THE HELICON FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HELICON FOUNDATION INC (EIN 13-3228528)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-08
- IRS object ID
- 202031909349302408
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T18:43:13-04:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822194701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REIMER & FREEMAN CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 TUDOR ROAD | AddressLine1Txt |
| City | FARMINGDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11735 | 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 | 133228528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELICON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WELCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128746438 | PhoneNum |
| Signature | 2020-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARA L REIMER | PreparerPersonNm |
| PTIN | P00042355 | PTIN |
| Phone | 5166946808 | PhoneNum |
| Preparation | 2020-07-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.81.203.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-08 | IPDt |
| IP Tm | 18:44:53 | IPTm |
| Federal Original Submission Id | 1298902020190uwsf5vk | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE47C81848DE07D5B5A547BE40933AE56FCD6D96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE47C81848DE07D5B5A547BE40933AE56FCD6D96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA WELCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 DOOLITTEL ROAD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $117,677 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HELICON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE PUBLIC AWARENESS OF THE SPECIAL BREADTH AND IMPORTANCE OF OUR WESTERN MUSICAL HERITAGE THROUGH MUSICAL PERFORMANCES OF MUSIC OF THE 17TH, 18TH AND EARLY 19TH CENTURIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $85,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $91,862 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $9,070 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,638 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,745 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $102,338 | PYTotalRevenueAmt |
| CY Total Revenue | $117,677 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,552 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,698 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $551 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $76,146 | PYOtherExpensesAmt |
| CY Other Expenses | $97,954 | CYOtherExpensesAmt |
| PY Total Expenses | $134,698 | PYTotalExpensesAmt |
| CY Total Expenses | $143,652 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$32,360 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,975 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $375,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $341,450 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $815 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $370,451 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $340,635 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INCREASE PUBLIC AWARENESS OF THE SPECIAL BREADTH AND IMPORTANCE OF OUR WESTERN MUSICAL HERITAGE THROUGH MUSICAL PERFORMANCES OF MUSIC OF THE 17TH, 18TH AND EARLY 19TH CENTURIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $112,455 | ExpenseAmt |
| Revenue | $17,620 | RevenueAmt |
| Desc | SYMPOSIUM 127-CROSSING THE CHANNELCROSSING THE CHANNEL 23 AND 24 SEPTEMBER 2018CHLOE FEDOR, JEFFREY GIRTON, AUGUSTA MCKAY LODGE, AND ALANA YOUSSEFIAN, VIOLINS JESSICA TROY, VIOLA EZRA SELTZER, CELLO WEN YANG, BASSAVI STEIN, DIRECTOR & HARPSICHORDIMMIGRANTS IN 18TH-CENTURY LONDONWORKS BY HANDEL, GEMINIANI, HAYES/CARBONELLI, HELLENDAAL, HAYM, AND AVISONEXPLORING THE IMMIGRANTS WHO CAME OVER THE CLIFFS OF DOVER TO MAKE LONDON OF THE EARLY 18TH CENTURY ONE OF EUROPES GREAT CULTURAL CAPITALS. THIS TIDE OF NEW ARRIVALS INCLUDED THE FAMOUS GEORGE FRIDERIC HANDEL, WHO WOULD BECOME THE GREATEST COMPOSER OF HIS ADOPTED COUNTRY FOR OVER A CENTURY, AND OTHERS WHO FOLLOWED THE CRAZE FOR ARCHANGELO CORELLI, THE ORPHEUS OF HIS AGE. SYMPOSIUM 128-EMPIRES ENDEMPIRES END 2 AND 3 DECEMBER 2018JENNIFER FRAUTSCHI AND GUILLAUME PIRARD, VIOLINS ANDREW GONZALEZ, VIOLA RAMAN RAMAKRISHNAN, CELLO MICHAEL BROWN, PIANOCOLIN BALZER, TENOREDWARD ELGARPIANO QUINTETCHARLES VILLIERS STANFORDPIANO QUARTET #2 (AMERICAN PREMIERE) SONGS ON TEXTS BY SHAKESPEAREWE TRAVEL FORWARD FROM LONDON AS A MECCA FOR CONTINENTAL ARTISTS TO THE TWILIGHT OF THE METROPOLIS AS THE CENTER OF AN EMPIRE. BELOVED ARTISTS OF HELICON JOIN WITH NEWCOMERS TO PERFORM THIS LAST GENERATION OF ROMANTIC COMPOSERS THAT EMBODY THE END OF AN ERA, A MOMENT WHERE THE WORLD STOOD ON THE EDGE OF A CLIFF. SYMPOSIUM 129-THE VERY FIRST VIENNESE SCHOOLTHE VERY FIRST VIENNESE SCHOOL 20 AND 21 JANUARY 2019ROBERT MEALY AND JULIE ANDRIJESKI, VIOLINSGREG INGLES, SACKBUT - DAVID MORRIS, VIOLA DA GAMBA - DOMINIC TERESI, DULCIAN JOHN LENTI, THEORBO AND GUITAR - AVI STEIN, HARPSICHORD AND ORGANWORKS OF SCHMELZER, BERTALI, KERLL, FUX, AND MUFFAT.IN CONTRAST TO THE SO-CALLED FIRST VIENNESE SCHOOL OF HAYDN, MOZART AND BEETHOVEN OR ITS 20TH-CENTURY SUCCESSOR,THE SECOND SCHOOL OF BERG, SCHOENBERG AND WEBERN, STANDS THE WONDROUS AND FANTASTICAL MUSIC OF 17TH-CENTURY VIENNA. WHILE MUFFAT, SCHMELZER AND BERTALI MAY NOT HAVE THE NAME RECOGNITION AS THESE LATER HEIRS TO THEIR CITY, IN THE VERY FIRST VIENNESE SCHOOL WE INVITE YOU TO DELIGHT IN ANOTHER HELICON SYMPOSIUM FILLED WITH SURPRISING DISCOVERIES. SYMPOSIUM 130-SONS OF THE REVOLUTIONSONS OF THE REVOLUTION 14 AND 15 APRIL 2019AISSLIN NOSKY, VIOLIN MAUREEN MURCHIE, VIOLA BEILIANG SHU, CELLO ILYA POLETAEV, PIANOLUDWIG VAN BEETHOVENSYMPHONY NO. 3 IN E-FLAT MAJOR, OP. 55, EROICA (ARRANGED FOR QUARTET BY F. RIES) CELLO SONATA NO. 4 IN C MAJOR, OP. 102, NO. 1FERDINAND RIESVIOLIN SONATA IN C-SHARP MINOR, OP. 71OVER THE PAST FEW YEARS HELICON HAS SET UP WONDERFUL COLLABORATIONS BETWEEN SOME OF OUR FAVORITE PERFORMERS. WITH SONS OF THE REVOLUTION WE BUILD ON THE SUCCESS OF OUR MATCHMAKING SKILLS BY UNITING PIANIST ILYA POLETAEV, CELLIST BEILIANG ZHU AND VIOLINIST AISSLINN NOSKY. THIS FINAL SYMPOSIUM OF THE SEASON COMBINES THE MUSIC OF BEETHOVEN AND HIS PUPIL FERDINAND RIES, INCLUDING THE REVOLUTIONARY EROICA SYMPHONY, IN A CHAMBER VERSION FIT FOR OUR INTIMATE SPACE. | Desc |
| Total Program Service Expenses | $112,455 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LIPPOLD | PersonNm |
| Phone | 2128746438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 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 |
|---|---|---|---|---|---|---|---|
| LISA WELCH | |||||||
| PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAMELA DREXEL | |||||||
| VICE PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IAN DANIC | |||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM SIMON | |||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANKLIN HELLER | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER C LOMBARDO | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN ZOLLA-PAZNER | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH SCOZZAFAVA | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD LIPPOLD | |||||||
| ADMINISTRATIVE DIRECTOR | 10.00 | 0.00 | Yes (X) | $18,333 | $0 | $0 | |
| YOAV AVI STEIN | |||||||
| ARTISTIC DIRECTOR | 10.00 | 0.00 | Yes (X) | $22,917 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $41,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $74,903 | MembershipDuesAmt |
| Fundraising | $8,550 | FundraisingAmt |
| All Other Contributions | $8,409 | AllOtherContributionsAmt |
| Total Contributions | $91,862 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT FEES | 711130 | $6,000 | $6,000 |
| SYMPHONY TICKETS | 711130 | $3,070 | $3,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,070 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,745 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,745 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $8,550 | ContriRptFundraisingEventAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,815 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,250 | TotalAmt |
| Program Services | $22,917 | ProgramServicesAmt |
| Management And General | $18,333 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,448 | TotalAmt |
| Program Services | $2,471 | ProgramServicesAmt |
| Management And General | $1,977 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,446 | TotalAmt |
| Management And General | $2,446 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,570 | TotalAmt |
| Management And General | $2,570 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,680 | TotalAmt |
| Program Services | $4,680 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,291 | TotalAmt |
| Management And General | $2,291 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140 | TotalAmt |
| Management And General | $1,140 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092 | TotalAmt |
| Program Services | $1,629 | ProgramServicesAmt |
| Management And General | $463 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SYMPOSIUM EXPENSES | $72,896 | $72,896 | ||
| PAYROLL PROCESSING FEES | $1,354 | $752 | $602 | |
| SPECIAL EVENTS | $424 | $424 | ||
| UTILITIES | $584 | $584 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,477 | TotalAmt |
| Program Services | $7,110 | ProgramServicesAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
| Fundraising | $127 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,652 | TotalAmt |
| Program Services | $112,455 | ProgramServicesAmt |
| Management And General | $30,646 | ManagementAndGeneralAmt |
| Fundraising | $551 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,887 | BOYAmt |
| EOY | $17,312 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,003 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,827 | BOYAmt |
| EOY | $323,135 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,359 | BOYAmt |
| EOY | $341,450 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,908 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $815 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,908 | BOYAmt |
| EOY | $815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,001 | BOYAmt |
| EOY | $326,685 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,450 | BOYAmt |
| EOY | $13,950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,451 | BOYAmt |
| EOY | $340,635 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,359 | BOYAmt |
| EOY | $341,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$25,975 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $31,116 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$34,957 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $109,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,932 | CurrentTaxYearAmt |
| Total | $510,752 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,932 | CurrentTaxYearAmt |
| Total | $510,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $510,752 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,745 | CurrentTaxYearAmt |
| Total | $65,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $576,030 | TotalSupportAmt |
| Public Support CY170 | 0.88670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAB INVESTMENTS | Desc |
| Book Value | $323,135 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $323,135 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $815 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $815 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | TWO MEMBERS OF THE BOARD ARE A MARRIED COUPLE. |
| Form 990 governing body review Part VI line 11 | THE 990 IS REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING AND APPROVED FOR FILING. |
| Governing documents etc available to public Part VI line 19 | UPON WRITTEN REQUEST ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION DURING NORMAL BUISNESS HOURS. |
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