AMERICAN AUSTRALIAN ASSOCIATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN AUSTRALIAN ASSOCIATION INC (EIN 13-6151807)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202522479349301237
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T12:25:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136151807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN AUSTRALIAN ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2123386860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE 34 FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN MARSHALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123386860 | PhoneNum |
| Signature | 2025-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID ROTTKAMP | PreparerPersonNm |
| PTIN | P01303468 | PTIN |
| Phone | 2126616166 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN MARSHALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE 34 FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,944,182 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMERICANAUSTRALIAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE AMERICAN AUSTRAILIAN ASSOCIATION'S PURPOSE IS TO BROADEN, STRENGTHEN AND ENCOURAGE TIES BETWEEN THE US AND AUSTRALIA WITH ACTIVE PROGRAMS OF CORPORATE, EDUCATIONAL, ECONOMIC, SOCIAL AND CULTURAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,071,749 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,214,188 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $749,299 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,079,295 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,120,451 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,323,075 | CYOtherRevenueAmt |
| PY Total Revenue | $3,700,597 | PYTotalRevenueAmt |
| CY Total Revenue | $3,970,408 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,555,452 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,405,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,841,896 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,120,197 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $596,563 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,011,103 | PYOtherExpensesAmt |
| CY Other Expenses | $2,204,958 | CYOtherExpensesAmt |
| PY Total Expenses | $5,408,451 | PYTotalExpensesAmt |
| CY Total Expenses | $5,730,155 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,707,854 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,759,747 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,229,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,300,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,737,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,744,618 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,492,747 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,556,020 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN AUSTRALIAN ASSOCIATION'S PURPOSE IS TO BROADEN, STRENGTHEN AND ENCOURAGE TIES BETWEEN THE US AND AUSTRALIA WITH ACTIVE PROGRAMS OF CORPORATE, EDUCATIONAL, ECONOMIC, SOCIAL AND CULTURAL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,467,417 | ExpenseAmt |
| Grant | $978,000 | GrantAmt |
| Desc | THE EDUCATIONAL PLATFORM FOCUSES ON AAA'S COMMITMENT TO HELPING ADVANCE GRADUATE EDUCATION AND OUR COUNTRIES' ABILITY TO UNLOCK NEW SOLUTIONS TO CHALLENGES AS WELL AS IMPROVING THE QUALITY OF LIFE FOR OUR CITIZENS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $808,540 | ExpenseAmt |
| Grant | $287,000 | GrantAmt |
| Desc | THE ARTS PLATFORM FOCUSES ON EMERGING AMERICAN, NATIVE AMERICAN, AUSTRALIAN AND INDIGENOUS AUSTRALIAN ARTISTS AND ASSISTING WITH ADVANCING IN STUDY OR TO UNDERTAKE ARTISTIC DEVELOPMENT IN EACH OTHER'S COUNTRIES RESPECTIVELY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $745,001 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | LOCAL INITIATIVES FOCUS ON MEMBERSHIP GROWTH, LOCAL ENGAGEMENT INTHE BUSINESS COMMUNITY AND MAINTAINING AND GROWING MEMBERSHIP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $525,096 | $140,000 | THE VETERAN PLATFORM FOCUSES ON AAA'S COMMITMENT TO INVESTING IN THE FUTURE OF HONORABLY DISCHARGED AMERICAN AND AUSTRALIAN VETERANS BY SUPPORTING EDUCATIONAL OPPORTUNITIES WHICH BUILD NEW SKILLS AND CREATE PROSPEROUS POST-MILITARY CAREERS. |
| $379,560 | $0 | REGIONAL ENCOMPASSES OUR NEW YORK, NEW ENGLAND, DC AND AUSTRALIAN ACTIVITIES. THIS INCLUDES FUNDRAISING, SCHOLARSHIP AND BUSINESS/GOVERNEMNT PANELS AND DISCUSSION IN THOSE LOCATIONS. |
| $2,468 | $0 | THE UNITED STATES STUDIES CENTER FUND ("USSC") IS DESIGNATED FOR APPROVED EXPENDITURES ONBEHALF OF THE UNITED STATES STUDY CENTER, A UNIVERSITY-BASED RESEARCH CENTER, DEDICATED TO THE RIGOROUS ANALYSIS OF AMERICAN FOREIGN POLICY, POLITICS AND CULTURE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $907,124 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $140,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,928,082 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN AUSTRALIAN ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123386860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE 34 FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN BERRY | |||||||
| PRESIDENT (ENDED 12/31/2024) | 40.00 | Yes (X) | Yes (X) | $424,450 | $0 | $4,447 | |
| CRAIG E CHAPMAN ESQ | |||||||
| CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEILA SMITH | |||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACQUI SPENCE | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMANTHA SCHOEN | |||||||
| VICE CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHANNON MARSHALL | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES R GRANT | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE JOHNSTON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAMIAN EALES | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ESTES | |||||||
| DIRECTOR (STARTED 03/24) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KATE VALE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NICK STONE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ORONZO MICCOLI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SARAH BESHAR | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SARA MCKERIHAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TANIA YUKI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ZJANTELLE CAMMISA MARKEL | |||||||
| DIRECTOR (STARTED 06/24) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LEAHY | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $116,500 | $0 | $10,080 | ||
| ERIN GRAY | |||||||
| SVP BUSINESS ENGAGEMENT, P | 40.00 | $187,050 | $0 | $23,421 | Yes (X) | ||
| LILY BALATINCZ | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $220,840 | $0 | $22,256 | Yes (X) | ||
| LAURA LEVENTHAL | |||||||
| VP, BUSINESS PARTNERSHIPS & BRAND | 40.00 | $111,950 | $0 | $13,973 | Yes (X) | ||
| ROLLETTE LUSANTA | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $141,165 | $0 | $34,714 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,201,955 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,891 | 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 |
|---|---|---|---|---|---|
| HEIDRICK & STRUGGLES | |||||
| 233 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | RECRUITER | $259,281 |
| SHANE TERENZI EVENTS LLC | |||||
| 6551 FRANKLIN AVENUE | LOS ANGELES | CA | 90028 | PRODUCTION COMPANY FOR EVENT | $256,004 |
| STAR GROUP PRODUCTIONS | |||||
| 55 WALL STREET | NEW YORK | NY | 10005 | PRODUCTION COMPANY FOR EVENT | $107,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $303,784 | MembershipDuesAmt |
| Fundraising | $3,005,825 | FundraisingAmt |
| All Other Contributions | $904,579 | AllOtherContributionsAmt |
| Noncash Contributions | $100,000 | NoncashContributionsAmt |
| Total Contributions | $4,214,188 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $668,056 | TotalRevenueColumnAmt |
| Exclusion | $668,056 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,200 | TotalRevenueColumnAmt |
| Exclusion | $38,200 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,719,538 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,308,299 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $411,239 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,239 | TotalRevenueColumnAmt |
| Exclusion | $411,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $304,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,005,825 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,665,475 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,361,275 | TotalRevenueColumnAmt |
| Exclusion | -$1,361,275 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,970,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$243,780 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,000 | TotalAmt |
| Program Services | $882,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,000 | TotalAmt |
| Program Services | $523,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,477 | TotalAmt |
| Program Services | $380,418 | ProgramServicesAmt |
| Management And General | $119,556 | ManagementAndGeneralAmt |
| Fundraising | $305,503 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,851 | TotalAmt |
| Program Services | $811,196 | ProgramServicesAmt |
| Management And General | $147,767 | ManagementAndGeneralAmt |
| Fundraising | $104,888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,441 | TotalAmt |
| Program Services | $88,202 | ProgramServicesAmt |
| Management And General | $30,643 | ManagementAndGeneralAmt |
| Fundraising | $12,596 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,428 | TotalAmt |
| Program Services | $80,713 | ProgramServicesAmt |
| Management And General | $26,772 | ManagementAndGeneralAmt |
| Fundraising | $11,943 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,185 | TotalAmt |
| Management And General | $35,185 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,994 | TotalAmt |
| Management And General | $46,994 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,447 | TotalAmt |
| Program Services | $78,608 | ProgramServicesAmt |
| Management And General | $265,150 | ManagementAndGeneralAmt |
| Fundraising | $33,689 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,938 | TotalAmt |
| Program Services | $71,359 | ProgramServicesAmt |
| Management And General | $100,579 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,170 | TotalAmt |
| Program Services | $472,523 | ProgramServicesAmt |
| Management And General | $156,730 | ManagementAndGeneralAmt |
| Fundraising | $69,917 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,354 | TotalAmt |
| Program Services | $32,619 | ProgramServicesAmt |
| Management And General | $26,735 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,898 | TotalAmt |
| Program Services | $392,165 | ProgramServicesAmt |
| Management And General | $71,706 | ManagementAndGeneralAmt |
| Fundraising | $58,027 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,741 | TotalAmt |
| Management And General | $32,741 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GENERAL EVENT & EXPENSE | $115,279 | $115,279 | |
| BAD DEBT | $98,136 | $98,136 | |
| BUSINESS EXPENSES | $18,433 | $18,433 | |
| CREDIT LOSSES | $18,000 | $18,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,383 | TotalAmt |
| Management And General | $10,383 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,730,155 | TotalAmt |
| Program Services | $3,928,082 | ProgramServicesAmt |
| Management And General | $1,205,510 | ManagementAndGeneralAmt |
| Fundraising | $596,563 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,487 | BOYAmt |
| EOY | $515,030 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,929 | BOYAmt |
| EOY | $511,267 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,912 | BOYAmt |
| EOY | $697,165 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,507 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,550 | BOYAmt |
| EOY | $174,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,476,529 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,015,145 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,044,949 | BOYAmt |
| EOY | $2,461,384 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,161,977 | BOYAmt |
| EOY | $15,974,435 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,498,594 | BOYAmt |
| EOY | $3,951,901 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,229,905 | BOYAmt |
| EOY | $24,300,638 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,944 | BOYAmt |
| EOY | $316,259 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,167,242 | BOYAmt |
| EOY | $1,507,564 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,834 | BOYAmt |
| EOY | $419,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,082,138 | BOYAmt |
| EOY | $4,501,795 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,737,158 | BOYAmt |
| EOY | $6,744,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,267,094 | BOYAmt |
| EOY | $13,861,310 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,225,653 | BOYAmt |
| EOY | $3,694,710 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,492,747 | BOYAmt |
| EOY | $17,556,020 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,229,905 | BOYAmt |
| EOY | $24,300,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,759,747 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $323,255 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $499,765 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,609,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,473,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,594,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,084,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,214,188 | CurrentTaxYearAmt |
| Total | $27,976,180 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,609,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,473,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,594,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,084,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,214,188 | CurrentTaxYearAmt |
| Total | $27,976,180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,884,720 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,091,460 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $688,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $706,256 | CurrentTaxYearAmt |
| Total | $2,402,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,378,484 | TotalSupportAmt |
| Public Support CY170 | 0.66140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | NET INCOME OR LOSS FROM FUNDRAISING EVENTS - | ExplanationTxt |
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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,677,430 | OtherCostOrOtherBasisAmt |
| Depreciation | $561,637 | DepreciationAmt |
| Book Value | $2,115,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $799,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $453,508 | DepreciationAmt |
| Book Value | $345,591 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,461,384 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET - OPERATING LEASE | Desc |
| Book Value | $3,951,901 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,951,901 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $4,501,795 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,501,795 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,746,434 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $323,255 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $499,765 | OtherRevenueAmt |
| Revenue Not Reported | $823,020 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,923,414 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,994 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $46,994 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,970,408 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,683,161 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,683,161 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,994 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $46,994 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,730,155 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECOVERY OF UNDISTRIBUTED GRANTS 499,765. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANT MAKING | SpecificServicesProvidedTxt |
| Region Total Expenditures | $593,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $593,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $593,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | AAA LTD - SCHOLAR SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $70,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| EDUCATION GRANTS | EAST ASIA AND THE PACIFIC | 13 | $458,000 | WIRE |
| ARTS GRANTS | EAST ASIA AND THE PACIFIC | 1 | $5,000 | WIRE |
| VETERAN GRANTS | EAST ASIA AND THE PACIFIC | 2 | $60,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVES THE TUITION INVOICES AND MAKES PAYMENT DIRECTLY TO THE EDUCATIONAL INSTITUTIONS. SCHOLARS WHO RECEIVE THE FUNDS DIRECTLY, PROVIDE A BREAKDOWN OF DETERMINED USE OF FUNDS FOR LIVING EXPENSES, VISAS, TRAVEL, TUITION AND ANY OTHER ASSOCIATED EDUCATIONAL OR RESEARCH COSTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT DINNER | Event1Nm |
| Gross Receipts Event1 | $1,265,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,118,625 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $146,575 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $188,628 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $146,575 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $35,748 | OtherDirectExpensesEvent1Amt |
| Event2 | ARTS GALA | Event2Nm |
| Gross Receipts Event2 | $704,297 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $637,647 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $66,650 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $392,856 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $66,990 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $27,741 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,340,528 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,249,553 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $90,975 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $509,403 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $178,747 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,850 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $113,437 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,310,025 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,005,825 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $304,200 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,090,887 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $392,312 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $176,926 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,665,475 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,361,275 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATION GRANTS | 15 | $520,000 |
| VETERANS GRANTS | 2 | $80,000 |
| ARTS GRANTS | 27 | $282,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GENERALLY THE ORGANIZATION RECEIVES THE TUITION INVOICES & MAKES PAYMENT DIRECTLY TO THE EDUCATIONAL INSTITUTIONS. THOSE WHO RECEIVE THE FUNDS DIRECTLY PROVIDE A BREAKDOWN OF DETERMINED USE OF FUNDS FOR LIVING EXPENSES, VISAS, TRAVEL, TUITION, AND ANY OTHER ASSOCIATED EDUCATIONAL OR RESEARCH COSTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN BERRY | ||||||||||||||
| PRESIDENT (ENDED 12/31/2024) | $424,450 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,447 | $0 | $428,897 | $0 | $0 | $0 |
| LILY BALATINCZ | ||||||||||||||
| CHIEF OPERATING OFFICER | $140,840 | $0 | $80,000 | $0 | $0 | $0 | $0 | $0 | $22,256 | $0 | $243,096 | $0 | $0 | $0 |
| ERIN GRAY | ||||||||||||||
| SVP BUSINESS ENGAGEMENT, P | $137,050 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 | $23,421 | $0 | $210,471 | $0 | $0 | $0 |
| ROLLETTE LUSANTA | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $111,165 | $0 | $30,000 | $0 | $0 | $0 | $0 | $0 | $34,714 | $0 | $175,879 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S BOARD APPROVES THE BONUSES AWARDED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT ENTERTAINMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS BOTH CORPORATE AND INDIVIDUAL MEMEBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ORGANIZATIONS ELECT THE BOARD MEMBERS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS. ONCE COMPLETED, A DRAFT OF THE FORM 990 IS REVIEWED BY THE PRESIDENT, TREASURER AND FINANCE MANAGER IN CONJUNCTION WITH THE AUDITORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | INDEPENDENT CONSULTANTS ENGAGE TO PERFORM A REVIEW & PROVIDE ANALYSIS OF COMPARABLE COMPENSATION & MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD THEN UTILIZES SUCH INFORMATION & RECOMMENDATIONS TO DETERMINE APPROPRIATE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE LIST OF THE BOARD OF DIRECTORS IS LISTED ON THE ASSOCIATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | RECOVERY OF UNDISTRIBUTED GRANTS 499,765. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. |
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