FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES INC (EIN 52-0743814)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-03
- IRS object ID
- 201920939349300817
- Schema version
- 2017v2.3
- 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 | 2019-04-03T15:59:43-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520743814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ADVANCED EDUCATION IN THE | BusinessNameLine1Txt |
| Business Name Line2 | SCIENCES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3015948985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CENTER DRIVE 1N241-MSC 1115 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208921115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA FARIAS MBA | PersonNm |
| Person Title | CEO/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3015948985 | PhoneNum |
| Signature | 2019-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IVY BECKHAM | PreparerPersonNm |
| PTIN | P01316131 | PTIN |
| Phone | 5712279500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-27 | IPDt |
| IP Tm | 06:00:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 117C9FDD72C608EEAC637569487DFDD6D3A36660 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0514B758026FFB4303D1E4DFF3C58ED2768E19CE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINA FARIAS MBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CENTER DRIVE 1N241-MSC 1115 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208921115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,929,200 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FAES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE PRODUCTIVITY AND ATTRACTIVENESS OF PROFESSIONAL LIFE AT THE NIH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 153 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,940,755 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,272,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $870,771 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,282,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $244,231 | PYOtherRevenueAmt |
| CY Other Revenue | -$74,151 | CYOtherRevenueAmt |
| PY Total Revenue | $29,055,765 | PYTotalRevenueAmt |
| CY Total Revenue | $32,505,369 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $182,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $110,513 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,096,325 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,592,674 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,065,619 | PYOtherExpensesAmt |
| CY Other Expenses | $29,199,543 | CYOtherExpensesAmt |
| PY Total Expenses | $32,344,644 | PYTotalExpensesAmt |
| CY Total Expenses | $31,902,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,288,879 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $602,639 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,198,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,257,058 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,359,382 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,482,790 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,839,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,774,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES, INC (FAES) IS A NON-PROFIT ORGANIZATION, LOCATED AT THE NATIONAL INSTITUTES OF HEALTH (HEREAFTER "NIH"), WHICH CONDUCTS ADVANCED EDUCATIONAL PROGRAMS AND SUPPORTING ACTIVITIES TO PROMOTE THE PRODUCTIVITY AND ATTRACTIVENESS OF PROFESSIONAL LIFE ON THE NIH CAMPUSES. FAES PROGRAMS COMPLEMENT THE WORK OF NIH IN ACCOMPLISHING ITS MISSION OF RESEARCH AND TRAINING IN THE BIOMEDICAL SCIENCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,549,544 | ExpenseAmt |
| Revenue | $28,737,433 | RevenueAmt |
| Desc | HEALTH INSURANCE:ADMINISTRATIVE SERVICES/PLAN SPONSORSHIP FOR A GROUP HEALTH INSURANCE PLAN WHICH IS AVAILABLE TO NIH TRAINEES WHO WORK AT OR FOR NIH, BUT ARE INELIGIBLE FOR FEDERAL HEALTH INSURANCE. NIH TRAINEES FUNCTION AS STUDENTS, ALSO REFERRED TO AS FELLOWS, AND ARE THE PRIMARY MARKET THAT FAES SERVES. THIS PROGRAM PROVIDED HEALTH INSURANCE FOR 8,156 INDIVIDUALS DURING THE YEAR, INCLUDING EXCELLENT BENEFITS, AFFORDABLE ANNUAL MAXIMUMS, AND LOW OUT-OF POCKET EXPENSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $831,499 | ExpenseAmt |
| Grant | $29,018 | GrantAmt |
| Revenue | $970,861 | RevenueAmt |
| Desc | CONFERENCES AND TRAINING: FAES SUPPORTS EDUCATIONAL, CULTURAL, AND PROFESSIONAL INITIATIVES OF THE NIH AND ACTIVELY SEEKS OUT WAYS TO DO MORE TO FACILITATE A COLLEGIAL ENVIRONMENT. FAES HOSTED 2 CONFERENCES DURING THE YEAR.FAES ALSO OFFERS OVER 30 LAB TECHNIQUE TRAINING COURSES TAUGHT BY NIH SCIENTISTS AND OTHER LEADING BIOMEDICAL FIELD EXPERTS. TRAINING COURSES INCLUDE 2-5 DAY SESSIONS AND WEEKEND OFFERINGS. CONTINUING MEDICAL EDUCATION (CME) AND CONTINUING EDUCATION (CE) CREDITS ARE AVAILABLE. FAES HOSTED 52 TRAINING COURSES DURING THE YEAR. THE FAES BIOTECH PROGRAM ALSO OFFERS EDUCATIONAL PRODUCTS AND CELL KITS TO SUPPLEMENT TRAINING AND ENHANCE THE EDUCATION OF YOUNG SCIENTISTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $817,427 | ExpenseAmt |
| Grant | $1,175 | GrantAmt |
| Revenue | $612,670 | RevenueAmt |
| Desc | EDUCATION: THE GRADUATE SCHOOL HAS OVER 1,926 ENROLLMENTS PER YEAR STUDYING AREAS TO FILL THE GAP BETWEEN TRADITIONAL ACADEMIC PROGRAMS AND WORKING IN A WORLD-CLASS BIOMEDICAL RESEARCH ENVIRONMENT AT NIH. FAES OFFERS OVER 100 COURSES IN BIOCHEMISTRY, BIOINFORMATICS, BIOLOGY, CHEMISTRY, GENETICS, IMMUNOLOGY, MATHEMATICS, MEDICINE, MICROBIOLOGY, PHARMACOLOGY, PUBLIC HEALTH, STATISTICS, TECHNOLOGY TRANSFER, TOXICOLOGY, GRE PREP, MCAT REVIEW, ENGLISH AS A SECOND LANGUAGE (ESL), FRENCH, SPANISH, MINDFULNESS, AND MORE. ALL COURSES ARE AFFORDABLE, CONVENIENT AND RELEVANT. THE GRADUATE SCHOOL ALSO HAS TWO ADVANCED STUDIES PROGRAMS: TECHNOLOGY TRANSFER FROM WHICH THE CREDITS CAN BE TRANSFERRED INTO SEVERAL UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE MASTER DEGREE PROGRAMS AND PUBLIC HEALTH THAT COVERS EPIDEMIOLOGY, BIO-STATISTICS, ENVIRONMENTAL HEALTH SCIENCES, HEALTH POLICY AND MANAGEMENT, AND SOCIAL AND BEHAVIORAL SCIENCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $466,932 | $80,320 | $18,268 | PROGRAM SUPPORT TO NIH: FUNDING, FOOD, AND ADMINISTRATIVE SUPPORT FOR A VARIETY OF PROGRAMS, ACTIVITIES AND EVENTS SUCH AS THE OFFICE OF INTRAMURAL TRAINING AND EDUCATION (OITE) COMMUNITY COLLEGE DAY, GRADUATE PARTNERSHIP PROGRAM (GPP) RECRUITING, COMMUNITY BUILDING, AND SYMPOSIA, SUPPORT FOR THE NIH ANNUAL RESEARCH FESTIVAL, THE FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH (FNIH), CLASSICAL AND JAZZ MUSIC PERFORMANCES, NIH TAKE YOUR CHILD TO WORK DAY, WEDNESDAY AFTERNOON LECTURES (WALS), AND MORE. |
| $81,175 | $7,090 | BOOKSTORE: IN 2013 FAES OPENED A 20,000-SQUARE-FOOT RENOVATION IN THE HEART OF BUILDING #10'S FIRST FLOOR THAT ENCOMPASSES THE FAES ACADEMIC CLASSROOMS, A LARGE, SKY LIGHTED TERRACE, NEW ADMINISTRATIVE OFFICES, A FACULTY CLUB/DINING ROOM, A GRADUATE STUDENT LOUNGE, AND BOOKSTORE.FAES BOOKSTORE@NIH, THE MOST PUBLIC FACING ASPECT OF THE FAES ACADEMIC CENTER, HAS BEEN PROVIDING MEDICAL AND SCIENCE TEXTBOOK SERVICES TO NIH FOR OVER 50 YEARS. OUR LOCATION, JUST STEPS AWAY FROM MASUR AUDITORIUM AND THE FAES CLASSROOMS, IS IDEALLY LOCATED TO SUPPORT THE SPECIALIZED BOOK NEEDS OF THE FAES GRADUATE SCHOOL AND THE NIH SCIENTIFIC COMMUNITY.GIFT STORE: SUCCESSFULLY OPENED SECOND RETAIL LOCATION ON DECEMBER 7, 2015. RECEIVED TREMENDOUS POSITIVE FEEDBACK ON OUR CRC GIFT STORE FROM ALL SEGMENTS OF THE NIH COMMUNITY AND EXPANDED SELECTION OF QUALITY NIH IMPRINTED CLOTHING AND GIFTS. HELPED TO BUILD COMMUNITY WITH SEVERAL HIGH-PROFILE AUTHOR EVENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $548,107 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $80,320 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $25,358 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $31,746,577 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | Yes (1) | 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 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 | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 153 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA FARIAS | PersonNm |
| Phone | 3015948985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CENTER DRIVE ROOM 1N241-MSC 1115 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208921115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|
| SUSAN F LEITMAN MD | |||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $46,000 | $0 | $0 | |
| HEINER WESTPHAL MD | |||||||
| FIRST VICE PRESIDENT/VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY KOPP MD | |||||||
| SECOND VICE PRESIDENT/VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN TED IBEX CPA | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN SCHECHTER MD | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA ALVING MD MACP | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IRA BERKOWER MD PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ORNA COHEN-FIX PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE G DONALDSON PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE L EPSTEIN PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAOMI LYNN GERBER MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN GOLDHAMMER PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISA M GOLDSTEIN MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN JOHNSON LANGER PHD MBA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WARREN LEONARD MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD R MATTISON MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD MAX MD PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS MKANGANWI CPA CA EML | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SIBLEY PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SIEGEL MD PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL J THIELE PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F TISDALE MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A WYNN PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEEPO YU PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA FARIAS MBA | |||||||
| CEO/EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $201,282 | $0 | $38,055 | ||
| NICOLE LUNA CPA | |||||||
| DIRECTOR OF ACCOUNTING/CONTROLLER | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| NIKKI COOPER UNTIL 112017 | |||||||
| DIRECTOR OF ACCOUNTING/CONTROLLER | 40.00 | Yes (X) | $106,527 | $0 | $31,618 | ||
| JAMES KUHLMAN | |||||||
| DIRECTOR OF BUSINESS SERVICES | 40.00 | $132,796 | $0 | $27,417 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $486,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,090 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORESOURCE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1280 NORTH PLUM STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INSURANCE CLAIMS TPA | ServicesDesc |
| Compensation | $3,205,589 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,667 | AllOtherContributionsAmt |
| Total Contributions | $23,667 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE SUBSCRIPTIONS | 524292 | $28,737,433 | $28,737,433 |
| CONFERENCE REVENUE | 611430 | $922,867 | $922,867 |
| TUITION & SCHOOL FEES | 611430 | $612,670 | $612,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,272,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,356 | TotalRevenueColumnAmt |
| Exclusion | $443,356 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $226,765 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $374,268 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$147,503 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$147,503 | TotalRevenueColumnAmt |
| Exclusion | -$147,503 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,998,278 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,140,931 | SecuritiesAmt |
| Other | $17,820 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,857,347 | SecuritiesAmt |
| Other | -$17,820 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,839,527 | TotalRevenueColumnAmt |
| Exclusion | $1,839,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $949,294 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $890,812 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,482 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,228 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $642 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,870 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,505,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,346,322 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,135,380 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,220 | TotalAmt |
| Program Services | $79,220 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,293 | TotalAmt |
| Program Services | $31,293 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,013 | TotalAmt |
| Program Services | $51,529 | ProgramServicesAmt |
| Management And General | $354,484 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591,143 | TotalAmt |
| Program Services | $1,042,848 | ProgramServicesAmt |
| Management And General | $548,295 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,235 | TotalAmt |
| Program Services | $69,022 | ProgramServicesAmt |
| Management And General | $37,213 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,251 | TotalAmt |
| Program Services | $29,240 | ProgramServicesAmt |
| Management And General | $318,011 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,032 | TotalAmt |
| Program Services | $81,604 | ProgramServicesAmt |
| Management And General | $60,428 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,745 | TotalAmt |
| Program Services | $51,585 | ProgramServicesAmt |
| Management And General | $97,160 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,192 | TotalAmt |
| Management And General | $41,192 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,473 | TotalAmt |
| Management And General | $91,473 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,927 | TotalAmt |
| Program Services | $229,716 | ProgramServicesAmt |
| Management And General | $174,211 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,942 | TotalAmt |
| Program Services | $19,092 | ProgramServicesAmt |
| Management And General | $20,850 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,635 | TotalAmt |
| Program Services | $23,340 | ProgramServicesAmt |
| Management And General | $268,295 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,207 | TotalAmt |
| Program Services | $71,224 | ProgramServicesAmt |
| Management And General | $75,983 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,858 | TotalAmt |
| Program Services | $5,770 | ProgramServicesAmt |
| Management And General | $2,088 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,869 | TotalAmt |
| Program Services | $21,447 | ProgramServicesAmt |
| Management And General | $2,422 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,124 | TotalAmt |
| Program Services | $306,876 | ProgramServicesAmt |
| Management And General | $45,248 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,289 | TotalAmt |
| Management And General | $20,289 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,377 | TotalAmt |
| Program Services | $70,933 | ProgramServicesAmt |
| Management And General | $60,444 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,983 | TotalAmt |
| Management And General | $67,983 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSURANCE HEALTH CLAIMS | $27,212,569 | $27,212,569 | |
| BIOTECH | $198,336 | $198,336 | |
| DUES & SUBSCRIPTIONS | $10,621 | $9,522 | $1,099 |
| OVERHEAD ALLOCATION | $0 | $2,139,031 | -$2,139,031 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,396 | TotalAmt |
| Program Services | $2,380 | ProgramServicesAmt |
| Management And General | $8,016 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,902,730 | TotalAmt |
| Program Services | $31,746,577 | ProgramServicesAmt |
| Management And General | $156,153 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,113,549 | BOYAmt |
| EOY | $2,530,522 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,538,962 | BOYAmt |
| EOY | $3,042,818 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,606,488 | BOYAmt |
| EOY | $3,001,022 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,084 | BOYAmt |
| EOY | $162,043 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,050 | BOYAmt |
| EOY | $64,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,233,533 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,851,297 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,582 | BOYAmt |
| EOY | $1,382,236 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,032,356 | BOYAmt |
| EOY | $22,037,656 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,715 | BOYAmt |
| EOY | $36,653 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,198,786 | BOYAmt |
| EOY | $32,257,058 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,090,869 | BOYAmt |
| EOY | $3,990,973 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,691 | BOYAmt |
| EOY | $139,098 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,028 | BOYAmt |
| EOY | $65,998 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,794 | BOYAmt |
| EOY | $286,721 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,359,382 | BOYAmt |
| EOY | $4,482,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,668,691 | BOYAmt |
| EOY | $27,591,319 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,713 | BOYAmt |
| EOY | $182,949 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,839,404 | BOYAmt |
| EOY | $27,774,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,198,786 | BOYAmt |
| EOY | $32,257,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $602,639 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,948 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,017,124 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $360,297 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $740,654 | OtherCostOrOtherBasisAmt |
| Book Value | $740,654 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,591,110 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,023,205 | DepreciationAmt |
| Book Value | $567,905 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $901,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $828,092 | DepreciationAmt |
| Book Value | $73,677 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,382,236 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $14,235 |
| DUE TO NIH | $247,761 |
| CAPITAL LEASE OBLIGATION | $24,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $286,721 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,820,701 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$10,948 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $61,200 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $50,252 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,770,449 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,265,080 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,265,080 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,505,369 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,868,713 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $61,200 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $904,783 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $965,983 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,902,730 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,902,730 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CUSTODIAL FUNDS ARE MONIES COLLECTED ON BEHALF OF THIRD PARTY ORGANIZATIONS THAT FAES IS HANDLING ON AN AGENCY BASIS. FAES HAS NO DECISION MAKING AUTHORITY REGARDING HOW THE FUNDS ARE SPENT. |
| PART X, LINE 2: | UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, FAES IS EXEMPT FROM FEDERAL INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. NO PROVISION FOR UNRELATED BUSINESS INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS FOR THE YEARS ENDED MAY 31, 2018 AND 2017, AS FAES HAS NO MATERIAL NET UNRELATED BUSINESS INCOME AND HAS A NET OPERATING LOSS CARRY-FORWARD TO OFFSET UNRELATED TAXABLE INCOME. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -374,268. COST OF GOODS SOLD -890,812. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 374,268. COST OF GOODS SOLD 890,812. FAVORABLE SETTLEMENT-HEALTH INSURANCE -304,931. BAD DEBT RECOVERY -55,366. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | VARIOUS ADVERTISING MATERIALS OUTLINED THE RACIALLY NON-DISCRIMINATORY POLICY OF FAES. THE COURSE CATALOGUE CONTAINS A NON-DISCRIMINATORY CLAUSE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| NATIONAL INSTITUTE OF HEALTH | ||||||
| 9000 ROCKVILLE PIKE | BETHESDA | MD | 20892 | N/A | $12,045 | TO BUILD A GIFT STORE ON B1 LEVEL OF BUILDING 10 |
| NATIONAL INSTITUTE OF HEALTH | ||||||
| 9000 ROCKVILLE PIKE | BETHESDA | MD | 20892 | N/A | $55,000 | OITE HISTEP PROGRAM AND GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HONORARIA AND TRAVEL AWARDS | GrantTypeTxt |
| Recipient | 48 | RecipientCnt |
| Cash Grant | $31,293 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FAES PROVIDES VARIOUS HONORARIA AND TRAVEL AWARDS THROUGHOUT THE YEAR. AMOUNTS OF THIS ASSISTANCE RANGE FROM $50 TO $5,000, WITH MOST HONORARIA AWARDS IN THE $1,000 TO $2,000 RANGE. FAES MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNTS OF ASSISTANCE AND THE SELECTION CRITERIA AND ELIGIBILITY REQUIREMENTS AS SET BY THE BOARD OF DIRECTORS. FAES ALSO COMPLIES WITH TAX REPORTING REQUIREMENTS FOR THESE INDIVIDUALS. FURTHER INFORMATION REGARDING THESE POLICIES CAN BE OBTAINED UPON REQUEST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINA FARIAS MBA | ||||||||||||||
| CEO/EXECUTIVE DIRECTOR | $198,282 | $0 | $3,000 | $0 | $0 | $0 | $20,524 | $0 | $17,531 | $0 | $239,337 | $0 | $0 | $0 |
| JAMES KUHLMAN | ||||||||||||||
| DIRECTOR OF BUSINESS SERVICES | $132,796 | $0 | $0 | $0 | $0 | $0 | $13,244 | $0 | $14,173 | $0 | $160,213 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | FAES HAS AN EXECUTIVE COMMITTEE (EC), AUDIT COMMITTEE (AC), AND INVESTMENT COMMITTEE (IC). EXECUTIVE COMMITTEE IS COMPOSED OF THE FIVE OFFICERS OF THE GOVERNING BOARD. DECISIONS NEEDING BOARD GUIDANCE/INPUT, BUT NOT A FULL BOARD VOTE, SUCH AS, THE REVIEW AND APPROVAL OF CHIEF EXECUTIVE OFFICER'S SALARY. AUDIT COMMITTEE IS COMPOSED OF TREASURER AND MIX OF BOARD DIRECTORS AND OUTSIDE (NON-DIRECTOR AND NON-EMPLOYEE) MEMBERS WITH RELEVANT EXPERIENCE/EXPERTISE. IN FY2018, THE AC HAD 6 MEMBERS INCLUDING THE TREASURER, 1 DIRECTOR AND 4 OUTSIDE MEMBERS. AUDIT COMMITTEE OVERSEES THE AUDIT PROCESS, INCLUDING SELECTION OF AUDIT FIRM, REVIEW OF AUDIT FINDINGS, ETC. INVESTMENT COMMITTEE IS COMPOSED OF 3 BOARD DIRECTORS/OFFICERS (PRESIDENT, TREASURER, AND 1 VICE PRESIDENT) PLUS 2 OUTSIDE (NON-BOARD, NON-EMPLOYEE) MEMBERS ACTING AS ADVISORS, THESE ARE INVESTMENT PROFESSIONALS OR PEOPLE WITH EXPERIENCE IN INVESTING. INVESTMENT COMMITTEE OVERSEES INVESTMENTS, INCLUDING SELECTION OF INVESTMENT FIRM, DETERMINATION OF INVESTMENT POLICY/STRATEGY, AND EXECUTION OF INVESTMENT DECISIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE FAES CONSISTS OF BOARD DIRECTORS, EX-OFFICIO MEMBERS AND ALL MEMBERS OF THE FAES ADVISORY COMMITTEES. ONLY BOARD DIRECTORS HAVE VOTING AUTHORITY, OUTSIDE OF ELECTION VOTING. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS CAN VOTE TO ELECT BOARD MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FAES HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CONTROLLER, AND AUDIT COMMITTEE. COPIES OF THE FEDERAL FORM 990 ARE ALSO PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ARE REQUIRED TO SIGN A STATEMENT ON AN ANNUAL BASIS WHICH AFFIRMS THAT HE/SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, READS AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT FAES IS A CHARITABLE ORGANIZATIONS WHO MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISHES ITS TAX-EXEMPT PURPOSE. TO ENSURE THAT FAES OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, PERIODIC REVIEWS ARE CONDUCTED. IF THE BOARD OR COMMITTEE MEMBERS DETERMINE THAT A CONFLICT OF INTEREST EXISTS, THEY RECUSE THEMSELVES FROM THAT CONVERSATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BASED ON PERFORMANCE REVIEWS AND COMPARABLE DATA WHICH INCLUDES COMPENSATION SURVEYS, STUDIES, AND THE FORM 990 OF OTHER ORGANIZATIONS. THE PRESIDENT'S COMPENSATION FOR SUBSTANTIALLY PARTICIPATING IN THE MANAGEMENT OF THE ORGANIZATION AND ITS PROGRAMS IS APPROVED BY THE EXECUTIVE COMMITTEE AND PERMITTED IN THE FAES BY-LAWS. ANY OFFICER OR EMPLOYEE ON THE EXECUTIVE COMMITTEE IS RECUSED FROM THE DISCUSSIONS AND DECISIONS REGARDING THEIR OWN COMPENSATION. THE EXECUTIVE COMMITTEE ENSURES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FAVORABLE SETTLEMENT-HEALTH INSURANCE 304,931. WRITE-DOWN OF ALLOWANCE FOR DOUBTFUL ACCOUNTS 55,366. |
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