AMER ACAD OF OTOLARNYGOLOGY HEAD & NECK SURGERY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMER ACAD OF OTOLARNYGOLOGY HEAD & NECK SURGERY FOUNDATION INC (EIN 52-1219434)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202021959349302377
- Schema version
- 2018v3.2
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T12:39:56-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521219434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OTOLARYNGOLOGY - | BusinessNameLine1Txt |
| Business Name Line2 | HEAD & NECK SURGERY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7038364444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 DIAGONAL ROAD | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DENNENY III MD | PersonNm |
| Person Title | EVP/CEO | PersonTitleTxt |
| Phone | 7038364444 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH G KOSNETT | PreparerPersonNm |
| PTIN | P00290720 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2020-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.184.255.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 12:38:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D7B7780C8961651AF995219D73A24979DFB8DE6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES DENNENY III MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 DIAGONAL ROAD | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,007,368 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ENTNET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE THE ART & SCIENCE OF OTOLARYNGOLOGY-HEAD & NECK SURGERY THROUGH EDUCATION, RESEARCH AND TRAINING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $750,376 | PYContributionsGrantsAmt |
| CY Contributions Grants | $915,337 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,149,820 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,561,272 | CYProgramServiceRevenueAmt |
| PY Investment Income | $353,397 | PYInvestmentIncomeAmt |
| CY Investment Income | $272,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,267,399 | PYOtherRevenueAmt |
| CY Other Revenue | $1,258,549 | CYOtherRevenueAmt |
| PY Total Revenue | $10,520,992 | PYTotalRevenueAmt |
| CY Total Revenue | $10,007,368 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $330,837 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $291,557 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,718,847 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,638,085 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $441,176 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,200,957 | PYOtherExpensesAmt |
| CY Other Expenses | $5,078,979 | CYOtherExpensesAmt |
| PY Total Expenses | $10,250,641 | PYTotalExpensesAmt |
| CY Total Expenses | $10,008,621 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $270,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,253 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,341,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,541,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,649,139 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,569,599 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,692,104 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,972,061 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADVANCE THE ART & SCIENCE OF OTOLARYNGOLOGY-HEAD & NECK SURGERY THROUGH EDUC, RESEARCH & LEARNING | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,348,404 | ExpenseAmt |
| Revenue | $5,894,871 | RevenueAmt |
| Desc | ANNUAL MEETING: THE AAO-HNSF ANNUAL MEETING & OTO EXPO IS THE WORLD'S MOST PRESTIGIOUS GATHERING OF OTOLARYNGOLOGIST-HEAD AND NECK SURGEONS. THE MEETING AND OTO EXPO IS ATTENDED BY OVER 6,000 GLOBAL PHYSICIANS, RESEARCHERS AND ALLIED HEALTH PROFESSIONALS WHO GATHER TO REVIEW THE LATEST RESEARCH, COLLABORATE WITH COLLEAGUES AND PARTICIPATE IN HUNDREDS OF HOURS OF OTOLARYNGOLOGY-HEAD AND NECK SPECIFIC CONTINUING MEDICAL EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,833,397 | ExpenseAmt |
| Grant | $53,245 | GrantAmt |
| Revenue | $1,666,401 | RevenueAmt |
| Desc | EDUCATION: THE FOUNDATION PRESENTS A WIDE RANGE OF EDUCATIONAL INITIATIVES AIMED AT INCREASING THE QUALITY OF PATIENT OUTCOMES THROUGH SUPPORTING KNOWLEDGEABLE, COMPETENT, AND PROFESSIONAL PHYSICIANS. THE FOUNDATION CURATES THE KNOWLEDGE BASE AND THEN CONDUCTS THE PLANNING AND PRODUCTION OF EDUCATIONAL ACTIVITIES FOR THE SPECIALTY AS WELL AS OUTREACH EFFORTS FOR NON-OTOLARYNGOLOGIST PHYSICIANS AND ALLIED HEALTH PROFESSIONALS. EDUCATION IS CONDUCTED THROUGH LIVE EVENTS, SUBSCRIPTION PRODUCTS, ONLINE ACTIVITIES, PRINT AND E-PUBLICATIONS AND MOBILE APPLICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,713,422 | ExpenseAmt |
| Desc | GUIDELINES AND QUALITY IMPROVEMENT: THROUGH THE DEVELOPMENT OF EVIDENCE-BASED GUIDANCE THAT IS UPDATED AND REFINED BASED ON FEEDBACK FROM OUR CURRENT PRACTICE DATA, WE EMPOWER PHYSICIANS TO PROVIDE THE BEST PATIENT CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $652,790 | COMMUNICATIONS: PUBLICATIONS OF OTOLARYNGOLOGY HEAD AND NECK SURGERY, THE LATEST PEER-REVIEWED ARTICLES, LITERATURE REVIEWS, AND CASE REPORTS ON DEVELOPMENTS IN THE TREATMENT OF THE EAR, NOSE, THROAT, AND RELATED STRUCTURES OF THE HEAD AND NECK. SPECIAL SUPPLEMENTS INCLUDE CLINICAL PRACTICE GUIDELINES AND OTHER TOPICS. | |
| $547,911 | RESEARCH: PROMOTE RESEARCH IN CURRENT TOPICS IN OTOLARYNGOLOGY AND ADMINISTER A RESEARCH GRANT PROGRAM FOR RESIDENTS AND PRACTITIONERS. | $238,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,200,701 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $238,312 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,095,924 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 80 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRIE HANLON SR DIR FIN OPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038364444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 DIAGONAL ROAD | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALBERT L MERATI | |||||||||
| PRESIDENT (BEG OCT) | 5.00 | 5.00 | Yes (X) | Yes (X) | $6,250 | $6,250 | $0 | ||
| DUANE J TAYLOR MD | |||||||||
| PRESIDENT-ELECT (BEG OCT) | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAVIN SETZEN MD | |||||||||
| IMMED. PAST PRESIDENT (BEG OCT) | 5.00 | 5.00 | Yes (X) | $18,750 | $18,750 | $0 | |||
| GREGORY W RANDOLPH MD | |||||||||
| IMMED. PAST PRESIDENT (TRHU SEPT) | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH W ALTMAN MD | |||||||||
| SECRETARY-TREASURER (BEG OCT) | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT P STRINGER MD | |||||||||
| SECRETARY-TREASURER (THRU SEPT) | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEN YANAGISAWA MD | |||||||||
| CHAIR - BOG (BEG OCT) | 5.00 | 5.00 | Yes (X) | $0 | $3,000 | $0 | |||
| SPENCER C PAYNE MD | |||||||||
| CHAIR-ELECT - BOG | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SANJAY R PARIKH MD | |||||||||
| PAST CHAIR - BOG | 5.00 | 5.00 | Yes (X) | $0 | $9,000 | $0 | |||
| JAY S YOUNGERMAN MD | |||||||||
| AT-LARGE DIRECTOR (THRU SEPT) | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL R BRADFORD MD | |||||||||
| AT-LARGE DIRECTOR (THRU SEPT) | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SETH R SCHWARTZ MD | |||||||||
| AT-LARGE DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY L SMITH MD | |||||||||
| AT-LARGE DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER J ABRAMSON MD | |||||||||
| AT-LARGE DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SONYA MALEKZADEH MD | |||||||||
| AT-LARGE DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS D BACKOUS MD | |||||||||
| AT-LARGE DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT A SENIOR MD | |||||||||
| AT-LARGE DIRECTOR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM R BLYTHE MD | |||||||||
| AT-LARGE DIRECTOR (BEG OCT) | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| VALARIE FLANARY MD | |||||||||
| AT-LARGE DIRECTOR (BEG OCT) | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C DENNENY III MD | |||||||||
| EVP/CEO | 20.00 | 20.00 | Yes (X) | $289,604 | $289,604 | $59,394 | |||
| CARRIE HANLON CPA | |||||||||
| SR. DIR, FINANCE & ADMIN | 20.00 | 20.00 | Yes (X) | $94,501 | $94,501 | $29,950 | |||
| JEAN BRERETON | |||||||||
| SR. DIR. RESEARCH & QUALITY | 40.00 | 0.00 | $248,316 | $0 | $35,871 | Yes (X) | |||
| JOHNNIE C WHITE | |||||||||
| SR. DIR., GLOBAL EDU, MTGS & SP | 40.00 | 0.00 | $220,846 | $0 | $55,941 | Yes (X) | |||
| MICHAEL A ROBEY | |||||||||
| SR. DIR., IT | 20.00 | 20.00 | $93,706 | $93,706 | $29,728 | Yes (X) | |||
| KATHERINE E LEWIS | |||||||||
| SR. DIR. COMMUNICATIONS | 4.00 | 36.00 | $17,029 | $153,259 | $27,807 | Yes (X) | |||
| CATHLIN A BOWMAN | |||||||||
| DIR., RE-GENT REGISTRY | 40.00 | 0.00 | $149,307 | $0 | $25,941 | Yes (X) | |||
| TAMARA L ROLLINS | |||||||||
| DIR., GLOBAL EDU.,MTGS, & SP | 38.00 | 2.00 | $127,683 | $6,720 | $34,798 | Yes (X) | |||
| JEANNE MCINTYRE | |||||||||
| DIR., COMMUNICATIONS & PUBL | 10.00 | 30.00 | $32,789 | $98,366 | $24,149 | Yes (X) | |||
| LISA M SATTERFIELD | |||||||||
| DIR., Q & P | 40.00 | 0.00 | $139,532 | $0 | $5,772 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,438,313 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $773,156 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $329,351 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PSAV NATIONAL OPERATIONS | |||||
| 23918 NETWORK PLACE | CHICAGO | IL | 60673 | AUDIO VISUAL | $675,228 |
| DESIGN DATA | |||||
| 610 PROFESSIONAL DRIVE | GAITHERSBURG | MD | 20879 | IT SERVICES | $482,956 |
| FREEMAN EXPOSITIONS INC | |||||
| 4545 WEST DAVIS ST | DALLAS | TX | 75211 | AM FLOOR MANAGEMENT | $190,464 |
| CMAC LLC | |||||
| 2245 KELLER WAY SUITE 310 | CARROLLTON | TX | 75006 | TRANSPORATION (AM18) | $179,434 |
| FIGMD INC | |||||
| 850 W ARMY TRAIL RD | CAROL STREAM | IL | 60188 | REGISTRY PLATFORM | $171,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $915,337 | AllOtherContributionsAmt |
| Total Contributions | $915,337 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEETINGS | 900099 | $5,894,871 | $5,894,871 |
| PRODUCT SALES | 900099 | $1,666,401 | $1,666,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,561,272 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272,210 | TotalRevenueColumnAmt |
| Exclusion | $272,210 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,117,544 | TotalRevenueColumnAmt |
| Exclusion | $1,117,544 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,800 | 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 | $2,800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,800 | TotalRevenueColumnAmt |
| Exclusion | $2,800 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $138,205 | TotalRevenueColumnAmt |
| Exclusion | $138,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $138,205 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,007,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,561,272 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,530,759 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,557 | TotalAmt |
| Program Services | $291,557 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,460 | TotalAmt |
| Program Services | $811,093 | ProgramServicesAmt |
| Management And General | $281,304 | ManagementAndGeneralAmt |
| Fundraising | $38,063 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,751,665 | TotalAmt |
| Program Services | $1,960,830 | ProgramServicesAmt |
| Management And General | $698,394 | ManagementAndGeneralAmt |
| Fundraising | $92,441 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,674 | TotalAmt |
| Program Services | $139,346 | ProgramServicesAmt |
| Management And General | $50,467 | ManagementAndGeneralAmt |
| Fundraising | $6,861 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,938 | TotalAmt |
| Program Services | $250,855 | ProgramServicesAmt |
| Management And General | $56,491 | ManagementAndGeneralAmt |
| Fundraising | $10,592 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,348 | TotalAmt |
| Program Services | $170,997 | ProgramServicesAmt |
| Management And General | $61,931 | ManagementAndGeneralAmt |
| Fundraising | $8,420 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,355 | TotalAmt |
| Program Services | $9,453 | ProgramServicesAmt |
| Management And General | $10,902 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,376 | TotalAmt |
| Program Services | $20,022 | ProgramServicesAmt |
| Management And General | $4,509 | ManagementAndGeneralAmt |
| Fundraising | $845 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,703 | TotalAmt |
| Management And General | $17,703 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,155 | TotalAmt |
| Program Services | $869,761 | ProgramServicesAmt |
| Management And General | $3,394 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,373 | TotalAmt |
| Program Services | $748,967 | ProgramServicesAmt |
| Management And General | $95,316 | ManagementAndGeneralAmt |
| Fundraising | $203,090 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,860 | TotalAmt |
| Program Services | $270,519 | ProgramServicesAmt |
| Management And General | $60,919 | ManagementAndGeneralAmt |
| Fundraising | $11,422 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,266 | TotalAmt |
| Program Services | $125,825 | ProgramServicesAmt |
| Management And General | $28,335 | ManagementAndGeneralAmt |
| Fundraising | $51,106 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,140 | TotalAmt |
| Program Services | $193,426 | ProgramServicesAmt |
| Management And General | $33,714 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,011,230 | TotalAmt |
| Program Services | $1,985,737 | ProgramServicesAmt |
| Management And General | $16,786 | ManagementAndGeneralAmt |
| Fundraising | $8,707 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,541 | TotalAmt |
| Program Services | $102,208 | ProgramServicesAmt |
| Management And General | $23,017 | ManagementAndGeneralAmt |
| Fundraising | $4,316 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,374 | TotalAmt |
| Program Services | $89,453 | ProgramServicesAmt |
| Management And General | $20,144 | ManagementAndGeneralAmt |
| Fundraising | $3,777 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,606 | TotalAmt |
| Program Services | $55,875 | ProgramServicesAmt |
| Management And General | $8,195 | ManagementAndGeneralAmt |
| Fundraising | $1,536 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,008,621 | TotalAmt |
| Program Services | $8,095,924 | ProgramServicesAmt |
| Management And General | $1,471,521 | ManagementAndGeneralAmt |
| Fundraising | $441,176 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,321,432 | BOYAmt |
| EOY | $1,163,640 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,680 | BOYAmt |
| EOY | $170,061 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,757 | BOYAmt |
| EOY | $62,332 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,753 | BOYAmt |
| EOY | $555,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,989,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,176,362 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,923,598 | BOYAmt |
| EOY | $10,813,320 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,566,228 | BOYAmt |
| EOY | $13,081,984 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,644,795 | BOYAmt |
| EOY | $1,695,321 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,341,243 | BOYAmt |
| EOY | $27,541,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,267 | BOYAmt |
| EOY | $1,150,015 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,734,195 | BOYAmt |
| EOY | $3,797,384 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,849,677 | BOYAmt |
| EOY | $7,622,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,649,139 | BOYAmt |
| EOY | $12,569,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,740,461 | BOYAmt |
| EOY | $8,063,099 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,942 | BOYAmt |
| EOY | $2,214,605 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,780,701 | BOYAmt |
| EOY | $4,694,357 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,692,104 | BOYAmt |
| EOY | $14,972,061 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,341,243 | BOYAmt |
| EOY | $27,541,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,253 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $283,328 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,118 | 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) |
|---|---|---|
| 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 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 | $1,300,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,041,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,078,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $750,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $915,337 | CurrentTaxYearAmt |
| Total | $5,086,700 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,300,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,041,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,078,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $750,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $915,337 | CurrentTaxYearAmt |
| Total | $5,086,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $435,312 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,651,388 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,626,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,610,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,554,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,392,554 | CurrentTaxYearAmt |
| Total | $7,647,916 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,205 | CurrentTaxYearAmt |
| Total | $542,785 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,277,401 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $39,576,566 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36810 | 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 | MISCELLANEOUS - 2014 AMOUNT: $ 103,155. 2015 AMOUNT: $ 75,644. 2016 AMOUNT: $ 68,134. 2017 AMOUNT: $ 157,647. 2018 AMOUNT: $ 138,205. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,232,534 | BeginningYearBalanceAmt |
| Contributions | $51,034 | ContributionsAmt |
| Investment Earnings Or Losses | $220,360 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $285,320 | OtherExpendituresAmt |
| End Year Balance | $6,218,608 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,979,066 | BeginningYearBalanceAmt |
| Contributions | $72,385 | ContributionsAmt |
| Investment Earnings Or Losses | $269,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,455 | OtherExpendituresAmt |
| End Year Balance | $6,232,534 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,466,888 | BeginningYearBalanceAmt |
| Contributions | $99,339 | ContributionsAmt |
| Investment Earnings Or Losses | $495,073 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,234 | OtherExpendituresAmt |
| End Year Balance | $5,979,066 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,505,341 | BeginningYearBalanceAmt |
| Contributions | $159,574 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,860 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $182,167 | OtherExpendituresAmt |
| End Year Balance | $5,466,888 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,466,996 | BeginningYearBalanceAmt |
| Contributions | $398,224 | ContributionsAmt |
| Investment Earnings Or Losses | -$161,721 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $198,158 | OtherExpendituresAmt |
| End Year Balance | $5,505,341 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24510 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,327,631 | OtherCostOrOtherBasisAmt |
| Book Value | $2,327,631 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,898,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,854,992 | DepreciationAmt |
| Book Value | $8,043,348 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,876,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,561,618 | DepreciationAmt |
| Book Value | $315,037 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $887,056 | OtherCostOrOtherBasisAmt |
| Depreciation | $759,752 | DepreciationAmt |
| Book Value | $127,304 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,813,320 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM ACADEMY | $866,066 |
| LIFE INSURANCE POLICIES | $543,923 |
| BOND ISSUANCE COSTS | $200,711 |
| DEFERRED COMPENSATION ASSETS | $84,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,695,321 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BONDS PAYABLE | $7,511,005 |
| DEFERRED COMPENSATION | $111,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,622,200 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,270,875 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $283,328 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,118 | OtherRevenueAmt |
| Revenue Not Reported | $281,210 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,989,665 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,703 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $17,703 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,007,368 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,990,918 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,990,918 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,703 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,703 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,008,621 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE HAL FOSTER ENDOWMENT IS THE UMBRELLA FOR ALL OF THE FOUNDATION'S PERMANENTLY RESTRICTED FUNDS; IT INCLUDES FUNDS FOR GENERAL RESEARCH PROJECTS, AS WELL AS SPECIFIC DONOR-FUNDED PROJECTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | WRITE-OFF OF BOND ISSUANCE COSTS -2,118. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,919,470 | RegionTotalExpendituresAmt |
| 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 | $1,919,470 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,919,470 | TotalSpentAmt |
| 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 |
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 |
|---|---|---|
| CORE RESEARCH GRANTS | 18 | $236,562 |
| TRAVEL AWARDS | 30 | $32,450 |
| OTHER GRANTS | 8 | $22,545 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CENTRALIZED OTOLARYNGOLOGY RESEARCH EFFORT (CORE) GRANT PROGRAM USES THE PROPOSAL CENTRAL GRANTS MANAGEMENT SOFTWARE TO MANAGE THE AAO-HNS RESEARCH GRANTEES AND THOSE OF THE PARTICIPATING SPECIALTY SOCIETIES. ONCE EACH GRANTEE IS SELECTED TO RECEIVE FUNDING, A NOTIFICATION LETTER IS SENT ALONG WITH A TERMS AND CONDITIONS CONTRACT. ALL GRANTEES ARE REQUIRED TO SUBMIT A TERMS AND CONDITIONS CONTRACT, PRIOR TO ANY GRANTS FUNDS BEING RELEASED. THE CONTRACT STIPULATES THAT THE FUNDS WILL BE USED AS OUTLINED IN THEIR ORIGINAL GRANT PROPOSAL BUDGET. ANY DEVIATIONS FROM THE ORIGINAL BUDGET MUST BE APPROVED BY THE FUNDING ORGANIZATION. ALL GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS EVERY 6-MONTHS, A FINAL PROGRESS REPORT (TO SHARE HOW THE FINDINGS WILL BE PRESENTED AND/OR PUBLISHED) AND A FINAL FINANCIAL REPORT WHICH OUTLINES THE USE OF THE FUNDS. IF THERE ARE UNEXPENDED FUNDS, THEY MUST BE RETURNED TO THE FUNDING ORGANIZATION. TRAVEL GRANTS ARE MONITORED THROUGH REVIEW OF ATTENDANCE RECORDS AT THE REALTED EVENT FOR WHICH THE TRAVEL GRANT WAS AWARDED. IN SOME CASES, REPORTS/ARTICLES ARE REQUIRED TO BE SUBMITTED DESICRIBING PARTICIPATION IN THE EVENT. OTHER GRANTS ARE MONITORED THROUGH REPORTING REQUIREMENTS SPECIFIC TO EACH GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES C DENNENY III MD | ||||||||||||||
| EVP/CEO | $273,704 | $273,704 | $15,900 | $15,900 | $0 | $0 | $21,500 | $21,500 | $9,217 | $9,217 | $320,321 | $320,321 | $0 | $0 |
| CARRIE HANLON CPA | ||||||||||||||
| SR. DIR, FINANCE & ADMIN | $91,351 | $91,351 | $3,150 | $3,150 | $0 | $0 | $8,520 | $8,520 | $7,475 | $7,475 | $110,496 | $110,496 | $0 | $0 |
| JEAN BRERETON | ||||||||||||||
| SR. DIR. RESEARCH & QUALITY | $237,816 | $0 | $10,500 | $0 | $0 | $0 | $22,326 | $0 | $15,585 | $0 | $286,227 | $0 | $0 | $0 |
| JOHNNIE C WHITE | ||||||||||||||
| SR. DIR., GLOBAL EDU, MTGS & SP | $213,146 | $0 | $7,700 | $0 | $0 | $0 | $20,952 | $0 | $37,029 | $0 | $278,827 | $0 | $0 | $0 |
| MICHAEL A ROBEY | ||||||||||||||
| SR. DIR., IT | $91,056 | $91,056 | $2,650 | $2,650 | $0 | $0 | $8,417 | $8,417 | $7,466 | $7,466 | $109,589 | $109,589 | $0 | $0 |
| KATHERINE E LEWIS | ||||||||||||||
| SR. DIR. COMMUNICATIONS | $16,549 | $148,939 | $480 | $4,320 | $0 | $0 | $1,516 | $13,648 | $1,468 | $13,214 | $20,013 | $180,121 | $0 | $0 |
| CATHLIN A BOWMAN | ||||||||||||||
| DIR., RE-GENT REGISTRY | $145,007 | $0 | $4,300 | $0 | $0 | $0 | $13,482 | $0 | $14,498 | $0 | $177,287 | $0 | $0 | $0 |
| TAMARA L ROLLINS | ||||||||||||||
| DIR., GLOBAL EDU.,MTGS, & SP | $125,118 | $6,585 | $2,565 | $135 | $0 | $0 | $11,993 | $631 | $23,003 | $1,211 | $162,679 | $8,562 | $0 | $0 |
| JEANNE MCINTYRE | ||||||||||||||
| DIR., COMMUNICATIONS & PUBL | $31,664 | $94,991 | $1,125 | $3,375 | $0 | $0 | $2,979 | $8,938 | $3,568 | $10,704 | $39,336 | $118,008 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE EVP/CEO, THE PRESIDENT, AND THE PRESIDENT-ELECT ARE COMPENSATED FOR SPOUSAL TRAVEL WITH RESPECT TO ANNUAL MEETING EVENTS OR PRE-EVENTS. AMOUNTS ARE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. THERE WAS NO SPOUSAL TRAVEL DURING THE YEAR ENDED 6/30/19. |
| PART I, LINE 4B | JAMES C. DENNENY, III, MD, 457F, $6,145 |
| PART I, LINE 7 | EACH YEAR THE ACADEMY AND FOUNDATION'S EVP/CEO IS ELIGIBLE FOR A PERFORMANCE-BASED BONUS UP TO, BUT NOT EXCEEDING, 6% OF HIS ANNUAL BASE SALARY, LESS TAXES AND WITHHOLDING. ANY BONUS AWARDED RESULTS FROM AN ANNUAL REVIEW AND FORMAL EVALUATION PROCESS, PERFORMED BY THE EXECUTIVE COMMITTEE, CHAIRED BY THE IMMEDIATE PAST PRESIDENT. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF ALEXANDRIA SERIES 2017 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 546001103 | BondIssuerEIN |
| Bond Issued | 2017-12-29 | BondIssuedDt |
| Issue Price | $7,882,646 | IssuePriceAmt |
| Purpose | PRINCIPAL REDEMPTION OF SERIES 2008B TAX-EXEMPT BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $7,882,646 | TotalProceedsAmt |
| Other Spent Proceeds | $7,882,646 | OtherSpentProceedsAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 3B | FORM 990-T IS BEING FILED FOR 2018, BUT ONLY TO RECEIVE A REFUND OF AMOUNTS PREVIOUSLY PAID IN, BEFORE THE REPEAL OF THE TRANSPORTATION FRINGE TAX. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE FOUNDATION HAS AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE PRESIDENT, THE MOST RECENT LIVING PAST PRESIDENT, THE PRESIDENT-ELECT, THE SECRETARY-TREASURER, THE CHAIR OF THE BOARD OF GOVERNORS OF AAO-HNS, AND TWO AT-LARGE DIRECTORS WHO ARE SERVING THE FOURTH AND FINAL YEAR OF THEIR TERM. THE EXECUTIVE COMMITTEE HAS, BETWEEN BOARD MEETINGS, ALL OF THE POWERS AND RESPONSIBILITIES CONFERRED UPON THE BOARD BY LAW, OR BY ITS BYLAWS, WITH RESPECT TO FOUNDATION OPERATIONS. THE EXECUTIVE COMMITTEE MAY REQUEST THAT THE BOARD BE CONVENED TO RATIFY ITS ACTIONS AND RECOMMENDATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FOUNDATION HAS ONE MEMBER, THE AMERICAN ACADEMY OF OTOLARYNGOLOGY, HEAD AND NECK SURGERY, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION'S BYLAWS SPECIFY THAT ITS BOARD MEMBERS MUST CONSIST OF MEMBERS OF THE BOARD OF ITS SOLE MEMBER, THE AMERICAN ACADEMY OF OTOLARYNGOLOGY-HEAD AND NECK SURGERY, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS ADOPTED BY THE FOUNDATION MAY BE AMENDED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE BOARD OF DIRECTORS AND WITH APPROVAL OF THE MEMBER AT A MEETING OF THE MEMBER PROVIDED, HOWEVER, THAT NO AMENDMENT SHALL BE ACTED UPON UNLESS WRITTEN NOTICE, SETTING FORTH THE SUBSTANCE OF THE PROPOSED AMENDMENT, AND THE TIME AND PLACE OF MEETING, SHALL HAVE BEEN SENT TO THE BOARD OF DIRECTORS AT LEAST THIRTY DAYS IN ADVANCE OF THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN EMAIL NOTICE CONTAINING A DIRECT LINK TO THE DOCUMENT IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM 990 WITH THE IRS. BOARD MEMBERS ARE INVITED TO DIRECT QUESTIONS OR COMMENTS TO ANY OFFICER OR KEY EMPLOYEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | INQUIRIES OF INDIVIDUALS REGARDING CONFLICT OF INTERST ARE PERFORMED AND FOLLOWED UP ON. |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMPENSATION COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE ACADEMY AND THE FOUNDATION UNDERTAKE AN ANNUAL REVIEW OF THE EVP/CEO'S PERFORMANCE. THE COMMITTEES USE AS A GUIDE FOR DETERMINING THE COMPENSATION A FORMAL EVALUATION PROCESS ESTABLISHED BY THE EXECUTIVE AND FINANCE COMMITTEE. A SMALL SUBSET OF THE BOD, INCLUDING THE PRESIDENT, PRESIDENT ELECT, AND TREASURER, IS USED AS THE COMPENSATION COMMITTEE FOR THE EVP/CEO. DURING THE MOST RECENT CONTRACT RENEWAL IN 2010, THE COMMITTEE USED DATA FROM A CONSULTANT WHO SPECIALIZES IN BENCHMARKING EXECUTIVE COMPENSATION. THE EVP/CEO'S CONTRACT ALSO PROVIDES POLICIES ON ANNUAL INCREASES AND PERFORMANCE BONUSES. THESE ARE BOTH DETERMINED BY THE COMPENSATION COMMITTEE. THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE EVP/CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF BOND ISSUANCE COSTS -2,118. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD & NECK SURGERY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 DIANONAL ROAD | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521219436 | EIN |
| Primary Activities | AAO-HNS IS THE WORLD'S LARGEST ORGANIZATION REPRESENTING SPECIALISTS | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENT RESOURCES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 DIAGONAL ROAD | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541996469 | EIN |
| Primary Activities | PRODUCTS, SERVICES AND INFO TO BENEFIT PROVIDERS | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | 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 | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY | ||
| N | $186,872 | COST |
| AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY | ||
| O | $3,718,628 | COST |
| AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY | ||
| P | $1,236,382 | COST |
Comments