IDAA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IDAA (EIN 34-1313657)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-06
- IRS object ID
- 202330969349300543
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-06T15:29:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411647057 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHONEY ULBRICH CHRISTIANSEN & RUSS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 RIVER PARK PLAZA SUITE 800 | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341313657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL DOCTORS IN ALCOHOLICS | BusinessNameLine1Txt |
| Business Name Line2 | ANONYMOUS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 5185880656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5123 W 98TH ST 1110 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LINDSEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5185880656 | PhoneNum |
| Signature | 2023-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | LINDSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCAS R ROESSLER | PreparerPersonNm |
| PTIN | P01074488 | PTIN |
| Phone | 6512276695 | PhoneNum |
| Preparation | 2023-03-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT J LINDSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5123 W 98TH ST 1110 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $844,300 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IDAA.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | ORG | OtherOrganizationDsc |
| Formation | 1949 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO CARRY THE MESSAGE OF RECOVERY TO HEALTH CARE PROFESSIONALS AND THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 530 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $175,002 | PYContributionsGrantsAmt |
| CY Contributions Grants | $212,851 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $256,762 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $274,766 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,244 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $8,163 | CYOtherRevenueAmt |
| PY Total Revenue | $498,195 | PYTotalRevenueAmt |
| CY Total Revenue | $516,024 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $112,280 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $150,100 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,115 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $388,175 | PYOtherExpensesAmt |
| CY Other Expenses | $431,060 | CYOtherExpensesAmt |
| PY Total Expenses | $500,455 | PYTotalExpensesAmt |
| CY Total Expenses | $581,160 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$65,136 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $883,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $662,747 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $539 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $883,414 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $662,208 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION: THE MISSION OF IDAA IS TO CARRY THE MESSAGE OF RECOVERY TO HEALTH CARE PROFESSIONALS AND THEIR FAMILIES.VISION: IDAA ENVISIONS RECOVERY FOR ALL HEALTH CARE PROFESSIONALS AND THEIR FAMILIES IMPACTED BY ADDICTIVE DISORDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $422,090 | ExpenseAmt |
| Revenue | $282,929 | RevenueAmt |
| Desc | IDAA CONFERENCE: SINCE 1949, IDAA HAS PROVIDED A UNIQUE INTERNATIONAL NETWORK OF PEER RECOVERY SUPPORT, MEETINGS, RESOURCES AND ENCOURAGEMENT TO DOCTORAL LEVEL HEALTH CARE PROFESSIONALS AND THEIR FAMILIES. IDAA'S ANNUAL MEETING PROVIDES A COMBINATION OF CONTINUING MEDICAL EDUCATION (CME), RECOVERY EDUCATION AND MUTUAL HELP MEETINGS. IDAA PROVIDES RESOURCES AND SUPPORT FOR MEMBERS, THEIR FAMILIES AND THEIR CHILDREN IN FULL SUPPORT OF FAMILY RECOVERY. THE IDAA ANNUAL MEETING IS THE CENTERPIECE OF IDAA'S ACTIVITIES AND LIKE ALL IDAA SERVICES, IS A NETWORK OPERATED WITHIN THE TRADITION OF ANONYMITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,842 | ExpenseAmt |
| Desc | IDAA MEMBER PROGRAMS AND SERVICES (IN ADDITION TO ANNUAL CONFERENCE):IDAA HELPLINE: A NETWORK OF IDAA MEMBERS WHO SERVE AS PERSONAL CONTACTS FOR HEALTH CARE PROFESSIONALS AND THEIR FAMILIES SEEKING ANOTHER DOCTORAL LEVEL HEALTH CARE PROFESSIONAL TO TALK WITH ABOUT RECOVERY FROM ALCOHOLISM, DRUG ADDICTION AND OTHER ADDICTIONS. IDAA MEMBER PORTAL: ACCESS TO A SEARCHABLE DATABASE OF OVER 215 RECOVERY MEETINGS (INCLUDING LINKS). IDAA'S MONTHLY SPEAKER RECOVERY MEETING HOSTS A SPEAKER TO SHARE IN A UNIQUE WAY THEIR EXPERIENCE STRENGTH AND HOPE.IDAA BULLETIN BOARD: ACCESS TO EDUCATIONAL OFFERINGS, EMPLOYMENT OPPORTUNITIES, LOCAL AND REGIONAL MEETINGS AS WELL AS WEBSITE AND PUBLICATIONS OF INTEREST. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $474,932 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LINDSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5185880656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5123 W 98TH ST 1110 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KELLEY PEARS | ||||||
| TRUSTED SERVANT EMERITUS | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM SCIOLI | ||||||
| TRUSTED SERVANT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELISSA LEE WARNER | ||||||
| TRUSTED SERVANT ELECT | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NELSON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HOWELL | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOAN LARSON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW WHITE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE CRAM | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE BARNES | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CLAIRE RICEWASSER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| AARON RANK | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BOKAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK GOLDBERG | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANTHONY CLOY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LEIGH HOFTIEZER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN KIESEL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| A J JANARDHAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN CLANCY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT LINDSEY | ||||||
| EXECUTIVE DIRECTOR | 24.00 | $76,774 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $76,774 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $58,830 | MembershipDuesAmt |
| Fundraising | $10,073 | FundraisingAmt |
| All Other Contributions | $143,948 | AllOtherContributionsAmt |
| Total Contributions | $212,851 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 624100 | $248,516 | $248,516 |
| EXHIBITOR FEES | 900099 | $26,250 | $26,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $274,766 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,344 | TotalRevenueColumnAmt |
| Exclusion | $13,344 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $335,176 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $328,276 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,900 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,900 | TotalRevenueColumnAmt |
| Exclusion | $6,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,073 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 900099 | $7,422 | $7,422 |
| REFUND PROCEEDS | 900099 | $741 | $741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $516,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $282,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,244 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,774 | TotalAmt |
| Program Services | $57,581 | ProgramServicesAmt |
| Management And General | $11,516 | ManagementAndGeneralAmt |
| Fundraising | $7,677 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,667 | TotalAmt |
| Program Services | $46,249 | ProgramServicesAmt |
| Management And General | $9,251 | ManagementAndGeneralAmt |
| Fundraising | $6,167 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,659 | TotalAmt |
| Program Services | $8,744 | ProgramServicesAmt |
| Management And General | $1,749 | ManagementAndGeneralAmt |
| Fundraising | $1,166 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,100 | TotalAmt |
| Management And General | $15,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,196 | TotalAmt |
| Management And General | $6,196 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,375 | TotalAmt |
| Program Services | $940 | ProgramServicesAmt |
| Management And General | $1,310 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,668 | TotalAmt |
| Program Services | $1,653 | ProgramServicesAmt |
| Management And General | $1,015 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,715 | TotalAmt |
| Program Services | $1,245 | ProgramServicesAmt |
| Management And General | $1,470 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,485 | TotalAmt |
| Program Services | $11,400 | ProgramServicesAmt |
| Management And General | $8,085 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,739 | TotalAmt |
| Program Services | $5,445 | ProgramServicesAmt |
| Management And General | $24,294 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,993 | TotalAmt |
| Management And General | $3,993 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CONFERENCE EXPENSES | $326,146 | $326,146 | ||
| MERCHANT PROCESSING FEE | $12,629 | $8,649 | $3,980 | |
| BANK FEES | $6,423 | $4,874 | $1,549 | |
| CVENT | $2,006 | $2,006 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,585 | TotalAmt |
| Management And General | $1,585 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,160 | TotalAmt |
| Program Services | $474,932 | ProgramServicesAmt |
| Management And General | $87,113 | ManagementAndGeneralAmt |
| Fundraising | $19,115 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,122 | BOYAmt |
| EOY | $147,411 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,525 | BOYAmt |
| EOY | $415,336 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,647 | BOYAmt |
| EOY | $662,747 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233 | BOYAmt |
| EOY | $539 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233 | BOYAmt |
| EOY | $539 | 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 | $883,414 | BOYAmt |
| EOY | $662,208 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,414 | BOYAmt |
| EOY | $662,208 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,647 | BOYAmt |
| EOY | $662,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$65,136 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$156,070 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 Minus2 Years | $63,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,851 | CurrentTaxYearAmt |
| Total | $451,642 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $45,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,766 | CurrentTaxYearAmt |
| Total | $624,538 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $45,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $431,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,617 | CurrentTaxYearAmt |
| Total | $1,076,180 | 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 | $1,076,180 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,344 | CurrentTaxYearAmt |
| Total | $82,358 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,344 | CurrentTaxYearAmt |
| Total | $82,358 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $455,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,961 | CurrentTaxYearAmt |
| Total | $1,158,538 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87190 | PublicSupportPY509Pct |
| Investment Income CY | 0.07110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.12810 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $601,716 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$121,982 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,000 | OtherExpendituresAmt |
| Administrative Expenses | $5,025 | AdministrativeExpensesAmt |
| End Year Balance | $409,709 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $514,070 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $93,235 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,589 | AdministrativeExpensesAmt |
| End Year Balance | $601,716 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $482,423 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $85,861 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,216 | AdministrativeExpensesAmt |
| End Year Balance | $514,070 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $447,300 | BeginningYearBalanceAmt |
| Contributions | $1,675 | ContributionsAmt |
| Investment Earnings Or Losses | $108,100 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,652 | AdministrativeExpensesAmt |
| End Year Balance | $482,423 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $474,934 | BeginningYearBalanceAmt |
| Contributions | $1,180 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,001 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,813 | AdministrativeExpensesAmt |
| End Year Balance | $447,300 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UBS OPERATING FUND - MUTUAL FUNDS | $5,627 | F |
| UBS ENDOWMENT FUND - MUTUAL FUNDS | $248,839 | F |
| UBS SCHOLARSHIP FUND - MUTUAL FUNDS | $160,870 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $415,336 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX PAYABLE | Desc |
| Amt | $539 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $539 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE IDAA ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE STRONGER MANAGEMENT OF IDAA'S FINANCES AND RESERVES, WITH INCOME PROTECTION AND GROWTH FOR THE OPERATIONAL NEEDS OF THE ORGANIZATION. THE ENDOWMENT PROVIDES FINANCIAL ASSISTANCE SCHOLARSHIPS TO INDIVDUAL MEMBERS WHO WISH TO ATTEND THE ANNUAL CONFERENCE BUT LACK SUFFICIENT FUNDS TO PAY FOR HOTEL ROOMS, TRAVEL COSTS OR REGISTRATION FEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED, REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO SUBMISSION FOR REVIEW AND APPROVAL BY THE STEERING COMMITTEE (BOARD OF DIRECTORS) PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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