UNITED STATES MERCHANT MARINE ACADEMY ALUMNI ASSOCIATION AND FOU: Form 990, tax year 2022
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- Organization
- UNITED STATES MERCHANT MARINE ACADEMY ALUMNI ASSOCIATION AND FOU (EIN 11-6037948)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202303139349304705
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T14:20:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 116037948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United States Merchant Marine Academy Alumni | BusinessNameLine1Txt |
| Business Name Line2 | Association and Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES F TOBIN | InCareOfNm |
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5167735566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Steamboat Road | AddressLine1Txt |
| City | Kings Point | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F TOBIN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5167735566 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES F | PersonFirstNm |
| Person Last | TOBIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | JAMES F TOBIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Steamboat Road | AddressLine1Txt |
| City | Kings Point | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,954,322 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USMMAALUMNI.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION SHALL EXIST TO Serve, ASSIST, AND PERPETUATE THE ACADEMY, ITS REGIMENT OF midshipmen, FACULTY, STAFF, AND ALUMNI. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $28,200 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,756,078 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,117,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $154,305 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $270,287 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,821,550 | PYInvestmentIncomeAmt |
| CY Investment Income | -$22,606 | CYInvestmentIncomeAmt |
| PY Other Revenue | $321,300 | PYOtherRevenueAmt |
| CY Other Revenue | $288,012 | CYOtherRevenueAmt |
| PY Total Revenue | $8,053,233 | PYTotalRevenueAmt |
| CY Total Revenue | $6,652,900 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,057,918 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,104,594 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,334,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,491,579 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $408,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,534,930 | PYOtherExpensesAmt |
| CY Other Expenses | $1,865,493 | CYOtherExpensesAmt |
| PY Total Expenses | $3,926,858 | PYTotalExpensesAmt |
| CY Total Expenses | $4,461,666 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,126,375 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,191,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,826,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,000,919 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $601,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $427,465 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,225,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,573,454 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION SHALL EXIST TO SERVE, ASSIST AND PERPETUATE THE ACADEMY, ITS REGIMENT OF MIDSHIPMEN, FACULTY, STAFF, AND ALUMNI. THE FOUNDATION SUPPORTS THE ACADEMY'S MISSION OF EDUCATING AND GRADUATING MERCHANT MARINE OFFICERS WHO WILL BECOME LEADERS IN THE COMMERCIAL AND DEFENSE TRANSPORTATION SERVICES OF THE UNITED STATES. THE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES BY RAISING AND DISTRIBUTING FUNDS, SOME OF WHICH WILL BE MAINTAINED IN AN ENDOWMENT. THE FOUNDATION ALSO FOSTERS AND ENCOURAGES THE DEVELOPMENT OF THE ACADEMY TO MEET THE FUTURE TRANSPORTATION NEEDS OF THE UNITED STATES, AND ENHANCES THE PRESTIGE THEREOF BY ACQUISITION, PRESERVATION, AND DISSEMINATION OF INFORMATION PERTAINING TO THEIR HISTORY, ACTIVITIES, METHODS AND OBJECTIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,255,255 | ExpenseAmt |
| Grant | $1,000,519 | GrantAmt |
| Desc | MIDSHIPMEN AND ACADEMY ACTIVITIES - SUPPORT TO ACADEMY (USMMA) MIDSHIPMEN PROGRAMS AND ACTIVITIES ENHANCE THE EDUCATION EXPERIENCE OF 1,025 MIDSHIPMEN BY PROVIDING FINANCIAL SUPPORT TO 18 TEAMS, AND 21 CLUBS. PROMOTE ACADEMIC AND ATHLETIC EXCELLENCE BY SPONSORING 68 AWARDS AND SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $888,307 | ExpenseAmt |
| Grant | $104,075 | GrantAmt |
| Revenue | $126,123 | RevenueAmt |
| Desc | ALUMNI ACTIVITIES - SUPPORT TO ALUMNI SERVICES AND ALUMNI FUNDRAISING EVENTS FOR THE BENEFIT OF THE USMMA. SUPPORT ALUMNI ACTIVITIES BY SPONSORING 12 GOLF TOURNAMENTS A YEAR, HOMECOMING EVENTS, AND SPONSORING 50 ALUMNI AWARDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $294,172 | ExpenseAmt |
| Desc | PUBLICATIONS - SUPPORT TO COMMUNICATIONS (PUBLICATIONS AND WEBSITE) FOR ALUMNI, PARENTS, AND MIDSHIPMEN. PUBLISH THE KINGS POINTER MAGAZINE FOUR TIMES A YEAR WITH A CIRCULATION OF 15,425. PUBLISH THE SCUTTLEBUT NEWSLETTER BY E-MAIL TWICE A MONTH TO 7,825 ALUMNI. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $12,520 | $48,164 | JOB PLACEMENT SERVICES: JOB PLACEMENT - |
| Career and internship services to | ||
| midshipmen, recent graduates in | ||
| compliance of obligation, and alumni. | ||
| $96,000 | Rental revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,520 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $144,164 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,450,254 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F TOBIN | PersonNm |
| Phone | 5167735566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 STEAMBOAT ROAD | AddressLine1Txt |
| City | KINGS POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES F TOBIN | ||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $225,013 | $0 | $29,868 | |
| BRIAN FOY | ||||||||
| LEGISLATIVE OUTREACH COORDINAT | 40.0 | 0.0 | $112,100 | $0 | $36,479 | Yes (X) | ||
| MARILYN LIVI | ||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | $127,105 | $0 | $15,901 | Yes (X) | ||
| ROSALBA RACCAGNA | ||||||||
| VICE PRESIDENT OF FINANCE | 40.0 | 0.0 | Yes (X) | $110,293 | $0 | $17,963 | ||
| JAMIE JOHNSON | ||||||||
| VP OF BUS & Strategic Dev. | 40.0 | 0.0 | $101,405 | $0 | $11,631 | Yes (X) | ||
| JAMES L HAMILTON | ||||||||
| CHAIRMAN | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN E CHICKERING | ||||||||
| VICE CHAIRMAN | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN F MURPHY | ||||||||
| VICE CHAIR, FINANCE | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH D SCHWARTZSTEIN | ||||||||
| VICE CHAIR, ALUMNI/CHAPTERS | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNIFER F WILLIAMS | ||||||||
| VICE CHAIR, STRATEGIC PLANNING | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN O ARNTZEN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C BRENNAN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EARL H BURNS | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D CAMERON | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS G DEVINE | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN T DZITKO | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD J HALLUSKA | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH A MARTUCCI | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE H TEPLOW | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J WALSH | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WARREN N WRIGHT | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H YOCUM | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SEAN K RITCHIE | ||||||||
| CHAPTERS DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $675,916 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J EDELMAN INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 HUDSON STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PUBLIC RELATIONS | ServicesDesc |
| Compensation | $254,735 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $275,976 | FundraisingAmt |
| Government Grants | $205,392 | GovernmentGrantsAmt |
| All Other Contributions | $5,635,839 | AllOtherContributionsAmt |
| Noncash Contributions | $221,766 | NoncashContributionsAmt |
| Total Contributions | $6,117,207 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ALUMNI EVENTS & MERCHANDISE SALE | 900099 | $126,123 | $126,123 |
| JOB PLACEMENT SERVICE | 541900 | $48,164 | $48,164 |
| RENTAL REVENUE | 532000 | $96,000 | $96,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $270,287 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $681,439 | TotalRevenueColumnAmt |
| Exclusion | $681,439 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,290 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $71,006 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,284 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,284 | TotalRevenueColumnAmt |
| Exclusion | $32,284 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,087,976 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,792,021 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$704,045 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$704,045 | TotalRevenueColumnAmt |
| Exclusion | -$704,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $352,830 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $275,976 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $438,395 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,565 | TotalRevenueColumnAmt |
| Exclusion | -$85,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER | 900099 | $313,093 | $313,093 | |
| PUBLICATION ADVERTISING | 511120 | $28,200 | $28,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $341,293 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,652,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $270,287 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,200 | UnrelatedBusinessRevenueAmt |
| Exclusion | $237,206 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,519 | TotalAmt |
| Program Services | $1,000,519 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,075 | TotalAmt |
| Program Services | $104,075 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,137 | TotalAmt |
| Program Services | $130,428 | ProgramServicesAmt |
| Management And General | $200,663 | ManagementAndGeneralAmt |
| Fundraising | $52,046 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,918 | TotalAmt |
| Program Services | $302,342 | ProgramServicesAmt |
| Management And General | $453,792 | ManagementAndGeneralAmt |
| Fundraising | $112,784 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,398 | TotalAmt |
| Program Services | $7,593 | ProgramServicesAmt |
| Management And General | $14,100 | ManagementAndGeneralAmt |
| Fundraising | $4,705 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,004 | TotalAmt |
| Program Services | $29,248 | ProgramServicesAmt |
| Management And General | $65,730 | ManagementAndGeneralAmt |
| Fundraising | $26,026 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,122 | TotalAmt |
| Program Services | $32,054 | ProgramServicesAmt |
| Management And General | $48,111 | ManagementAndGeneralAmt |
| Fundraising | $11,957 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,001 | TotalAmt |
| Management And General | $41,001 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,553 | TotalAmt |
| Management And General | $68,553 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,798 | TotalAmt |
| Program Services | $165,798 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,155 | TotalAmt |
| Management And General | $150,155 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,368 | TotalAmt |
| Program Services | $120,988 | ProgramServicesAmt |
| Management And General | $113,930 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,154 | TotalAmt |
| Management And General | $7,154 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,950 | TotalAmt |
| Program Services | $195,844 | ProgramServicesAmt |
| Management And General | $128,638 | ManagementAndGeneralAmt |
| Fundraising | $60,468 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,435 | TotalAmt |
| Program Services | $71,852 | ProgramServicesAmt |
| Management And General | $170,481 | ManagementAndGeneralAmt |
| Fundraising | $24,102 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,400 | TotalAmt |
| Program Services | $42,864 | ProgramServicesAmt |
| Management And General | $19,536 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,141 | TotalAmt |
| Program Services | $184,031 | ProgramServicesAmt |
| Management And General | $122 | ManagementAndGeneralAmt |
| Fundraising | $106,988 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,591 | TotalAmt |
| Program Services | $34,494 | ProgramServicesAmt |
| Management And General | $55,482 | ManagementAndGeneralAmt |
| Fundraising | $5,615 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,715 | TotalAmt |
| Program Services | $22,892 | ProgramServicesAmt |
| Management And General | $65,097 | ManagementAndGeneralAmt |
| Fundraising | $3,726 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $5,232 | TotalAmt |
| Program Services | $5,232 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,461,666 | TotalAmt |
| Program Services | $2,450,254 | ProgramServicesAmt |
| Management And General | $1,602,545 | ManagementAndGeneralAmt |
| Fundraising | $408,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,251 | BOYAmt |
| EOY | $9,020 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,114,887 | BOYAmt |
| EOY | $16,729,651 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,069 | BOYAmt |
| EOY | $349,456 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,151 | BOYAmt |
| EOY | $4,150 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,449 | BOYAmt |
| EOY | $37,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,269,378 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,632,835 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,478,320 | BOYAmt |
| EOY | $5,636,543 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,605,044 | BOYAmt |
| EOY | $23,749,460 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,293,763 | BOYAmt |
| EOY | $7,484,731 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,826,934 | BOYAmt |
| EOY | $54,000,919 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,141 | BOYAmt |
| EOY | $306,968 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,392 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,560 | BOYAmt |
| EOY | $120,497 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,093 | BOYAmt |
| EOY | $427,465 | 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 | $14,615,885 | BOYAmt |
| EOY | $16,706,428 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,609,956 | BOYAmt |
| EOY | $36,867,026 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,225,841 | BOYAmt |
| EOY | $53,573,454 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,826,934 | BOYAmt |
| EOY | $54,000,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,191,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,057,652 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$785,969 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,671,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,424,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,671,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,756,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,117,207 | CurrentTaxYearAmt |
| Total | $28,640,886 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,671,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,424,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,671,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,756,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,117,207 | CurrentTaxYearAmt |
| Total | $28,640,886 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,056,672 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,584,214 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $696,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $863,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $549,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $658,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $784,729 | CurrentTaxYearAmt |
| Total | $3,553,171 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,200 | CurrentTaxYearAmt |
| Total | $246,634 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,093 | CurrentTaxYearAmt |
| Total | $873,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,314,309 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $822,826 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79798 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82049 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $165,798 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $165,798 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1g | FormAndLineReferenceDesc |
| Explanation | The expenses are for the Foundation's legislative coordinator, Brian Foy, and his salary, benefits, and travel expenses for when he visits Washington, DC. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,575,652 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,628,430 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $90,699 | AdministrativeExpensesAmt |
| End Year Balance | $15,859,523 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,681,159 | BeginningYearBalanceAmt |
| Contributions | $6,294 | ContributionsAmt |
| Investment Earnings Or Losses | $1,978,896 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $90,697 | AdministrativeExpensesAmt |
| End Year Balance | $18,575,652 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,769,225 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $983,139 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $74,205 | AdministrativeExpensesAmt |
| End Year Balance | $16,681,159 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,596,127 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,248,994 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $81,896 | AdministrativeExpensesAmt |
| End Year Balance | $15,769,225 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,274,598 | BeginningYearBalanceAmt |
| Contributions | $7,711 | ContributionsAmt |
| Investment Earnings Or Losses | -$598,682 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $87,500 | AdministrativeExpensesAmt |
| End Year Balance | $13,596,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.94000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,639,036 | OtherCostOrOtherBasisAmt |
| Book Value | $4,639,036 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,058,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,092,029 | DepreciationAmt |
| Book Value | $966,805 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,075 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $523,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $513,240 | DepreciationAmt |
| Book Value | $10,444 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,491 | DepreciationAmt |
| Book Value | $20,258 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,636,543 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUST | Desc |
| Book Value | $7,484,731 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,484,731 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $120,497 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $120,497 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,730,130 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,057,652 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$714,963 | OtherRevenueAmt |
| Revenue Not Reported | -$3,772,615 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,502,745 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $150,155 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $150,155 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,652,900 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,382,517 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $71,006 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $71,006 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,311,511 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $150,155 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $150,155 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,461,666 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, PART XI, LINE 2D | Change in value of beneficial interest in remainder trust: -$809,032 Change in value of charitable gift annuity liability: $ 23,063 Rental Expenses: $ 71,006 |
| Schedule D, PART XII, LINE 2D | Rental Expenses: $ 71,006 |
| Schedule D, Part X, Line 2 | Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTINGS | Event1Nm |
| Gross Receipts Event1 | $628,806 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $275,976 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $352,830 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $52,385 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $89,240 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $168,985 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $127,785 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $628,806 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $275,976 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $352,830 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $52,385 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $89,240 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $168,985 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $127,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $438,395 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$85,565 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| US MERCHANT MARINE Academy | |||||||
| 300 STEAMBOAT ROAD | KINGS POINT | NY | 11024 | 371531429 | 501(C)(3) | $965,519 | MIDSHIPMEN/ACADEMY ACTIVITIES |
| WOMEN OFFSHORE FOUNDATION | |||||||
| 5755 ALMEDA ROAD | HOUSTON | TX | 77004 | 841937291 | 501(C)(3) | $35,000 | Grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships for Students | GrantTypeTxt |
| Recipient | 83 | RecipientCnt |
| Cash Grant | $104,075 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Description of Procedure for Monitoring Use of Funds | FormAndLineReferenceDesc |
| Explanation | The Foundation provides support to two organizations. Grants are accepted by the process established by The Maritime administration of The United States Department of Transportation. Following these procedures, the organizations makes grant offers to fund specific purposes and entities of The Academy. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F TOBIN | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $195,638 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $29,375 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,789 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,079 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $254,881 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7: | FormAndLineReferenceDesc |
| Explanation | James Tobin received a bonus. The bonus was based on exceptional work performance and leadership for the academy. The bonus was approved by the board of directors. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $129,846 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction items | Desc |
| Contribution | 127 | ContributionCnt |
| Noncash Contributions Rpt F990 | $91,920 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (B): | FormAndLineReferenceDesc |
| Explanation | The items represent the number of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS SUBMITTED FOR REVIEW BY THE FOUNDATION'S PRESIDENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, AND A COPY IS SUBMITTED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ANY QUESTIONS OR COMMENTS ARE COMMUNICATED TO THE PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH PERSON SERVING AS A DIRECTOR, OFFICER OR COMMITTEE MEMBER IS REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. IF THE FORM DISCLOSES ANY CONFLICTS OF INTEREST, IT IS SUBMITTED TO THE COMMITTEE DESIGNATED BY THE BOARD OF DIRECTORS FOR REVIEW. THE PERSON WITH THE POTENTIAL CONFLICT IS RECUSED FROM THE VOTE TO DETERMINE WHETHER A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE MAKES RECOMMENDATIONS, BASED UPON COMPARABLE DATA, TO THE EXECUTIVE COMMITTEE REGARDING THE PRESIDENT'S SALARY. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION COMMITTEE'S RECOMMENDATION, AS WELL AS THE SALARIES FOR ALL EMPLOYEES, AND REFERS THE MATTER TO THE FULL BOARD OF DIRECTORS FOR FINAL DISPOSITION. THIS REVIEW WAS LAST DONE IN JANUARY OF 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AND ARE LISTED ON OUR WEBSITE AT WWW.USMMAAF.COM. |
| Form 990, Part XI, Line 9: | Change in value of split interest agreement: -$809,032 Change in value of charitable gift annuity liability: $ 23,063 Total to form 990, Part XI, Line 9: -$785,969 |