MORRIS ANIMAL FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS ANIMAL FOUNDATION (EIN 84-6032307)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-02
- IRS object ID
- 201811229349301226
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-02T13:19:55-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kundinger Corder & Engle PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Lincoln Street Suite 200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846032307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS ANIMAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 3037902345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 S COLORADO BLVD No 174-A | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIFFANY GRUNERT | PersonNm |
| Person Title | Acting CEO | PersonTitleTxt |
| Phone | 3037902345 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01416697 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2018-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.164.244.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-02 | IPDt |
| IP Tm | 12:17:44 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AFB07EEAF3D48E08074994E36D975E68554D47DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JOHN J REDDINGTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 S COLORADO BLVD No 174-A | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,000,028 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORRISANIMALFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO BRIDGE SCIENCE AND RESOURCE TO ADVANCE THE HEALTH OF ANIMALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | -$259,615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$259,615 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,315,397 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,654,059 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,614,961 | PYInvestmentIncomeAmt |
| CY Investment Income | $252,018 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,499 | PYOtherRevenueAmt |
| CY Other Revenue | $77,749 | CYOtherRevenueAmt |
| PY Total Revenue | $9,940,857 | PYTotalRevenueAmt |
| CY Total Revenue | $9,983,826 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,512,140 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,681,897 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,214,365 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,309,378 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $478,520 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,991,556 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,478,110 | PYOtherExpensesAmt |
| CY Other Expenses | $3,901,998 | CYOtherExpensesAmt |
| PY Total Expenses | $15,683,135 | PYTotalExpensesAmt |
| CY Total Expenses | $10,893,273 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,742,278 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$909,447 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,530,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,463,089 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,273,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,180,739 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,256,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,282,350 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MORRIS ANIMAL FOUNDATION'S MISSION IS TO BRIDGE SCIENCE AND RESOURCES TO ADVANCE THE HEALTH OF ANIMALS. SINCE OUR FOUNDING IN 1948, MORE THAN 20,000 ANIMALS HAVE BEEN HELPED THROUGH SCIENTIFIC STUDIES AND THE DEVELOPMENT OF NEW TREATMENTS, DIAGNOSTIC TOOLS AND VACCINES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,566,426 | ExpenseAmt |
| Grant | $3,681,897 | GrantAmt |
| Desc | ANIMAL HEALTH STUDIES: THE FOUNDATION FUNDS RESEARCHERS AROUND THE WORLD WHO ARE SOLVING CRITICAL HEALTH PROBLEMS IN ANIMALS FROM PETS TO WILDLIFE. OUR WORK IS HELPING RESEARCHERS IN THE FIELD FIND CURES FOR ISSUES RELATED TO THE MONGOLIAN SAIGA ANTELOPE, TASMANIAN DEVILS, AND VIRUSES IN ELEPHANTS, AS WELL AS CRITICAL ISSUES FACING PETS AND SHELTER ANIMALS LIKE FELINE INFECTIOUS PERITONITIS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $759,455 | ExpenseAmt |
| Desc | PROGRAM AWARENESS: MORRIS ANIMAL FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF COMPANION ANIMALS AND WILDLIFE BY FUNDINGHUMANE HEALTH STUDIES AND DISSEMINATING INFORMATION ABOUT THESESTUDIES. RAISING AWARENESS ABOUT THE FOUNDATION'S PROGRAMS AND IMPACTIS A CRITICAL COMPONENT TO FULFILLING OUR MISSION. THE FOUNDATION'SWEBSITE PROVIDES A VALUABLE RESOURCE FOR SUPPORTERS, INCLUDING A BLOGTHAT HIGHLIGHTS ORGANIZATIONAL AND STUDY SUCCESSES, CAMPAIGNS ANDDONOR/PARTNER STORIES. THE WEBSITE ALSO IS USED TO PROMOTE RETENTIONFOR THE ORGANIZATION'S GOLDEN RETRIEVER LIFETIME STUDY, THE LARGEST ANDLONGEST STUDY EVER UNDERTAKEN IN THE UNITED STATES TO UNDERSTAND CANCERIN DOGS. THE FOUNDATION'S "UNITE TO FIGHT PET CANCER" CAMPAIGN INCLUDESWEBINARS, DOWNLOADABLE INFORMATION AND ARTICLES TO HELP PET OWNERS LEARN MORE ABOUT HOW PETS DEVELOP CANCER AND TO RAISE AWARENESS ABOUTCANCER IN PETS. THE ORGANIZATION ALSO SUPPORTS A VOLUNTEER-DRIVEN K9CANCER WALK PROGRAM. THE WALK PROGRAM SIGNIFICANTLY INCREASES AWARENESSOF THE FOUNDATION'S CANCER RESEARCH EFFORTS AND PROVIDES A WAY FORSUPPORTERS TO GET INVOLVED WITHIN THEIR COMMUNITIES. THE ORGANIZATIONALSO PROVIDES ANIMAL HEALTH INFORMATION THROUGH AN EXTENSIVE DIRECTRESPONSE PROGRAM TO DONORS, WHICH INCLUDES DIRECT MAIL, A QUARTERLYPRINT NEWSLETTER, AN EMAIL NEWSLETTER PROGRAM AND EDUCATIONAL WEBINARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,325,881 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | 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 | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 |
| 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 | STACY VAN BUREN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3037083423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 S COLORADO BLVD No 174-A | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WALT GEORGE III | |||||||
| CHAIR OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COLIN GILES BVETMED PHD MRCV | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID MORRIS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK LONG DVM | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBBIE DAVENPORT DVM MS DACVIM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY EAGLE THOMPSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C GAIN JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY KNUDSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES KUTSCH JR PHD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD LICHTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONNA MAZET DVM MPVM PHD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTE MORRIS PHD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA MORRIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID PETRIE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SWANSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM TEDFORD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STAN TEETER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT VETERE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN REDDINGTON | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $172,404 | $0 | $2,120 | ||
| KATHRYN HOLM | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $185,058 | $0 | $20,190 | ||
| BARBARA WOLF | |||||||
| CHIEF SCIENTIFIC OFFICER | 40.00 | Yes (X) | $185,847 | $0 | $20,116 | ||
| CHRISTINE ORZECHOWSKI | |||||||
| DIRECTOR OF MARKETING/BRAND STRATEGY | 40.00 | $147,669 | $0 | $13,317 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $690,978 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $55,743 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERGENT | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 CENTENNIAL DRIVE | AddressLine1Txt |
| City | PEABODY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DONOR MANAGEMENT SOLUTIONS | ServicesDesc |
| Compensation | $294,337 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,654,059 | AllOtherContributionsAmt |
| Noncash Contributions | $608,695 | NoncashContributionsAmt |
| Total Contributions | $9,654,059 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,495 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$259,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $340,110 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $187,725 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $16,202 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $187,725 | SecuritiesAmt |
| Other | -$16,202 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,523 | TotalRevenueColumnAmt |
| Exclusion | $171,523 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $77,749 | TotalRevenueColumnAmt |
| Exclusion | $77,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $77,749 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,983,826 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$259,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $589,382 | 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 | $3,119,675 | TotalAmt |
| Program Services | $3,119,675 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,453 | TotalAmt |
| Program Services | $133,453 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,769 | TotalAmt |
| Program Services | $428,769 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,619 | TotalAmt |
| Program Services | $288,828 | ProgramServicesAmt |
| Management And General | $290,023 | ManagementAndGeneralAmt |
| Fundraising | $105,768 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,005,036 | TotalAmt |
| Program Services | $964,570 | ProgramServicesAmt |
| Management And General | $337,302 | ManagementAndGeneralAmt |
| Fundraising | $703,164 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,655 | TotalAmt |
| Program Services | $67,451 | ProgramServicesAmt |
| Management And General | $32,554 | ManagementAndGeneralAmt |
| Fundraising | $26,650 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,501 | TotalAmt |
| Program Services | $123,606 | ProgramServicesAmt |
| Management And General | $57,817 | ManagementAndGeneralAmt |
| Fundraising | $76,078 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,567 | TotalAmt |
| Program Services | $106,380 | ProgramServicesAmt |
| Management And General | $55,301 | ManagementAndGeneralAmt |
| Fundraising | $73,886 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,535 | TotalAmt |
| Program Services | $10,698 | ProgramServicesAmt |
| Management And General | $6,179 | ManagementAndGeneralAmt |
| Fundraising | $2,658 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Management And General | $26,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,935 | TotalAmt |
| Management And General | $373,935 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,041 | TotalAmt |
| Program Services | $1,591,759 | ProgramServicesAmt |
| Management And General | $89,040 | ManagementAndGeneralAmt |
| Fundraising | $240,242 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,852 | TotalAmt |
| Program Services | $73,724 | ProgramServicesAmt |
| Management And General | $9,230 | ManagementAndGeneralAmt |
| Fundraising | $312,898 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,934 | TotalAmt |
| Program Services | $17,551 | ProgramServicesAmt |
| Management And General | $12,514 | ManagementAndGeneralAmt |
| Fundraising | $45,869 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,206 | TotalAmt |
| Program Services | $153,903 | ProgramServicesAmt |
| Management And General | $16,882 | ManagementAndGeneralAmt |
| Fundraising | $30,421 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,756 | TotalAmt |
| Program Services | $72,698 | ProgramServicesAmt |
| Management And General | $43,517 | ManagementAndGeneralAmt |
| Fundraising | $59,541 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,618 | TotalAmt |
| Program Services | $59,034 | ProgramServicesAmt |
| Management And General | $26,150 | ManagementAndGeneralAmt |
| Fundraising | $140,434 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,994 | TotalAmt |
| Program Services | $68,750 | ProgramServicesAmt |
| Management And General | $119,755 | ManagementAndGeneralAmt |
| Fundraising | $8,489 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,853 | TotalAmt |
| Management And General | $32,853 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE AND MAILING | $93,114 | $7,754 | $6,256 | $79,104 |
| MISCELLANEOUS | $55,058 | $7,691 | $2,399 | $44,968 |
| Hiring/HR | $33,316 | $20,872 | $3,778 | $8,666 |
| Income tax | $32,016 | $32,016 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,770 | TotalAmt |
| Program Services | $8,715 | ProgramServicesAmt |
| Management And General | $2,335 | ManagementAndGeneralAmt |
| Fundraising | $32,720 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,893,273 | TotalAmt |
| Program Services | $7,325,881 | ProgramServicesAmt |
| Management And General | $1,575,836 | ManagementAndGeneralAmt |
| Fundraising | $1,991,556 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,434 | BOYAmt |
| EOY | $2,326,614 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,487 | BOYAmt |
| EOY | $1,353,717 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,338 | BOYAmt |
| EOY | $17,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $425,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $238,996 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,559 | BOYAmt |
| EOY | $186,374 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,008,608 | BOYAmt |
| EOY | $12,575,914 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,672,803 | BOYAmt |
| EOY | $65,002,724 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,530,229 | BOYAmt |
| EOY | $81,463,089 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,576 | BOYAmt |
| EOY | $665,487 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,703,824 | BOYAmt |
| EOY | $6,410,674 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,930 | BOYAmt |
| EOY | $1,104,578 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,273,330 | BOYAmt |
| EOY | $8,180,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,777,327 | BOYAmt |
| EOY | $21,921,507 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,935,268 | BOYAmt |
| EOY | $8,580,412 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,544,304 | BOYAmt |
| EOY | $42,780,431 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,256,899 | BOYAmt |
| EOY | $73,282,350 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,530,229 | BOYAmt |
| EOY | $81,463,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$909,447 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,572,850 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $362,048 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,266,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,063,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,806,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,315,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,654,059 | CurrentTaxYearAmt |
| Total | $46,106,088 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $236,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,155 | CurrentTaxYearMinus2YearsAmt |
| Total | $591,748 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,266,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,300,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,161,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,315,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,654,059 | CurrentTaxYearAmt |
| Total | $46,697,836 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,084,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,340,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,695,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,379,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,800,000 | CurrentTaxYearAmt |
| Total | $8,298,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,084,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,340,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,695,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,379,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,800,000 | CurrentTaxYearAmt |
| Total | $8,298,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,399,336 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $447,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,110 | CurrentTaxYearAmt |
| Total | $1,559,570 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $447,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,110 | CurrentTaxYearAmt |
| Total | $1,559,570 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $109,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$259,615 | CurrentTaxYearAmt |
| Total | -$150,206 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $6,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,749 | CurrentTaxYearAmt |
| Total | $652,170 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,084,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,984,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,410,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,467,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,812,303 | CurrentTaxYearAmt |
| Total | $48,759,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76940 | PublicSupportPY509Pct |
| Investment Income CY | 0.03200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $58,629,635 | BeginningYearBalanceAmt |
| Contributions | $120,675 | ContributionsAmt |
| Investment Earnings Or Losses | $5,178,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $207,204 | GrantsOrScholarshipsAmt |
| Other Expenditures | $419,440 | OtherExpendituresAmt |
| Administrative Expenses | $1,878,053 | AdministrativeExpensesAmt |
| End Year Balance | $61,424,093 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,979,685 | BeginningYearBalanceAmt |
| Contributions | $311,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,641,116 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,020,434 | GrantsOrScholarshipsAmt |
| End Year Balance | $58,629,635 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,266,379 | BeginningYearBalanceAmt |
| Contributions | $5,980,801 | ContributionsAmt |
| Investment Earnings Or Losses | $935,213 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $111,362 | AdministrativeExpensesAmt |
| End Year Balance | $47,071,031 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,980,709 | BeginningYearBalanceAmt |
| Contributions | $285,670 | ContributionsAmt |
| End Year Balance | $40,266,379 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,076,926 | BeginningYearBalanceAmt |
| Contributions | $903,783 | ContributionsAmt |
| End Year Balance | $39,980,709 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,915 | DepreciationAmt |
| Book Value | $26,785 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $386,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $227,081 | DepreciationAmt |
| Book Value | $159,589 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $186,374 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private investments | $29,788,556 | F |
| Global equity funds | $22,833,581 | F |
| Global opportunistic funds | $11,563,260 | F |
| Fixed income funds | $817,327 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $65,002,724 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $1,104,578 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,104,578 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,912,906 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,763,023 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,730,165 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$190,173 | OtherRevenueAmt |
| Revenue Not Reported | $7,303,015 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,609,891 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $373,935 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $373,935 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,983,826 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,887,455 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,730,165 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,730,165 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,157,290 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $373,935 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $362,048 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $735,983 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,893,273 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Earnings from the Endowment funds are subject the Foundation's spending policy and are to be used to support animal health studies and the general operations of the Foundation. |
| Part XI, Line 2d - Other Adjustments: | Change in value of charitable gift annuities |
| Part XII, Line 4b - Other Adjustments: | Credits in financial statements for grants refunded/discontinued. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | GRANTMAKING | GRANTS TO ADVANCE ANIMAL HEALTH STUDIES. | $331,605 |
| South America | 0 | 0 | GRANTMAKING | GRANTS TO ADVANCE ANIMAL HEALTH STUDIES. | $97,164 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | INVESTMENTS | $4,940,194 | |
| North America - Canada and Mexico, but not the United States | 0 | 0 | INVESTMENTS | $4,923,852 | |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | INVESTMENTS | $22,943,634 | |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 0 | 0 | INVESTMENTS | $2,040,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $35,276,632 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $35,276,632 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | ANIMAL HEALTH STUDIES | $21,600 | WIRE TRANSFER |
| South America | ANIMAL HEALTH STUDIES | $86,364 | WIRE TRANSFER |
| South America | ANIMAL HEALTH STUDIES | $10,800 | |
| Europe (Including Iceland & Greenland) | ANIMAL HEALTH STUDIES | $149,082 | |
| Europe (Including Iceland & Greenland) | ANIMAL HEALTH STUDIES | $160,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | DISTRIBUTIONS OF GRANT PAYMENTS ARE TYPICALLY MADE IN QUARTERLY INSTALLMENTS, SUBJECT TO PERFORMANCE OF THE PROJECT TO THE SATISFACTION OF THE FOUNDATION. GRANT PERFORMANCE IS ASSESSED BASED ON INDEPENDENT SCIENTIFIC REVIEW OF PROGRESS REPORTS THAT ARE REQUESTED TWICE ANNUALLY. ONE-HALF OF THE FINAL QUARTERLY PAYMENT WILL BE WITHHELD BY THE FOUNDATION UNTIL RECEIPT OF A COMPLETE AND SATISFACTORY FINAL REPORT AND ACCOUNTING. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amergent | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 Centennial Drive | AddressLine1Txt |
| City | Peabody | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Direct Mail Campaign | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $523,335 | GrossReceiptsAmt |
| Retained By Contractor | $352,265 | RetainedByContractorAmt |
| Net To Organization | $171,070 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $523,335 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $352,265 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $171,070 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Column (v) | FormAndLineReferenceDesc |
| Explanation | Direct fundraising expenses are paid by the fundraising organization. Of the $352,265 retained by the fundraiser, $296,324 was related to postage, printing, and mailing. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH ST NW 360 | WASHINGTON | DC | 20036 | 840432950 | 501(C)(3) | $18,630 | ANIMAL HEALTH STUDIES |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| 1 Baylor Plaza | Houston | TX | 77030 | 741613878 | GOVT | $156,444 | ANIMAL HEALTH STUDIES |
| CALIFORNIA STATE UNIVERSITY-STANISLAUS | |||||||
| 1 University Cir MSR 270 | Turlock | CA | 95382 | 770207337 | GOVT | $104,096 | ANIMAL HEALTH STUDIES |
| COLORADO STATE UNIVERSITY | |||||||
| 6015 Campus Deliver - OSP | Fort Collins | CO | 805236015 | 846000545 | GOVT | $196,977 | ANIMAL HEALTH STUDIES |
| CORNELL UNIVERSITY | |||||||
| PO Box 22 | Ithaca | NY | 148510022 | 150532082 | GOVT | $46,928 | ANIMAL HEALTH STUDIES |
| DUKE UNIVERSITY | |||||||
| 327 North Building Box 90077 | Durham | NC | 277080077 | 560532129 | GOVT | $8,291 | ANIMAL HEALTH STUDIES |
| IOWA STATE UNIVERSITY | |||||||
| 1138 PEARSON HALL | AMES | IA | 500112207 | 426004244 | GOVT | $100,129 | ANIMAL HEALTH STUDIES |
| LINCOLN MEMORIAL UNIVERSITY | |||||||
| 6965 CUMBERLAND GAP PKWY | HARROGATE | TN | 37752 | 620479542 | GOVT | $20,267 | ANIMAL HEALTH STUDIES |
| MICHIGAN STATE UNIVERSITY | |||||||
| 301 ADMINISTRATION BLDG | EAST LANSING | MI | 488241046 | 386005984 | GOVT | $53,492 | ANIMAL HEALTH STUDIES |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| PO BOX 7214 | RALEIGH | NC | 27695 | 566000756 | GOVT | $472,382 | ANIMAL HEALTH STUDIES |
| NORTHERN ARIZONA UNIVERSITY | |||||||
| PO BOX 4080 | FLAGSTAFF | AZ | 86011 | 742579628 | GOVT | $107,610 | ANIMAL HEALTH STUDIES |
| SMITHSONIAN INSTITUTION | |||||||
| 24411 NETWORK PLACE | CHICAGO | IL | 60673 | 053020627 | 501(C)(3) | $96,030 | ANIMAL HEALTH STUDIES |
| SOUTH-EAST ZOO ALLIANCE FOR REPRODUCTION & CONSERVATION | |||||||
| 581705 WHITE OAK ROAD | YULEE | FL | 32097 | 275075817 | 501(C)(3) | $8,350 | ANIMAL HEALTH STUDIES |
| THE PEREGRINE FUND | |||||||
| 5668 W FLYING HAWK LANE | BOISE | ID | 83709 | 231969973 | 501(C)(3) | $50,000 | ANIMAL HEALTH STUDIES |
| THE UNIVERSITY OF GEORGIA | |||||||
| 310 E CAMPUS ROAD | ATHENS | GA | 30602 | 581353149 | GOVT | $333,245 | ANIMAL HEALTH STUDIES |
| THE UNIVERSITY OF TENNESSEE | |||||||
| 2047 RIVER DRIVE RM A-102 | KNOXVILLE | TN | 379964550 | 626001636 | GOVT | $29,657 | ANIMAL HEALTH STUDIES |
| TULANE UNIVERSITY | |||||||
| 800 E COMMERCE ROAD 203 | HARAHAN | LA | 70123 | 720423889 | GOVT | $104,570 | ANIMAL HEALTH STUDIES |
| UNIVERSITY OF CALIFORNIADAVIS | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 946036494 | GOVT | $240,391 | ANIMAL HEALTH STUDIES |
| UNIVERSITY OF ILLINOIS | |||||||
| 28392 NETWORK PLACE | CHICAGO | IL | 606731283 | 376000511 | GOVT | $236,300 | ANIMAL HEALTH STUDIES |
| UNIVERSITY OF MINNESOTA | |||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 554855957 | 416007513 | GOVT | $464,747 | ANIMAL HEALTH STUDIES |
| VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY | |||||||
| 460 TURNER ST STE 306 | BLACKSBURG | VA | 24061 | 546001805 | GOVT | $10,631 | ANIMAL HEALTH STUDIES |
| WASHINGTON STATE UNIVERSITY | |||||||
| PO BOX 641025 | PULLMAN | WA | 991641025 | 916001108 | GOVT | $157,561 | ANIMAL HEALTH STUDIES |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | 131740011 | 501(C)(3) | $50,000 | ANIMAL HEALTH STUDIES |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| PO BOX 120551 | SAN DIEGO | CA | 921120551 | 951648219 | 501(C)(3) | $52,947 | ANIMAL HEALTH STUDIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIPS | 21 | $110,936 |
| EXTERNSHIPS | 3 | $16,718 |
| VETERINARY STUDENT AMBASSADORS | 6 | $5,799 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | DISTRIBUTIONS OF GRANT PAYMENTS ARE TYPICALLY MADE IN QUARTERLY DISTRIBUTIONS, SUBJECT TO PERFORMANCE OF THE PROJECT TO THE SATISFACTION OF THE FOUNDATION. GRANT PERFORMANCE IS ASSESSED BASED ON INDEPENDENT SCIENTIFIC REVIEW OF PROGRESS REPORTS THAT ARE REQUESTED TWICE ANNUALLY. ONE-HALF OF THE FINAL QUARTERLY PAYMENTS WILL BE WITHHELD BY THE FOUNDATION UNTIL RECEIPT OF A COMPLETE AND SATISFACTORY FINAL REPORT AND ACCOUNTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN REDDINGTON | ||||||||||||||
| PRESIDENT & CEO | $172,404 | $0 | $0 | $0 | $0 | $0 | $1,175 | $0 | $945 | $0 | $174,524 | $0 | $0 | $0 |
| KATHRYN HOLM | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $185,058 | $0 | $0 | $0 | $0 | $0 | $11,070 | $0 | $9,120 | $0 | $205,248 | $0 | $0 | $0 |
| BARBARA WOLF | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER | $185,847 | $0 | $0 | $0 | $0 | $0 | $11,151 | $0 | $8,965 | $0 | $205,963 | $0 | $0 | $0 |
| CHRISTINE ORZECHOWSKI | ||||||||||||||
| DIRECTOR OF MARKETING/BRAND STRATEGY | $147,669 | $0 | $0 | $0 | $0 | $0 | $8,860 | $0 | $4,457 | $0 | $160,986 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $608,695 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Page 1, Part B | THE FORM 990 HAS BEEN AMENDED TO REPORT PROFESSIONAL FUNDRAISING EXPENSE ON PART IV, LINE 17, AND ON SCHEDULE G. THE FORM AS ORIGINALLY FILED DID NOT REPORT THESE EXPENSES ON SCHEDULE G BECAUSE THEY WERE CONSIDERED PRINTING AND MAILING EXPENSES RATHER THAN FUNDRAISING. THE DIRECT MAIL CAMPAIGN PRIMARILY CONSISTS OF MAILING PROGRAM INFORMATION; HOWEVER, THERE IS AN ANNUAL APPEAL CONDUCTED EACH YEAR. THEREFORE, THE AMOUNT PAID TO THE DIRECT MAIL CONTRACTOR IS REPORTED ON THE AMENDED RETURN AS AN AMOUNT PAID TO A PROFESSIONAL FUNDRAISER. |
| Form 990, Part VI, Section A, line 2 | TRUSTEE BETTE MORRIS IS THE MOTHER OF TRUSTEES DAVID MORRIS AND CYNTHIA MORRIS. |
| Form 990, Part VI, Section B, line 11b | A DRAFT OF THE IRS FORM 990 AND ALL SCHEDULES IS REVIEWED BY THE BOARD OF TRUSTEES, CEO AND COO AND OTHER OFFICERS BEFORE IT IS FILED WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | ALL MEMBERS OF THE BOARD OF TRUSTEES AND BOARD COMMITTEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD REVIEWS ALL FORMS AND FOR ANY THAT DECLARE A CONFLICT, THOSE MATTERS ARE BROUGHT BEFORE THE FULL BOARD. THE BOARD ALSO ENFORCES COMPLIANCE BY PROMOTING AWARENESS OF THE POLICY AT BOARD MEETINGS. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO AND MAKING RECOMMENDATIONS AT LEAST ANNUALLY TO THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES FOR HIS/HER COMPENSATION. THIS SHALL BE DONE IN ACCORDANCE WITH THE POLICY AND OTHER BEST PRACTICES IN THE JUDGMENT OF THE MEMBERS OF THE COMPENSATION COMMITTEE. IN ADDITION, THE COMPENSATION COMMITTEE SHALL ANNUALLY REVIEW ANY CHANGES IN THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES ACCORDING TO POLICY. FOR THE PURPOSES OF THESE POLICIES, "COMPENSATION" REFERS TO THE COMBINATION OF SALARY AND BENEFITS AS DEFINED IN THE IRS FORM 990 PROCESS INSTRUCTIONS. THE CEO SETS THE OTHER OFFICERS' SALARIES WITH INPUT FROM THE BOARD AND USING COMPARATIVE DATA AND SET PAYGRADES. |
| Form 990, Part VI, Section C, line 19 | GOVERNING AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO POSTED ON THE FOUNDATION'S WEBSITE. |
| Form 990, Part IX, line 11g | OTHER CONTRACT SERVICES: Program service expenses 1,591,759. Management and general expenses 89,040. Fundraising expenses 240,242. Total expenses 1,921,041. |
| Form 990, Part XI, line 9: | Grants refunded/discontinued 362,048. |
| Form 990, Part XII, Line 2c: | THE FOUNDATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR SELECTING THE INDEPENDENT AUDITOR AND MONITORING THE RESULTS OF THE ANNUAL AUDIT. THE AUDIT COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR AT LEAST ANNUALLY TO REVIEW THE AUDIT PROCESS AND RESULTS. THERE HAS BEEN NO CHANGE TO THIS PROCESS IN THE CURRENT YEAR. |
| FORM 990, PART XI, LINE 9 | GRANTS AWARDED IN PRIOR YEARS THAT ARE REFUNDED OR DISCONTINUED ARE REPORTED AS A REDUCTION OF GRANT EXPENSE IN THE FINANCIAL STATEMENTS IN THE YEAR THE REFUND IS RECEIVED OR THE PROJECT IS DISCONTINUED. DURING FISCAL YEAR 2017, THE FOUNDATION DISCONTINUED PROJECTS WITH OUTSTANDING GRANT COMMITMENTS OF $199,699, AND RECEIVED A GRANT REFUND OF $162,349. THESE AMOUNTS ARE NOT REFELCTED IN THE STATEMENT OF FUNCTIONAL EXPENSES FOR TAX PURPOSES. AS A RESULT, PROGRAM EXPENSES FOR TAX PURPOSES ARE GREATER THAN PROGRAM EXPENSES FOR FINANCIAL STATEMENT PURPOSES. |
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