JEWELERS OF AMERICA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWELERS OF AMERICA INC (EIN 53-0246294)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-11
- IRS object ID
- 202532239349301303
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-11T09:31:08-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842953567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIMNERBECKHAM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 TYSONS BLVD SUITE 1500 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530246294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWELERS OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWE | BusinessNameControlTxt |
| Phone | 6466580246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BROADWAY 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10271 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BONAPARTE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6466580246 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 7036631756 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID BONAPARTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BROADWAY 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,994,432 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.JEWELERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE CONSUMER CONFIDENCE IN THE JEWELRY INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $43,356 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $24,927 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,712,394 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,855,429 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,965,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,224,049 | CYInvestmentIncomeAmt |
| PY Other Revenue | $613,672 | PYOtherRevenueAmt |
| CY Other Revenue | $655,681 | CYOtherRevenueAmt |
| PY Total Revenue | $5,341,295 | PYTotalRevenueAmt |
| CY Total Revenue | $4,745,159 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,743 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,805 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,682,513 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,863,808 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,420,798 | PYOtherExpensesAmt |
| CY Other Expenses | $2,617,449 | CYOtherExpensesAmt |
| PY Total Expenses | $5,125,054 | PYTotalExpensesAmt |
| CY Total Expenses | $5,529,062 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $216,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$783,903 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,785,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,358,012 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,565,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,501,300 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,220,494 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,856,712 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JEWELERS OF AMERICA, THE MOST TRUSTED AND INFLUENTIAL VOICE OF THE JEWELRY INDUSTRY, EMPOWERS AND UNITES ITS MEMBERS THROUGH EXPERT GUIDANCE AND ADVOCACY, DRIVING EXCELLENCE, INTEGRITY, AND SUCCESS IN AN EVER-CHANGING MARKETPLACE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ADVOCACY:SINCE 1906, JEWELERS OF AMERICA (JA) HAS ADVANCED THE FINE JEWELRY INDUSTRY THROUGH ADVOCACY IN PUBLIC, GOVERNMENT AND INDUSTRY AFFAIRS. JA HAS BEEN THE LEADER IN DEVELOPING HIGH ETHICAL, SOCIAL, AND ENVIRONMENTAL STANDARDS AMONG THE RETAIL JEWELRY TRADE.IN 2024, JA ESTABLISHED A $1,000,000 JA INDUSTRY FUND, DEDICATED TO FOSTERING THE GROWTH AND SUSTAINABILITY OF THE JEWELRY INDUSTRY BY PROVIDING ESSENTIAL FUNDING TO ORGANIZATIONS AND INITIATIVES WITHIN THIS SECTOR. THIS FUND SUPPORTS A WIDE RANGE OF PROJECTS, FROM ENHANCING ETHICAL PRACTICES AND ENVIRONMENTAL RESPONSIBILITY TO ADVANCING INNOVATION AND EDUCATION AMONG JEWELRY PROFESSIONALS. BY INVESTING IN THESE VITAL AREAS, THE JA INDUSTRY FUND AIMS TO ENSURE A THRIVING FUTURE FOR ALL STAKEHOLDERS IN THE JEWELRY INDUSTRY AND CONTRIBUTE TO THE OVERALL IMPROVEMENT OF ITS SUSTAINABILITY AND IMPACT. THE JA INDUSTRY FUND WILL DISBURSE UP TO 5% OF THE 'FUND' TO SELECTED ORGANIZATIONS ON AN ANNUAL BASIS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER BENEFITS:JEWELERS OF AMERICA OFFERS MEMBERS BENEFITS INCLUDING BUSINESS RESOURCES, MARKETING TOOLS, DISCOUNT PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND CERTIFICATION COURSES. THE MEMBER BENEFITS AVAILABLE ARE ACCESSIBLE THROUGH THE ASSOCIATION'S WEBSITE, WWW.JEWELERS.ORG. IN 2024, JEWELERS OF AMERICA INTRODUCED NEW BENEFITS WITH EBAY THAT PROVIDE CONCIERGE CUSTOMER SERVICE TO OUR MEMBERS WHO ENROLL IN THEIR ONLINE SELLING CHANNEL, AND A NEW BENEFIT PARTNER, PODIUM. THEY PROVIDE MEMBERS WITH AN ONLINE CUSTOMER MESSAGING (PHONE/CHAT/SMS/SOCIAL) AND BUSINESS REVIEW MANAGEMENT PLATFORM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION:JEWELERS OF AMERICA CONTINUED TO EDUCATE CONSUMERS ABOUT FINE JEWELRY THROUGH VARIOUS MEDIA SUCH AS OUR WEBINAR SERIES, PUBLIC RELATIONS, MARKETING, AND SOCIAL MEDIA. IN 2024, JEWELERS OF AMERICA INTRODUCED THREE REGIONAL IN-PERSON LEARNING WORKSHOPS TO FACILITATE EDUCATION FOR OUR MEMBERS ON TOPICS THAT HELP THEM OPERATE THEIR BUSINESSES. WE ALSO INTRODUCED A NEW SCHOLARSHIP PROGRAM FOR BENCH JEWELERS AND THE EMERGING JEWELERS ACCELERATOR PROGRAM WITH BIJC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BYRON BARTON | PersonNm |
| Phone | 6464642380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BROADWAY 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10271 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| COLEMAN CLARK | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW ROSENHEIM | ||||||||
| CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE PADIS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELISE GREENBERG | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KAREN GORACKE | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE VELASQUEZ | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT F MOELLER II | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHAD BERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONSTANCE POLAMALU | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD DIKES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HUNTER MCGRATH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFERY BOLLING | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH COREY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE KEENEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM CRAWFORD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRYSTEL CRAYCRAFT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE BOCK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LENNY KRAMER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MARKS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY SMITH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STAN RAZNY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE HOPEMAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOBEY RITCHIE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONIA ULSH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE MADISON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BONAPARTE | ||||||||
| CHIEF EXECUTIVE OFFICER | 36.00 | Yes (X) | $563,998 | $0 | $58,340 | 4.00 | ||
| HUGUE-ANNIE DORESCA | ||||||||
| CHIEF FINANCIAL OFFICER | 34.80 | Yes (X) | $263,607 | $0 | $10,558 | 5.20 | ||
| REGINA CIARLEGLIO | ||||||||
| DIRECTOR OF MEMBERSHIP & S | 40.00 | $137,860 | $0 | $21,664 | 0.00 | Yes (X) | ||
| MOLLY FALLON | ||||||||
| DIRECTOR OF MARKETING & CO | 30.00 | $148,474 | $0 | $45,453 | 10.00 | Yes (X) | ||
| AMANDA GIZZI | ||||||||
| DIRECTOR OF PUBLIC RELATIO | 38.00 | $138,802 | $0 | $45,107 | 2.00 | Yes (X) | ||
| BYRON BARTON | ||||||||
| CONTROLLER | 28.00 | $136,394 | $0 | $13,708 | 12.00 | Yes (X) | ||
| SUSAN POSNOCK | ||||||||
| DIRECTOR OF PUBLIC AFFAIRS | 40.00 | $112,975 | $0 | $46,285 | 0.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,502,110 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $241,115 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| 42ND STREET LESSEE LLC | |||||
| 110 EAST 42ND STREET | NEW YORK | NY | 10017 | BANQUET HALL FACILITIES | $242,980 |
| ON THE MARK COMMUNICATIONS | |||||
| 719 RARITAN ROAD | CLARK | NJ | 07066 | MARKETING AGENCY | $142,021 |
| HAAKE & ASSOCIATES | |||||
| 1900 K STREET NW SUITE 100 | WASHINGTON | DC | 20006 | LEGISLATIVE/LOBBYING | $119,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,000 | AllOtherContributionsAmt |
| Total Contributions | $10,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| GEM AWARDS PROGRAM | 900099 | $818,400 | $818,400 | ||
| MEMBERSHIP DUES | 900099 | $645,888 | $645,888 | ||
| SPONSORSHIP INCOME | 900099 | $334,501 | $30,800 | $303,701 | |
| EDUCATIONAL MATERIALS & PROGRAMS | 611710 | $44,084 | $44,084 | ||
| NEWSLETTERS | 900099 | $12,556 | $12,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,855,429 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,608,859 | TotalRevenueColumnAmt |
| Exclusion | $1,608,859 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $495,215 | TotalRevenueColumnAmt |
| Exclusion | $495,215 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,864,463 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,249,273 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $615,190 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $615,190 | TotalRevenueColumnAmt |
| Exclusion | $615,190 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $160,000 | TotalRevenueColumnAmt |
| Exclusion | $160,000 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $466 | TotalRevenueColumnAmt |
| Exclusion | $466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $160,466 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,745,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,508,372 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $43,356 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,183,431 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,805 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,655 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322,817 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,956 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,074 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,306 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,288 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,474 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,306 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,171 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,116 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,467 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,723 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,668 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,665 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,038 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,968 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,681 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,990 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| GEM AWARDS PROGRAM | $434,080 |
| INDUSTRY SUPPORT | $64,619 |
| MEMBERSHIP DUES | $29,468 |
| NEW YORK STATE TAX | $2,393 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,334 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,529,062 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,618 | BOYAmt |
| EOY | $615,570 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,613 | BOYAmt |
| EOY | $1,336,294 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,198 | BOYAmt |
| EOY | $2,419,266 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,006 | BOYAmt |
| EOY | $8,096 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,530 | BOYAmt |
| EOY | $235,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,077,362 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $972,040 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,721 | BOYAmt |
| EOY | $105,322 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,335,584 | BOYAmt |
| EOY | $43,496,771 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,374,391 | BOYAmt |
| EOY | $24,836,759 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967,003 | BOYAmt |
| EOY | $1,304,420 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,785,664 | BOYAmt |
| EOY | $74,358,012 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,326 | BOYAmt |
| EOY | $593,555 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,799 | BOYAmt |
| EOY | $562,693 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,045 | BOYAmt |
| EOY | $1,345,052 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,565,170 | BOYAmt |
| EOY | $2,501,300 | 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 | $64,167,394 | BOYAmt |
| EOY | $71,839,436 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,100 | BOYAmt |
| EOY | $17,276 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,220,494 | BOYAmt |
| EOY | $71,856,712 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,785,664 | BOYAmt |
| EOY | $74,358,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$783,903 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,420,121 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $645,888 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $165,237 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$55,004 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $110,233 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $177,167 | AggregateReportedDuesNtcAmt |
| Taxable | -$66,934 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,966,631 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,410,569 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,850,000 | OtherExpendituresAmt |
| End Year Balance | $68,527,200 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,433,745 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,832,886 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,300,000 | OtherExpendituresAmt |
| End Year Balance | $61,966,631 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,166,580 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,532,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,200,000 | OtherExpendituresAmt |
| End Year Balance | $60,433,745 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,864,279 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,906,282 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,603,981 | OtherExpendituresAmt |
| End Year Balance | $70,166,580 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,359,279 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,005,187 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,187 | OtherExpendituresAmt |
| End Year Balance | $59,864,279 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,468 | DepreciationAmt |
| Book Value | $22,443 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $562,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $514,797 | DepreciationAmt |
| Book Value | $47,441 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $437,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $401,775 | DepreciationAmt |
| Book Value | $35,438 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $105,322 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (15 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ACTIS ENERGY LIMITED PARTNERSHIP | $30,000 | F |
| ANTERES STRATEGIC CREDIT FUND | $1,755,512 | F |
| CARLYLE PROPERTY (CPI) PRIVATE | $1,966,500 | F |
| CLARION PRIVATE INVESTORS, LLC | $1,428,754 | F |
| EQT INFRASTRUCTURE | $1,611,170 | F |
| GROSVENOR ALTERNATIVE INVESTMENT | $7,393,010 | F |
| HPS CORPORATION | $1,596,170 | F |
| KING STREET CAPITAL LTD. CLASS A SERIES 1 | $9,540 | F |
| LUXOR CAPITAL PARTNERS OFFSHORE LTD. | $129,291 | F |
| SCULPTOR REAL ESTATE PARALLEL FUND III B, LP | $102,643 | F |
| PATRON CAPITAL | $367,332 | F |
| PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS | $2,657,645 | F |
| PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL L.P. | $2,871,371 | F |
| PEG XSA | $1,214,209 | F |
| WEATHERGAGE VENTURE CAPITAL | $1,703,612 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,836,759 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $328,309 |
| DEFERRED RENT | $1,016,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,345,052 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | JEWELERS OF AMERICA, INC. (JOA)'S ENDOWMENT CONSISTS ONLY OF FUNDS ESTABLISHED FOR THE MISSION OF JOA. FUNDS FUNCTIONING AS ENDOWMENT ARE JOA'S RESOURCES DESIGNATED BY THE BOARD OF DIRECTORS AS ENDOWMENT AND ARE INVESTED FOR LONG-TERM APPRECIATION AND CURRENT INCOME. THESE ASSETS, HOWEVER, REMAIN AVAILABLE AND MAY BE SPENT AT THE BOARD'S DISCRETION. FUNDS FUNCTIONING AS ENDOWMENT ARE RECORDED AS NET ASSETS WITHOUT DONOR RESTRICTIONS. |
| PART X, LINE 2: | JEWLERS OF AMERICA (JOA) HAS BEEN GRANTED EXEMPTION BY THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, JOA IS SUBJECT TO FEDERAL AND NEW YORK TAXES ON ITS UNRELATED BUSINESS INCOME. JOA FOLLOWS THE ACCOUNTING STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. JOA EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $16,600,398 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $406,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,007,270 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,007,270 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $47,805 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | JEWELERS OF AMERICA, INC. FUNDS SCHOLARSHIPS FOR MEMBERS ON RENOWNED INDUSTRY DIPLOMA, PROFESSIONAL DEVELOPMENT AND CERTIFICATION PROGRAMS. THE COURSES TAKEN HAVE A NUMBER OF LESSONS TO ACHIEVE COMPLETION. MONITORING OCCURS THROUGH ENSURING GRANT FUNDS ARE ONLY DISBURSED TO THE EDUCATIONAL INSTITUTION AS THE COURSES ARE COMPLETED BY THE SCHOLARSHIP RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID BONAPARTE | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $437,030 | $0 | $100,000 | $0 | $26,968 | $0 | $15,152 | $0 | $43,188 | $0 | $622,338 | $0 | $0 | $0 |
| HUGUE-ANNIE DORESCA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $233,607 | $0 | $30,000 | $0 | $0 | $0 | $5,233 | $0 | $5,325 | $0 | $274,165 | $0 | $0 | $0 |
| MOLLY FALLON | ||||||||||||||
| DIRECTOR OF MARKETING & CO | $141,084 | $0 | $7,390 | $0 | $0 | $0 | $9,288 | $0 | $36,165 | $0 | $193,927 | $0 | $0 | $0 |
| AMANDA GIZZI | ||||||||||||||
| DIRECTOR OF PUBLIC RELATIO | $131,877 | $0 | $6,925 | $0 | $0 | $0 | $8,221 | $0 | $36,886 | $0 | $183,909 | $0 | $0 | $0 |
| REGINA CIARLEGLIO | ||||||||||||||
| DIRECTOR OF MEMBERSHIP & S | $122,260 | $0 | $15,000 | $0 | $600 | $0 | $8,318 | $0 | $13,346 | $0 | $159,524 | $0 | $0 | $0 |
| SUSAN POSNOCK | ||||||||||||||
| DIRECTOR OF PUBLIC AFFAIRS | $107,096 | $0 | $5,879 | $0 | $0 | $0 | $7,399 | $0 | $38,886 | $0 | $159,260 | $0 | $0 | $0 |
| BYRON BARTON | ||||||||||||||
| CONTROLLER | $129,187 | $0 | $7,207 | $0 | $0 | $0 | $8,383 | $0 | $5,325 | $0 | $150,102 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE (THE "COMMITTEE") SHALL CONDUCT THE AFFAIRS OF THE ASSOCIATION AND SHALL EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS AT ALL TIMES WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS, AND IN A MANNER CONSISTENT WITH THE PROVISIONS OF THE ASSOCIATION'S BYLAWS. IN DISCHARGING ITS ROLE, THE COMMITTEE IS EMPOWERED TO INQUIRE INTO ANY MATTER IT CONSIDERS APPROPRIATE TO CARRY OUT ITS RESPONSIBILITIES, WITH ACCESS TO ALL BOOKS, RECORDS, FACILITIES AND PERSONNEL OF THE ASSOCIATION |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY BUSINESS FIRM ENGAGED IN THE RETAIL JEWELRY INDUSTRY SHALL BE ELIGIBLE FOR REGULAR MEMBERSHIP PROVIDED THAT IT SHALL HAVE PAID THE DUES FOR THE CURRENT YEAR AND HAVE COMPLIED WITH SUCH OTHER REQUIREMENTS, QUALIFICATIONS, AND CONDITIONS AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS A NOMINATING COMMITTEE CONSISTING OF SIX REGULAR MEMBERS OF THE ASSOCIATION. THE NOMINATING COMMITTEE SHALL BE SELECTED BY MAJORITY VOTE OF THE DIRECTORS OF THE ASSOCIATION. IT SHALL NOMINATE CANDIDATES TO FULL VACANCIES ON THE BOARD OF DIRECTORS, TO BE VOTED ON AT THE NEXT ANNUAL MEETING OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY ONE OR MORE OF THE DIRECTORS MAY BE REMOVED, WITH OR WITHOUT CAUSE, AT ANY TIME, BY A VOTE OF TWO-THIRDS OF THE REGULAR MEMBERS PRESENT IN PERSON, OR BY A PROXY AT ANY SPECIAL MEETING OF THE MEMBERS CALLED FOR THE PURPOSE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS ENFORCED ON AN ANNUAL BASIS. SENIOR MANAGEMENT DOES A PRESENTATION EXPLAINING THE CONFLICT OF INTEREST POLICY. IN ORDER TO MONITOR COMPLIANCE WITH THE POLICY, THE CONFLICT OF INTEREST POLICY STATEMENT IS DISTRIBUTED BY A DESIGNATED OFFICIAL TO ALL BOARD MEMBERS, AS WELL AS ALL EMPLOYEES, FOR ACKNOWLEDGEMENT AND SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER (CEO), EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL: ON AN ANNUAL BASIS, THE ASSOCIATION'S EXECUTIVE COMMITTEE ASSISTS THE BOARD OF DIRECTORS IN DETERMINING AND APPROVING THE COMPENSATION OF THE CEO. EACH OCTOBER, THE COMMITTEE SOLICITS INPUT FROM ALL BOARD MEMBERS REGARDING THE CEO'S PERFORMANCE DURING THE FISCAL YEAR THAT HAD JUST ENDED. THE CEO'S PERFORMANCE IS APPRAISED AGAINST BOTH POSITION-SPECIFIC CRITERIA AS WELL AS ORGANIZATION-WIDE CRITERIA. EACH JANUARY, THE CHAIR OF THE COMMITTEE COMPILES THE INPUT AND PRESENTS THE DATA TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DELIBERATES AND DETERMINES ACTUAL COMPENSATION ADJUSTMENTS, INCLUDING THE ACTUAL BONUS TO BE AWARDED FOR THE FISCAL YEAR COMPLETED AS WELL AS SALARY FOR THE NEXT FISCAL YEAR. IN ITS DELIBERATIONS, THE COMMITTEE IS GUIDED BY THE CEO EMPLOYMENT AGREEMENT. 2) THE CURRENT EMPLOYMENT AGREEMENT WAS DEVELOPED BY THE CEO IN CONJUNCTION WITH THE BOARD CHAIR, IMMEDIATE PAST BOARD CHAIR, AND THE BOARD CHAIR-ELECT. IN DEVELOPING THE COMPENSATION PORTION OF THE AGREEMENT, THE COMMITTEE RELIED ON OUTSIDE COMPENSATION DATA. AMONG THE RESOURCES UTILIZED WAS DATA FROM THE NATIONAL COMPENSATION STUDY OF ASSOCIATION CHIEF STAFF EXECUTIVES, WHICH IS PUBLISHED ANNUALLY BY THE AMERICAN RESEARCH COMPANY. THIS STUDY OF CEO SALARIES AND BENEFITS WAS COMPILED FROM SUBMISSIONS FROM MORE THAN 5,200 ASSOCIATIONS, 2,600 NATIONAL AND INTERNATIONAL ASSOCIATIONS, AND 2,600 STATE AND MULTI-STATE ASSOCIATIONS. THE COMMITTEE'S RECOMMENDATIONS ON COMPENSATION WERE PRESENTED TO THE ASSOCIATION'S EXECUTIVE COMMITTEE FOR APPROVAL. ONCE APPROVED, THEY WERE REPORTED TO THE BOARD OF DIRECTORS. COMPENSATION OF THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION - THE COMPENSATION OF ALL OTHER STAFF, INCLUDING KEY STAFF, IS AUTHORIZED BY THE CEO, IN ACCORDANCE WITH THE ASSOCIATION'S POLICIES ON EMPLOYEE COMPENSATION. THESE POLICIES FALL WITHIN THE PURVIEW OF THE PERFORMANCE REVIEW COMMITTEE AS DESCRIBED ABOVE. COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES IS TO BE CONSIDERED IN THE CONTEXT OF A BUDGET PLANNING AND OVERALL PERFORMANCE EVALUATION, WHICH UTILIZES THE ORGANIZATION'S ANNUAL PERFORMANCE METRICS INSTRUMENT ALONG WITH THE PERSONAL GOALS AND OBJECTIVES ESTABLISHED BY MUTUAL AGREEMENT WITH THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIAMOND COUNCIL OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BROADWAY 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431291177 | EIN |
| Primary Activities | EDUCATE MEMBERS, EMPLOYEES, SUPPLIERS & PUBLIC ABOUT DIAMONDS & FINE JEWELRY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JNETCOM INC (DBA NATIONAL JEWELER) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BROADWAY 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134116505 | EIN |
| Primary Activities | PROVIDES JEWELRY INDUSTRY WITH INTERNET WEBSITES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWELERS OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,209,497 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $243,899 | ShareOfEOYAssetsAmt |
| Ownership | 0.90000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DIAMOND COUNCIL OF AMERICA | ||
| L | $160,000 | FMV |
| JNETCOM INC | ||
| Q | $1,050,000 | FMV |
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