UNITED STATES MERCHANT MARINE ACADEMY ALUMNI ASSOCIATION AND FOU: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES MERCHANT MARINE ACADEMY ALUMNI ASSOCIATION AND FOU (EIN 11-6037948)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-28
- IRS object ID
- 201822719349300312
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-28T08:35:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116037948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES MERCHANT MARINE ACADEMY | BusinessNameLine1Txt |
| Business Name Line2 | ALUMNI ASSOCIATION AND FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5167735566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 STEAMBOAT ROAD | AddressLine1Txt |
| City | KINGS POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F TOBIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5167735566 | PhoneNum |
| Signature | 2018-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SHAPIRO | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JAMES F TOBIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 STEAMBOAT ROAD | AddressLine1Txt |
| City | KINGS POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,410,443 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USMMAAF.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF UNITED STATES MERCHANT MARINE ACADEMY ALUMNI ASSOCIATION AND FOUNDATION, INC (FOUNDATION) IS TO ADVANCE AND AID IN THE DEVELOPMENT OF THE UNITED STATES MERCHANT MARINE ACADEMY (THE ACADEMY) AT KINGS POINT, NEW YORK; PROVIDE GREATER EDUCATION FACILITIES AND OPPORTUNITIES FOR THE REGIMENT OF MIDSHIPMEN AND THE ACADEMY; RAISE FUNDS, MONEY AND PROPERTY AND DONATE, ASSIGN AND/OR LOAN SUCH FUNDS OR PROPERTY FOR USE IN THE ACADEMY'S EDUCATIONAL PROGRAMS AND WELFARE; AND PROVIDE GRADUATES OF THE ACADEMY WITH FURTHER OPPORTUNITY AND FACILITIES FOR THE CONTINUANCE OF THEIR EDUCATION IN MARINE SCIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $34,188 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$188,876 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,111,978 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,121,669 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $167,971 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $153,085 | CYProgramServiceRevenueAmt |
| PY Investment Income | $119,599 | PYInvestmentIncomeAmt |
| CY Investment Income | $806,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,861 | PYOtherRevenueAmt |
| CY Other Revenue | -$583 | CYOtherRevenueAmt |
| PY Total Revenue | $7,383,687 | PYTotalRevenueAmt |
| CY Total Revenue | $12,080,356 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,189,372 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,781,210 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $820,061 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $852,081 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $86,480 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $86,480 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $450,792 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,599,988 | PYOtherExpensesAmt |
| CY Other Expenses | $2,173,757 | CYOtherExpensesAmt |
| PY Total Expenses | $3,695,901 | PYTotalExpensesAmt |
| CY Total Expenses | $7,893,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,687,786 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,186,828 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,371,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,880,452 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $397,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $252,951 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,974,806 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,627,501 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION SHALL EXIST TO SERVE, ASSIST AND PERPETUATE THE ACADEMY, ITS REGIMENT OF MIDSHIPMEN, FACULTY, STAFF, AND ALUMNI. THE FOUNDATION SUPPORTS THE ACADEMY'S MISSION OF EDUCATING AND GRADUATING MERCHANT MARINE OFFICERS WHO WILL BECOME LEADERS IN THE COMMERCIAL AND DEFENSE TRANSPORTATION SERVICES OF THE UNITED STATES.THE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES BY RAISING AND DISTRIBUTING FUNDS, SOME OF WHICH WILL BE MAINTAINED IN AN ENDOWMENT. THE FOUNDATION ALSO FOSTERS AND ENCOURAGES THE DEVELOPMENT OF THE ACADEMY TO MEET THE FUTURE TRANSPORTATION NEEDS OF THE UNITED STATES, AND ENHANCES THE PRESTIGE THEREOF BY ACQUISITION, PRESERVATION, AND DISSEMINATION OF INFORMATION PERTAINING TO THEIR HISTORY, ACTIVITIES, METHODS AND OBJECTIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,621,392 | ExpenseAmt |
| Grant | $4,691,276 | GrantAmt |
| Desc | MIDSHIPMEN AND ACADEMY ACTIVITIES - SUPPORT TO ACADEMY (USMMA) MIDSHIPMEN PROGRAMS AND ACTIVITIES. ENHANCE THE EDUCATION EXPERIENCE OF 1,050 MIDSHIPMEN BY PROVIDING FINANCIAL SUPPORT TO 23 TEAMS, AND 38 CLUBS. PROMOTE ACADEMIC AND ATHLETIC EXCELLENCE BY SPONSORING 63 AWARDS AND SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $687,994 | ExpenseAmt |
| Grant | $89,934 | GrantAmt |
| Revenue | $92,881 | RevenueAmt |
| Desc | ALUMNI ACTIVITIES - SUPPORT TO ALUMNI SERVICES AND ALUMNI FUNDRAISING EVENTS FOR THE BENEFIT OF THE USMMA. SUPPORT ALUMNI ACTIVITIES BY SPONSORING 12 GOLF TOURNAMENTS A YEAR, HOMECOMING EVENTS, AND SPONSORING 50 ALUMNI AWARDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $278,278 | ExpenseAmt |
| Desc | PUBLICATIONS - SUPPORT TO COMMUNICATIONS ( PUBLICATIONS & WEBSITE ) FOR ALUMNI, PARENTS, AND MIDSHIPMEN. PUBLISH THE KINGS POINTER MAGAZINE FOUR TIMES A YEAR WITH A CIRCULATION OF 17,600. PUBLISH THE SCUTTLEBUT NEWSLETTER BY E-MAIL TWICE A MONTH TO 7,000 ALUMNI. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,375 | ExpenseAmt |
| Revenue | $60,204 | RevenueAmt |
| Desc | JOB PLACEMENT-CAREER AND INTERNSHIP SERVICES SUPPORT TO MIDSHIPMEN, RECENT GRADUATES IN COMPLIANCE OF OBLIGATION AND ALUMNI. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,375 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $60,204 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,593,039 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES F TOBIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167735566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 STEAMBOAT ROAD | AddressLine1Txt |
| City | KINGS POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN O ARNTZEN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER D ROBERTS | ||||||
| VICE CHAIR DEVELOPMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES L HAMILTON | ||||||
| VICE CHAIR FINANCE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH A MARTINO | ||||||
| VICE CHAIR ALUMNI AFFAIRS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN C BRENNAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN D CAMERON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN E CHICKERING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS G DEVINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSE E LEONARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES B LIEBERTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MONICA L MALONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH A MARTUCCI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER J RACKETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM M RAPACKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH D SCHWARTZSTEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH D STEWART | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THEODORE H TEPLOW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN J WALSH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS A WESLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H YOCUM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES F TOBIN | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $180,114 | $0 | $25,946 |
| ROSALBA RACCAGNA | ||||||
| CONTROLLER | 40.00 | Yes (X) | $91,771 | $0 | $13,094 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $271,885 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,040 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DANIEL J EDELMAN INC | |||||
| 250 HUDSON ST | NEW YORK | NY | 10013 | CONSULTING | $1,059,176 |
| BRIAN FOY | |||||
| 541 SWEET MANGO TRAIL | ST AUGUSTINE | FL | 32086 | CONSULTING | $127,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $383,143 | FundraisingAmt |
| All Other Contributions | $10,738,526 | AllOtherContributionsAmt |
| Noncash Contributions | $253,689 | NoncashContributionsAmt |
| Total Contributions | $11,121,669 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ALUMNI EVENTS & MERCHANDISE SALE | 900099 | $92,881 | $92,881 |
| JOB PLACEMENT SERVICE | 541900 | $60,204 | $60,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $153,085 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $484,491 | TotalRevenueColumnAmt |
| Exclusion | $484,491 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,694 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,306 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,306 | TotalRevenueColumnAmt |
| Exclusion | $63,306 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,166,802 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,845,108 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $321,694 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $321,694 | TotalRevenueColumnAmt |
| Exclusion | $321,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $348,485 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $383,143 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $464,285 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$115,800 | TotalRevenueColumnAmt |
| Exclusion | -$115,800 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PUBLICATION ADVERTISING | 511120 | $34,188 | $34,188 | |
| OTHER | 900099 | $17,723 | $17,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $51,911 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,080,356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153,085 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,188 | UnrelatedBusinessRevenueAmt |
| Exclusion | $771,414 | 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 | $4,691,276 | TotalAmt |
| Program Services | $4,691,276 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,934 | TotalAmt |
| Program Services | $89,934 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,925 | TotalAmt |
| Program Services | $86,424 | ProgramServicesAmt |
| Management And General | $202,895 | ManagementAndGeneralAmt |
| Fundraising | $21,606 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,460 | TotalAmt |
| Program Services | $247,468 | ProgramServicesAmt |
| Management And General | $73,923 | ManagementAndGeneralAmt |
| Fundraising | $105,069 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,534 | TotalAmt |
| Program Services | $12,567 | ProgramServicesAmt |
| Management And General | $207 | ManagementAndGeneralAmt |
| Fundraising | $6,760 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,739 | TotalAmt |
| Program Services | $24,874 | ProgramServicesAmt |
| Management And General | $1,816 | ManagementAndGeneralAmt |
| Fundraising | $15,049 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,423 | TotalAmt |
| Program Services | $24,749 | ProgramServicesAmt |
| Management And General | $19,182 | ManagementAndGeneralAmt |
| Fundraising | $9,492 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,457 | TotalAmt |
| Management And General | $18,457 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,130 | TotalAmt |
| Management And General | $52,130 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,480 | TotalAmt |
| Fundraising | $86,480 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,285 | TotalAmt |
| Management And General | $85,285 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,295 | TotalAmt |
| Program Services | $941,764 | ProgramServicesAmt |
| Management And General | $206,660 | ManagementAndGeneralAmt |
| Fundraising | $2,871 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329 | TotalAmt |
| Program Services | $1,089 | ProgramServicesAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,500 | TotalAmt |
| Program Services | $207,909 | ProgramServicesAmt |
| Management And General | $113,611 | ManagementAndGeneralAmt |
| Fundraising | $65,980 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,360 | TotalAmt |
| Program Services | $26,496 | ProgramServicesAmt |
| Fundraising | $3,864 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,394 | TotalAmt |
| Program Services | $50,394 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,625 | TotalAmt |
| Program Services | $140,211 | ProgramServicesAmt |
| Management And General | $451 | ManagementAndGeneralAmt |
| Fundraising | $125,963 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,941 | TotalAmt |
| Program Services | $22,191 | ProgramServicesAmt |
| Management And General | $25,514 | ManagementAndGeneralAmt |
| Fundraising | $3,236 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,916 | TotalAmt |
| Program Services | $25,416 | ProgramServicesAmt |
| Management And General | $13,078 | ManagementAndGeneralAmt |
| Fundraising | $4,422 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT | Desc |
| Total | $33,488 | TotalAmt |
| Management And General | $33,488 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,037 | TotalAmt |
| Program Services | $277 | ProgramServicesAmt |
| Management And General | $2,760 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,893,528 | TotalAmt |
| Program Services | $6,593,039 | ProgramServicesAmt |
| Management And General | $849,697 | ManagementAndGeneralAmt |
| Fundraising | $450,792 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,077 | BOYAmt |
| EOY | $256,453 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,709,896 | BOYAmt |
| EOY | $11,858,668 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,814 | BOYAmt |
| EOY | $613,146 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,580 | BOYAmt |
| EOY | $6,580 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,389 | BOYAmt |
| EOY | $38,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,526,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,289,562 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,258,469 | BOYAmt |
| EOY | $2,236,716 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,583,506 | BOYAmt |
| EOY | $20,398,139 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,056,215 | BOYAmt |
| EOY | $5,471,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,371,946 | BOYAmt |
| EOY | $40,880,452 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,140 | BOYAmt |
| EOY | $252,951 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,140 | BOYAmt |
| EOY | $252,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,580,283 | BOYAmt |
| EOY | $7,932,271 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,978,921 | BOYAmt |
| EOY | $13,844,379 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,415,602 | BOYAmt |
| EOY | $18,850,851 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,974,806 | BOYAmt |
| EOY | $40,627,501 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,371,946 | BOYAmt |
| EOY | $40,880,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,186,828 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,057,443 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $408,424 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,675,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,290,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,715,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,111,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,121,669 | CurrentTaxYearAmt |
| Total | $28,915,528 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,675,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,290,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,715,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,111,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,121,669 | CurrentTaxYearAmt |
| Total | $28,915,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,184,667 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,730,861 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $421,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $483,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $472,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $438,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $568,491 | CurrentTaxYearAmt |
| Total | $2,384,931 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,188 | CurrentTaxYearAmt |
| Total | $256,741 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,723 | CurrentTaxYearAmt |
| Total | $112,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,669,400 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $593,550 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,359,387 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $994,469 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $85,258 | AdministrativeExpensesAmt |
| End Year Balance | $14,274,598 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,373,503 | BeginningYearBalanceAmt |
| Contributions | $9,500 | ContributionsAmt |
| Investment Earnings Or Losses | $23,602 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $47,218 | AdministrativeExpensesAmt |
| End Year Balance | $13,359,387 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,383,674 | BeginningYearBalanceAmt |
| Contributions | $9,500 | ContributionsAmt |
| Investment Earnings Or Losses | $28,568 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $48,239 | AdministrativeExpensesAmt |
| End Year Balance | $13,373,503 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,316,435 | BeginningYearBalanceAmt |
| Contributions | $84,000 | ContributionsAmt |
| Investment Earnings Or Losses | $29,559 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $46,320 | AdministrativeExpensesAmt |
| End Year Balance | $13,383,674 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,318,454 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | $26,039 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $32,058 | AdministrativeExpensesAmt |
| End Year Balance | $13,316,435 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.94000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,465,540 | OtherCostOrOtherBasisAmt |
| Book Value | $1,465,540 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,547,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $816,088 | DepreciationAmt |
| Book Value | $731,187 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,075 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $485,897 | OtherCostOrOtherBasisAmt |
| Depreciation | $446,369 | DepreciationAmt |
| Book Value | $39,528 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,030 | DepreciationAmt |
| Book Value | $461 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,236,716 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUST | Desc |
| Book Value | $5,471,948 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,471,948 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,488,968 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,057,443 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $436,427 | OtherRevenueAmt |
| Revenue Not Reported | $1,493,870 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,995,098 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $85,258 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $85,258 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,080,356 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,828,964 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $20,694 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,694 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,808,270 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $85,258 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $85,258 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,893,528 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS WERE ESTABLISHED FOR THE SUPPORT OF THE ACADEMY, AND ITS PROGRAMS, INFRASTRUCTURE AND ACADEMIC SCHOLARSHIPS. |
| PART X, LINE 2: | THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 415,733. RENTAL EXPENSES 20,694. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 20,694. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFRC INC DBA ADVANTAGE CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2651 N GREEN VALLEY PKWY SUITE 102 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE-A-THON SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $691,944 | GrossReceiptsAmt |
| Retained By Contractor | $86,480 | RetainedByContractorAmt |
| Net To Organization | $605,464 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $691,944 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $86,480 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $605,464 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLUE AND GRAY GOLF | Event1Nm |
| Gross Receipts Event1 | $731,628 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $383,143 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $348,485 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $81,569 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $316,288 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $66,428 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $731,628 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $383,143 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $348,485 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $81,569 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $316,288 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $66,428 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $464,285 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$115,800 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 SCHEDUE G PART II LINE 6: | FormAndLineReferenceDesc |
| Explanation | FOOD AND BEVERAGE COSTS ARE INCLUDED IN THE TOTAL RENT/FACILITY COST OF THE EVENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US MERCHANT MARINE ACADEMY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STEAMBOAT RD | AddressLine1Txt |
| City | KINGS POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110241699 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 371531429 | RecipientEIN |
| IRC Section | 501(C) (3) | IRCSectionDesc |
| Cash Grant | $4,691,276 | CashGrantAmt |
| Purpose Of Grant | MIDSHIPMEN AND ACADEMY ACTIVITIES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS | GrantTypeTxt |
| Recipient | 98 | RecipientCnt |
| Cash Grant | $89,934 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PROVIDES SUPPORT TO ONLY ONE ORGANIZATION, THE ACADEMY. GRANTS ARE ACCEPTED BY THE PROCESS ESTABLISHED BY THE MARITIME ADMINISTRATION OF THE UNITED STATES DEPARTMENT OF TRANSPORTATION. THE FOUNDATION RECEIVES AN ANNUAL GRANT REQUEST FROM THE ACADEMY, AND BASED UPON AVAILABLE FUNDS FOR THE SPECIFIC PURPOSES REQUESTED IN THE GRANT REQUEST, THE THE FOUNDATION AWARDS THE FUNDS. ALL GRANT REQUESTS MUST BE DETAILED, INDICATING THE PURPOSE AND THE GENERAL USE OF THE FUNDS. ANNUAL GRANTS MUST BE APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F TOBIN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $170,114 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $10,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,252 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,694 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $206,060 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | 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 7 | FormAndLineReferenceDesc |
| Explanation | JAMES TOBIN RECEIVED A BONUS. THE BONUS WAS BASED ON EXCEPTIONAL WORK PERFORMANCE AND LEADERSHIP DURING A DIFFICULT PERIOD OF TIME FOR THE ACADEMY. THE BONUS WAS APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $172,120 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 80 | ContributionCnt |
| Noncash Contributions Rpt F990 | $81,569 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ITEMS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS SUBMITTED FOR REVIEW BY THE FOUNDATION'S PRESIDENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, AND A COPY IS SUBMITTED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ANY QUESTIONS OR COMMENTS ARE COMMUNICATED TO THE PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH PERSON SERVING AS A DIRECTOR, OFFICER OR COMMITTEE MEMBER IS REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. IF THE FORM DISCLOSES ANY CONFLICTS OF INTEREST, IT IS SUBMITTED TO THE COMMITTEE DESIGNATED BY THE BOARD OF DIRECTORS FOR REVIEW. THE PERSON WITH THE POTENTIAL CONFLICT IS RECUSED FROM THE VOTE TO DETERMINE WHETHER A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE MAKES RECOMENDATIONS, BASED UPON COMPARABLE DATA, TO THE EXECUTIVE COMMITTEE REGARDING THE PRESIDENT'S SALARY. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION COMMITTEE'S RECOMENDATION, AS WELL AS THE SALARIES FOR ALL EMPLOYEES, AND REFERS THE MATTER TO THE FULL BOARD OF DIRECTORS FOR FINAL DISPOSITION. THIS REVIEW WAS LAST DONE IN JANUARY OF 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AND ARE LISTED ON OUR WEBSITE AT WWW.USMMAAF.COM. |
| FORM 990, PART IX, LINE 11G | PENSION, PAYROLL, & OTHER TAX SERVICE: PROGRAM SERVICE EXPENSES 4,094. MANAGEMENT AND GENERAL EXPENSES 2,366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,460. CONSULTING: PROGRAM SERVICE EXPENSES 929,890. MANAGEMENT AND GENERAL EXPENSES 201,503. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,131,393. MOVING & STORING: PROGRAM SERVICE EXPENSES 5,465. MANAGEMENT AND GENERAL EXPENSES 2,791. FUNDRAISING EXPENSES 2,871. TOTAL EXPENSES 11,127. PHOTOGRAPHERS: PROGRAM SERVICE EXPENSES 2,315. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,315. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 415,733. BAD DEBT LOSS -7,309. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |