AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC (EIN 13-6189382)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-06-18
- IRS object ID
- 201811699349300711
- Schema version
- 2016v3.0
- 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 | 2018-06-18T09:55:30-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136189382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN OCCUPATIONAL THERAPY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3016522682 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 MONTGOMERY LANE NO 202 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208241220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LAWLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016522682 | PhoneNum |
| Signature | 2018-06-18 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY LAWLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 MONTGOMERY LANE NO 202 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208241220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,532,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.AOTF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | AOTF SUPPORT THE FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $823,189 | PYContributionsGrantsAmt |
| CY Contributions Grants | $763,572 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $237,639 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $282,184 | CYProgramServiceRevenueAmt |
| PY Investment Income | $269,855 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,889,555 | CYInvestmentIncomeAmt |
| PY Other Revenue | $80,575 | PYOtherRevenueAmt |
| CY Other Revenue | $136,179 | CYOtherRevenueAmt |
| PY Total Revenue | $1,411,258 | PYTotalRevenueAmt |
| CY Total Revenue | $3,071,490 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $320,431 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $279,267 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $682,805 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $667,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $246,439 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $746,169 | PYOtherExpensesAmt |
| CY Other Expenses | $716,941 | CYOtherExpensesAmt |
| PY Total Expenses | $1,749,405 | PYTotalExpensesAmt |
| CY Total Expenses | $1,663,310 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$338,147 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,408,180 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,328,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,174,788 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $94,270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,271 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,234,276 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,054,517 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) SUPPORT THE FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $594,654 | ExpenseAmt |
| Grant | $199,475 | GrantAmt |
| Revenue | $93,804 | RevenueAmt |
| Desc | RESEARCH PROGRAMS: THE FOUNDATION SUPPORTS A WIDE ARRAY OF PROGRAMS THAT SUPPORT RESEARCH IN THE AREA OF OCCUPATIONAL THERAPY TO INCLUDE THE PUBLICATION OF OTJR: OCCUPATION, PARTICIPATION AND HEALTH (QUARTERLY), RESEARCH GRANTS (5 ANNUALLY) THAT FURTHER DEVELOPS THE SCIENCE OF OCCUPATIONAL THERAPY THROUGH STUDIES AND SURVEYS, TOPIC SPECIFIC COLLECTIVES - THAT BRING TOGETHER LEADING SCIENTISTS AND FUNDING SOURCES IN A SPECIFIC TOPIC AREA, SPONSOR WORKSHOPS AND SESSIONS AT THE ANNUAL CONFERENCE IN RELEVANT TOPICS TO THE PROFESSION AND PROVIDE LIBRARY SERVICES TO INCLUDE CATALOGING OF LITERATURE, COLLECTION DEVELOPMENT AND FULFILLMENT OF REFERENCE REQUESTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $337,335 | ExpenseAmt |
| Grant | $79,792 | GrantAmt |
| Revenue | $199,245 | RevenueAmt |
| Desc | EDUCATIONAL & SCHOLARSHIP PROGRAMS: ANNUALLY AWARD OVER 50 SCHOLARSHIPS; PROVIDE A FELLOWSHIP TO AN INDIVIDUAL WORKING ON THEIR DOCTORATE OR POST-DOCTORATE AND SUPPORT STUDENTS ATTENDING THE OCCUPATIONAL THERAPY SUMMIT MEETING. SUPPORT THE PROFESSIONS' HONOR SOCIETY WHICH INDUCTS OVER 1200 NEW MEMBERS ANNUALLY AT THE 100 PLUS CHAPTER LEVEL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $931,989 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 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 | 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 | Yes (1) | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | 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 | NH | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MINDY A HECKER | PersonNm |
| Phone | 2402921045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 MONTGOMERY LANE SUITE 202 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 |
|---|---|---|---|---|---|---|---|
| WENDY COSTER | |||||||
| PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH FRANCIS-CONNOLLY | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHERYL MILLER | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARTHA KIRKLAND | |||||||
| TREASURER (UNTIL 12/2016) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAN POLGAR | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KINSUK MAITRA | |||||||
| SECRETARY (UNTIL 11/2016) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTE BONDER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH K BREY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROY C BRUMFIELD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN BUNING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GARBER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY LAWLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M CAROLYN BAUM | |||||||
| TRUSTEE (UNTIL 12/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT CAMPBELL | |||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | Yes (X) | Yes (X) | $188,478 | $0 | $24,633 | |
| AZALEA CANDELARIA | |||||||
| CHIEF DEVELOPMENT OFFICER | 35.00 | $108,872 | $0 | $11,848 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $297,350 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,481 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
| All Other Contributions | $763,572 | AllOtherContributionsAmt |
| Total Contributions | $763,572 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $116,170 | $116,170 |
| SPONSORSHIP REVENUE | 900099 | $63,550 | $63,550 |
| LIBRARY SERVICES | 900099 | $41,253 | $41,253 |
| SUBSCRIPTIONS | 900099 | $30,731 | $30,731 |
| WORKSHOP/CONFERENCE | 900099 | $28,480 | $28,480 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $282,184 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $562,816 | TotalRevenueColumnAmt |
| Exclusion | $562,816 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,438 | TotalRevenueColumnAmt |
| Exclusion | $95,438 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,782,345 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,455,606 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,326,739 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,326,739 | TotalRevenueColumnAmt |
| Exclusion | $1,326,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $16,613 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,748 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,865 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSE REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,837 | TotalRevenueColumnAmt |
| Exclusion | $6,837 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,039 | TotalRevenueColumnAmt |
| Exclusion | $23,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,876 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,071,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $293,049 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,014,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,475 | TotalAmt |
| Program Services | $199,475 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,792 | TotalAmt |
| Program Services | $79,792 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,036 | TotalAmt |
| Program Services | $54,009 | ProgramServicesAmt |
| Management And General | $108,018 | ManagementAndGeneralAmt |
| Fundraising | $54,009 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,294 | TotalAmt |
| Program Services | $196,176 | ProgramServicesAmt |
| Management And General | $73,198 | ManagementAndGeneralAmt |
| Fundraising | $91,920 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,687 | TotalAmt |
| Program Services | $7,834 | ProgramServicesAmt |
| Management And General | $2,988 | ManagementAndGeneralAmt |
| Fundraising | $3,865 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,287 | TotalAmt |
| Program Services | $19,405 | ProgramServicesAmt |
| Management And General | $12,210 | ManagementAndGeneralAmt |
| Fundraising | $4,672 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,798 | TotalAmt |
| Program Services | $17,698 | ProgramServicesAmt |
| Management And General | $10,828 | ManagementAndGeneralAmt |
| Fundraising | $10,272 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,975 | TotalAmt |
| Management And General | $8,975 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,697 | TotalAmt |
| Management And General | $75,697 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,338 | TotalAmt |
| Program Services | $589 | ProgramServicesAmt |
| Management And General | $86,749 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,086 | TotalAmt |
| Program Services | $177,093 | ProgramServicesAmt |
| Management And General | $8,698 | ManagementAndGeneralAmt |
| Fundraising | $27,295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,505 | TotalAmt |
| Program Services | $5,310 | ProgramServicesAmt |
| Management And General | $13,866 | ManagementAndGeneralAmt |
| Fundraising | $1,329 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,917 | TotalAmt |
| Program Services | $79,944 | ProgramServicesAmt |
| Management And General | $25,370 | ManagementAndGeneralAmt |
| Fundraising | $23,603 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,641 | TotalAmt |
| Program Services | $8,641 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,567 | TotalAmt |
| Program Services | $24,059 | ProgramServicesAmt |
| Management And General | $16,709 | ManagementAndGeneralAmt |
| Fundraising | $13,799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,561 | TotalAmt |
| Program Services | $42,472 | ProgramServicesAmt |
| Management And General | $14,411 | ManagementAndGeneralAmt |
| Fundraising | $2,678 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,801 | TotalAmt |
| Program Services | $6,681 | ProgramServicesAmt |
| Management And General | $10,549 | ManagementAndGeneralAmt |
| Fundraising | $2,571 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607 | TotalAmt |
| Management And General | $607 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,833 | TotalAmt |
| Program Services | $4,336 | ProgramServicesAmt |
| Management And General | $3,011 | ManagementAndGeneralAmt |
| Fundraising | $2,486 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,447 | TotalAmt |
| Program Services | $3,724 | ProgramServicesAmt |
| Management And General | $2,587 | ManagementAndGeneralAmt |
| Fundraising | $2,136 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| STATE CHARITABLE REGIST | $5,313 | $5,313 | ||
| DUES AND SUBSCRIPTIONS | $4,360 | $4,261 | $99 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,293 | TotalAmt |
| Program Services | $490 | ProgramServicesAmt |
| Management And General | $10,312 | ManagementAndGeneralAmt |
| Fundraising | $491 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,663,310 | TotalAmt |
| Program Services | $931,989 | ProgramServicesAmt |
| Management And General | $484,882 | ManagementAndGeneralAmt |
| Fundraising | $246,439 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,366 | BOYAmt |
| EOY | $152,993 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,564 | BOYAmt |
| EOY | $842,026 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,538 | BOYAmt |
| EOY | $317,357 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,828 | BOYAmt |
| EOY | $16,866 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556 | BOYAmt |
| EOY | $354 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,801 | BOYAmt |
| EOY | $9,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $130,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,554 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,443 | BOYAmt |
| EOY | $15,627 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,118,088 | BOYAmt |
| EOY | $23,567,539 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,156,362 | BOYAmt |
| EOY | $2,252,198 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,328,546 | BOYAmt |
| EOY | $27,174,788 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,230 | BOYAmt |
| EOY | $111,600 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,548 | BOYAmt |
| EOY | $7,179 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,492 | BOYAmt |
| EOY | $1,492 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,270 | BOYAmt |
| EOY | $120,271 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,241,163 | BOYAmt |
| EOY | $18,362,669 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $887,981 | BOYAmt |
| EOY | $1,224,266 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,105,132 | BOYAmt |
| EOY | $7,467,582 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,234,276 | BOYAmt |
| EOY | $27,054,517 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,328,546 | BOYAmt |
| EOY | $27,174,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,408,180 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $290,316 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $121,745 | 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) |
|---|---|---|
| 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 | $382,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $593,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $739,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $823,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $763,572 | CurrentTaxYearAmt |
| Total | $3,302,550 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $593,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $739,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $823,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $763,572 | CurrentTaxYearAmt |
| Total | $3,302,550 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $624,973 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,677,577 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $576,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $816,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $546,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $515,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $658,254 | CurrentTaxYearAmt |
| Total | $3,112,969 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,876 | CurrentTaxYearAmt |
| Total | $118,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,534,135 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,247,768 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,265,607 | BeginningYearBalanceAmt |
| Contributions | $192,358 | ContributionsAmt |
| Investment Earnings Or Losses | $533,141 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,771 | OtherExpendituresAmt |
| Administrative Expenses | $37,372 | AdministrativeExpensesAmt |
| End Year Balance | $5,874,963 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,359,198 | BeginningYearBalanceAmt |
| Contributions | $133,659 | ContributionsAmt |
| Investment Earnings Or Losses | -$144,920 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,250 | OtherExpendituresAmt |
| Administrative Expenses | $32,080 | AdministrativeExpensesAmt |
| End Year Balance | $5,265,607 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,408,786 | BeginningYearBalanceAmt |
| Contributions | $85,313 | ContributionsAmt |
| Investment Earnings Or Losses | -$82,526 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,653 | OtherExpendituresAmt |
| Administrative Expenses | $10,722 | AdministrativeExpensesAmt |
| End Year Balance | $5,359,198 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,304,924 | BeginningYearBalanceAmt |
| Contributions | $74,863 | ContributionsAmt |
| Investment Earnings Or Losses | $83,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $44,970 | OtherExpendituresAmt |
| Administrative Expenses | $9,397 | AdministrativeExpensesAmt |
| End Year Balance | $5,408,786 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,188,973 | BeginningYearBalanceAmt |
| Contributions | $82,193 | ContributionsAmt |
| Investment Earnings Or Losses | $55,823 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,865 | OtherExpendituresAmt |
| Administrative Expenses | $200 | AdministrativeExpensesAmt |
| End Year Balance | $5,304,924 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06940 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89260 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,554 | DepreciationAmt |
| Book Value | $15,627 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,627 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN REMAINDER AND PERPETUAL TRUSTS | $2,223,530 |
| DUE FROM AFFILIATE (AOTA) | $20,749 |
| INTEREST RECEIVABLE | $7,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,252,198 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND | Desc |
| Amt | $1,492 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,492 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,401,961 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $290,316 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $127,493 | OtherRevenueAmt |
| Revenue Not Reported | $417,809 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,984,152 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $87,338 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $87,338 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,071,490 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,581,720 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,748 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,748 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,575,972 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $87,338 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $87,338 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,663,310 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE SCHOLARSHIPS AND GRANTS GIVEN BY THE FOUNDATION TO WORTHY RECIPIENTS. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, LOCAL AND FOREIGN AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 5,748. CHANGE IN THE VALUE OF SPLIT-INTEREST AGREEMENTS 121,745. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 5,748. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTHERN ARIZONA UNIVERSITY | |||||||
| POBOX 4070 | FLAGSTAFF | AZ | 86011 | 742579628 | 501(C)(3) | $50,000 | INTERVENTION RESEARCH GRANT |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 11 ROPE FERRY ROAD SUITE 6210 | HANOVER | NH | 03755 | 020222111 | 501(C)(3) | $24,990 | INTERVENTION RESEARCH GRANT |
| UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||
| 28395 NETWORK PLACE | CHICAGO | IL | 60673 | 376000511 | 501(C)(3) | $24,999 | INTERVENTION RESEARCH GRANT |
| UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||
| 1919 W TAYLOR STREET | CHICAGO | IL | 60612 | 376000511 | 501(C)(3) | $24,988 | INTERVENTION RESEARCH GRANT |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH | |||||||
| 2385 IRVING HILL ROAD | LAWRENCE | KS | 66045 | 480680117 | 501(C)(3) | $24,818 | INTERVENTION RESEARCH GRANT |
| UNIVERSITY OF PITTSBURGH | |||||||
| 123 UNIVERSITY PLACE | PITTSBURGH | PA | 15213 | 250965591 | 501(C)(3) | $23,901 | INTERVENTION RESEARCH GRANT |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 2001 SOTO STREET SSB 205 MC 9235 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $24,973 | INTERVENTION RESEARCH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 52 | $77,292 |
| FELLOWSHIP | 2 | $2,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICANT GOES THROUGH AN EXTENSIVE APPLICATION AND REVIEW PROCESS. GRANTS ARE PAID IN 2 PAYMENTS WITH START DATES PRE-DETERMINED OF APRIL OR JULY. EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A MID YEAR REPORT BEFORE THE 2ND PORTION OF THE GRANT MONIES ARE RELEASED, AND THEN THEY MUST SUBMIT A FINAL REPORT AND FINANCIAL DOCUMENTS TO SHOW THE FINAL USAGE OF THE FUNDS. SURPLUS MONIES MUST BE RETURNED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT CAMPBELL | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $188,478 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | 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 | $8,076 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,557 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $213,111 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
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 PRESENTED TO THE AUDIT COMMITTEE FOR FIRST REVIEW AND THEN PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH DIRECTOR, VOLUNTEER AND STAFF PERSON MUST SIGN THE CONFLICT STATEMENT. THESE STATEMENTS ARE THEN COMPILED BY THE OFFICE. AS THIS IS A SMALL BOARD AND STAFF, IT IS NOT DIFFICULT TO MANAGE THE CONFLICT OF INTEREST. INDIVIDUALS GENERALLY RECUSE THEMSELVES FROM ISSUES WITH CONFLICT. WE HAVE NEVER NEEDED TO REMIND ANYONE ALTHOUGH WE CAN AND WOULD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE CONSULTED WITH AN EMPLOYMENT ATTORNEY AND COLLECTED INFORMATION ON COMPARABLE POSITIONS AS PART OF DEVELOPING AN APPROPRIATE EMPLOYMENT CONTRACT FOR THE FOUNDATION'S TOP MANAGEMENT OFFICIALS. THE MOST RECENT PROCESSE WAS PERFORMED IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT THAT IS AVAILABLE IN PRINT AND DIGITAL FORMAT. THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | SCHOLARSHIP MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 17,761. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 394. TOTAL EXPENSES 18,155. HONORARIUMS: PROGRAM SERVICE EXPENSES 4,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 155,332. MANAGEMENT AND GENERAL EXPENSES 8,698. FUNDRAISING EXPENSES 26,901. TOTAL EXPENSES 190,931. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 121,745. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL HONOR SOCIETY AFFILIATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 MONTGOMERY LANE SUITE 202 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136189382 | EIN |
| Primary Activities | MANAGEMENT OF HONOR SOCIETY | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $251,840 | TotalIncomeAmt |
| End Of Year Assets | $317,277 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC | BusinessNameLine1Txt |
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