INTERNATIONAL LITERACY ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL LITERACY ASSOCIATION (EIN 46-3994293)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-01
- IRS object ID
- 202303059349302035
- 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 | 2023-11-01T15:41:56-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232399 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELFINT LYONS & SHUMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 CENTRE RD STE 310 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463994293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL LITERACY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 8003367323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8139 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 197148139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH HARRIS | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 8003367323 | PhoneNum |
| Signature | 2023-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | HARRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN D MOLL CPA | PreparerPersonNm |
| PTIN | P01053700 | PTIN |
| Phone | 3022250600 | PhoneNum |
| Preparation | 2023-09-22 | 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 | DEBORAH HARRIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8139 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 197148139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,262,263 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 6189 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LITERACYWORLDWIDE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | CONNECT RESEARCH AND PRACTICE TO IMPROVE THE QUALITY OF LITERACY LEARNING ACROSS THE GLOBE IN WAYS THAT ARE RESPECTFUL, RESPONSIVE, AND ETHICAL. ILA ADVOCATES FOR EQUITABLE ACCESS TO LITERACIES AMONG INDIVIDUALS OF ALL AGES AND DIVERSE COMMUNITIES AS A BASIC HUMAN RIGHT AND A MATTER OF SOCIAL JUSTICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $64,270 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $778,628 | PYContributionsGrantsAmt |
| CY Contributions Grants | $583,991 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,068,093 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $963,528 | CYProgramServiceRevenueAmt |
| PY Investment Income | $200,557 | PYInvestmentIncomeAmt |
| CY Investment Income | $189,618 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,127,883 | PYOtherRevenueAmt |
| CY Other Revenue | $351,479 | CYOtherRevenueAmt |
| PY Total Revenue | $3,175,161 | PYTotalRevenueAmt |
| CY Total Revenue | $2,088,616 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,757 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $135,745 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,602,364 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,307,950 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $52,435 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $767,076 | PYOtherExpensesAmt |
| CY Other Expenses | $617,181 | CYOtherExpensesAmt |
| PY Total Expenses | $2,425,197 | PYTotalExpensesAmt |
| CY Total Expenses | $2,060,876 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $749,964 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,026,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,995,060 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $933,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $851,898 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,092,890 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,143,162 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CONNECT RESEARCH AND PRACTICE TO IMPROVE THE QUALITY OF LITERACY LEARNING ACROSS THE GLOBE IN WAYS THAT ARE RESPECTFUL, RESPONSIVE, AND ETHICAL. ILA ADVOCATES FOR EQUITABLE ACCESS TO LITERACIES AMONG INDIVIDUALS OF ALL AGES AND DIVERSE COMMUNITIES AS A BASIC HUMAN RIGHT AND A MATTER OF SOCIAL JUSTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $380,430 | ExpenseAmt |
| Revenue | $315,319 | RevenueAmt |
| Desc | MEETINGS AND EVENTS - A PRIMARY MEANS BY WHICH THE ASSOCIATION PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR EDUCATORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $402,031 | ExpenseAmt |
| Grant | $23,150 | GrantAmt |
| Revenue | $372,617 | RevenueAmt |
| Desc | CONSTITUENT SERVICES - PROFESSIONAL MEMBERSHIP SERVICES INCLUDING A QUARTERLY MEMBER MAGAZINE REPORTING LATEST TRENDS IN LITERACY AND EASY-TO-IMPLEMENT CLASSROOM STRATEGIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $388,787 | ExpenseAmt |
| Grant | $17,595 | GrantAmt |
| Revenue | $258,230 | RevenueAmt |
| Desc | EDUCATION AND RESEARCH - THE PRODUCTION OF WIDELY RECOGNIZED RESEARCH BASED JOURNALS WITH CUTTING-EDGE, CLASSROOM-TESTED LITERACY TEACHING STRATEGIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $136,628 | ExpenseAmt |
| Grant | $95,000 | GrantAmt |
| Revenue | $18,651 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES CONSISTS OF OTHER PROFESSIONAL DEVELOPMENT PROGRAMS DESIGNED TO BENEFIT ILA MEMBERS AND THE PUBLIC AT LARGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $136,628 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $95,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $18,651 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,307,876 | 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 | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 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 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | 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 |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCE & ADMINISTRATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003367323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8139 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 197148139 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| ROBERT J TIERNEY | |||||||
| IMMEDIATE PAST PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL JAGO | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY NESS | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| KIA BROWN-DUDLEY | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANA ROBERTSON | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE V DENNIS | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH KUNZ | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNETTE KIBERU | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| J HELEN PERKINS | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE CORBIN | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA D SILVERMAN | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANETTE TOOMER | |||||||
| MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH HARRIS | |||||||
| DIRECTOR OF FINANCE | 35.00 | Yes (X) | $110,451 | $0 | $13,363 | ||
| NICOLA WEDDERBURN | |||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $140,515 | $0 | $13,637 | ||
| MARCIE CRAIG POST | |||||||
| FORMER EXECUTIVE DIRECTOR | 0.00 | $116,066 | $0 | $7,677 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $367,032 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,677 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WILEY & SONS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22308 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | JOURNALS PUBLISHER | ServicesDesc |
| Compensation | $152,907 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $452,382 | GovernmentGrantsAmt |
| All Other Contributions | $131,609 | AllOtherContributionsAmt |
| Noncash Contributions | $10,718 | NoncashContributionsAmt |
| Total Contributions | $583,991 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSTITUENT SERVICES | 611710 | $372,617 | $372,617 |
| MEETINGS AND EVENTS | 611430 | $315,319 | $315,319 |
| EDUCATION AND RESEARCH | 611710 | $256,941 | $256,941 |
| CHAPTER AND OTHER | 611710 | $18,651 | $18,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $963,528 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,715 | TotalRevenueColumnAmt |
| Exclusion | $124,715 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,920 | TotalRevenueColumnAmt |
| Exclusion | $285,920 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,236,690 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,171,787 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,903 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,903 | TotalRevenueColumnAmt |
| Exclusion | $64,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,149 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,860 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,289 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,289 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| ADVERTISING | 541800 | $49,866 | $49,866 |
| MEMBERSHIP LIST RENTAL | 611710 | $14,404 | $14,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,270 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,088,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $964,817 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $64,270 | UnrelatedBusinessRevenueAmt |
| Exclusion | $475,538 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,000 | TotalAmt |
| Program Services | $95,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,545 | TotalAmt |
| Program Services | $17,545 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,200 | TotalAmt |
| Program Services | $23,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,776 | TotalAmt |
| Program Services | $117,810 | ProgramServicesAmt |
| Management And General | $174,966 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,363 | TotalAmt |
| Program Services | $534,478 | ProgramServicesAmt |
| Management And General | $221,665 | ManagementAndGeneralAmt |
| Fundraising | $39,220 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,862 | TotalAmt |
| Program Services | $16,043 | ProgramServicesAmt |
| Management And General | $6,645 | ManagementAndGeneralAmt |
| Fundraising | $1,174 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,078 | TotalAmt |
| Program Services | $72,950 | ProgramServicesAmt |
| Management And General | $39,279 | ManagementAndGeneralAmt |
| Fundraising | $4,849 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,871 | TotalAmt |
| Program Services | $47,864 | ProgramServicesAmt |
| Management And General | $28,142 | ManagementAndGeneralAmt |
| Fundraising | $2,865 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,136 | TotalAmt |
| Management And General | $6,136 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,549 | TotalAmt |
| Program Services | $22,504 | ProgramServicesAmt |
| Management And General | $58,974 | ManagementAndGeneralAmt |
| Fundraising | $71 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,479 | TotalAmt |
| Management And General | $16,479 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,651 | TotalAmt |
| Program Services | $98,331 | ProgramServicesAmt |
| Management And General | $2,160 | ManagementAndGeneralAmt |
| Fundraising | $2,160 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,775 | TotalAmt |
| Program Services | $803 | ProgramServicesAmt |
| Management And General | $4,942 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,013 | TotalAmt |
| Program Services | $108,469 | ProgramServicesAmt |
| Management And General | $8,851 | ManagementAndGeneralAmt |
| Fundraising | $693 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,642 | TotalAmt |
| Program Services | $3,985 | ProgramServicesAmt |
| Management And General | $2,630 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,248 | TotalAmt |
| Program Services | $2,248 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,403 | TotalAmt |
| Program Services | $8,403 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173 | TotalAmt |
| Management And General | $173 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,863 | TotalAmt |
| Program Services | $7,488 | ProgramServicesAmt |
| Management And General | $6,337 | ManagementAndGeneralAmt |
| Fundraising | $38 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,478 | TotalAmt |
| Management And General | $22,478 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $227,180 | $128,829 | $97,205 | $1,146 |
| POSTAGE AND SHIPPING | $2,697 | $342 | $2,193 | $162 |
| PROFESSIONAL DEVELOPMEN | $2,533 | $1,584 | $949 | |
| BAD DEBT EXPENSE | $361 | $361 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,060,876 | TotalAmt |
| Program Services | $1,307,876 | ProgramServicesAmt |
| Management And General | $700,565 | ManagementAndGeneralAmt |
| Fundraising | $52,435 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,757 | BOYAmt |
| EOY | $54,586 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $452,382 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,835 | BOYAmt |
| EOY | $20,055 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,035 | BOYAmt |
| EOY | $442 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,638 | BOYAmt |
| EOY | $15,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $244,559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $237,232 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,630 | BOYAmt |
| EOY | $7,327 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,474,680 | BOYAmt |
| EOY | $4,088,394 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,614 | BOYAmt |
| EOY | $255,202 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,050 | BOYAmt |
| EOY | $100,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,026,239 | BOYAmt |
| EOY | $4,995,060 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,582 | BOYAmt |
| EOY | $174,680 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,962 | BOYAmt |
| EOY | $561,222 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,813 | BOYAmt |
| EOY | $10,180 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,992 | BOYAmt |
| EOY | $105,816 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,349 | BOYAmt |
| EOY | $851,898 | 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 | $3,246,376 | BOYAmt |
| EOY | $3,276,495 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,514 | BOYAmt |
| EOY | $866,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,092,890 | BOYAmt |
| EOY | $4,143,162 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,026,239 | BOYAmt |
| EOY | $4,995,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $27,740 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,532 | 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 | $122,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $778,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $583,991 | CurrentTaxYearAmt |
| Total | $2,158,316 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,021,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,108,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,334,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,073,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $966,677 | CurrentTaxYearAmt |
| Total | $10,505,246 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,143,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,272,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,844,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,852,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,550,668 | CurrentTaxYearAmt |
| Total | $12,663,562 | 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 | $12,663,562 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,117,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $977,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $563,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $453,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $410,635 | CurrentTaxYearAmt |
| Total | $3,522,863 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $523,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,720 | CurrentTaxYearAmt |
| Total | $1,060,271 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,641,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,319,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $625,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $521,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $475,355 | CurrentTaxYearAmt |
| Total | $4,583,134 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,784,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,592,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,469,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,373,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,026,023 | CurrentTaxYearAmt |
| Total | $17,246,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73430 | PublicSupportCY509Pct |
| Investment Income CY | 0.26570 | InvestmentIncomeCYPct |
| 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 | $4,792,294 | BeginningYearBalanceAmt |
| Contributions | $10,718 | ContributionsAmt |
| Investment Earnings Or Losses | $208,763 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,900 | GrantsOrScholarshipsAmt |
| Other Expenditures | $638,800 | OtherExpendituresAmt |
| Administrative Expenses | $16,479 | AdministrativeExpensesAmt |
| End Year Balance | $4,343,596 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,297,135 | BeginningYearBalanceAmt |
| Contributions | $21,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$457,732 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,036,630 | OtherExpendituresAmt |
| Administrative Expenses | $21,479 | AdministrativeExpensesAmt |
| End Year Balance | $4,792,294 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,742,381 | BeginningYearBalanceAmt |
| Contributions | $2,294,234 | ContributionsAmt |
| Investment Earnings Or Losses | $892,516 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,602,061 | OtherExpendituresAmt |
| Administrative Expenses | $22,185 | AdministrativeExpensesAmt |
| End Year Balance | $6,297,135 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,534,531 | BeginningYearBalanceAmt |
| Contributions | $63 | ContributionsAmt |
| Investment Earnings Or Losses | $23,918 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,059 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,785,632 | OtherExpendituresAmt |
| Administrative Expenses | $22,440 | AdministrativeExpensesAmt |
| End Year Balance | $5,742,381 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,327,502 | BeginningYearBalanceAmt |
| Contributions | $2,596,844 | ContributionsAmt |
| Investment Earnings Or Losses | $257,478 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,629,290 | OtherExpendituresAmt |
| Administrative Expenses | $16,003 | AdministrativeExpensesAmt |
| End Year Balance | $7,534,531 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $244,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $237,232 | DepreciationAmt |
| Book Value | $7,327 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,327 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SECURITIES | Desc |
| Book Value | $255,202 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $255,202 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS HELD FOR OTHERS IN CHARITABLE REMAINDER TRUST | $66,875 |
| OTHER DEPOSITS | $30,941 |
| REFUNDABLE DEPOSITS | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $105,816 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,096,529 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,532 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,860 | OtherRevenueAmt |
| Revenue Not Reported | $24,392 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,072,137 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,479 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,479 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,088,616 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,046,257 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,860 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,860 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,044,397 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,479 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,479 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,060,876 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE BOTH A SOURCE OF OPERATING FUNDS AND LONG-TERM FINANCIAL STABILITY FOR THE ORGANIZATION. THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AND ENDOWMENT FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS QUASI-ENDOWMENTS. |
| PART X, LINE 2: | THE ASSOCIATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF IRS CODE SECTION 509(A)(2). INCOME NOT RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IMPOSE A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED IN REGARD TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS IS REQUIRED TO BE ACCRUED AND INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION AS OF JUNE 30, 2023 AND 2022. THE FEDERAL INFORMATIONAL RETURNS OF THE ASSOCIATION FOR THE YEARS ENDED JUNE 30, 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES NETTED AGAINST SALES OF INVENTORY 1,860. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES NETTED AGAINST SALES OF INVENTORY 1,860. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| AFRICA | 0 | 0 | GRANTS TO RECIPIENTS | $7,450 |
| LATIN AMERICA | 0 | 0 | GRANTS TO RECIPIENTS | $3,500 |
| ASIA | 0 | 0 | GRANTS TO RECIPIENTS | $1,750 |
| EURASIA | 0 | 0 | GRANTS TO RECIPIENTS | $3,500 |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS | $3,500 |
| OCEANIA | 0 | 0 | GRANTS TO RECIPIENTS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $23,200 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $23,200 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | AFRICA | RegionTxt |
| Purpose Of Grant | PROFESSIONAL DEVELOPMENT ACTIVITIES | PurposeOfGrantTxt |
| Cash Grant | $7,450 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION'S MANAGEMENT MONITORS USE OF GRANT FUNDS TO ASSURE COMPLIANCE WITH PROGRAM OBJECTIVES. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLONIAL SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 EAST BASIN ROAD | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 516000279 | RecipientEIN |
| IRC Section | STATE OF DELAWARE | IRCSectionDesc |
| Cash Grant | $95,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | TO DEVELOP AND ENHANCE ELEMENTARY SCHOOL LIBRARY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| JEANNE S. CHALL RESEARCH FELLOWSHIP AWARD | 2 | $7,250 | $0 | FMV | |
| STEVEN A. STAHL AWARD | 1 | $1,000 | $0 | FMV | |
| JERRY JOHNS AWARD | 1 | $1,000 | $0 | FMV | |
| DINA FIETELSON AWARD | 2 | $1,000 | $0 | FMV | |
| STATE AND PROVINCIAL COORDINATOR STIPENDS | 13 | $3,900 | $0 | FMV | |
| BOARD SERVICE AWARDS | 4 | $0 | $292 | COST | AWARD PLAQUES |
| ELVA KNIGHT AWARD | 2 | $3,103 | $0 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS A COMMITTEE THAT INCLUDES MEMBERS WHO REVIEW AWARD APPLICATIONS THAT HAVE BEEN SUBMITTED. THE COMMITTEE THEN SELECTS AWARD RECIPIENTS FOR EACH AWARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICOLA WEDDERBURN | ||||||||||||||
| EXECUTIVE DIRECTOR | $140,515 | $0 | $0 | $0 | $0 | $0 | $3,266 | $0 | $10,371 | $0 | $154,152 | $0 | $0 | $0 |
| MARCIE CRAIG POST | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | $15,643 | $0 | $0 | $0 | $100,423 | $0 | $2,832 | $0 | $4,845 | $0 | $123,743 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH THE SEVERANCE AGREEMENT APPROVED BY THE BOARD OF DIRECTORS, FORMER EXECUTIVE DIRECTOR MARCIE CRAIG POST RECEIVED SEVERANCE PAYMENTS TOTALING $100,423 DURING CALENDAR YEAR 2022. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IS OPEN TO INDIVIDUALS INTERESTED IN FURTHERING THE PURPOSES OF THE ASSOCIATION. MEMBERSHIP IS EFFECTIVE AFTER PAYMENT IS PROCESSED OR UPON RECEIPT OF VALID PURCHASE ORDER. INDIVIDUAL MEMBERS ARE ELIGIBLE TO VOTE IN ELECTIONS AND ON OTHER MATTERS SPECIFIED BY THE BOARD OR BY LAW. |
| FORM 990, PART VI, SECTION A, LINE 7A | INDIVIDUAL MEMBERS OF THE ASSOCIATION VOTE TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE TAX RETURN BEFORE IT IS FILED TO ENSURE THE ACCURACY OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REVIEWS THIS ON AN ANNUAL BASIS TO ENSURE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | ILA MAINTAINS MEMBERSHIP IN A PROFESSIONAL ORGANIZATION THAT OFFERS ACCESS TO COMPENSATION STUDIES TO ASSIST WITH DETERMINING APPROPRIATE COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE IN THE BUSINESS OFFICE AND ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | ILA HAS AN AUDIT COMMITTEE THAT IS LED BY A MEMBER OF THE BOARD OF DIRECTORS APPOINTED BY THE BOARD PRESIDENT. |
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