AMERICAN MEDICAL INFORMATICS ASSOCIATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AMERICAN MEDICAL INFORMATICS ASSOCIATION INC (EIN 52-1615853)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-20
IRS object ID
202112639349300951
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-20T09:29:59-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 800NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208142930ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521615853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN MEDICAL INFORMATICS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3016571291PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 ROLLINS AVENUE NO 2248AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20847ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN GREENWOODPersonNm
Person TitleEXECUTIVE VP & COOPersonTitleTxt
Phone3016571291PhoneNum
Signature2021-09-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastGREENWOODPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD J LOCASTRO CPAPreparerPersonNm
PTINP00288314PTIN
Phone3019519090PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerKAREN GREENWOODPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 ROLLINS AVENUE NO 2248AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20847ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,585,499GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMIA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$403,236PYContributionsGrantsAmt
CY Contributions Grants$759,427CYContributionsGrantsAmt
PY Program Service Revenue$6,497,818PYProgramServiceRevenueAmt
CY Program Service Revenue$4,979,682CYProgramServiceRevenueAmt
PY Investment Income$162,655PYInvestmentIncomeAmt
CY Investment Income$278,059CYInvestmentIncomeAmt
PY Other Revenue$229,387PYOtherRevenueAmt
CY Other Revenue$267,536CYOtherRevenueAmt
PY Total Revenue$7,293,096PYTotalRevenueAmt
CY Total Revenue$6,284,704CYTotalRevenueAmt
PY Grants And Similar Paid$20,612PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$12,250CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,085,028PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,796,664CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,672,988PYOtherExpensesAmt
CY Other Expenses$2,335,975CYOtherExpensesAmt
PY Total Expenses$6,778,628PYTotalExpensesAmt
CY Total Expenses$5,144,889CYTotalExpensesAmt
PY Revenues Less Expenses$514,468PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,139,815CYRevenuesLessExpensesAmt
Total Assets BOY$7,695,065TotalAssetsBOYAmt
Total Assets EOY$8,527,581TotalAssetsEOYAmt
Total Liabilities BOY$2,144,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,465,083TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,550,184NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,062,498NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAMIA, THE LEADING PROFESSIONAL ASSOCIATION FOR INFORMATICS PROFESSIONALS, SERVES AS THE VOICE OF THE NATION'S TOP BIOMEDICAL AND HEALTH INFORMATICS PROFESSIONALS AND PLAYS AN IMPORTANT ROLE IN MEDICINE, HEALTH CARE, AND SCIENCE, ENCOURAGING THE USE OF DATA, INFORMATION AND KNOWLEDGE TO IMPROVE BOTH HUMAN HEALTH AND DELIVERY OF HEALTHCARE SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,188,221ExpenseAmt
Grant$12,116GrantAmt
Revenue$1,801,289RevenueAmt
DescMEETINGS - THERE ARE THREE CORE MEETINGS: ANNUAL SYMPOSIUM, INFORMATICS SUMMIT AND CLINICAL INFORMATICS CONFERENCE:1. AMIA ANNUAL SYMPOSIUM - THE LARGEST MEETING OF THE YEAR AND PROVIDES A FORUM FOR VARIOUS TOPICS ON BIOMEDICAL AND HEALTH INFORMATICS.2. INFORMATICS SUMMIT - THE SUMMIT FOLLOWS THE TRADITION OF OFFERING AN EXCITING, INNOVATIVE AND ENGAGING PROGRAM AROUND FOUR MAIN AREAS: TRANSLATIONAL BIOINFORMATICS, CLINICAL RESEARCH INFORMATICS, IMPLEMENTATION INFORMATICS AND DATA SCIENCE3. CLINICAL INFORMATICS CONFERENCE -CIC IS WHERE CLINICIANS, DATA SCIENTISTS, HIT DEVELOPERS AND RESEARCHERS GATHER TO LEARN ABOUT IMPLEMENTING TEAM-BASED, INTEGRATED HEALTHCARE DRIVEN BY DATA, EVIDENCE, AND BEST PRACTICE. THE SUMMIT WAS CANCELED AND THE OTHER TWO MEETINGS WERE HELD VIRTUALLY (CLINICAL INFORMATICS CONFERENCE AND THE ANNUAL SYMPOSIUM).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$880,969ExpenseAmt
Revenue$947,879RevenueAmt
DescEDUCATIONAL PROGRAMS - THERE ARE FOUR CORE EDUCATIONAL PROGRAMS: 10X10, CIBRC, CORE CONTENT AND AHIC:1. 10X10 - A PROGRAM TO TRAIN HEALTH CARE PROFESSIONALS IN APPLIED HEALTH AND BIOMEDICAL INFORMATICS.2. CIBRC - AMIA'S CLINICAL INFORMATICS BOARD REVIEW COURSE (CIBRC) PROVIDES AMERICAN BOARD OF MEDICAL SPECIALTIES (ABMS) BOARD-CERTIFIED PHYSICIANS WITH THE EDUCATIONAL RESOURCES TO ASSIST THEM IN BECOMING CERTIFIED IN THE SUBSPECIALTY OF CLINICAL INFORMATICS.3. AHIC - ADVANCED HEALTH INFORMATICS CERTIFICATION (AHIC) IS DEVELOPMENT OF A PATHWAY TO CERTIFICATION FOR INDIVIDUALS NOT ELIGIBLE FOR THE MEDICAL SUBSPECIALTY CERTIFICATION.4. CORE CONTENT - CORE CONTENT PROVIDES AN EXPLICIT SET OF KNOWLEDGE AND SKILLS REQUIRED FOR PHYSICIANS TO PRACTICE IN THE MEDICAL SUBSPECIALTY OF CLINICAL INFORMATICS. THE DELINEATION OF PRACTICE (I.E. CORE CONTENT) IS CURRENTLY IN PREPUBLICATION IN JAMIA AS OFFICIAL POSITION PAPER OF THE BOARD OF DIRECTORS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$818,200ExpenseAmt
Revenue$2,142,635RevenueAmt
DescMEMBERSHIP: EDUCATING MEMBERS REGARDING INFORMATICS AND RECRUITING NEW MEMBERS INTO THE ASSOCIATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$81,810ExpenseAmt
Grant$134GrantAmt
Revenue$87,879RevenueAmt
DescACMIDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$81,810TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$134TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$87,879TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,969,200TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document50IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee22EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOURA COOPERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2404792132PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 ROLLINS AVENUE 2248AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20847ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
PATRICIA DYKES
CHAIR1.00Yes (X)Yes (X)$0$0$0
PETER EMBI
PAST-CHAIR1.00Yes (X)Yes (X)$0$0$0
GRETCHEN PURCELL JACKSON
CHAIR-ELECT1.00Yes (X)Yes (X)$0$0$0
NEIL SARKAR SEE SCHEDULE O
TREASURER1.00Yes (X)Yes (X)$5,305$0$0
THERESA CULLEN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ADAM WRIGHT
DIRECTOR1.00Yes (X)$0$0$0
DAVID DORR
DIRECTOR1.00Yes (X)$0$0$0
TIFFANI BRIGHT
DIRECTOR1.00Yes (X)$0$0$0
PHILLIP PAYNE
DIRECTOR1.00Yes (X)$0$0$0
JAMES CIMINO
DIRECTOR1.00Yes (X)$0$0$0
JESSICA TENEBAUM
DIRECTOR1.00Yes (X)$0$0$0
VICTORIA TIASE
DIRECTOR1.00Yes (X)$0$0$0
SARAH COLLINS
DIRECTOR1.00Yes (X)$0$0$0
WANDA PRATT
DIRECTOR1.00Yes (X)$0$0$0
LI ZHOU
DIRECTOR1.00Yes (X)$0$0$0
S TRENT ROSENBLOOM
DIRECTOR1.00Yes (X)$0$0$0
KAREN GREENWOOD
EVP AND COO/INTERIM CEO35.00Yes (X)$312,000$0$25,919
JEFFREY WILLIAMSON
VP OF EDUC. & ACADEMIC AFFAIRS35.00$169,298$0$17,660Yes (X)
LEE ANNE PIRRELLO
VP OF MEMBERSHIP35.00$151,200$0$18,675Yes (X)
KRISTA MARTIN
VP OF MRKTG. & COMM.35.00$145,655$0$18,335Yes (X)
DANIEL ELACQUA
DIRECTOR OF STRATEGIC TECHNOLOGY35.00$129,583$0$13,171Yes (X)
PHYLLIS BURCHMAN
DIRECTOR OF OFFICE OPS. & HR35.00$117,802$0$21,133Yes (X)
JEFFERY SMITH
VP OF PUBLIC POLICY35.00$118,569$0$12,582Yes (X)
DOUGLAS FRIDSMA
FORMER OFFICER0.00$201,895$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,351,307TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$127,475TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WASHINGTON HILTON
1919 CONNECTICUT AVE NWWASHINGTONDC20009EVENT SERVICES$303,805
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK RDPORTLANDOR97239EDUCATIONAL PROGRAM SERVICES$169,334
UNLEASHED TECHNOLOGIES
8825 STANFORD BLVD STE 105COLUMBIAMD21045WEBSITE CONSULTING$162,954
JPA HEALTH
1101 CONNETICUT AVE NW SUITE 600WASHINGTONDC20036HEALTH COMM & MRKTG SERVICES$146,829
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Government Grants$440,191GovernmentGrantsAmt
All Other Contributions$319,236AllOtherContributionsAmt
Total Contributions$759,427TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBER DUES/SERVICES900099$2,108,127$2,108,127
AMIA MEETINGS900099$1,801,289$1,801,289
EDUCATIONAL PROGRAMS900099$947,879$947,879
ACMI (SEE SCHEDULE O)900099$87,879$87,879
AMIA CAREER CENTER900099$34,508$34,508
FieldValueIRS element (for citing)
Total Program Service Revenue$4,979,682TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$169,980TotalRevenueColumnAmt
Exclusion$169,980ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$231,532TotalRevenueColumnAmt
Exclusion$231,532ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$35,925RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$35,925RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,925TotalRevenueColumnAmt
Exclusion$35,925ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$408,874SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$300,795SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$108,079SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$108,079TotalRevenueColumnAmt
Exclusion$108,079ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$79TotalRevenueColumnAmt
Exclusion$79ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$79OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,284,704TotalRevenueColumnAmt
Related Or Exempt Func Income$4,979,682RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$545,595ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$12,250TotalAmt
Program Services$12,250ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$530,182TotalAmt
Program Services$445,989ProgramServicesAmt
Management And General$84,193ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$201,895TotalAmt
Program Services$44,417ProgramServicesAmt
Management And General$157,478ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,629,047TotalAmt
Program Services$788,728ProgramServicesAmt
Management And General$840,319ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$123,820TotalAmt
Program Services$62,478ProgramServicesAmt
Management And General$61,342ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$143,871TotalAmt
Program Services$75,284ProgramServicesAmt
Management And General$68,587ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$167,849TotalAmt
Program Services$88,843ProgramServicesAmt
Management And General$79,006ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,582TotalAmt
Management And General$19,582ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,405TotalAmt
Management And General$35,405ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,542TotalAmt
Management And General$27,542ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$511,285TotalAmt
Program Services$362,500ProgramServicesAmt
Management And General$148,785ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$333,676TotalAmt
Program Services$230,135ProgramServicesAmt
Management And General$103,541ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$94,351TotalAmt
Program Services$61,647ProgramServicesAmt
Management And General$32,704ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$322,682TotalAmt
Program Services$91,612ProgramServicesAmt
Management And General$231,070ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$184,176TotalAmt
Program Services$184,176ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$250,050TotalAmt
Program Services$118,445ProgramServicesAmt
Management And General$131,605ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,048TotalAmt
Program Services$6,599ProgramServicesAmt
Management And General$5,449ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$181,029TotalAmt
Program Services$174,482ProgramServicesAmt
Management And General$6,547ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,081TotalAmt
Program Services$9,513ProgramServicesAmt
Management And General$10,568ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,117TotalAmt
Management And General$11,117ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MERCHANT BANK PROC. FEE$135,999$111,518$24,481
DUES AND SUBCRIPTIONS$132,131$37,131$95,000
MEMBER SERVICES$61,000$61,000
AWARD MATERIALS$2,453$2,453

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,368TotalAmt
Management And General$1,368ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,144,889TotalAmt
Program Services$2,969,200ProgramServicesAmt
Management And General$2,175,689ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,472,230BOYAmt
EOY$1,384,148EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,712,836BOYAmt
EOY$1,551,523EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$76,612BOYAmt
EOY$37,619EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$253,615BOYAmt
EOY$269,126EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,258,760LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$810,175LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$167,400BOYAmt
EOY$448,585EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,994,336BOYAmt
EOY$4,818,544EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,036BOYAmt
EOY$18,036EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,695,065BOYAmt
EOY$8,527,581EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,065,989BOYAmt
EOY$574,456EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$996,242BOYAmt
EOY$861,099EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,650BOYAmt
EOY$29,528EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,144,881BOYAmt
EOY$1,465,083EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,178,537BOYAmt
EOY$6,662,089EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$371,647BOYAmt
EOY$400,409EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,550,184BOYAmt
EOY$7,062,498EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,695,065BOYAmt
EOY$8,527,581EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,139,815ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$372,499NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$423,376CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$513,080CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$198,631CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$403,236CurrentTaxYearMinus1YearAmt
Current Tax Year$759,427CurrentTaxYearAmt
Total$2,297,750TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,268,872CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,625,123CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,104,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,497,818CurrentTaxYearMinus1YearAmt
Current Tax Year$4,979,682CurrentTaxYearAmt
Total$29,475,810TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,692,248CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,138,203CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,302,946CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,901,054CurrentTaxYearMinus1YearAmt
Current Tax Year$5,739,109CurrentTaxYearAmt
Total$31,773,560TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$104,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$104,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$31,669,560PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$289,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$342,177CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$383,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$365,649CurrentTaxYearMinus1YearAmt
Current Tax Year$437,437CurrentTaxYearAmt
Total$1,819,125TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$289,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$342,177CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$383,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$365,649CurrentTaxYearMinus1YearAmt
Current Tax Year$437,437CurrentTaxYearAmt
Total$1,819,125TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20,339CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,376CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,441CurrentTaxYearMinus1YearAmt
Current Tax Year$79CurrentTaxYearAmt
Total$38,235TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,982,198CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,500,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,694,234CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,277,144CurrentTaxYearMinus1YearAmt
Current Tax Year$6,176,625CurrentTaxYearAmt
Total$33,630,920TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94170PublicSupportCY509Pct
Public Support PY5090.94800PublicSupportPY509Pct
Investment Income CY0.05410InvestmentIncomeCYPct
Investment Income PY0.04810InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,144,889FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,144,889FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$407,244FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$101,811FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$482,212CurrentYearMinus3Amt
Current Year Minus2$480,225CurrentYearMinus2Amt
Current Year Minus1$488,931CurrentYearMinus1Amt
Current Year$407,244CurrentYearAmt
Total$1,858,612TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,787,918LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$120,553CurrentYearMinus3Amt
Current Year Minus2$120,056CurrentYearMinus2Amt
Current Year Minus1$122,233CurrentYearMinus1Amt
Current Year$101,811CurrentYearAmt
Total$464,653TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$696,980GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$312,247BeginningYearBalanceAmt
Investment Earnings Or Losses$13,022InvestmentEarningsOrLossesAmt
End Year Balance$325,269EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$281,168BeginningYearBalanceAmt
Investment Earnings Or Losses$46,079InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,000GrantsOrScholarshipsAmt
End Year Balance$312,247EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$308,373BeginningYearBalanceAmt
Investment Earnings Or Losses-$13,738InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,500GrantsOrScholarshipsAmt
Administrative Expenses$1,967AdministrativeExpensesAmt
End Year Balance$281,168EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$297,695BeginningYearBalanceAmt
Investment Earnings Or Losses$26,011InvestmentEarningsOrLossesAmt
Administrative Expenses$15,333AdministrativeExpensesAmt
End Year Balance$308,373EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$208,416BeginningYearBalanceAmt
Contributions$70,245ContributionsAmt
Investment Earnings Or Losses$20,534InvestmentEarningsOrLossesAmt
Administrative Expenses$1,500AdministrativeExpensesAmt
End Year Balance$297,695EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.77330PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.22670TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$689,850OtherCostOrOtherBasisAmt
Depreciation$672,077DepreciationAmt
Book Value$17,773BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$568,910OtherCostOrOtherBasisAmt
Depreciation$138,098DepreciationAmt
Book Value$430,812BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$448,585TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENT ABATEMENTDesc
Amt$29,528Amt
FieldValueIRS element (for citing)
Total Liability$29,528TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,629,661TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$372,499NetUnrealizedGainsInvstAmt
Revenue Not Reported$372,499RevenueNotReportedAmt
Revenue Subtotal$6,257,162RevenueSubtotalAmt
Investment Expenses Not Incld$27,542InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$27,542RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,284,704TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,117,347TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,117,347ExpensesSubtotalAmt
Investment Expenses Not Incld2$27,542InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$27,542ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,144,889TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO RECOGNIZE THE CRITICAL IMPORTANCE OF FOSTERING THE DEVELOPMENT AND DISCOVERY OF NEW INFORMATICS SCIENCE AS WELL AS THE RECOGNITION AND SUPPORT OF AMIA MEMBERS WHO WILL GROW THE FIELD AND BECOME THE NEXT GENERATION OF INFORMATICS LEADERS. THIS TALENT IS NURTURED IN GRADUATE AND DOCTORAL RESEARCH PROGRAMS.
PART X, LINE 2:FOR THE YEAR ENDED DECEMBER 31, 2020, AMIA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATIONAL AWARDSGrantTypeTxt
Recipient5RecipientCnt
Cash Grant$12,250CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHERE IS A COMPETITIVE PEER-REVIEW PROCESS WHERE A COMMITTEE OF SUBJECT MATTER EXPERTS FROM THE H.I. INDUSTRY REVIEWS, SCORES, OFFERS WRITTEN COMMENTS AND RENDERS DECISIONS ON PAPERS CONTRIBUTED BY HIGH SCHOOL STUDENTS. THE PROCESS IS MODELED AFTER AN ACADEMIC PEER-REVIEW PROCESS. EACH ACCEPTED HIGH SCHOOL SCHOLAR RECEIVED TWO TRAVEL AWARDS, ONE FOR HIM/HER AND ONE FOR AN ACCOMPANYING ADULT. STUDENTS SUBMIT DETAILS OF THE TRAVEL EXPENDITURES FOR REIMBURSEMENT. IN 2020, THERE WERE NO HS SCHOLARSHIPS OR PAYMENTS DUE TO COVID AND OUR MEETINGS BEING VIRTUAL.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KAREN GREENWOOD
EVP AND COO/INTERIM CEO$286,000$0$26,000$0$0$0$17,130$0$8,789$0$337,919$0$0$0
DOUGLAS FRIDSMA
FORMER OFFICER$0$0$0$0$201,895$0$0$0$0$0$201,895$0$0$0
JEFFREY WILLIAMSON
VP OF EDUC. & ACADEMIC AFFAIRS$153,298$0$16,000$0$0$0$9,198$0$8,462$0$186,958$0$0$0
LEE ANNE PIRRELLO
VP OF MEMBERSHIP$135,200$0$16,000$0$0$0$6,760$0$11,915$0$169,875$0$0$0
KRISTA MARTIN
VP OF MRKTG. & COMM.$129,655$0$16,000$0$0$0$7,779$0$10,556$0$163,990$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4ADOUGLAS FRIDSMA RECEIVED SEVERANCE TOTALING $201,895.
PART I, LINE 7THE FOLLOWING EMPLOYEES RECEIVED BONUS COMPENSATION: - KAREN GREENWOOD $26,000 - JEFFREY WILLIAMSON $16,000 - LEE ANN PIRRELLO $16,000 - KRISTA MARTIN $16,000 - PHYLLIS BURCHMAN $8,000 - JEFFERY SMITH $16,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6AMIA HAS SEVERAL CLASSES OF MEMBERSHIP THAT MAY VOTE IN ELECTIONS AND THEY ARE CATEGORIZED BY THEIR INTERACTION WITH THE ORGANIZATION (REGULAR, RETIRED, STUDENT). REGULAR MEMBERS ARE INDIVIDUALS WORKING IN BIOMEDICAL AND HEALTH INFORMATICS; RETIRED MEMBERS ARE THOSE THAT ARE NO LONGER WORKING IN THE FIELD, BUT WHO HAVE PREVIOUSLY BEEN REGULAR MEMBERS; STUDENT MEMBERS ARE EITHER HALF-TIME OR FULL-TIME STUDENTS IN A DEGREE-GRANTING PROGRAM.
FORM 990, PART VI, SECTION A, LINE 7AALL CATEGORIES LISTED ABOVE VOTE IN THE BOARD ELECTION WITH THE EXCEPTION OF STUDENTS, WHO VOTE ONLY FOR THE STUDENT REPRESENTATIVE TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT WAS THEN SENT TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE AMIA BOARD OF DIRECTORS (AMIA BOD) CHARGES THE ETHICS COMMITTEE TO CREATE A SPECIAL COI PANEL THAT OVERSEES AMIA'S CONFLICT MANAGEMENT PROCESS. THE COI PANEL SERVES AS AN INTERMEDIARY BETWEEN MEMBERS, LEADERS AND THE AMIA BOD. THE COI PANEL REPRESENTS THE INTERESTS OF AMIA MEMBERS AND IS CHARGED TO: 1. ENCOURAGE ALL LEADERS TO REPORT THEIR CONFLICTS 2. ADDRESS MEMBERS' QUESTIONS OR CONCERNS REGARDING REPORTED CONFLICTS 3. ADDRESS LEADERS' CONCERNS OR QUESTIONS REGARDING CONFLICT REPORTING 4. REVIEW, ADJUDICATE AND APPROVE THE SUMMARIZED CONFLICT AND RESULTANT MANAGEMENT PLANS PRIOR TO PUBLICATION ON THE INTERNAL AMIA WEBSITE. IF THE COI PANEL DETERMINES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION REPRESENTS AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, IT RECOMMENDS MANAGEMENT OR RESOLUTION OF SUCH ACTUAL, POTENTIAL, OR APPARENT CONFLICT, USING ONE OF THE CONFLICT MANAGEMENT DEFINED IN THE POLICY. THE RECOMMENDATIONS OF THE COI PANEL THEN GO TO THE ETHICS COMMITTEE FOR REVIEW/APPROVAL AND THEN TO THE AMIA BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. EMPLOYEES OF AMIA ARE EXPECTED TO ACT IN THEIR OFFICIAL CAPACITIES IN FURTHERANCE OF THE BEST INTERESTS OF AMIA. AN EMPLOYEE ALERTS THE ORGANIZATION REGARDING A RELATIONSHIP WITH THIRD PARTIES WHICH AFFECT HIS/HER INDEPENDENT JUDGMENT WHEN ACTING FOR OR ON BEHALF OF AMIA. EMPLOYEES ARE ADVISED IN THE CONDUCT OF THE AFFAIRS OF AMIA TO: 1) AVOID SITUATIONS IN WHICH HE/SHE MIGHT, DIRECTLY OR INDIRECTLY, PROFIT PERSONALLY; AND 2) AT ALL TIMES, USE THEIR BEST EFFORTS TO ENHANCE THE REPUTATION OF AMIA FOR HONESTY, INTEGRITY, CANDOR AND LACK OF BIAS OR DISCRIMINATION.
FORM 990, PART VI, SECTION B, LINE 15AMIA USES A PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR OTHER PERSONS WHO ARE THE TOP MANAGEMENT OFFICIALS OR KEY EMPLOYEES THAT INCLUDES ALL OF THE FOLLOWING ELEMENTS: A. REVIEW AND APPROVAL OF BY A GOVERNING BODY OR COMPENSATION COMMITTEE. B. USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR SITUATED ORGANIZATIONS. C. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. D. SALARY SURVEY PROVIDED BY AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. THE LAST SALARY REVIEW WAS ON DECEMBER 10, 2020.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE BY REQUEST. MOST ITEMS ARE ON THE AMIA WEBSITE AS WELL.
FORM 990, PART VII:NEIL SARKAR RECEIVED COMPENSATION AS THE JAMIA OPEN EDITOR-IN-CHIEF AND RECEIVED A STIPEND THAT WAS UNRELATED TO HIS BOARD DUTIES. THIS COMPENSATION WAS DETERMINED AT ARMS-LENGTH AND WAS CONSIDERED TO BE AT FAIR MARKET VALUE.
FORM 990, PART VIII, LINE 2E:AMIA CAREER CENTER: IN KEEPING WITH KEY FEDERAL INITIATIVES, THE CAREER CENTER ENCOURAGES THE WIDESPREAD ADOPTION OF EHRS AND SUPPORTS THE GOAL OF A WELL-TRAINED INFORMATICS WORKFORCE TO SUPPORT THE IMPLEMENTATION OF EFFECTIVE PATIENT-CARE SYSTEMS. SIMILARLY, INFORMATICS PROFESSIONALS BRING BOTH RESEARCH SKILLS AND APPLIED EXPERIENCE FOR IMPORTANT ROLES ACROSS THE FULL RANGE OF APPLIED INFORMATICS DISCIPLINES. BY FACILITATING PRODUCTIVE AND GEOGRAPHICALLY DIVERSE RECRUITMENT AND HIRING TRANSACTIONS, THE CAREER CENTER DIRECTLY CONTRIBUTES TO BIOMEDICAL RESEARCH AND TO THE QUALITY AND SAFETY OF HEALTH CARE AND OUR PUBLIC HEALTH SYSTEM. THE CAREER CENTER CREATES "CONNECTIVE TISSUE" IN A MULTIDISCIPLINARY PROFESSION, AMONG INDIVIDUALS AS WELL AS ORGANIZATIONS. ACCORDINGLY, AMIA REPORTED CAREER CENTER REVENUE OF $34,508 AS EXEMPT FUNCTION INCOME ON PART VIII, LINE 2(E).
FORM 990, PART VIII, LINE 2D:ACMI (THE AMERICAN COLLEGE OF MEDICAL INFORMATICS) IS A COLLEGE OF ELECTED FELLOWS WHO HAVE MADE SIGNIFICANT AND SUSTAINED CONTRIBUTIONS TO THE FIELD OF BIOMEDICAL INFORMATICS. INITIALLY INCORPORATED IN 1984, THE ORGANIZATION LATER DISSOLVED ITS SEPARATE CORPORATE STATUS TO MERGE WITH THE AMERICAN ASSOCIATION FOR MEDICAL SYSTEMS AND INFORMATICS (AAMSI) AND THE SYMPOSIUM ON COMPUTER APPLICATIONS IN MEDICAL CARE (SCAMC) WHEN THE AMERICAN MEDICAL INFORMATICS ASSOCIATION WAS FORMED IN 1989. THE COLLEGE NOW EXISTS AS AN ELECTED BODY OF FELLOWS WITHIN AMIA, WITH ITS OWN BYLAWS AND REGULATIONS THAT GUIDE THE ORGANIZATION, ITS ACTIVITIES, AND ITS RELATIONSHIP WITH THE PARENT ORGANIZATION. THE COLLEGE IS FISCALLY SELF-SUFFICIENT, AND ITS OFFICERS PREPARE AND SUBMIT ITS FINANCIAL PLAN ANNUALLY FOR APPROVAL BY THE AMIA BOARD OF DIRECTORS.

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