FEDERATION OF CLINICAL IMMUNOLOGY SOCIETIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FEDERATION OF CLINICAL IMMUNOLOGY SOCIETIES INC (EIN 76-0715404)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349313733
- 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 | 2024-11-14T15:35:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | 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 | 760715404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATION OF CLINICAL IMMUNOLOGY | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEDE | BusinessNameControlTxt |
| Phone | 4143591670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N83W13410 LEON RD | AddressLine1Txt |
| City | MENOMONEE FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530513306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALEY MUTRIE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4143591670 | PhoneNum |
| Signature | 2024-11-14 | 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 | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2024-11-07 | 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 | CALEY MUTRIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N83W13410 LEON RD | AddressLine1Txt |
| City | MENOMONEE FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530513306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,291,887 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOCISNET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE FEDERATION OF CLINICAL IMMUNOLOGY SOCIETIES (FOCIS) IS TO APPLY THE SCIENCE OF IMMUNOLOGY TO IMPROVE HUMAN HEALTH THROUGH INTERDISCIPLINARY RESEARCH, EDUCATION, COMMUNICATION, AND COLLABORATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 114 | TotalVolunteersCnt |
| Total Gross UBI | $300 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $808,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $529,050 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $417,233 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $666,287 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,820 | PYInvestmentIncomeAmt |
| CY Investment Income | $81,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,075 | PYOtherRevenueAmt |
| CY Other Revenue | $5,023 | CYOtherRevenueAmt |
| PY Total Revenue | $1,238,728 | PYTotalRevenueAmt |
| CY Total Revenue | $1,282,148 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $107,683 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,366,901 | PYOtherExpensesAmt |
| CY Other Expenses | $1,614,200 | CYOtherExpensesAmt |
| PY Total Expenses | $1,366,901 | PYTotalExpensesAmt |
| CY Total Expenses | $1,614,200 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$128,173 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$332,052 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,415,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,218,972 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $118,753 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,245 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,296,707 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,106,727 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FEDERATION OF CLINICAL IMMUNOLOGY SOCIETIES (FOCIS) IS TO APPLY THE SCIENCE OF IMMUNOLOGY TO IMPROVE HUMAN HEALTH THROUGH INTERDISCIPLINARY RESEARCH, EDUCATION, COMMUNICATION, AND COLLABORATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $797,149 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $363,204 | RevenueAmt |
| Desc | THE ANNUAL MEETING BRINGS TOGETHER APPROXIMATELY 1,000 CLINICIANS, ACADEMICIANS, AND SCIENTISTS FROM MULTIPLE DISCIPLINES AND AREAS OF EXPERTISE INCLUDING BUT NOT LIMITED TO MULTIPLE SCLEROSIS, DIABETES, CROHN'S AND COLITIS, DERMATOLOGY, AND RHEUMATOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $485,098 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $303,083 | RevenueAmt |
| Desc | FOCIS HAS THE FOLLOWING EDUCATIONAL COURSES: ADVANCED COURSE, BASIC IMMUNOLOGY IN MEDICINE COURSE, SYSTEMS IMMUNOLOGY COURSE, CANCER IMMUNITY & IMMUNOTHERAPY COURSE, AND BASIC IMMUNOLOGY IN MEDICINE TO GO. ADVANCED COURSE INVITED SPEAKERS LECTURE ON THE MAJOR TOPICS IN CELLULAR AND MOLECULAR IMMUNOLOGY, INCLUDING INNATE IMMUNITY, B CELLS, T CELLS, AND CYTOKINES. SPECIAL SESSIONS COVER NEW ADVANCES IN INTERVENTIONAL CLINICAL IMMUNOLOGY AND THE MOLECULAR AND GENETIC BASIS OF IMMUNE-MEDIATED DISEASES. THERE WILL BE AMPLE OPPORTUNITY FOR STUDENTS TO INTERACT WITH THE FACULTY OUTSIDE THE LECTURE ROOM. BASIC IMMUNOLOGY IN MEDICINE COURSE REVIEW SELECTED TOPICS IN BASIC IMMUNOLOGY, WITH EMPHASIS ON RECENT ADVANCES AND ISSUES THAT ARE RELEVANT TO THE PATHOGENESIS AND TREATMENT OF IMMUNE-MEDIATED INFLAMMATORY DISEASES. SYSTEMS IMMUNOLOGY COURSE IS AIMED AT SCIENTISTS INVOLVED OR INTERESTED IN THE USE OF MULTI-DIMENSIONAL DATA GENERATED BY MODERN GENOMICS AND PROTEOMICS TECHNOLOGIES SUCH AS MASS/FLOW CYTOMETRY, NEXT-GENERATION SEQUENCING AND MICROARRAYS. THE COURSE WILL ALSO PROVIDE A BETTER BASIC UNDERSTANDING OF MODERN STATISTICAL AND MATHEMATICAL CONCEPTS NECESSARY FOR THEIR ANALYSIS AND INTERPRETATION. CANCER IMMUNITY & IMMUNOTHERAPY COURSE REVIEWS TUMOR IMMUNOLOGY AS THE SCIENTIFIC FOUNDATION FOR THE CURRENT PRACTICE OF CANCER IMMUNOTHERAPY, EMPHASIZING FUNDAMENTAL PRINCIPLES, RECENT CLINICAL ADVANCES, CURRENT LIMITATIONS, AND NEAR-TERM OPPORTUNITIES FOR FURTHER ACCELERATING CLINICAL PROGRESS. BASIC IMMUNOLOGY IN MEDICINE TO GO IS AN UP-TO-DATE, CLINICALLY RELEVANT OVERVIEW OF HOW THE IMMUNE SYSTEM FUNCTIONS AND MALFUNCTIONS, PRESENTED IN A MANNER THAT IS ACCESSIBLE AND OF INTEREST TO INDIVIDUALS WITH VARIOUS LEVELS OF SCIENTIFIC KNOWLEDGE. THE COURSE HELPS INDUSTRY EMPLOYEES UNDERSTAND THE CLINICAL RELEVANCE, MECHANISMS OF ACTIONS AND POTENTIAL COMPLICATIONS OF DRUGS THEIR COMPANIES ARE DEVELOPING OR MARKETING IN THE AREA OF IMMUNE/INFLAMMATORY DISEASES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,282,247 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION ACUMEN LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143591676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N83W13410 LEON RD | AddressLine1Txt |
| City | MENOMONEE FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530513306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MEGAN SYKES | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IGNACIO ANEGON | ||||||
| PRESIDENT-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM ROBINSON | ||||||
| SECRETARY/TREASURER (FROM 6/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK ANDERSON | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN MALTZMAN | ||||||
| SECRETARY/TREASURER (THRU 6/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY RATHMELL | ||||||
| FOCIS CENTERS OF EXCELLENCE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| OLIVIER BOYER | ||||||
| MULTINATIONAL FCE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE EISENBARTH | ||||||
| EDUCATION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY DIAMOND | ||||||
| MEMBERSHIP CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA MILNER | ||||||
| SCIENTIFIC PROGRAM CHAIR (FROM 6/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE BUCKNER | ||||||
| AT LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI LAUFER | ||||||
| AT LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEONIE TAAMS | ||||||
| AT LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURENCE TURKA | ||||||
| AT LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE GROGAN | ||||||
| AT LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BALDERAS | ||||||
| AT LARGE DIRECTOR (THRU 6/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CALEY MUTRIE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION ACUMEN LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N83W13410 LEON RD | AddressLine1Txt |
| City | MENOMONEE FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530513306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $551,976 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $529,050 | AllOtherContributionsAmt |
| Total Contributions | $529,050 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 900099 | $363,204 | $363,204 |
| COURSE REGISTRATIONS | 541900 | $221,698 | $221,698 |
| MEMBERSHIP DUES | 900099 | $81,385 | $81,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $666,287 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,297 | TotalRevenueColumnAmt |
| Exclusion | $49,297 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,230 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,739 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,491 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,491 | TotalRevenueColumnAmt |
| Exclusion | $32,491 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEWSLETTER/WEBSITE ADV | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $300 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $300 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,723 | TotalRevenueColumnAmt |
| Exclusion | $4,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,023 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,282,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $666,287 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $300 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,511 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,976 | TotalAmt |
| Program Services | $342,243 | ProgramServicesAmt |
| Management And General | $107,415 | ManagementAndGeneralAmt |
| Fundraising | $102,318 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,334 | TotalAmt |
| Management And General | $8,334 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,765 | TotalAmt |
| Management And General | $11,765 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,106 | TotalAmt |
| Management And General | $62,106 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,545 | TotalAmt |
| Program Services | $11,545 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,159 | TotalAmt |
| Program Services | $23,957 | ProgramServicesAmt |
| Management And General | $21,202 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,946 | TotalAmt |
| Program Services | $17,948 | ProgramServicesAmt |
| Management And General | $5,633 | ManagementAndGeneralAmt |
| Fundraising | $5,365 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,456 | TotalAmt |
| Program Services | $159,456 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,431 | TotalAmt |
| Program Services | $720,434 | ProgramServicesAmt |
| Management And General | $3,997 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,847 | TotalAmt |
| Program Services | $6,664 | ProgramServicesAmt |
| Management And General | $3,183 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635 | TotalAmt |
| Management And General | $635 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,614,200 | TotalAmt |
| Program Services | $1,282,247 | ProgramServicesAmt |
| Management And General | $224,270 | ManagementAndGeneralAmt |
| Fundraising | $107,683 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,503 | BOYAmt |
| EOY | $324,663 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,936 | BOYAmt |
| EOY | $3,910 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,594 | BOYAmt |
| EOY | $155,941 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,709 | BOYAmt |
| EOY | $1,728,644 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,218 | BOYAmt |
| EOY | $3,314 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,415,460 | BOYAmt |
| EOY | $2,218,972 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,035 | BOYAmt |
| EOY | $10,804 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,718 | BOYAmt |
| EOY | $101,441 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,753 | BOYAmt |
| EOY | $112,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,121 | BOYAmt |
| EOY | $2,093,091 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,586 | BOYAmt |
| EOY | $13,636 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,296,707 | BOYAmt |
| EOY | $2,106,727 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,415,460 | BOYAmt |
| EOY | $2,218,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$332,052 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $142,072 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $939,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $742,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $714,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $808,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529,050 | CurrentTaxYearAmt |
| Total | $3,734,249 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $939,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $742,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $714,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $808,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529,050 | CurrentTaxYearAmt |
| Total | $3,734,249 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,133,680 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,600,569 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,297 | CurrentTaxYearAmt |
| Total | $158,208 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300 | CurrentTaxYearAmt |
| Total | $20,100 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,723 | CurrentTaxYearAmt |
| Total | $18,449 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,931,006 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,732,795 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,447,855 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $142,072 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$11,765 | OtherRevenueAmt |
| Revenue Not Reported | $165,707 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,282,148 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,282,148 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,637,835 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $35,400 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $35,400 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,602,435 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,765 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,765 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,614,200 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -11,765. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION USES A MANAGEMENT COMPANY, ASSOCIATION ACUMEN, LLC, TO PERFORM MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER SUPERVISION OF OFFICERS, DIRECTORS, OR KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO CLASSES OF MEMBERSHIP: MEMBER SOCIETIES AND INDIVIDUAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEETING THE STEERING COMMITTEE NOMINATES DIRECTORS BASED ON A TWO-THIRDS VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH FULL MEMBER SOCIETY IN GOOD STANDING IS ENTITLED THROUGH ITS STEERING COMMITTEE REPRESENTATIVE TO VOTE ON ALL MATTERS TO BE VOTED ON BY THE MEMBERSHIP INCLUDING, WITHOUT LIMITATION, APPROVING APPLICATIONS FOR MEMBERSHIP OF ANY CLASS AND ELECTING DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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