ASSOCIATION OF ONCOLOGY SOCIAL WORK INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF ONCOLOGY SOCIAL WORK INC (EIN 13-3736895)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349318919
- 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 | 2024-11-14T20:55:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481243147 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER J CLAIR CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6409 GLADSTONE DRIVE | AddressLine1Txt |
| City | SHAWNEE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66218 | 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 | 133736895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF ONCOLOGY SOCIAL WORK INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 8476862233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST JACKSON BLVD SUITE 1412 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MACWAN | PersonNm |
| Person Title | SVP CLIENT ACCOUNTING | PersonTitleTxt |
| Phone | 8476862233 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER J CLAIR | PreparerPersonNm |
| PTIN | P00218187 | PTIN |
| Phone | 9132442521 | PhoneNum |
| Preparation | 2024-11-14 | 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 | SARAH CONNING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST JACKSON BLVD SUITE 1412 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $631,114 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aosw.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE THE PUBLIC AND INCREASE PUBLIC AWARENESS OF THE PSYCHOSOCIAL EFFECTS OF CANCER ON CANCER PATIENTS AND THEIR FRIENDS AND RELATIVES. TO FURTHER THE STUDY OF THE PSYCHOLOGICAL EFFECTS OF CANCER ON CANCER PATIENTS AND THEIR FRIENDS AND RELATIVES. TO EDUCATE ONCOLOGY SOCIAL WORK PROFESSIONALS TO IMPROVE THE SKILLS AND EXPERTISE OF THE PROFESSION. THIS IS ACCOMPLISHED THROUGH NETWORKING, EDUCATION, ADVOCACY, RESEARCH AND RESOURCE DEVELOPMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $139,665 | PYContributionsGrantsAmt |
| CY Contributions Grants | $110,015 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $463,970 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $512,305 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,657 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,794 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,734 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $616,712 | PYTotalRevenueAmt |
| CY Total Revenue | $631,114 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,133 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,472 | 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 | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $666,748 | PYOtherExpensesAmt |
| CY Other Expenses | $666,637 | CYOtherExpensesAmt |
| PY Total Expenses | $675,881 | PYTotalExpensesAmt |
| CY Total Expenses | $680,109 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$59,169 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$48,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $503,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $452,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $188,994 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $167,524 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $314,267 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $285,386 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE STATEMENT ON FORM 990, PAGE 1, PART 1, LINE 1 AND CONTINUING ON SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $390,709 | ExpenseAmt |
| Grant | $7,015 | GrantAmt |
| Revenue | $465,239 | RevenueAmt |
| Desc | ANNUAL CONFERENCE -- SOCIAL WORKERS AND MEMBERS ATTEND SEMINARS AND DISCUSS ASPECTS OF DEALING WITH PATIENTS AND FAMILIES WHO HAVE CANCER. MEMBERSHIP DUES ARE INCLUDED IN THE ABOVE REVENUE AMOUNT. THE DUES REVENUE ALLOWS THE ASSOCIATION TO CONDUCT ACTIVITIES TOWARDS ITS STATED PURPOSES AND PROVIDE EDUCATIONAL OPPORTUNITIES FOR THE MEMBERS, INCLUDING CONDUCTING THE ANNUAL CONFERENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $62,783 | ExpenseAmt |
| Revenue | $47,066 | RevenueAmt |
| Desc | PUBLICATIONS AND WEBINARS -- THE ORGANIZATION GIVES MEMBERS A JOURNAL AND NEWSLETTER TO INFORM MEMBERS ABOUT INDUSTRY TOPICS AND WEBINARS AND ONLINE EDUCATION ARE AVAILABLE FOR PROFESSIONAL DEVELOPMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,457 | ExpenseAmt |
| Grant | $6,457 | GrantAmt |
| Desc | THE ASSOCIATION RECEIVES SCHOLARSHIP DONATIONS FOR THE KIM LAWSON SCHOLARSHIP FUND. THIS FUND PROVIDES FOR SCHOLARSHIPS TO INDIVIDUALS BASED ON CRITERIA ESTABLISHED BY THE ASSOCIATION. THESE SCHOLARSHIP FUNDS ARE RECORDED AS A SPECIAL RESERVE AND ARE CLASSIFIED AS A LIABILITY ON THE BALANCE SHEET. TOTAL CONTRIBUTIONS RECEIVED IN 2023 WERE $5,000 AND THERE WERE SCHOLARSHIP PAYOUTS/DISTRIBUTIONS OF $430 FOR 2023.OTHER LEADERSHIP AWARDS & SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS BASED ON MERIT AND ACHIEVEMENTS AND APPROVED BY THE BOARD, INCLUDING THOSE THAT ARE BOARD DESIGNATED FOR THE NAOMI STEARNS SCHOLARSHIP FUND. THIS FUND IS RECORDED AS A BOARD DESIGNATED RESERVE AND IS CLASSIFIED AS A LIABILITY ON THE BALANCE SHEET. TOTAL CONTRIBUTIONS RECEIVED IN 2023 WERE $450 AND THERE WERE NO SCHOLARSHIP PAYOUTS/DISTRIBUTIONS FOR 2023. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $459,949 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 12 | 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 |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLEN COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476862233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST JACKSON BLVD STE 1412 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRITTNAY NWACHUKU | ||||||
| PRESIDENT-ELECT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH CONNING | ||||||
| IMMEDIATE PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEORA LOWENTHAL | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIANA JOYCE | ||||||
| SECRETARY/TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER DUNN | ||||||
| MEMBERSHIP DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE TREMEL | ||||||
| ADVOCACY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHIARA ACQUATI | ||||||
| RESEARCH DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KERRY IRISH | ||||||
| EDUCATION DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAILEA NOEL | ||||||
| DIVERSITY/EQUITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAMILLE FAUNDA | ||||||
| DIRECTOR-AT-LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHELSEA KROLL | ||||||
| DIRECTOR-AT-LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEANICE HANSEN | ||||||
| COMMUNICATIONS DIRECTOR | 1.00 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KELLEN COMPANY | |||||
| 3200 WINDY HILL ROAD SE STE 600W | ATLANTA | GA | 30339 | MANAGEMENT SERVICES & GOVERNMENT AFFAIRS | $278,304 |
| SHERATON NEW ORLEANS HOTEL | |||||
| 500 CANAL ST | NEW ORLEANS | LA | 70130 | ANNUAL CONFERENCE | $143,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $110,015 | AllOtherContributionsAmt |
| Total Contributions | $110,015 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL CONFERENCE | 900099 | $266,125 | $266,125 |
| MEMBERSHIP DUES | 900099 | $199,114 | $199,114 |
| PUBLICATIONS | 513190 | $40,284 | $40,284 |
| ONLINE EDUCATION/WEBIN | 611710 | $6,782 | $6,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $512,305 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,794 | TotalRevenueColumnAmt |
| Exclusion | $8,794 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $631,114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $512,305 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,472 | TotalAmt |
| Program Services | $13,472 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,304 | TotalAmt |
| Program Services | $139,152 | ProgramServicesAmt |
| Management And General | $139,152 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,800 | TotalAmt |
| Management And General | $6,800 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,364 | TotalAmt |
| Management And General | $3,364 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,837 | TotalAmt |
| Management And General | $23,837 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,471 | TotalAmt |
| Program Services | $244,471 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,667 | TotalAmt |
| Program Services | $6,667 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLICATIONS | $40,570 | $40,570 | |
| DATABASE & MARKETING | $32,996 | $15,542 | $17,454 |
| CREDIT CARD/BANK FEES | $15,595 | $15,595 | |
| BOARD/LEADERSHIP | $11,391 | $11,391 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,642 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $2,567 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,109 | TotalAmt |
| Program Services | $459,949 | ProgramServicesAmt |
| Management And General | $220,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,731 | BOYAmt |
| EOY | $29,896 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,117 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,492 | BOYAmt |
| EOY | $19,853 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,254 | BOYAmt |
| EOY | $403,161 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,667 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,261 | BOYAmt |
| EOY | $452,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,029 | BOYAmt |
| EOY | $5,270 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,780 | BOYAmt |
| EOY | $79,069 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,185 | BOYAmt |
| EOY | $83,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,994 | BOYAmt |
| EOY | $167,524 | 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 | $253,324 | BOYAmt |
| EOY | $224,443 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,943 | BOYAmt |
| EOY | $60,943 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,267 | BOYAmt |
| EOY | $285,386 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,261 | BOYAmt |
| EOY | $452,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$48,995 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,114 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $353,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $311,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $310,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $309,129 | CurrentTaxYearAmt |
| Total | $1,617,834 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $233,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $311,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,191 | CurrentTaxYearAmt |
| Total | $1,276,249 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $671,609 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $432,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $544,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $622,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $622,320 | CurrentTaxYearAmt |
| Total | $2,894,083 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,894,083 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$5,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,794 | CurrentTaxYearAmt |
| Total | $27,105 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$5,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,794 | CurrentTaxYearAmt |
| Total | $27,105 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $678,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $444,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $550,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $631,114 | CurrentTaxYearAmt |
| Total | $2,921,188 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99070 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99170 | PublicSupportPY509Pct |
| Investment Income CY | 0.00930 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00830 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RAYMOND JAMES | Desc |
| Book Value | $403,161 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $403,161 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SPECIAL RESERVE - SCHOLARSHIP FUND (KIM LAWSON) | $26,550 |
| BOARD DESIGNATED RESERVE - NAOMI STEARNS FUND | $56,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,185 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $651,228 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,114 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $20,114 | RevenueNotReportedAmt |
| Revenue Subtotal | $631,114 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $631,114 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $680,109 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $680,109 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $680,109 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AWARDS AND SCHOLARSHIPS FOR ANNUAL CONFERENCE | 11 | $7,015 |
| OTHER LEADERSHIP AWARDS & SCHOLARSHIPS | 9 | $6,027 |
| KIM LAWSON SCHOLARSHIP | 1 | $430 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PROVIDES VARIOUS AWARDS & SCHOLARSHIPS THRU THEIR ANNUAL CONFERENCE BASED ON ACHIEVEMENTS. OTHER LEADERSHIP AWARDS & SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS BASED ON MERIT AND ACHIEVEMENTS AND APPROVED BY THE BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | THE ASSOCIATION IS MANAGED BY AN ASSOCIATION MANAGEMENT COMPANY, KELLEN COMPANY. KELLEN PERFORMS ALL DAY TO DAY OPERATIONS OF THE ASSOCIATION. THE MANAGEMENT FEES ARE APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. |
| Form 990, Part VI, Section A, line 6 | THE ASSOCIATION HAD APPROXIMATELY 1,000 MEMBERS DURING THE TAX YEAR. THERE ARE THREE CLASSES OF MEMBERS WITH VOTING RIGHTS: FULL MEMBERS, FULL-TIME STUDENTS, AND RETIRED MEMBERS (COLLECTIVELY REFERRED TO AS "MEMBERS".) THERE ARE TWO CLASSES OF MEMBERS WITHOUT VOTING RIGHTS: ASSOCIATE MEMBERS AND FRIENDS. THE BOARD OF DIRECTORS MAY CREATE ADDITIONAL CLASSES OF MEMBERS. HONORARY MEMBERS SHALL: 1) BE THOSE PERSONS AWARDED THIS STATUS BY THE BOARD OF DIRECTORS IN RECOGNITION OF THEIR EFFORT AND INTEREST IN THW WORK OF THE ASSOCIATION; 2) SHALL NOT VOTE, HOLD ELECTED OR APPOINTED OFFICE OR SERVE ON A COMMITTEE OR SERVE ON THE BOARD OF DIRECTORS; AND 3) SHALL BE ELECTED BY THE UNANIMOUS VOTE OF ALL OF THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section A, line 7a | DIRECTORS SHALL BE CHOSEN ANNUALLY BY THE MEMBERS. |
| Form 990, Part VI, Section A, line 7b | THE FOLLOWING ACTIONS REQUIRE A VOTE OF THE ASSOCIATION'S MEMBERSHIP: 1) REMOVAL OF AN OFFICER; 2) AMENDMENT OF THE BYLAWS OR ARTICLES OF INCORPORATION; AND 3) REVISIONS TO THE CODE OF PROFESSIONAL ETHICS AND PRACTICES. |
| Form 990, Part VI, Section B, line 11b | APPROPRIATE MEMBERS OF THE MANAGEMENT COMPANY AND THE SECRETARY-TREASURER OF THE ASSOCIATION REVIEWS AND EDITS THE 990 TAX RETURN (IF NECESSARY) PRIOR TO FILING IT WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT STATING THAT THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD ALLOW DIMINISHED CAPACITY TO SERVE. THIS PROCEDURE IS DONE ON AN ANNUAL BASIS. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AND ARE POSTED ON THE ORGANIZATION'S WEBSITE FOR MEMBERS ONLY. |
| Form 990, Part IX, line 24e | SUBSCRIPTIONS: Program service expenses 0. Management and general expenses 1750. Fundraising expenses 0. Total expenses 1750. DIGITAL: Program service expenses 0. Management and general expenses 781. Fundraising expenses 0. Total expenses 781. ONLINE EDUCATION: Program service expenses 75. Management and general expenses 0. Fundraising expenses 0. Total expenses 75. MISCELLANEOUS TAXES: Program service expenses 0. Management and general expenses 36. Fundraising expenses 0. Total expenses 36. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR. |
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