,739,692 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $732,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $343,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,199,529 | CurrentTaxYearAmt |
| Total | $2,739,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,057,130 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,682,562 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,157 | CurrentTaxYearAmt |
| Total | $504,418 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $165 | CurrentTaxYearAmt |
| Total | $37,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,281,498 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $124,959 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2021 AMOUNT: $ 30. 2022 AMOUNT: $ 475. 2023 AMOUNT: $ 165. RESEARCH - 2019 AMOUNT: $ 12,675. 2020 AMOUNT: $ 11,125. SCHOLARSHIP PROGRAM - 2019 AMOUNT: $ 11,800. GRANT REFUNDS - 2019 AMOUNT: $ 328. 2020 AMOUNT: $ 790. | 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 | $4,312,432 | BeginningYearBalanceAmt |
| Contributions | $849,782 | ContributionsAmt |
| Investment Earnings Or Losses | $650,028 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $109,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,800 | OtherExpendituresAmt |
| End Year Balance | $5,695,042 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,179,587 | BeginningYearBalanceAmt |
| Contributions | $68,267 | ContributionsAmt |
| Investment Earnings Or Losses | -$742,092 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $185,530 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,800 | OtherExpendituresAmt |
| End Year Balance | $4,312,432 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,031,040 | BeginningYearBalanceAmt |
| Contributions | $124,152 | ContributionsAmt |
| Investment Earnings Or Losses | $1,142,916 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $117,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | $921 | OtherExpendituresAmt |
| End Year Balance | $5,179,587 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,900,937 | BeginningYearBalanceAmt |
| Contributions | $16,618 | ContributionsAmt |
| Investment Earnings Or Losses | $113,485 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,031,040 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,636,695 | BeginningYearBalanceAmt |
| Contributions | $27,342 | ContributionsAmt |
| Investment Earnings Or Losses | $95,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $105,049 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,654,857 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01382 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03135 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.95483 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $11,087 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,087 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,077,499 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $533,446 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $181,131 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,686 | OtherRevenueAmt |
| Revenue Not Reported | $716,263 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,361,236 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,187 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,187 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,386,423 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $779,236 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $181,131 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,371 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $182,502 | ExpensesNotReportedAmt |
| Expenses Subtotal | $596,734 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,187 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,187 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $621,921 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS SUPPORT RESEARCH GRANTS AND STUDENT SCHOLARSHIPS, BOTH OF WHICH ARE AWARDED ANNUALLY. |
| PART X, LINE 2: | THE FOUNDATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS MORE LIKELY THAN NO TO BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 1,371. CHANGE IN CASH VALUE OF LIFE INSURANCE 315. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 1,371. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ONLINE/VIRTUAL SILENT AUCTION | Event1Nm |
| Gross Receipts Event1 | $25,663 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,952 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,711 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $20,952 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $1,371 | OtherDirectExpensesEvent1Amt |
| Event2 | PHILADELPHIA FREEDOM CAMPAIGN | Event2Nm |
| Gross Receipts Event2 | $46,812 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $29,555 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,257 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $16,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $757 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $72,475 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $50,507 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,968 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $20,952 | NonCashPrizesTotalEventsAmt |
| Entertainment Total Events | $16,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,128 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,580 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,612 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||
| 104 AIRPORT DRIVE SUITE 2200 CAMPUS | BOX 1350 | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $52,055 | $0 | RESEARCH GRANT |
| UNIVERSITY OF NORTH DAKOTA | |||||||||
| 264 CENTENNIAL DIVE STOP 7306 | GRAND FORKS | ND | 58202 | 456002491 | 501(C)(3) | $53,520 | $0 | RESEARCH GRANT | |
| UNIVERSITY OF MICHIGAN | |||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $20,923 | $0 | RESEARCH GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 67 | RecipientCnt |
| Cash Grant | $173,200 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHEN A GRANT IS AWARDED, THE FUNDS ARE DISTRIBUTED TO THE PRINCIPAL INVESTIGATOR'S COLLEGE OR UNIVERSITY. THE INSTITUTION IS CHARGED WITH OVERSIGHT OF THE GRANT MONIES. THE PRINCIPAL INVESTIGATOR PROVIDES THE NATA FOUNDATION WITH A WRITTEN REPORT WHEN THE STUDY IS COMPLETE (OR ANNUALLY IF THE GRANT IS MULTI-YEAR). SHOULD ANY FUNDS REMAIN, THE INSTITUTION ISSUES THE FOUNDATION A REIMBURSEMENT CHECK FOR THE DIFFERENCE. STUDENTS INTERESTED IN RECEIVING A SCHOLARSHIP COMPLETE AN APPLICATION. A SECTION OF THE APPLICATION MUST BE COMPLETED BY A NOMINATING ATHLETIC TRAINER. STUDENTS ARE REQUIRED TO UPLOAD TRANSCRIPTS THAT INCLUDE THE STUDENT'S GPA. THE SCHOLARSHIP COMMITTEE REVIEWS ALL APPLICATIONS AND USES A SCORING SYSTEM FOR SELECTING RECIPIENTS. ONCE STUDENTS ARE SELECTED, THEY MUST COMPLETE AN ENROLLMENT FORM THAT INCLUDES THEIR SCHOOL STAMP OR SEAL, CONFIRMING THEY ARE REGISTERED AS FULL-TIME STUDENTS FOR THE UPCOMING SCHOOL YEAR. FOR STUDENTS GRADUATING, THEY MUST SUBMIT A FINAL TRANSCRIPT WHICH INCLUDES THE DATE OF DEGREE CONFERRAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY CRELLY | PersonNm |
| Title | DIRECTOR OF FINANCE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $92,285 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $15,066 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $12,252 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $32,213 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $151,816 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT AND THE FIVE (5) VICE PRESIDENTS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE WHEN THE BOARD IS NOT IN SESSION ALL OF THE AUTHORITY AND POWERS OF THE BOARD IN THE AFFAIRS OF THE CORPORATION, EVEN THOUGH SUCH AUTHORITY AND POWERS BE HEREIN PROVIDED OR DIRECTED TO BE EXERCISED BY A DESIGNATED OFFICER OF THE CORPORATION; PROVIDED THAT THE FOREGOING SHALL NOT BE CONSTRUED AS AUTHORIZING ACTION BY THE EXECUTIVE COMMITTEE WITH RESPECT TO ANY ACTION WHICH BY STATUTE, THE ARTICLES OF INCORPORATION, OR BYLAWS IS FORBIDDEN TO THE EXECUTIVE COMMITTEE. THE SECRETARY AND ASSISTANT TREASURER SHALL BE A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS IN MARCH 2023: - SECTION 3.2 UPDATE PROVIDES CLARIFYING LANGUAGE THAT ELIGIBILITY REQUIREMENTS MUST BE MET AT THE TIME SERVICE WOULD BEGIN. - SECTION 4.6 PROVIDES THE SAME CLARIFYING LANGUAGE AS IN SECTION 3.2, PLUS DESCRIBES THE ELIGIBILITY REQUIREMENTS FOR PRESIDENT AND VICE PRESIDENT. THE MAIN DIFFERENCE IS THE PRESIDENT POSITION REQUIRES PAST FOUNDATION BOARD MEMBER OR MAJOR COMMITTEE CHAIR SERVICE. PRIOR FOUNDATION VOLUNTEER SERVICE IS PREFERRED FOR A VICE PRESIDENT POSITION BUT IS NOT REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE THE ANNUAL AUDIT PROCESS IS COMPLETE, THE DIRECTOR OF FINANCE COMPILES AND SHARES INFORMATION WITH THE CPA FIRM SO THAT THE TAX RETURN CAN BE PREPARED. ONCE PREPARED, THE DIRECTOR OF FINANCE REVIEWS EACH SECTION AND COMPARES FINANCIALS TO AUDITED NUMBERS BEFORE SHARING THE TAX RETURN WITH THE FOUNDATION DIRECTOR. THE FOUNDATION DIRECTOR REVIEWS THE INFORMATION AND PROVIDES FEEDBACK PRIOR TO FORWARDING THE RETURN TO THE FULL BOARD OF DIRECTORS TO REVIEW AND APPROVE THE RETURN PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE FOUNDATION BOARD SIGN A NEW CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS, TYPICALLY AT THE IN-PERSON CONVENTION MEETING. THE DOCUMENT REQUIRES THAT, SHOULD A CONFLICT ARISE, THE MEMBER AGREES TO REPORT IT PROMPTLY IN ORDER TO REMAIN IN COMPLIANCE WITH THE SIGNED DOCUMENT. EACH FOUNDATION BOARD MEMBERS ALSO SIGNS AN ANNUAL COMMITMENT TO SERVE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD OF DIRECTOR MEMBERS DO NOT RECEIVE COMPENSATION. THE FOUNDATION REVIEWS THE COMPENSATION LEVELS FOR EACH EMPLOYEE, TYPICALLY ON AN ANNUAL BASIS. PAY INCREASES ARE BASED ON JOB PERFORMANCE AS WELL AS INDICATORS FROM THE MARKETS AS TO WHAT THE SALARIES ARE FOR EMPLOYEES WITH SIMILAR BACKGROUNDS, SKILL SETS, EXPERIENCE, LOCATION, COMPANY SIZE, EDUCATION LEVEL, AND SIZE OF COMPANY BUDGET. MARKET RESEARCH DATA FROM SEVERAL DIFFERENCE RESOURCES INCLUDING HR/COMPENSATION WEBSITES, A LOCAL HR ASSOCIATION'S DATABASE, AND SALARY SURVEYS CONTAINING RESULTS FROM OTHER ASSOCIATIONS ARE USED FOR COMPARISON. EACH EMPLOYEE'S SUPERVISOR IS GIVEN THE OPPORTUNITY TO RECOMMEND A RAISE INCREASE PERCENTAGE (BASED ON A PRE-DETERMINED RANGE) AND BASED ON THE EMPLOYEE'S PERFORMANCE. RECOMMENDATIONS ARE REVIEWED BY NATA HR PERSONNEL, FOUNDATION DIRECTOR AND THE EXECUTIVE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| 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: | CHANGE IN CASH VALUE OF LIFE INSURANCE 315. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ATHLETIC TRAINERS' ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 VALWOOD PARKWAY 115 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752575595 | EIN |
| Primary Activities | MEMBER SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NATIONAL ATHLETIC TRAINERS' ASSOCIATION | ||
| M | $43,011 | CASH TRANSFERRED |
| NATIONAL ATHLETIC TRAINERS' ASSOCIATION | ||
| N | $3,071 | ESTIMATES BY SQ FOOT |
| NATIONAL ATHLETIC TRAINERS' ASSOCIATION | ||
| O | $178,060 | ESTIMATES BY TIME |
| NATIONAL ATHLETIC TRAINERS' ASSOCIATION | ||
| P | $226,661 | CASH TRANSFERRED |