BETA

COUNCIL OF STATE ARCHIVISTS: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COUNCIL OF STATE ARCHIVISTS (EIN 01-0665790)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-21
IRS object ID
202002039349300700
Schema version
2019v5.1
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)
Return2020-07-21T06:33:03-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453048812PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BESTEN & DIERUF PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 MARKET STREETAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010665790EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COUNCIL OF STATE ARCHIVISTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOUNBusinessNameControlTxt
Phone5022298222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1583AddressLine1Txt
CityFRANKFORTCityNm
State AbbreviationKYStateAbbreviationCd
ZIP406021583ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC EMERSONPersonNm
Person TitleSECRETARY-TREASURERPersonTitleTxt
Phone5022298222PhoneNum
Signature2020-07-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW H DIERUF CPAPreparerPersonNm
PTINP01239897PTIN
Phone8592544427PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.191.147.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-16IPDt
IP Tm11:57:43IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6A84044BE34EB78F8FB3C58FF38ADF947BE0C32CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIC EMERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1583AddressLine1Txt
CityFRANKFORTCityNm
State AbbreviationKYStateAbbreviationCd
ZIP406021583ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$334,201GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.STATEARCHIVISTS.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionTO PROMOTE THE IDENTIFICATION, PRESERVATION, AND DISSEMINATION OF ESSENTIAL HISTORICAL RECORDS DOCUMENTATION OF THE UNITED STATESActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$287,616PYContributionsGrantsAmt
CY Contributions Grants$302,964CYContributionsGrantsAmt
PY Program Service Revenue$23,129PYProgramServiceRevenueAmt
CY Program Service Revenue$23,556CYProgramServiceRevenueAmt
PY Investment Income$8,114PYInvestmentIncomeAmt
CY Investment Income$7,681CYInvestmentIncomeAmt
PY Other Revenue$79PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$318,938PYTotalRevenueAmt
CY Total Revenue$334,201CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$86,556PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$82,439CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$233,119PYOtherExpensesAmt
CY Other Expenses$207,215CYOtherExpensesAmt
PY Total Expenses$319,675PYTotalExpensesAmt
CY Total Expenses$289,654CYTotalExpensesAmt
PY Revenues Less Expenses-$737PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$44,547CYRevenuesLessExpensesAmt
Total Assets BOY$240,458TotalAssetsBOYAmt
Total Assets EOY$303,103TotalAssetsEOYAmt
Total Liabilities BOY$4,872TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,505TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$235,586NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$296,598NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE THE IDENTIFICATION, PRESERVATION, AND DISSEMINATION OF ESSENTIAL HISTORICAL RECORDS DOCUMENTATION OF THE UNITED STATESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$225,656ExpenseAmt
Revenue$23,556RevenueAmt
DescTO PROMOTE THE IDENTIFICATION, PRESERVATION, AND DISSEMINATION OF ESSENTIAL HISTORICAL RECORDS DOCUMENTATION OF THE UNITED STATESDesc
Total Program Service Expenses$225,656TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
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
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5022298222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1583AddressLine1Txt
CityFRANKFORTCityNm
State AbbreviationKYStateAbbreviationCd
ZIP406021583ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JODIE FOLEY
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
THOMAS J RULLER
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ERIC EMERSON
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
STEVE EXCELL
DIRECTOR1.00Yes (X)$0$0$0
DAVE JOENS
DIRECTOR1.00Yes (X)$0$0$0
REBECCA A KATZ
DIRECTOR1.00Yes (X)$0$0$0
LIZETTE PELLETIER
DIRECTOR1.00Yes (X)$0$0$0
SHAWN ROUNDS
DIRECTOR1.00Yes (X)$0$0$0
KEN WILLIAMS
DIRECTOR1.00Yes (X)$0$0$0
JOHN DOUGAN
IMMEDIATE PAST-PRESIDENT1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$128,570MembershipDuesAmt
Government Grants$100,224GovernmentGrantsAmt
All Other Contributions$74,170AllOtherContributionsAmt
Total Contributions$302,964TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescANNUAL MEETING AND SPEDesc
Business519100BusinessCd
Total Revenue Column$23,556TotalRevenueColumnAmt
Related Or Exempt Func Income$23,556RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$23,556TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,681TotalRevenueColumnAmt
Exclusion$7,681ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$334,201TotalRevenueColumnAmt
Related Or Exempt Func Income$23,556RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,681ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$76,250TotalAmt
Program Services$61,000ProgramServicesAmt
Management And General$15,250ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$471TotalAmt
Program Services$377ProgramServicesAmt
Management And General$94ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,718TotalAmt
Program Services$4,574ProgramServicesAmt
Management And General$1,144ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,645TotalAmt
Management And General$5,645ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$95,791TotalAmt
Program Services$63,291ProgramServicesAmt
Management And General$32,500ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,502TotalAmt
Management And General$5,502ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,372TotalAmt
Program Services$4,372ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,750TotalAmt
Management And General$2,750ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$80,814TotalAmt
Program Services$80,814ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,113TotalAmt
Management And General$1,113ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
OTHER PROGRAM EXPENSE$10,694$10,694
MISCELLANEOUS$534$534

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$289,654TotalAmt
Program Services$225,656ProgramServicesAmt
Management And General$63,998ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$92,689BOYAmt
EOY$99,048EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,500BOYAmt
EOY$20,517EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,500BOYAmt
EOY$1,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$59,878BOYAmt
EOY$86,256EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$77,891BOYAmt
EOY$96,282EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$240,458BOYAmt
EOY$303,103EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,872BOYAmt
EOY$6,505EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,000BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,872BOYAmt
EOY$6,505EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$235,586BOYAmt
EOY$296,598EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$235,586BOYAmt
EOY$296,598EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$240,458BOYAmt
EOY$303,103EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$44,547ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$16,465NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$400,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$228,188CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$262,441CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$287,616CurrentTaxYearMinus1YearAmt
Current Tax Year$326,636CurrentTaxYearAmt
Total$1,505,056TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$400,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$228,188CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$262,441CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$287,616CurrentTaxYearMinus1YearAmt
Current Tax Year$326,636CurrentTaxYearAmt
Total$1,505,056TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,505,056PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,735CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,891CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,648CurrentTaxYearMinus1YearAmt
Current Tax Year$7,572CurrentTaxYearAmt
Total$25,531TotalAmt
FieldValueIRS element (for citing)
Total Support$1,530,587TotalSupportAmt
Gross Receipts Rltd Activities$46,685GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98330PublicSupportCY170Pct
Public Support PY1700.98910PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALGER CAP APPREC INSTL CL I$32,521F
FEDERATED STRATEGIC VALUE DIVIDEND INSTL CL$34,386F
PGIM TOTAL RETURN BOND CL 2$29,375F
FieldValueIRS element (for citing)
Total Book Value Securities$96,282TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$350,666TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$16,465NetUnrealizedGainsInvstAmt
Revenue Not Reported$16,465RevenueNotReportedAmt
Revenue Subtotal$334,201RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$334,201TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$289,654TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$289,654ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$289,654TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS, HOWEVER, SUBJECT TO INCOME TAXES ON "UNRELATED BUSINESS INCOME," OF WHICH MANAGEMENT HAS DETERMINED THERE WAS NONE FOR THE YEAR ENDED DECEMBER 31, 2018. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE ORGANIZATION'S FEDERAL EXEMPT INFORMATION RETURN (FORM 990) FOR THE YEARS ENDED 2018, 2017, AND 2016 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION REVIEWED FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO DISCLOSE THE CONFLICT OR POTENTIAL CONFLICT AS SOON AS HE OR SHE RECOGNZIES IT. A CONFLICT INTEREST DISCLSOURE STATEMENT IS DISTRIBUTED TO BOARD MEMBERS ANNUALY, THE MEMBER IS REQUIRED TO SIGN THAT THEY RECEIVED THE STATEMENT, UNDERSTAND THE POLICY, AND WILL COMPLY WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS FOR THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES AVAILABLE THIS INFORMATION UPON REQUEST, EITHER BY MAIL OR E-MAIL
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES AVAILABLE THIS INFORMATION UPON REQUEST, EITHER BY MAIL OR E-MAIL
FORM 990, PART IX, LINE 11GCONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 63,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,291. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,500.
PART XII, LINE 2C EXPLANATIONPROCESS FOR REVIEW AND APPROVAL OF FINANCIAL SERVICES AND 990 HAVE NOT CHANGED FROM PRIOR YEARS.

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