ZONTA INTERNATIONAL FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ZONTA INTERNATIONAL FOUNDATION (EIN 36-3396932)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-11-27
- IRS object ID
- 201823319349300642
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-27T16:48:05-06:00 | 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 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 | 363396932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZONTA INTERNATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZONT | BusinessNameControlTxt |
| Phone | 6309281400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 W 22ND STREET SUITE 900 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON SUMMERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6309281400 | PhoneNum |
| Signature | 2018-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA STRUCK | PreparerPersonNm |
| PTIN | P01310867 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2018-11-16 | PreparationDt |
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 | 2018-11-21 | IPDt |
| IP Tm | 13:16:13 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 12A6B3437D91A0C23DF0ED0A84D4C146BA3FB911 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD75E6C2243C9EFC7694E41B8F53DC519A4B1D84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 W 22ND STREET SUITE 900 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,623,691 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ZONTA.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | PUBLIC FOUNDATION | OtherOrganizationDsc |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ZONTA INTERNATIONAL FOUNDATION IS TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF ZONTA INTERNATIONAL THROUGH EFFECTIVE FUNDRAISING, INVESTMENT OF FUNDS, AND THE DISTRIBUTION OFPROCEEDS THROUGH ITS FINANCIAL SUPPORT OF ZONTA INTERNATIONAL PROGRAMS. THE FOUNDATION BECOMES THE CATALYST FOR GREATER SERVICE TO WOMEN THROUGHOUT THE WORLD. PLEASE ALSO SEE PART III 4A AND 4B FOR A DETAILED DESCRIPTION OF THE PROGRAMS AND PROJECTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 29172 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,846,578 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,363,476 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $199,680 | PYInvestmentIncomeAmt |
| CY Investment Income | $807,784 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,046,258 | PYTotalRevenueAmt |
| CY Total Revenue | $5,171,260 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,536,175 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $537,650 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,719 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $133,625 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,817 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $289,975 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $288,824 | PYOtherExpensesAmt |
| CY Other Expenses | $373,992 | CYOtherExpensesAmt |
| PY Total Expenses | $5,002,718 | PYTotalExpensesAmt |
| CY Total Expenses | $1,061,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,956,460 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,110,176 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,299,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,159,238 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,000,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,034 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,298,635 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,129,204 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ZONTA INTERNATIONAL FOUNDATION IS TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF ZONTA INTERNATIONAL THROUGH EFFECTIVE FUNDRAISING, INVESTMENT OF FUNDS, AND THE DISTRIBUTION OF PROCEEDS THROUGH ITS FINANCIAL SUPPORT OF ZONTA INTERNATIONAL PROGRAMS. THE FOUNDATION BECOMES THE CATALYST FOR GREATER SERVICE TO WOMEN THROUGHOUT THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $537,650 | ExpenseAmt |
| Grant | $537,650 | GrantAmt |
| Desc | ZONTA INTERNATIONAL FOUNDATION SUPPORTS 120 FELLOWSHIPS, SCHOLARSHIPS AND AWARDS TO WOMEN AND GIRLS FROM 37 COUNTRIES. THE FOLLOWING APPROVED CHARITABLE AND EDUCATIONAL PROGRAMS ARE SUPPORTED BY ZONTA INTERNATIONAL FOUNDATION: AMELIA EARHART FELLOWSHIPTO ASSIST THE FUTURE OF WOMEN IN AEROSPACE-RELATED SCIENCES AND ENGINEERING, ZONTA INTERNATIONAL ESTABLISHED THE AMELIA EARHART FELLOWSHIP IN 1938 IN HONOR OF LEGENDARY PILOT AND ZONTIAN, AMELIA EARHART. TODAY, THE FELLOWSHIP OF US$10,000 IS AWARDED ANNUALLY TO UP TO 30 TALENTED WOMEN, PURSUING PH.D./DOCTORAL DEGREES IN AEROSPACE-RELATED SCIENCES OR AEROSPACE-RELATED ENGINEERING AROUND THE GLOBE. JANE M. KLAUSMAN WOMEN IN BUSINESS SCHOLARSHIPTO ENCOURAGE MORE WOMEN TO PURSUE EDUCATION AND CAREERS IN BUSINESS, ZONTA INTERNATIONAL ESTABLISHED THE JANE M. KLAUSMAN WOMEN IN BUSINESS SCHOLARSHIP. ZONTA INTERNATIONAL OFFERS UP TO 32 SCHOLARSHIPS OF US$2,000 EACH AT THE DISTRICT/REGION LEVEL AND SIX INTERNATIONAL SCHOLARSHIPS IN THE AMOUNT OF US$8,000 EACH. YOUNG WOMEN IN PUBLIC AFFAIRS AWARDRECOGNIZING THAT TO BRING ABOUT SUSTAINABLE CHANGES THAT BENEFIT ALL OF HUMANITY, WOMEN MUST HAVE EQUAL PARTICIPATION IN THE DECISION-MAKING PROCESS, ZONTA INTERNATIONAL ESTABLISHED THE YOUNG WOMEN IN PUBLIC AFFAIRS AWARD IN 1990. THE AWARD RECOGNIZES YOUNG WOMEN, AGES 16-19, WHO DEMONSTRATE SUPERIOR LEADERSHIP SKILLS AND A COMMITMENT TO PUBLIC SERVICE AND CIVIC CAUSES, AND ENCOURAGES THEM TO CONTINUE THEIR PARTICIPATION IN PUBLIC AND POLITICAL LIFE. TEN (10) INTERNATIONAL SCHOLARSHIPS OF US$4,000 EACH AND UP TO 32 DISTRICT/REGION SCHOLARSHIPS OF US$1,500 EACH ARE AWARDED EACH YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE FISCAL YEAR ENDING 31 MAY 2018 CLOSES OUT THE 2ND YEAR OF THE ZONTA INTERNATIONAL FOUNDATION 2016-2018 BIENNIUM. THE EXPENSES FOR THE PROGRAMS AND PROJECTS SUPPORTED BY ZONTA INTERNATIONAL FOUNDATION ARE RECOGNIZED IN THE FIRST YEAR OF THE BIENNIUM. ZONTA INTERNATIONAL FOUNDATION FUNDS TWO PROJECTS THROUGH THE ZONTA INTERNATIONAL SERVICE FUND AND TWO PROJECTS THROUGH THE ZONTA INTERNATIONAL STRATEGIES TO END VIOLENCE AGAINST WOMEN. INTERNATIONAL SERVICE PROJECTSSINCE 1923, ZONTA HAS PROVIDED MORE THAN US$19.2 MILLION TO PROJECTS BENEFITING WOMEN IN 35 COUNTRIES. IN THE 2016-2018 BIENNIUM, TWO PROJECTS WERE FUNDED THROUGH THE ZONTA INTERNATIONAL SERVICE FUND:TOWARDS ELIMINATION OF OBSTETRIC FISTULA AND REDUCTION OF MATERNAL AND NEWBORN MORTALITY IN LIBERIA WITH UNFPA AS A RESULT OF ZONTA'S CONTRIBUTIONS TO THIS PROJECT, MORE THAN 1,000 WOMEN AND ADOLESCENT GIRLS RECEIVED TREATMENT AND MORE THAN 200 FISTULA SURVIVORS COMPLETED THE REHABILITATION PROGRAM AND WERE SUCCESSFULLY REINTEGRATED INTO THEIR COMMUNITIES. (US$1 MILLION)LET US LEARN MADAGASCAR: AN INTEGRATED PROGRAM FOR ADOLESCENT GIRLS WITH UNICEF USA ABOUT 90 PERCENT OF MADAGASCAR'S POPULATION LIVES ON LESS THAN US$2 PER DAY, LEAVING CHILDREN PARTICULARLY VULNERABLE. UNICEF USA AND ZONTA WORKED TO CREATE OPPORTUNITIES FOR VULNERABLE AND EXCLUDED GIRLS TO REALIZE THEIR RIGHTS TO AN EDUCATION IN A SECURE AND PROTECTIVE ENVIRONMENT. PARTNERING WITH THE MINISTRY OF NATIONAL EDUCATION, THE PROJECT PROMOTED A COMMON VISION OF INVESTING IN JUNIOR SECONDARY EDUCATION FOR GIRLS AS AN ENTRY POINT FOR EQUITY. (US$1 MILLION)ZONTA INTERNATIONAL STRATEGIES TO END VIOLENCE AGAINST WOMENSINCE THE PROGRAM'S INCEPTION, MORE THAN US$9.5 MILLION HAS BEEN PROVIDED TO SUPPORT PROJECTS IN 46 COUNTRIES. IN THE 2016-2018 BIENNIUM, TWO PROJECTS WERE FUNDED THROUGH THE ZONTA INTERNATIONAL STRATEGIES TO END VIOLENCE AGAINST WOMEN FUND:RESPECTING THE RIGHTS AND RESPONDING TO THE NEEDS OF ADOLESCENT GIRLS IN NIGER WITH UNFPA ZONTA INTERNATIONAL PARTNERED WITH UNFPA TO REDUCE EARLY MARRIAGE AND EARLY PREGNANCY IN A CRITICAL MASS OF COMMUNITIES IN ALL REGIONS OF NIGER. FUNDING FROM ZONTA ENABLED THOUSANDS OF ADOLESCENT GIRLS TO BENEFIT FROM A WIDE ARRAY OF SERVICES AND SKILLS TRAINING PROGRAMS THAT EMPOWERED THEM TO SAY NO TO EARLY MARRIAGE. PARENTS, RELATIVES AND PEERS ALSO BENEFITED FROM KNOWLEDGE SHARED BY THE GIRLS, INCLUDING VALUABLE HEALTH AND HYGIENE INFORMATION. (US$1 MILLION) THE FUTURE WE WANT: CREATING SUSTAINABLE FOUNDATIONS FOR ADDRESSING HUMAN TRAFFICKING AND UNSAFE MIGRATION OF WOMEN AND GIRLS IN NEPAL WITH UN WOMEN IN THE AFTERMATH OF THE APRIL AND MAY 2015 EARTHQUAKES, NEPAL FACED A HEIGHTENED RISK OF HUMAN TRAFFICKING AND UNSAFE MIGRATION. DESPITE POLICIES, PLANS AND PROGRAMS IN PLACE TO COUNTER TRAFFICKING AND PROMOTE SAFE MIGRATION, THERE IS A LACK OF SYNERGY AT THE OPERATIONAL LEVEL. ZONTA INTERNATIONAL PARTNERED WITH UN WOMEN TO CREATE SUSTAINABLE FOUNDATIONS FOR ADDRESSING THE LINKS BETWEEN HUMAN TRAFFICKING AND FOREIGN LABOR MIGRATION OF WOMEN AND GIRLS IN NEPAL. (US$1 MILLION) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $537,650 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | 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 | Yes (1) | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 |
| 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 | 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 | 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 | 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 | 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 | 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 | ALLISON SUMMERS EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6309281400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 W 22ND STREET SUITE 900 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 |
|---|---|---|---|---|---|---|---|
| SONJA HONIG SCHOUGH | |||||||
| PRESIDENT | 6.00 | 18.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUZANNE VON BASSEWITZ | |||||||
| PRESIDENT-ELECT | 4.00 | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHARON LANGENBECK | |||||||
| VICE PRESIDENT | 4.00 | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIDGET MASTERS | |||||||
| TREASURER/SECRETARY | 4.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SONIA ALBANESE | |||||||
| DIRECTOR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH ANDERSON | |||||||
| DIRECTOR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |
| LYDIA CHAILLOU | |||||||
| DIRECTOR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH KAUTZ | |||||||
| DIRECTOR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |
| UTE SCHOLZ | |||||||
| DIRECTOR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |
| URSULA WERNER | |||||||
| DIRECTOR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |
| HSIN-HSIN YANG | |||||||
| DIRECTOR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |
| ALLISON SUMMERS | |||||||
| EXECUTIVE DIRECTOR | 8.00 | 27.00 | Yes (X) | $0 | $200,000 | $22,951 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $200,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,951 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $374,356 | RelatedOrganizationsAmt |
| All Other Contributions | $3,989,120 | AllOtherContributionsAmt |
| Total Contributions | $4,363,476 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $523,017 | TotalRevenueColumnAmt |
| Exclusion | $523,017 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $737,198 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $452,431 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $284,767 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,767 | TotalRevenueColumnAmt |
| Exclusion | $284,767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,171,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $807,784 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,300 | TotalAmt |
| Program Services | $152,300 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,350 | TotalAmt |
| Program Services | $385,350 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,625 | TotalAmt |
| Management And General | $641 | ManagementAndGeneralAmt |
| Fundraising | $132,984 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,000 | TotalAmt |
| Management And General | $96,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,817 | TotalAmt |
| Fundraising | $15,817 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,135 | TotalAmt |
| Management And General | $65,135 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,606 | TotalAmt |
| Management And General | $57,508 | ManagementAndGeneralAmt |
| Fundraising | $20,098 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,168 | TotalAmt |
| Fundraising | $22,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,724 | TotalAmt |
| Fundraising | $8,724 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735 | TotalAmt |
| Fundraising | $735 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STAFF DEVELOPMENT | $38,763 | $38,763 | |
| DONOR RECOGNITION | $29,085 | $29,085 | |
| MISCELLANEOUS EXPENSES | $22,496 | $21,601 | $895 |
| LICENSING FEES | $11,473 | $11,473 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,807 | TotalAmt |
| Management And General | $1,807 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,084 | TotalAmt |
| Program Services | $537,650 | ProgramServicesAmt |
| Management And General | $233,459 | ManagementAndGeneralAmt |
| Fundraising | $289,975 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,805,689 | BOYAmt |
| EOY | $2,993,448 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,441 | BOYAmt |
| EOY | $399,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,930 | BOYAmt |
| EOY | $17,594 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,843,673 | BOYAmt |
| EOY | $12,655,154 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,778 | BOYAmt |
| EOY | $93,892 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,299,511 | BOYAmt |
| EOY | $16,159,238 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876 | BOYAmt |
| EOY | $30,034 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,876 | BOYAmt |
| EOY | $30,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,416,075 | BOYAmt |
| EOY | $8,271,059 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,982 | BOYAmt |
| EOY | $4,386,705 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447,578 | BOYAmt |
| EOY | $3,471,440 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,298,635 | BOYAmt |
| EOY | $16,129,204 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,299,511 | BOYAmt |
| EOY | $16,159,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,110,176 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$269,607 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,000 | 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 | $2,941,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,828,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,905,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,846,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,363,476 | CurrentTaxYearAmt |
| Total | $16,885,621 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,941,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,828,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,905,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,846,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,363,476 | CurrentTaxYearAmt |
| Total | $16,885,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $988,611 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,897,010 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $318,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $410,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $340,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $523,017 | CurrentTaxYearAmt |
| Total | $2,080,923 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $18,667 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,985,211 | TotalSupportAmt |
| Public Support CY170 | 0.83730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,326,249 | BeginningYearBalanceAmt |
| Contributions | $1,023,862 | ContributionsAmt |
| Investment Earnings Or Losses | $79,828 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,429,939 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,975,266 | BeginningYearBalanceAmt |
| Contributions | $244,857 | ContributionsAmt |
| Investment Earnings Or Losses | $106,126 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,326,249 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,325,124 | BeginningYearBalanceAmt |
| Contributions | $730,123 | ContributionsAmt |
| Investment Earnings Or Losses | -$79,981 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,975,266 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,979,994 | BeginningYearBalanceAmt |
| Contributions | $351,723 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,593 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,325,124 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,802,286 | BeginningYearBalanceAmt |
| Contributions | $42,628 | ContributionsAmt |
| Investment Earnings Or Losses | $135,080 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,979,994 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.78000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND GRANTS. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THEY ARE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF MAY 31, 2018 AND 2017. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $67,125 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $173,050 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $20,000 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $34,075 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $10,000 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $4,050 |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $61,025 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $16,025 |
| 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 | $385,350 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $385,350 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (19 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| AMELIA EARHART FELLOWSHIPS | EAST ASIA AND THE PACIFIC | 2 | $40,000 | CASH PAYMENT |
| AMELIA EARHART FELLOWSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) | 8 | $130,025 | CASH PAYMENT |
| AMELIA EARHART FELLOWSHIPS | MIDDLE EAST AND NORTH AFRICA | 1 | $20,000 | CASH PAYMENT |
| AMELIA EARHART FELLOWSHIPS | NORTH AMERICA | 2 | $20,000 | CASH PAYMENT |
| AMELIA EARHART FELLOWSHIPS | RUSSIA AND NEIGHBORING STATES | 1 | $10,000 | CASH PAYMENT |
| AMELIA EARHART FELLOWSHIPS | SOUTH ASIA | 1 | $40,000 | CASH PAYMENT |
| AMELIA EARHART FELLOWSHIPS | SUB-SAHARAN AFRICA | 1 | $10,000 | CASH PAYMENT |
| JMK AWARDS | EAST ASIA AND THE PACIFIC | 8 | $15,025 | CASH PAYMENT |
| JMK AWARDS | EUROPE (INCLUDING ICELAND & GREENLAND) | 5 | $19,000 | CASH PAYMENT |
| JMK AWARDS | NORTH AMERICA | 3 | $3,050 | CASH PAYMENT |
| JMK AWARDS | SOUTH AMERICA | 2 | $2,025 | CASH PAYMENT |
| JMK AWARDS | SOUTH ASIA | 2 | $16,000 | CASH PAYMENT |
| JMK AWARDS | SUB-SAHARAN AFRICA | 1 | $1,000 | CASH PAYMENT |
| YWPA AWARDS | EAST ASIA AND THE PACIFIC | 8 | $12,100 | CASH PAYMENT |
| YWPA AWARDS | EUROPE (INCLUDING ICELAND & GREENLAND) | 8 | $24,025 | CASH PAYMENT |
| YWPA AWARDS | NORTH AMERICA | 3 | $11,025 | CASH PAYMENT |
| YWPA AWARDS | SOUTH AMERICA | 2 | $2,025 | CASH PAYMENT |
| YWPA AWARDS | SOUTH ASIA | 1 | $5,025 | CASH PAYMENT |
| YWPA AWARDS | SUB-SAHARAN AFRICA | 1 | $5,025 | CASH PAYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE FOUNDATION COLLECTS INFORMATION FROM GRANT RECIPIENTS TO ESTABLISH THAT THE FUNDS ARE SPENT ACCORDING TO THE TERMS OF THE GRANT OBJECTIVES. |
| PART I, LINE 3: | EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA FUERTS ADAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 BOLTON STREET | AddressLine1Txt |
| City | SOUTH BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SUPPORT MANAGEMENT OF CENTENNIAL ANNIVERSARY ENDOWMENT CAMPA | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,023,862 | GrossReceiptsAmt |
| Retained By Contractor | $15,817 | RetainedByContractorAmt |
| Net To Organization | $1,008,045 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,023,862 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $15,817 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,008,045 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B, COLUMN (V): | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HIRED A CONSULTANT TO SUPPORT THE MANAGEMENT OF THE CENTENNIAL ANNIVERSARY ENDOWMENT CAMPAIGN. RESPONSIBILITIES UNDER THE AGREEMENT INCLUDED TRAINING OF CAMPAIGN VOLUNTEERS, PLANNING CAMPAIGN MEETINGS, EVALUATING CAMPAIGN MATERIALS, ETC. THE CONSULTANT WAS ALSO REIMBURSED FOR EXPENSES INCURRED. TOTAL COMPENSATION TO THE CONSULTANT DURING THE YEAR ENDED MAY 31, 2018, WAS COMPRISED OF $15,000 FOR SERVICES RENDERED AND REIMBURSEMENTS FOR TRAVEL AND RELATED EXPENSES TOTALING $817. | ExplanationTxt |
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 | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| AE FELLOWSHIPS | 8 | $80,000 | BOOK VALUE | N/A |
| YWPA AWARDS | 9 | $13,000 | BOOK VALUE | N/A |
| JMK SCHOLARSHIPS | 10 | $59,000 | BOOK VALUE | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ZONTA COLLECTS INFORMATION FROM GRANT RECIPIENTS TO ESTABLISH THAT THE FUNDS ARE SPENT ACCORDING TO THE TERMS OF THE GRANT OBJECTIVES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON SUMMERS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $200,000 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $9,925 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $13,026 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $222,951 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | SEE SCHEDULE O | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS SENT TO THE U.S. MEMBERS OF THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL BY THE PRESIDENT AND THE TREASURER. THE BOARD HAS GIVEN SIGNATOR AUTHORITY TO THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION CLOSELY MONITORS THE CONFLICT OF INTEREST STATUS OF THEIR EMPLOYEES, DIRECTORS, OFFICERS AND COMMITTEE MEMBERS AND REQUIRES THAT ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BE FULLY DISCLOSED TO THE BOARD AND COMMITTEE MEMBERS FOR REVIEW. ONCE THE TRANSACTION OR ARRANGEMENT HAS BEEN VOTED ON BY THE GOVERNING BOARD AND COMMITTEES, THE FINAL DECISION IS GIVEN TO THE INTERESTED PERSON. THE TRANSACTION OR ARRANGEMENT IN QUESTION IS THEN MONITORED WITH UPDATES ON THE "CONFLICT AND PERIODIC REVIEWS BY THE GOVERNING BOARD AND COMMITTEE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | SERVICES FOR THE FOUNDATION ARE PERFORMED BY EMPLOYEES OF ZONTA INTERNATIONAL. IN DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE ZONTA INTERNATIONAL'S BOARD CONDUCTS EXTENSIVE RESEARCH ABOUT THE COMPENSATION LEVELS OF THE NOT-FOR-PROFIT SECTOR AND COMPARES THE DUTIES OF THE POSITION TO THOSE OF SIMILAR ORGANIZATIONS WHILE ALSO TAKING INTO CONSIDERATION THE INDIVIDUAL'S BACKGROUND, EXPERTISE, AND QUALIFICATIONS, LOCAL ECONOMIC CONDITIONS AND THE AMOUNT OF TIME TO BE DEVOTED TO THE POSITION. IN DETERMINING THE COMPENSATION FOR THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE ZONTA INTERNATIONAL'S BOARD AND EXECUTIVE TEAM RESEARCHES AND COMPARES THE COMPENSATION LEVELS OF THE NOT-FOR-PROFIT SECTOR AND COMPARES THE DUTIES OF THE POSITION TO THOSE OF SIMILAR ORGANIZATIONS WHILE ALSO TAKING INTO CONSIDERATION THE INDIVIDUAL'S BACKGROUND, EXPERTISE, AND QUALIFICATIONS, LOCAL ECONOMIC CONDITIONS AND THE AMOUNT OF TIME TO BE DEVOTED TO THE POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS ARE MADE AVAILABLE TO MEMBERS ON ZONTA INTERNATIONAL'S WEBSITE. THESE DOCUMENTS ARE ALSO MADE AVAILABLE AS REQUESTED THROUGH ZONTA HEADQUARTERS. THE ANNUAL AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS IS POSTED ON THE WEBSITE FOR ALL MEMBERS. |
| FORM 990, PART XI, LINE 9: | LOSS FROM WRITE OFF OF UNCOLLECTIBLE PLEDGE -10,000. |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZONTA INTERNATIONAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 W 22ND ST SUITE 900 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361999220 | EIN |
| Primary Activities | MEMBER ORGANIZATION FOR THE EDUCATION AND DEVELOPMENT OF WOMEN WORLDWIDE. | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ZONTA INTERNATIONAL | ||
| O | $133,625 | BOOK VALUE |
| ZONTA INTERNATIONAL | ||
| C | $374,356 | BOOK VALUE |
| ZONTA INTERNATIONAL | ||
| M | $96,000 | BOOK VALUE |
| ZONTA INTERNATIONAL | ||
| D | $93,892 | BOOK VALUE |
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