OPTICAL SOCIETY OF AMERICA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OPTICAL SOCIETY OF AMERICA INC (EIN 53-0259696)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349325663
- Schema version
- 2023v5.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T18:00:19-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530259696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPTICAL SOCIETY OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPTI | BusinessNameControlTxt |
| Phone | 2022238130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Nolan | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2022238130 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| 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 | Optica | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elizabeth Nolan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Avenue | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $118,803,249 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.optica.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To promote the generation, application, and archiving of knowledge of optics and photonics and to disseminate the knowledge worldwide. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 187 | TotalEmployeeCnt |
| Total Volunteers | 8350 | TotalVolunteersCnt |
| Total Gross UBI | $267,081 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $267,081 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $821,960 | PYContributionsGrantsAmt |
| CY Contributions Grants | $756,516 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,509,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,608,865 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,599,346 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,303,167 | CYInvestmentIncomeAmt |
| PY Other Revenue | $366,324 | PYOtherRevenueAmt |
| CY Other Revenue | $542,269 | CYOtherRevenueAmt |
| PY Total Revenue | $44,297,419 | PYTotalRevenueAmt |
| CY Total Revenue | $68,210,817 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,610,127 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,684,605 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,715,944 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,566,529 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,024,771 | PYOtherExpensesAmt |
| CY Other Expenses | $23,306,292 | CYOtherExpensesAmt |
| PY Total Expenses | $48,350,842 | PYTotalExpensesAmt |
| CY Total Expenses | $51,557,426 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,053,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,653,391 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $133,390,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,950,478 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,851,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,917,361 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $106,538,835 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,033,117 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote the generation, application, and archiving of knowledge of optics and photonics and to disseminate the knowledge worldwide. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,223,608 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $39,951,511 | RevenueAmt |
| Desc | Technical production and dissemination of scientific content related to optics. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,198,677 | ExpenseAmt |
| Grant | $3,634,687 | GrantAmt |
| Revenue | $2,497,297 | RevenueAmt |
| Desc | Member and outreach services for those interested in the field of optics. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,428,241 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Contributions to Optica Foundation which is dedicated to supporting the philanthropic work of Optica in promoting the generation, application, archiving and worldwide dissemination of knowledge in optics and photonics. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $41,850,526 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 232 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 187 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sean Bagshaw | PersonNm |
| Phone | 2022238130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Elizabeth A Rogan | |||||||||
| Chief Executive Officer | 37.5 | 0 | Yes (X) | $995,555 | $0 | $385,500 | |||
| Sean Bagshaw | |||||||||
| COO CIO | 37.5 | 0 | $461,150 | $0 | $55,891 | Yes (X) | |||
| Elizabeth Nolan | |||||||||
| Deputy Exec. Dir./Chief Publishing Officer | 37.5 | 0 | $440,210 | $0 | $42,450 | Yes (X) | |||
| Chad Stark | |||||||||
| Executive Director | 37.5 | 0 | $347,074 | $0 | $49,060 | Yes (X) | |||
| P Scott Carney | |||||||||
| Chief Science and Technology Officer | 37.5 | 0 | $359,203 | $0 | $33,491 | Yes (X) | |||
| Genaro Montanez | |||||||||
| Chief Employment and Membership Engagement Off | 37.5 | 0 | $286,032 | $0 | $37,227 | Yes (X) | |||
| Ryan Strowger | |||||||||
| Chief Industry and Events Officer | 37.5 | 0 | $246,810 | $0 | $33,408 | Yes (X) | |||
| Bill Abbruzzo | |||||||||
| Secretary | 37.5 | 0 | Yes (X) | $205,380 | $0 | $20,876 | |||
| Jens Biegert | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Aleksandra Boskovic | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Katherine Calabor | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Judith Dawes | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Julie Sheridan Eng | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Amy Eskilson | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Ulrike Fuchs | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Susana Marcos | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Joyce Poon | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Min Qiu | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Ulrike Woggon | |||||||||
| Director | 10 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Michal Lipson | |||||||||
| President | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gerd Leuchs | |||||||||
| President Elect | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Satoshi Kawata | |||||||||
| Past-President | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| George Bayz | |||||||||
| Treasurer | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James Kafka | |||||||||
| Vice-President | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,341,414 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $657,903 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CDW Direct | ||||||||||
| 300 N Milwaukee Avenue | Vernon Hills | IL | 60061 | IT Hardware and Software | $770,911 | |||||
| Hargrove Inc | ||||||||||
| One Hargrove Avenue | Lanham | MD | 20706 | Conference Services | $619,214 | |||||
| CCR Solutions Inc | ||||||||||
| Audiovisual Services | $582,755 | 100A Belfield Road | Toronto | ON | CA | M9W 6A4 | ||||
| Dartmouth Printing | ||||||||||
| 69 Lyme Road | Hanover | NH | 03765 | Printing Services | $478,222 | |||||
| Centerplate | ||||||||||
| 111 West Harbor Drive | San Diego | CA | 92101 | Conference Services | $401,473 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 56 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $756,516 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $756,516 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Scientific Content | 541990 | $39,577,920 | $31,818,631 | $267,081 | $7,492,208 |
| Membership Dues | 541990 | $2,030,945 | $2,030,945 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,608,865 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,219,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,219,420 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $228,859 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $228,859 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $260,447 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $175,896 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,551 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,551 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,500,283 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,416,536 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,083,747 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,083,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,083,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,210,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,297,855 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $267,081 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,889,365 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,885,626 | TotalAmt |
| Program Services | $2,885,626 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,918 | TotalAmt |
| Program Services | $49,918 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,061 | TotalAmt |
| Program Services | $749,061 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,124,352 | TotalAmt |
| Program Services | $1,702,581 | ProgramServicesAmt |
| Management And General | $421,771 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,859,056 | TotalAmt |
| Program Services | $14,313,297 | ProgramServicesAmt |
| Management And General | $3,545,759 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,269 | TotalAmt |
| Program Services | $1,260,109 | ProgramServicesAmt |
| Management And General | $312,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,486,841 | TotalAmt |
| Program Services | $1,191,642 | ProgramServicesAmt |
| Management And General | $295,199 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,011 | TotalAmt |
| Program Services | $1,221,432 | ProgramServicesAmt |
| Management And General | $302,579 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,732,831 | TotalAmt |
| Program Services | $1,388,793 | ProgramServicesAmt |
| Management And General | $344,038 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,821 | TotalAmt |
| Program Services | $103,245 | ProgramServicesAmt |
| Management And General | $25,576 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,783 | TotalAmt |
| Program Services | $69,553 | ProgramServicesAmt |
| Management And General | $17,230 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,515 | TotalAmt |
| Program Services | $100,515 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,612 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $286,612 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,243 | TotalAmt |
| Program Services | $568,429 | ProgramServicesAmt |
| Management And General | $140,814 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,339 | TotalAmt |
| Program Services | $586,138 | ProgramServicesAmt |
| Management And General | $145,201 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,520 | TotalAmt |
| Program Services | $805,883 | ProgramServicesAmt |
| Management And General | $199,637 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406,338 | TotalAmt |
| Program Services | $1,127,122 | ProgramServicesAmt |
| Management And General | $279,216 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332,853 | TotalAmt |
| Program Services | $1,068,227 | ProgramServicesAmt |
| Management And General | $264,626 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,943,164 | TotalAmt |
| Program Services | $7,969,036 | ProgramServicesAmt |
| Management And General | $1,974,128 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,171 | TotalAmt |
| Program Services | $990,740 | ProgramServicesAmt |
| Management And General | $245,431 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,261 | TotalAmt |
| Program Services | $136,457 | ProgramServicesAmt |
| Management And General | $33,804 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production Support | $4,000,135 | $3,205,943 | $794,192 | $0 |
| Taxes | $16,729 | $13,408 | $3,321 | $0 |
| Member Services | $380,806 | $305,200 | $75,606 | $0 |
| Grant Programming Expense | $38,171 | $38,171 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,557,426 | TotalAmt |
| Program Services | $41,850,526 | ProgramServicesAmt |
| Management And General | $9,706,900 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,155 | BOYAmt |
| EOY | $833,691 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,011 | BOYAmt |
| EOY | $1,494,182 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,946 | BOYAmt |
| EOY | $27,885 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,788,502 | BOYAmt |
| EOY | $1,593,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,064,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,060,004 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,366,721 | BOYAmt |
| EOY | $12,004,258 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,573,986 | BOYAmt |
| EOY | $122,987,561 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,387,181 | BOYAmt |
| EOY | $6,009,853 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,390,502 | BOYAmt |
| EOY | $144,950,478 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,423,813 | BOYAmt |
| EOY | $5,342,248 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,045,871 | BOYAmt |
| EOY | $19,459,103 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,381,983 | BOYAmt |
| EOY | $5,116,010 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,851,667 | BOYAmt |
| EOY | $29,917,361 | 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 | $106,538,835 | BOYAmt |
| EOY | $115,033,117 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,538,835 | BOYAmt |
| EOY | $115,033,117 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,390,502 | BOYAmt |
| EOY | $144,950,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,653,391 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,837,708 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | -$321,401 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,758,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $872,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,840,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $821,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $756,516 | CurrentTaxYearAmt |
| Total | $10,049,703 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,193,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,234,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,390,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,509,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,608,865 | CurrentTaxYearAmt |
| Total | $196,936,422 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,951,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,107,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,230,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,331,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,365,381 | CurrentTaxYearAmt |
| Total | $206,986,125 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,140 | CurrentTaxYearAmt |
| Total | $42,275 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,140 | CurrentTaxYearAmt |
| Total | $42,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $206,943,850 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,598,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,193,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,773,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,799,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,616,577 | CurrentTaxYearAmt |
| Total | $48,981,353 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,598,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,193,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,773,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,799,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,616,577 | CurrentTaxYearAmt |
| Total | $48,981,353 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,549,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,300,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,003,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,131,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,981,958 | CurrentTaxYearAmt |
| Total | $255,967,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80848 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88723 | PublicSupportPY509Pct |
| Investment Income CY | 0.19136 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11239 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $154,588 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $154,588 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,577,838 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,732,426 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109,055 | CurrentYearMinus3Amt |
| Current Year Minus2 | $135,589 | CurrentYearMinus2Amt |
| Current Year Minus1 | $121,903 | CurrentYearMinus1Amt |
| Current Year | $154,588 | CurrentYearAmt |
| Total | $521,135 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,789,466 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $3,789,466 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $23,473,973 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,913,780 | DepreciationAmt |
| Book Value | $6,560,193 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,800,823 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,146,224 | DepreciationAmt |
| Book Value | $1,654,599 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,004,258 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposits | $19,500 |
| Deferred Compensation | $5,096,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,116,010 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,805,576 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,837,780 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$7,837,780 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,643,356 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $286,612 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $280,849 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $567,461 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $68,210,817 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $51,311,294 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $51,311,294 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $111,613 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $134,519 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $246,132 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,557,426 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | Tenant deposit and deferred compensation. |
| Schedule D, Part XI, Line 4b | Rent Expense |
| Schedule D, Part XII, Line 4b | Rent Expense |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Grantmaking | Scientific Education | $103,509 |
| Europe (including Iceland and Greenland) | 0 | 4 | Grantmaking | Scientific Education | $219,062 |
| Middle East and North Africa | 0 | 0 | Grantmaking | Scientific Education | $8,612 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Grantmaking | Scientific Education | $198,242 |
| South America | 0 | 0 | Grantmaking | Scientific Education | $56,504 |
| South Asia | 0 | 0 | Grantmaking | Scientific Education | $70,860 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | Scientific Education | $16,815 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | Scientific Education | $4,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Spent | $677,635 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| East Asia and the Pacific | Special Program Grant | $25,000 | Wire | $0 |
| East Asia and the Pacific | Conference Support | $10,152 | Wire | $0 |
| Europe (including Iceland and Greenland) | Special Program Grant | $10,000 | Wire | $0 |
| South Asia | Conference Support and Chapter Management Grant | $6,300 | Wire | $0 |
| Europe (including Iceland and Greenland) | Conference Support and Chapter Management Grant | $5,561 | Wire | $0 |
| Sub-Saharan Africa | Special Grant | $175,000 | Wire | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 118 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (43 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Travel Grant | Central America and the Caribbean | 2 | $881 | Wire |
| Chapter Management Grant | East Asia and the Pacific | 30 | $8,000 | Wire |
| Conference Support | East Asia and the Pacific | 16 | $2,076 | Wire |
| Family Care Grant | East Asia and the Pacific | 2 | $700 | Wire |
| Special Program Grant | East Asia and the Pacific | 1 | $1,930 | Wire |
| Travel Grant | East Asia and the Pacific | 42 | $37,816 | Wire |
| Traveling Lecturer | East Asia and the Pacific | 1 | $2,000 | Wire |
| Award | Europe (including Iceland and Greenland) | 5 | $580 | Wire |
| Chapter Management Grant | Europe (including Iceland and Greenland) | 41 | $19,500 | Wire |
| Conference Support | Europe (including Iceland and Greenland) | 25 | $11,609 | Wire |
| Family Care Grant | Europe (including Iceland and Greenland) | 10 | $3,270 | Wire |
| Special Program Grant | Europe (including Iceland and Greenland) | 10 | $4,542 | Wire |
| Travel Grant | Europe (including Iceland and Greenland) | 120 | $101,723 | Wire |
| Traveling Lecturer | Europe (including Iceland and Greenland) | 12 | $15,000 | Wire |
| Chapter Management Grant | Middle East and North Africa | 3 | $750 | Wire |
| Conference Support | Middle East and North Africa | 1 | $2,000 | Wire |
| Special Program Grant | Middle East and North Africa | 1 | $1,500 | Wire |
| Travel Grant | Middle East and North Africa | 1 | $862 | Wire |
| Traveling Lecturer | Middle East and North Africa | 1 | $2,000 | Wire |
| Award | North America (including Canada and Mexico, but not the United States) | 4 | $70 | Wire |
| Chapter Management Grant | North America (including Canada and Mexico, but not the United States) | 12 | $3,750 | Wire |
| Conference Support | North America (including Canada and Mexico, but not the United States) | 22 | $715 | Wire |
| Family Care Grant | North America (including Canada and Mexico, but not the United States) | 6 | $3,016 | Wire |
| Travel Grant | North America (including Canada and Mexico, but not the United States) | 16 | $11,241 | Wire |
| Traveling Lecturer | North America (including Canada and Mexico, but not the United States) | 3 | $3,347 | Wire |
| Award | South America | 2 | $20 | Wire |
| Chapter Management Grant | South America | 36 | $10,050 | Wire |
| Family Care Grant | South America | 3 | $940 | Wire |
| Special Program Grant | South America | 1 | $1,500 | Wire |
| Travel Grant | South America | 43 | $33,444 | Wire |
| Traveling Lecturer | South America | 4 | $8,000 | Wire |
| Award | South Asia | 3 | $705 | Wire |
| Chapter Management Grant | South Asia | 26 | $9,200 | Wire |
| Family Care Grant | South Asia | 17 | $135 | Wire |
| Special Program Grant | South Asia | 7 | $2,550 | Wire |
| Travel Grant | South Asia | 30 | $22,861 | Wire |
| Traveling Lecturer | South Asia | 6 | $13,214 | Wire |
| Award | Sub-Saharan Africa | 6 | $35 | Wire |
| Chapter Management Grant | Sub-Saharan Africa | 5 | $1,550 | Wire |
| Family Care Grant | Sub-Saharan Africa | 2 | $550 | Wire |
| Special Program Grant | Sub-Saharan Africa | 1 | $3,000 | Wire |
| Travel Grant | Sub-Saharan Africa | 10 | $5,059 | Wire |
| Traveling Lecturer | Sub-Saharan Africa | 2 | $3,500 | Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | All financial awards, whether disbursed within the USA or internationally, are disbursed based on established policies. All USA and international award recipients are requested to file a final report with Optica. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| The Optica Foundation | ||||||||
| 2010 Massachusetts Avenue NW | Washington | DC | 20036 | 710913500 | 501(c)(3) | $1,975,364 | $0 | Matching funds |
| SPIE | ||||||||
| 1000 20th Street | Bellingham | WA | 98225 | 952142678 | 501(c)(3) | $25,000 | $0 | Conference Support |
| University of Rochester | ||||||||
| 300 East River Road Box 270032 | Rochester | NY | 14627 | 160743209 | 501(c)(3) | $800,000 | $0 | Contribution |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 95 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Chapter Management Grant | 5 | $750 | $0 |
| Award | 14 | $1,120 | $0 |
| Conference Support | 10 | $12,783 | $0 |
| Family Care Grant | 19 | $7,350 | $0 |
| Special Program Grant | 2 | $1,348 | $0 |
| Travel Grant | 45 | $23,179 | $0 |
| Traveling Lecturer | 3 | $3,388 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | All financial awards, whether disbursed within the USA or internationally are disbursed based on established policies. All USA and international award recipients are requested to file a final report with Optica | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth A Rogan | ||||||||||||||
| Chief Executive Officer | $843,055 | $0 | $130,000 | $0 | $22,500 | $0 | $373,000 | $0 | $12,500 | $0 | $1,381,055 | $0 | $0 | $0 |
| Sean Bagshaw | ||||||||||||||
| COO CIO | $373,650 | $0 | $65,000 | $0 | $22,500 | $0 | $33,000 | $0 | $22,891 | $0 | $517,041 | $0 | $0 | $0 |
| Elizabeth Nolan | ||||||||||||||
| Deputy Exec. Dir./Chief Publishing Officer | $357,710 | $0 | $60,000 | $0 | $22,500 | $0 | $33,000 | $0 | $9,450 | $0 | $482,660 | $0 | $0 | $0 |
| Chad Stark | ||||||||||||||
| Executive Director | $274,574 | $0 | $50,000 | $0 | $22,500 | $0 | $33,000 | $0 | $16,060 | $0 | $396,134 | $0 | $0 | $0 |
| P Scott Carney | ||||||||||||||
| Chief Science and Technology Officer | $339,203 | $0 | $20,000 | $0 | $0 | $0 | $33,000 | $0 | $491 | $0 | $392,694 | $0 | $0 | $0 |
| Genaro Montanez | ||||||||||||||
| Chief Employment and Membership Engagement Off | $255,032 | $0 | $31,000 | $0 | $0 | $0 | $28,580 | $0 | $8,647 | $0 | $323,259 | $0 | $0 | $0 |
| Ryan Strowger | ||||||||||||||
| Chief Industry and Events Officer | $246,810 | $0 | $0 | $0 | $0 | $0 | $24,761 | $0 | $8,647 | $0 | $280,218 | $0 | $0 | $0 |
| Bill Abbruzzo | ||||||||||||||
| Secretary | $201,380 | $0 | $4,000 | $0 | $0 | $0 | $20,400 | $0 | $476 | $0 | $226,256 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Optica's CEO is a member of the private Cosmos Club in Washington, DC. The initiation fee for the club was paid by the CEO's personal funds. Annual dues for the club membership is reimbursed by Optica, which in return receives discounted hotel, meeting space and catering for events hosted by Optica. |
| Schedule J, Part I, Line 4 | Optica's CEO participates in the 457(f) plan. |
| Schedule J, Part II | Column (C) Retirement and other deferred compensation: A. Included in this amount for the CEO is an unvested employer contribution credit to a nonqualified deferred compensation plan ("NQDCP"). G. NQDCP interests are subject to the claims of Optica's bankruptcy creditors. In the event of an Optica bankruptcy, the participant would become a general unsecured creditor of Optica with respect to her plan benefit. D. The NQDCP is a nonqualified deferred compensation plan. This means that the participant does not receive the tax benefits available to participants in tax-qualified retirement plans. E. Optica retains the right to amend or terminate the NQDCP at any time. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | After the return has been prepared and reviewed by Optica staff, the Audit Council of the Board of Directors reviews and approves the form. Once approved, the form is provided to the Board of Directors |
| Form 990, Part VI, Section B, Line 12c | Conflict of Interest Statements are required each year. They are reviewed and approved by the Audit Council of the Board of Directors. |
| Form 990, Part VI, Section B, Line 15 | The CEO Compensation Committee is comprised of four officers of the Board of Directors. In February of each year, the CEO Compensation Committee meets to determine the compensation of the CEO based on: (1) results of performance metrics, (2) review of the compensation report prepared by an independent source, (3) review of the compensation data provided by the Human Resource Department. Comparable organizations are defined by size (staff, gross revenues, multiple product lines) and includes non-profit businesses, plus a focus on specific locations. In addition, the Optica Executive Committee of the Board of Directors reviews the salary recommendation and approvals of the Optica executive staff. |
| Form 990, Part VI, Section C, Line 19 | The governing documents and conflict of interest policy are not made available to the public. Financial statements could be made available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Optica Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710913500 | EIN |
| Primary Activities | Support the philanthropic activities of Optica | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(a)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Optica Foundation | ||
| b | $3,424,542 | Match and other contributions |
| Optica Foundation | ||
| i | $25,382 | Administrative costs |
Comments