AMERICAN PHARMACISTS ASSOCIATION FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN PHARMACISTS ASSOCIATION FOUNDATION (EIN 52-6039142)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202432899349303068
- 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 | 2024-10-15T22:10:06-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EAST MAIN STREET SUITE 1800 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | 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 | 526039142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PHARMACISTS ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2026284410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 CONSTITUTION AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN BLUML | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2026284410 | PhoneNum |
| Signature | 2024-10-09 | 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 | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 8042822121 | PhoneNum |
| Preparation | 2024-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APHA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BENJAMIN BLUML | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 CONSTITUTION AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,654,361 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APHAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE APHA FOUNDATION IS TO IMPROVE HEALTH BY INSPIRING PHILANTHROPY, RESEARCH AND INNOVATION THAT ADVANCES PHARMACISTS' PATIENT CARE SERVICES. THE APHA FOUNDATION LOOKS TO CREATE A NEW MEDICATION USE SYSTEM WHERE PATIENTS, PHARMACISTS, PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS COLLABORATE TO DRAMATICALLY IMPROVE THE COST EFFECTIVENESS AND QUALITY OF PATIENT HEALTH OUTCOMES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,667,955 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,404,506 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $152,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $197,215 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,935 | PYOtherRevenueAmt |
| CY Other Revenue | $9,389 | CYOtherRevenueAmt |
| PY Total Revenue | $3,830,801 | PYTotalRevenueAmt |
| CY Total Revenue | $7,611,110 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $73,870 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $109,867 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,095,683 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,226,142 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $328,420 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,024,357 | PYOtherExpensesAmt |
| CY Other Expenses | $5,038,810 | CYOtherExpensesAmt |
| PY Total Expenses | $3,193,910 | PYTotalExpensesAmt |
| CY Total Expenses | $6,374,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $636,891 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,236,291 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,514,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,510,448 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,281,705 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,585,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,232,889 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,924,718 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE APHA FOUNDATION IS TO IMPROVE HEALTH BY INSPIRING PHILANTHROPY, RESEARCH AND INNOVATION THAT ADVANCES PHARMACISTS' PATIENT CARE SERVICES. THE APHA FOUNDATION LOOKS TO CREATE A NEW MEDICATION USE SYSTEM WHERE PATIENTS, PHARMACISTS, PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS COLLABORATE TO DRAMATICALLY IMPROVE THE COST EFFECTIVENESS AND QUALITY OF PATIENT HEALTH OUTCOMES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,251,670 | ExpenseAmt |
| Desc | SCIENCE AND RESEARCH - OUR RESEARCH PROJECTS ESTABLISH NEW MODELS OF PRACTICE FOR PHARMACISTS AND REDEFINE PATIENTS HEALTHCARE EXPERIENCE. WE CONNECT EACH PATIENT TO A PHARMACIST WHO EMPOWERS THEM TO BECOME SUCCESSFUL IN MANAGING HIS OR HER OWN HEALTH. OUR WORK VALIDATED THAT THE PHARMACISTS ARE ESSENTIAL TO HELPING PATIENTS ACHIEVE BETTER HEALTH OUTCOMES. THE FOUNDATION RESEARCH PROJECTS INCLUDE IMMUNIZATION REGISTRIES, DIABETES PATIENT CREDENTIALING, DIABETES PREVENTION, RAPID CYCLE INNOVATION, TRIGLYCERIDES AWARENESS AND IMPACT INSTITUTE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $191,488 | ExpenseAmt |
| Grant | $109,867 | GrantAmt |
| Desc | AWARDS AND GRANTS - TO ENCOURAGE THE ENHANCEMENT OF PHARMACISTS SKILLS AND TO PROVIDE BETTER SERVICE TO THE PUBLIC IN THE AREA OF PHARMACEUTICAL CARE. THE FOUNDATION HAS THREE AWARD PROGRAMS: 1. INCENTIVE GRANTS - PROVIDES SEED FUNDING TO PHARMACISTS WHO WANT TO ESTABLISH OR SUPPORT ALREADY EXISTING PATIENT CARE SERVICES WITHIN THEIR PHARMACY PRACTICE.2. PINNACLE AWARDS - ANNUAL RECOGNITION PROGRAM FOR CONTRIBUTIONS TO HEALTHCARE QUALITY THROUGH THE MEDICATION USE PROCESS.3. STUDENT PHARMACISTS PROGRAM - RECOGNIZES STUDENTS WHO HELP SHAPE THE FUTURE OF THE PROFESSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,443,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | 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 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 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 | 0 | 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 | AZ | 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 | DE | 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 | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | 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 | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | 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 | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PHARMACISTS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026284410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 CONSTITUTION AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ILISA BERNSTEIN | |||||||||
| SECRETARY (THRU 7/23) | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $523,792 | $20,815 | ||
| GARY KADLEC | |||||||||
| TREASURER (THRU 3/23) | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANJANETTE WYATT | |||||||||
| PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH JOHNSON | |||||||||
| VP (THRU 3/23)/DIRECTOR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY ALVAREZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MALLORY WARD | |||||||||
| DIRECTOR/VP (BEG 3/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GRABENSTEIN | |||||||||
| TREASURER (BEG 3/23) | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HOGUE | |||||||||
| SECRETARY (BEG 7/23) | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $333,706 | $34,974 | ||
| VALENTINO CARUSO | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN BLUML | |||||||||
| EXEC DIR / SVP OF RESEARCH | 40.00 | 0.00 | Yes (X) | $306,914 | $0 | $106,677 | |||
| BARRY BUNTING | |||||||||
| PROJECT MANAGEMENT SPECIALIST | 40.00 | 0.00 | $129,782 | $0 | $44,887 | Yes (X) | |||
| JONATHAN LITTLE | |||||||||
| RESEARCH & INNOVATION PROJ MGMT SPEC | 40.00 | 0.00 | $152,571 | $0 | $42,133 | Yes (X) | |||
| JASON SAPIA | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $137,910 | $0 | $10,896 | Yes (X) | |||
| SHANNEN MENDOZA | |||||||||
| DIRECTOR, OPERATIONS | 40.00 | 0.00 | $107,412 | $0 | $40,279 | Yes (X) | |||
| SCOTT KNOER | |||||||||
| FORMER SECRETARY | 2.00 | 40.00 | $0 | $683,465 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $834,589 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,540,963 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $300,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES CATES RED RUBY NETWORKS | ||||||||||
| 5900 BALCONES DRIVE | AUSTIN | TX | 78731 | CONSULTING | $350,000 | |||||
| CANTON AND COMPANY LLC | ||||||||||
| 8100 SANDPIPER CIRCLE | BALTIMORE | MD | 21236 | CONSULTING | $304,408 | |||||
| INFINITERA INC | ||||||||||
| PO BOX 2020 | BOULDER | CO | 80306 | TECHNOLOGY DEVELOPMENT CONSULTING | $238,171 | |||||
| NICOLE SCOVIS DBA CLINICAL PHARMACY INNO | ||||||||||
| 6533 E ELI DRIVE | TUCSON | AZ | 85710 | CONSULTING | $184,778 | |||||
| MISSION BASED MEDIA LTD | ||||||||||
| MEDIA PRODUCTION | $102,000 | HERTIAGE BUSINESS CENTRE DERBY ROAD | BELPER | DERBYSHIRE | UK | DE56 1 SW | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $693,942 | RelatedOrganizationsAmt |
| Government Grants | $1,654,611 | GovernmentGrantsAmt |
| All Other Contributions | $5,055,953 | AllOtherContributionsAmt |
| Total Contributions | $7,404,506 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,523 | TotalRevenueColumnAmt |
| Exclusion | $193,523 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,943 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,251 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,692 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,692 | TotalRevenueColumnAmt |
| Exclusion | $3,692 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,389 | TotalRevenueColumnAmt |
| Exclusion | $9,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,389 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,611,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $206,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,867 | TotalAmt |
| Program Services | $109,867 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,917 | TotalAmt |
| Program Services | $304,814 | ProgramServicesAmt |
| Management And General | $25,490 | ManagementAndGeneralAmt |
| Fundraising | $4,613 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,714 | TotalAmt |
| Program Services | $341,278 | ProgramServicesAmt |
| Management And General | $219,044 | ManagementAndGeneralAmt |
| Fundraising | $188,392 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,870 | TotalAmt |
| Program Services | $11,356 | ProgramServicesAmt |
| Fundraising | $10,514 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,092 | TotalAmt |
| Program Services | $37,523 | ProgramServicesAmt |
| Management And General | -$3,439 | ManagementAndGeneralAmt |
| Fundraising | $19,008 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,549 | TotalAmt |
| Program Services | $39,712 | ProgramServicesAmt |
| Management And General | $15,511 | ManagementAndGeneralAmt |
| Fundraising | $12,326 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,886 | TotalAmt |
| Management And General | $32,375 | ManagementAndGeneralAmt |
| Fundraising | $11,511 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,927 | TotalAmt |
| Management And General | $33,927 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,605 | TotalAmt |
| Management And General | $19,605 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,557,159 | TotalAmt |
| Program Services | $4,526,651 | ProgramServicesAmt |
| Management And General | $24,940 | ManagementAndGeneralAmt |
| Fundraising | $5,568 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,093 | TotalAmt |
| Program Services | $802 | ProgramServicesAmt |
| Management And General | $9,708 | ManagementAndGeneralAmt |
| Fundraising | $18,583 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,476 | TotalAmt |
| Program Services | $46,935 | ProgramServicesAmt |
| Management And General | $34,541 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,788 | TotalAmt |
| Program Services | $8,551 | ProgramServicesAmt |
| Management And General | $855 | ManagementAndGeneralAmt |
| Fundraising | $40,382 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,384 | TotalAmt |
| Fundraising | $2,384 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,965 | TotalAmt |
| Management And General | $26,965 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERHEAD | Desc |
| Total | $163,575 | TotalAmt |
| Management And General | $163,575 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,952 | TotalAmt |
| Program Services | $15,669 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $15,139 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,374,819 | TotalAmt |
| Program Services | $5,443,158 | ProgramServicesAmt |
| Management And General | $603,241 | ManagementAndGeneralAmt |
| Fundraising | $328,420 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,134,082 | BOYAmt |
| EOY | $4,603,143 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,563 | BOYAmt |
| EOY | $471,569 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,674 | BOYAmt |
| EOY | $1,069,339 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,965 | BOYAmt |
| EOY | $4,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $413,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $393,374 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,447 | BOYAmt |
| EOY | $20,063 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,559,863 | BOYAmt |
| EOY | $5,172,531 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $169,178 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,514,594 | BOYAmt |
| EOY | $11,510,448 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,570 | BOYAmt |
| EOY | $1,292,607 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,763,044 | BOYAmt |
| EOY | $2,293,123 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,091 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,281,705 | BOYAmt |
| EOY | $3,585,730 | 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 | $764,729 | BOYAmt |
| EOY | $2,040,006 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,468,160 | BOYAmt |
| EOY | $5,884,712 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,232,889 | BOYAmt |
| EOY | $7,924,718 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,514,594 | BOYAmt |
| EOY | $11,510,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,236,291 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $455,538 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,312,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,997,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,399,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,667,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,404,506 | CurrentTaxYearAmt |
| Total | $18,782,359 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,312,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,997,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,399,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,667,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,404,506 | CurrentTaxYearAmt |
| Total | $18,782,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,358,725 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,423,634 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193,523 | CurrentTaxYearAmt |
| Total | $764,013 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,192 | CurrentTaxYearMinus4YearsAmt |
| Total | $11,192 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,389 | CurrentTaxYearAmt |
| Total | $46,898 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,604,462 | TotalSupportAmt |
| Public Support CY170 | 0.63370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77670 | 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 | MISCELLANEOUS | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,789,448 | BeginningYearBalanceAmt |
| Contributions | $4,518 | ContributionsAmt |
| Investment Earnings Or Losses | $524,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $108,554 | OtherExpendituresAmt |
| End Year Balance | $5,209,622 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,991,477 | BeginningYearBalanceAmt |
| Contributions | $582,257 | ContributionsAmt |
| Investment Earnings Or Losses | -$691,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,360 | OtherExpendituresAmt |
| End Year Balance | $4,789,448 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,531,525 | BeginningYearBalanceAmt |
| Contributions | $49,248 | ContributionsAmt |
| Investment Earnings Or Losses | $484,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,980 | OtherExpendituresAmt |
| End Year Balance | $4,991,477 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,943,545 | BeginningYearBalanceAmt |
| Contributions | $298,051 | ContributionsAmt |
| Investment Earnings Or Losses | $362,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,516 | OtherExpendituresAmt |
| End Year Balance | $4,531,525 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,544,176 | BeginningYearBalanceAmt |
| Contributions | $981,044 | ContributionsAmt |
| Investment Earnings Or Losses | $516,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $98,284 | OtherExpendituresAmt |
| End Year Balance | $3,943,545 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74885 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25115 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $353,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $333,147 | DepreciationAmt |
| Book Value | $20,063 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,227 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,063 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,047,043 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $455,538 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $455,538 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,591,505 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,605 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,605 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,611,110 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,355,214 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,355,214 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,605 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,605 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,374,819 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION ACQUIRED AN ART COLLECTION WITH AN APPRAISED VALUE OF APPROXIMATELY $1,300,000 THROUGH A DONOR CONTRIBUTION IN A PRIOR YEAR. THE COLLECTION WAS RECEIVED WITH A PERMANENT DONOR RESTRICTION THAT THE COLLECTION CANNOT AND SHOULD NOT BE SOLD. IN 2009, THE FOUNDATION COMMISSIONED TWO BRONZE SCULPTURES WHICH DEPICT THE ROLES OF PHARMACISTS. THE COST TO CREATE THESE SCULPTURES WAS APPROXIMATELY $120,000. THE FOUNDATION'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, ARE CARED FOR AND PRESERVED, AND PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES FOR LOST OR DAMAGED COLLECTION ITEMS ARE DESIGNATED FOR FUTURE COLLECTION ACQUISITIONS. UNDER AUTHORITATIVE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB), THE FOUNDATION HAS THE OPTION OF NOT CAPITALIZING ITS COLLECTIONS. THE FOUNDATION HAS ELECTED NOT TO CAPITALIZE ITS COLLECTIONS, AND ACCORDINGLY, THESE COLLECTIONS ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. PURCHASE OF COLLECTION ITEMS ARE RECOGNIZED AS REDUCTION IN NON-DONOR-RESTRICTED NET ASSETS IN THE PERIOD OF ACQUISITION. |
| PART III, LINE 4: | THE ART COLLECTION, TITLED "GREAT MOMENTS IN PHARMACY," PROVIDES A PICTORIAL HISTORY OF PHARMACY FROM EARLY CIVILIZATION UNTIL THE 1950'S THROUGH A SERIES OF 40 PAINTINGS PAINTED BY THE ARTIST ROBERT THOM. THE FOUNDATION'S ARTICLES OF INCORPORATION STATE THAT "THE PARTICULAR BUSINESS AND OBJECTS OF SAID CORPORATION SHALL BE TO RECEIVE GIFTS, BEQUESTS AND DEVICES OR PROPERTY AND OTHERWISE TO ACQUIRE PROPERTY, REAL AND PERSONAL, OF WHATSOEVER NATURE AND WHERESOEVER THE SAME MAY BE SITUATE TO BE USED EXCLUSIVELY FOR THE ADVANCEMENT OF THE SCIENCE OF PHARMACY AND PHARMACEUTICAL EDUCATION...". THE DISPLAY OF THIS COLLECTION FURTHERS THE FOUNDATION'S EDUCATIONAL PURPOSES AS IT IS AVAILABLE TO ALL VISITORS TO THE HEADQUARTERS BUILDING. REPRODUCTION RIGHTS TO THE IMAGES HAVE BEEN GRANTED FOR USE IN TEXT BOOKS AND OTHER SCHOLARLY BOOKS. |
| PART V, LINE 4: | THE FOUNDATION'S PERMANENTLY RESTRICTED NET ASSETS ARE USED TO GENERATE REVENUE TO SUPPORT THE ONGOING MANAGEMENT AND ADMINISTRATION OF PROGRAMS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HONORARIUM AND AWARDS | 19 | $20,745 |
| INCENTIVE GRANTS | 91 | $57,772 |
| SCHOLARSHIPS | 26 | $31,350 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND/OR GRANTS ARE AWARDED BASED ON MERIT AND SPECIFIC CRITERIA. APPLICATIONS ARE APPROVED BY A SELECTION COMMITTEE OF EXPERTS SANCTIONED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT KNOER | ||||||||||||||
| FORMER SECRETARY | $0 | $0 | $0 | $0 | $0 | $683,465 | $0 | $0 | $0 | $0 | $0 | $683,465 | $0 | $0 |
| ILISA BERNSTEIN | ||||||||||||||
| SECRETARY (THRU 7/23) | $0 | $432,365 | $0 | $65,881 | $0 | $25,546 | $0 | $15,328 | $0 | $5,487 | $0 | $544,607 | $0 | $65,881 |
| BENJAMIN BLUML | ||||||||||||||
| EXEC DIR / SVP OF RESEARCH | $267,130 | $0 | $37,804 | $0 | $1,980 | $0 | $94,038 | $0 | $12,639 | $0 | $413,591 | $0 | $37,804 | $0 |
| MICHAEL HOGUE | ||||||||||||||
| SECRETARY (BEG 7/23) | $0 | $302,970 | $0 | $0 | $0 | $30,736 | $0 | $19,873 | $0 | $15,101 | $0 | $368,680 | $0 | $0 |
| JONATHAN LITTLE | ||||||||||||||
| RESEARCH & INNOVATION PROJ MGMT SPEC | $141,310 | $0 | $11,038 | $0 | $223 | $0 | $31,208 | $0 | $10,925 | $0 | $194,704 | $0 | $11,038 | $0 |
| BARRY BUNTING | ||||||||||||||
| PROJECT MANAGEMENT SPECIALIST | $116,621 | $0 | $8,456 | $0 | $4,705 | $0 | $21,461 | $0 | $23,426 | $0 | $174,669 | $0 | $8,456 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | EMPLOYEES OF THE FOUNDATION ARE COMPENSATED BY A RELATED ORGANIZATION, AMERICAN PHARMACISTS ASSOCIATION (APHA). APHA USES INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR. |
| PART I, LINE 4A | A SEVERANCE PAYMENT OF $683,465 WAS PAID TO SCOTT KNOER. |
| PART I, LINE 7 | THE FOUNDATION HAS A BONUS POLICY IN WHICH STAFF ARE PAID A BONUS IF THERE IS A NET SURPLUS AND STRATEGIC INITIATIVES AND INDIVIDUAL PERFORMANCE GOALS ARE ACHIEVED |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE FOUNDATION ARE THE BOARD OF DIRECTORS OF THE FOUNDATION AND THE MEMBERS OF THE BOARD OF TRUSTEES OF THE AMERICAN PHARMACISTS ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION'S BOARD SHALL BE APPOINTED BY THE MEMBERS OF THE BOARD OF TRUSTEES OF THE AMERICAN PHARMACISTS ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED BY ALL THE BOARD OF DIRECTORS ANNUALLY. THE FOUNDATION EXECUTIVE DIRECTOR REVIEWS ANY BUSINESS TRANSACTIONS (COMPENSATION/SERVICES RENDERED) WITH BOARD MEMBERS AND THIS INFORMATION, IF ANY, IS DISCLOSED TO THE FOUNDATION'S LEGAL COUNSEL. LEGAL COUNSEL DISCLOSES THIS INFORMATION DURING THE EXECUTIVE SESSION OF THE BOARD OF DIRECTORS MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SECRETARY OF THE BOARD OF DIRECTORS APPROVES THE TOP MANAGEMENT OFFICIALS COMPENSATION. THE COMPENSATION IN THE EMPLOYMENT CONTRACT WAS DETERMINED THROUGH COMPARABILITY ANALYSIS CONDUCTED BY AN INDEPENDENT CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | MISCELLANEOUS: PROGRAM SERVICE EXPENSES 4,526,651. MANAGEMENT AND GENERAL EXPENSES 24,940. FUNDRAISING EXPENSES 5,568. TOTAL EXPENSES 4,557,159. |
| FORM 990, PART XII, LINE 2C | OVERSIGHT OF AUDIT HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PHARMACISTS ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 CONSTITUTION AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530026265 | EIN |
| Primary Activities | MEMBERSHIP ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN PHARMACISTS ASSOCIATION | ||
| K | $137,475 | FMV |
| AMERICAN PHARMACISTS ASSOCIATION | ||
| P | $1,400,363 | FMV |
| AMERICAN PHARMACISTS ASSOCIATION | ||
| S | $678,080 | FMV |
| AMERICAN PHARMACISTS ASSOCIATION | ||
| R | $19,154 | FMV |
| AMERICAN PHARMACISTS ASSOCIATION | ||
| L | $693,142 | FMV |
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