ALLIANCE FOR AGING RESEARCH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR AGING RESEARCH (EIN 54-1379174)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-22
- IRS object ID
- 202201739349300325
- Schema version
- 2021v4.2
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-22T12:54:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521711839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCILOR BUCHANAN & MITCHELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVE STE 500 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541379174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR AGING RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 2022932856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 K STREET NW 740 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PESCHIN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2022932856 | PhoneNum |
| Signature | 2022-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | PESCHIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY CAPORALE | PreparerPersonNm |
| PTIN | P00235685 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2022-06-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN PESCHIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 K STREET NW 740 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,765,902 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AGINGRESEARCH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE RESEARCH TO ENHANCE THE EXPERIENCE OF AGING AND HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,026,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,262,886 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,869 | PYInvestmentIncomeAmt |
| CY Investment Income | $154,469 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$102,665 | PYOtherRevenueAmt |
| CY Other Revenue | -$90,179 | CYOtherRevenueAmt |
| PY Total Revenue | $2,990,451 | PYTotalRevenueAmt |
| CY Total Revenue | $4,327,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,215,975 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,289,402 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $62,097 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,214,846 | PYOtherExpensesAmt |
| CY Other Expenses | $2,041,749 | CYOtherExpensesAmt |
| PY Total Expenses | $2,430,821 | PYTotalExpensesAmt |
| CY Total Expenses | $3,351,151 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $559,630 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $976,025 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,284,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,340,574 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $504,421 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $403,559 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,780,461 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,937,015 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ALLIANCE FOR AGING RESEARCH IS THE LEADING NON-PROFIT ORGANIZATION DEDICATED TO ACCELERATING THE PACE OF SCIENTIFIC DISCOVERIES AND THEIR APPLICATION IN ORDER TO VASTLY IMPROVE THE UNIVERSAL HUMAN EXPERIENCE OF AGING AND HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,701,200 | ExpenseAmt |
| Desc | PUBLIC POLICY: THE ALLIANCE FOR AGING RESEARCH WORKS WITH PATIENTS, FEDERAL AGENCIES, ELECTED OFFICIALS, AND PARTNER ORGANIZATIONS TO ADVANCE POLICIES THAT SUPPORT RESEARCH AND HEALTHY AGING. OVER THE PAST 35+ YEARS, THE ALLIANCE HAS LED EFFORTS TO INCREASE INVESTMENT IN FOUNDATIONAL RESEARCH, INTRODUCE PATIENT PROTECTIONS, AND HELP ADDRESS THE AFFORDABILITY OF HEALTHCARE. WE ADVOCATE FOR PROGRESS ACROSS A WIDE RANGE OF ISSUES THAT IMPACT HEALTH, ACCESS, AND THE DEVELOPMENT OF THE NEXT GENERATION OF MEDICAL ADVANCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,185,342 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Desc | HEALTH EDUCATION: THE ALLIANCE FOR AGING RESEARCH CREATES AWARD-WINNING EDUCATIONAL MATERIALS AND LEADS CAMPAIGNS FOR CONSUMERS, PATIENTS, CAREGIVERS, AND HEALTH PROFESSIONALS ON DISEASES AND CONDITIONS WHICH DISPROPORTIONATELY IMPACT OLDER ADULTS. THESE WIDE-RANGING SOURCES ON SUCH TOPICS AS VALVE DISEASE, VISION LOSS, AND PAIN MANAGEMENT, HAVE MADE THE ALLIANCE A WELL-RESPECTED SOURCE OF RELIABLE INFORMATION ON THE HEALTH AND WELL-BEING OF OLDER AMERICANS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,886,542 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PESCHIN CEO | PersonNm |
| Phone | 2022932856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 K ST NW NO 740 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JAMES SCOTT | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SCHUYLER | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE BEACH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN PERRY | |||||||
| FOUNDER & BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ALAM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BORDINI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET DAVIS-CERONE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES EDEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN GALLY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY LANG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE MARKUS | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CALVIN SCHMIDT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SIMON | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN WHYTE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN PESCHIN | |||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $230,017 | $0 | $26,504 | ||
| MICHAEL WARD | |||||||
| VP OF PUBLIC POLICY | 40.00 | $130,494 | $0 | $12,559 | Yes (X) | ||
| LINDSAY CLARKE | |||||||
| VP OF HEALTH PROGRAMS | 40.00 | $138,572 | $0 | $18,721 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $499,083 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,784 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BERMAN AND COMPANY | |||||
| 1090 VERMONT AVE NW SUITE 800 | WASHINGTON | DC | 20005 | PROJECT AND WEBSITE MANAGEMENT | $394,333 |
| 1700 K STREET ASSOCIATES | |||||
| 1700 K ST NW | WASHINGTON | DC | 20006 | RENTAL OF OFFICE SPACE | $191,681 |
| FAEGRE DRINKER | |||||
| ONE LOGAN SQUARE SUITE 2000 | PHILADELPHIA | PA | 19103 | ADVISORY SERVICES | $114,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $512,500 | FundraisingAmt |
| All Other Contributions | $3,750,386 | AllOtherContributionsAmt |
| Total Contributions | $4,262,886 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,742 | TotalRevenueColumnAmt |
| Exclusion | $70,742 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $419,786 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $331,802 | SecuritiesAmt |
| Other | $4,257 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,984 | SecuritiesAmt |
| Other | -$4,257 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,727 | TotalRevenueColumnAmt |
| Exclusion | $83,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,208 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $512,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $102,667 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$100,459 | TotalRevenueColumnAmt |
| Exclusion | -$100,459 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HONORARIA | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,280 | TotalRevenueColumnAmt |
| Exclusion | $10,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,280 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,327,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,349 | TotalAmt |
| Program Services | $171,538 | ProgramServicesAmt |
| Management And General | $65,285 | ManagementAndGeneralAmt |
| Fundraising | $22,526 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,618 | TotalAmt |
| Program Services | $586,832 | ProgramServicesAmt |
| Management And General | $223,340 | ManagementAndGeneralAmt |
| Fundraising | $10,446 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,895 | TotalAmt |
| Program Services | $83,269 | ProgramServicesAmt |
| Management And General | $31,691 | ManagementAndGeneralAmt |
| Fundraising | $10,935 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,540 | TotalAmt |
| Program Services | $58,007 | ProgramServicesAmt |
| Management And General | $23,078 | ManagementAndGeneralAmt |
| Fundraising | $2,455 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,228 | TotalAmt |
| Management And General | $50,228 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,568 | TotalAmt |
| Management And General | $16,568 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,286 | TotalAmt |
| Program Services | $747,731 | ProgramServicesAmt |
| Management And General | $37,555 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,744 | TotalAmt |
| Program Services | $416,614 | ProgramServicesAmt |
| Management And General | $15,875 | ManagementAndGeneralAmt |
| Fundraising | $6,255 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,335 | TotalAmt |
| Program Services | $7,507 | ProgramServicesAmt |
| Management And General | $22,978 | ManagementAndGeneralAmt |
| Fundraising | $1,850 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,494 | TotalAmt |
| Program Services | $22,337 | ProgramServicesAmt |
| Management And General | $4,157 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,230 | TotalAmt |
| Management And General | $179,230 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,319 | TotalAmt |
| Program Services | $6,389 | ProgramServicesAmt |
| Management And General | $906 | ManagementAndGeneralAmt |
| Fundraising | $24 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,896 | TotalAmt |
| Program Services | $23,967 | ProgramServicesAmt |
| Management And General | $1,851 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370 | TotalAmt |
| Management And General | $370 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,695 | TotalAmt |
| Management And General | $45,695 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,349 | TotalAmt |
| Management And General | $5,349 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PARTNERSHIPS | $323,020 | $323,020 | ||
| DUES AND SUBSCRIPTIONS | $50,211 | $19,927 | $29,376 | $908 |
| MANAGEMENT INFO SYSTEMS | $41,094 | $4,470 | $30,519 | $6,105 |
| OTHER EXPENSES | $8,125 | $3,223 | $4,458 | $444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,785 | TotalAmt |
| Program Services | $391,711 | ProgramServicesAmt |
| Management And General | -$385,997 | ManagementAndGeneralAmt |
| Fundraising | $71 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,351,151 | TotalAmt |
| Program Services | $2,886,542 | ProgramServicesAmt |
| Management And General | $402,512 | ManagementAndGeneralAmt |
| Fundraising | $62,097 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,237 | BOYAmt |
| EOY | $497,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,392 | BOYAmt |
| EOY | $419,836 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,933 | BOYAmt |
| EOY | $668,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,520 | BOYAmt |
| EOY | $29,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $311,722 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,337 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,724 | BOYAmt |
| EOY | $160,385 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,438,189 | BOYAmt |
| EOY | $3,529,431 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,855 | BOYAmt |
| EOY | $34,855 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,284,882 | BOYAmt |
| EOY | $5,340,574 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,077 | BOYAmt |
| EOY | $260,729 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,344 | BOYAmt |
| EOY | $142,830 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,421 | BOYAmt |
| EOY | $403,559 | 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 | $2,689,241 | BOYAmt |
| EOY | $3,429,223 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,091,220 | BOYAmt |
| EOY | $1,507,792 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,780,461 | BOYAmt |
| EOY | $4,937,015 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,284,882 | BOYAmt |
| EOY | $5,340,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $976,025 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $180,529 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,377,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,568,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,767,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,026,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,262,886 | CurrentTaxYearAmt |
| Total | $15,002,134 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,377,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,568,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,767,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,026,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,262,886 | CurrentTaxYearAmt |
| Total | $15,002,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,334,012 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,668,122 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,742 | CurrentTaxYearAmt |
| Total | $280,253 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,280 | CurrentTaxYearAmt |
| Total | $19,121 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,301,508 | TotalSupportAmt |
| Public Support CY170 | 0.63180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60580 | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,169 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,169 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,344,982 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,351,151 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $317,558 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,390 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $295,382 | CurrentYearMinus3Amt |
| Current Year Minus2 | $278,062 | CurrentYearMinus2Amt |
| Current Year Minus1 | $271,541 | CurrentYearMinus1Amt |
| Current Year | $317,558 | CurrentYearAmt |
| Total | $1,162,543 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,743,815 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,502 | CurrentYearMinus3Amt |
| Current Year Minus2 | $16,613 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,330 | CurrentYearMinus1Amt |
| Current Year | $6,169 | CurrentYearAmt |
| Total | $33,614 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $73,846 | CurrentYearMinus3Amt |
| Current Year Minus2 | $69,516 | CurrentYearMinus2Amt |
| Current Year Minus1 | $67,885 | CurrentYearMinus1Amt |
| Current Year | $79,390 | CurrentYearAmt |
| Total | $290,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $435,956 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $510,928 | BeginningYearBalanceAmt |
| Other Expenditures | $510,928 | OtherExpendituresAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,264 | DepreciationAmt |
| Book Value | $11,332 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $288,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $139,073 | DepreciationAmt |
| Book Value | $149,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $160,385 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $108,983 |
| CAPITAL LEASE PAYABLE | $13,847 |
| DEFERRED COMPENSATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $142,830 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,075,068 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $180,529 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,481,264 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $102,667 | OtherRevenueAmt |
| Revenue Not Reported | $2,764,460 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,310,608 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,568 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,568 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,327,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,918,514 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,481,264 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $102,667 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,583,931 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,334,583 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,568 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,568 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,351,151 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ALLIANCE FOR AGING RESEARCH(AAR) REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AAR DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. AAR'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REMAIN OPEN FOR EXAMINATION BY THE FEDERAL TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER FILING. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES: 102,667 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES: 102,667 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER/ROUNDTABLE EVENT | Event1Nm |
| Gross Receipts Event1 | $514,708 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $512,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,208 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $102,667 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $514,708 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $512,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,208 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $102,667 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,667 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$100,459 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHTFOCUS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22512 GATEWAY CENTER DR | AddressLine1Txt |
| City | CLARKSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20871 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237337229 | RecipientEIN |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $10,000 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SPONSORSHIP OF ANNUAL EVENT | NonCashAssistanceDesc |
| Purpose Of Grant | EVENT SPONSORSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN PESCHIN | ||||||||||||||
| PRESIDENT AND CEO | $227,189 | $0 | $2,828 | $0 | $0 | $0 | $9,361 | $0 | $17,143 | $0 | $256,521 | $0 | $0 | $0 |
| LINDSAY CLARKE | ||||||||||||||
| VP OF HEALTH PROGRAMS | $135,572 | $0 | $3,000 | $0 | $0 | $0 | $4,849 | $0 | $13,872 | $0 | $157,293 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID BONUSES AS INDICATED IN PART II. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD MAY APPOINT AN EXECUTIVE COMMITTEE AND MAY DELEGATE TO THAT COMMITTEE ALL OF THE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, EXCEPT THAT THE COMMITTEE MAY NOT HAVE THE POWER TO MAKE, AMEND OR REPEAL THE BY-LAWS, NOR TO ELECT MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, BOARD VICE-CHAIR, AND CHAIRS FROM THE GOVERNANCE COMMITTEE, DEVELOPMENT COMMITTEE AND FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED, SIGNED, AND FILED BY THE PRESIDENT AND CEO. IT IS ALSO REVIEWED BY THE TREASURER PRIOR TO FILING, AND PROVIDED TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH SPRING, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON INVOLVED MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE VOTE(S) OF THE INTERESTED DIRECTOR(S) WILL NOT BE COUNTED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CHAIR CONVENES THE EXECUTIVE COMMITTEE ANNUALLY TO REVIEW THE PRESIDENT & CEO'S EMPLOYMENT CONTRACT AND ANNUAL SALARY. A VOTE IS CAPTURED BY EMAIL. COMPENSATION DATA BY ASAE IS REVIEWED TO DETERMINE REASONABLENESS. HIGHEST COMPENSATED EMPLOYEES' SALARY IS DETERMINED BASED ON AN ANNUAL PERFORMANCE REVIEW BY THE PRESIDENT AND CEO. COMPENSATION DATA BY ASAE IS REVIEWED TO DETERMINE COMPARABILITY AND REASONABLENESS. THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THEIR WEBSITE OR BY REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 683,781. MANAGEMENT AND GENERAL EXPENSES 37,555. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 721,336. HONORARIA: PROGRAM SERVICE EXPENSES 63,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,950. |
| FORM 990, PAGE 12, LINE 2C: | THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
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