AMERICAN PHARMACISTS ASSOCIATION FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN PHARMACISTS ASSOCIATION FOUNDATION (EIN 52-6039142)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-04
- IRS object ID
- 201702779349300715
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-04T10:02:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tate and Tryon | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L Street NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526039142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PHARMACISTS ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2026284410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 CONSTITUTION AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Keyes | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2026284410 | PhoneNum |
| Signature | 2017-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah G Kosnett | PreparerPersonNm |
| PTIN | P00290720 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2017-10-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.59.105.135 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-04 | IPDt |
| IP Tm | 10:02:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APHA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elizabeth Keyes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 CONSTITUTION AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,004,249 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APHAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The mission of the APhA Foundation is to improve health by inspiring philanthropy, research and innovation that advances pharmacists' patient care services. The APhA Foundation looks to create a new medication use system where patients, pharmacists, physicians and other health care professionals collaborate to dramatically improve the cost effectiveness and quality of patient health outcomes. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $928,851 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,337,181 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,432 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,704 | CYProgramServiceRevenueAmt |
| PY Investment Income | $120,950 | PYInvestmentIncomeAmt |
| CY Investment Income | $75,212 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $10,797 | CYOtherRevenueAmt |
| PY Total Revenue | $1,100,233 | PYTotalRevenueAmt |
| CY Total Revenue | $1,457,894 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $132,315 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $69,599 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $915,036 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $551,523 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $153,732 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,132,498 | PYOtherExpensesAmt |
| CY Other Expenses | $1,072,868 | CYOtherExpensesAmt |
| PY Total Expenses | $2,179,849 | PYTotalExpensesAmt |
| CY Total Expenses | $1,693,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,079,616 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$236,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,723,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,812,188 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,277,496 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,435,110 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,445,794 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,377,078 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the APhA Foundation is to improve health by inspiring philanthropy, research and innovation that advances pharmacists' patient care services. The APhA Foundation looks to create a new medication use system where patients, pharmacists, physicians and other health care professionals collaborate to dramatically improve the cost effectiveness and quality of patient health outcomes. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $880,635 | ExpenseAmt |
| Revenue | $34,704 | RevenueAmt |
| Desc | Science and Research - Our research projects establish new models of practice for pharmacists and redefine patients' healthcare experience. We connect each patient to a pharmacist who empowers them to become successful in managing his or her own health. Our work validated that the pharmacists are essential to helping patients achieve better health outcomes. The Foundation research projects include Immunization Registries, Beating Diabetes, Diabetes Patient Credentialing, and Appointment Based Model with Patients of an Accountable Care Organization. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $166,148 | ExpenseAmt |
| Grant | $69,599 | GrantAmt |
| Desc | Awards and Grants - to encourage the enhancement of pharmacists' skills and to provide better service to the public in the area of pharmaceutical care. The Foundation has three award programs: 1) Incentive grants - provides seed funding to pharmacists who want to establish or support already existing patient care services within their pharmacy practice. 2) Pinnacle awards - annual recognition program for contributions to healthcare quality through the medication use process. 3) Student scholarship program - recognizes students who help shape the future of the profession. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Library and Archives - serves the information needs of the APhA and APhA Foundation staff, pharmacists, students, researchers, government agencies, reporters and consumers worldwide via a variety of journals and resources and encourages knowledge asset sharing. The library strives to provide access to resources promoting the pharmacy profession and innovative practices. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,046,783 | 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 | Yes (1) | 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 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PHARMACISTS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026284410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 CONSTITUTION AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Leonard Edloe | ||||||||
| pRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Troy Trygstad | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tim Canning | ||||||||
| TREasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas E Menighan | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $675,285 | $100,299 | ||
| Laura Carpenter | ||||||||
| DIRECTOR (FROM 3/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ED HAMILTON | ||||||||
| DIRECTor | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Moore | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve Simenson | ||||||||
| DIRECTOR (FROM 3/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Megan Tucker | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Valente | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Eleanor Vogt | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelsea Gallegos | ||||||||
| Director (thru 3/16) | 2.00 | Yes (X) | $1,000 | $0 | $0 | |||
| Stuart Haines | ||||||||
| Director (thru 3/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Hocevar | ||||||||
| Director (thru 3/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Laughrey | ||||||||
| Treasurer (THRU 3/16) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas Temple | ||||||||
| Director (thru 3/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH Keyes | ||||||||
| EXECutive DIRECTOR | 3.50 | Yes (X) | $54,000 | $298,780 | $50,618 | 36.50 | ||
| Benjamin Bluml | ||||||||
| SVP, Research | 40.00 | $176,533 | $0 | $29,631 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $231,533 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $974,065 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,548 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,337,181 | AllOtherContributionsAmt |
| Total Contributions | $1,337,181 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IQ WARE PROGRAM | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $34,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,704 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,704 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,549 | TotalRevenueColumnAmt |
| Exclusion | $108,549 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $473,905 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $507,242 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$33,337 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,337 | TotalRevenueColumnAmt |
| Exclusion | -$33,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $46,547 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $39,113 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,434 | TotalRevenueColumnAmt |
| Exclusion | $7,434 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,363 | TotalRevenueColumnAmt |
| Exclusion | $3,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,363 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,457,894 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,704 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,599 | TotalAmt |
| Program Services | $69,599 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,164 | TotalAmt |
| Program Services | $217,707 | ProgramServicesAmt |
| Management And General | $32,711 | ManagementAndGeneralAmt |
| Fundraising | $9,746 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,300 | TotalAmt |
| Program Services | $11,769 | ProgramServicesAmt |
| Management And General | $154,494 | ManagementAndGeneralAmt |
| Fundraising | $75,037 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,582 | TotalAmt |
| Management And General | $2,948 | ManagementAndGeneralAmt |
| Fundraising | $2,634 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,079 | TotalAmt |
| Management And General | $4,848 | ManagementAndGeneralAmt |
| Fundraising | $4,231 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,398 | TotalAmt |
| Program Services | $15,185 | ProgramServicesAmt |
| Management And General | $13,824 | ManagementAndGeneralAmt |
| Fundraising | $6,389 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,417 | TotalAmt |
| Management And General | $22,048 | ManagementAndGeneralAmt |
| Fundraising | $14,369 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,750 | TotalAmt |
| Management And General | $14,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,233 | TotalAmt |
| Management And General | $26,233 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,191 | TotalAmt |
| Program Services | $603,737 | ProgramServicesAmt |
| Management And General | $25,792 | ManagementAndGeneralAmt |
| Fundraising | $5,662 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,581 | TotalAmt |
| Program Services | $6,569 | ProgramServicesAmt |
| Management And General | $22,566 | ManagementAndGeneralAmt |
| Fundraising | $14,446 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,956 | TotalAmt |
| Program Services | $50,184 | ProgramServicesAmt |
| Management And General | $25,578 | ManagementAndGeneralAmt |
| Fundraising | $3,194 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,178 | TotalAmt |
| Program Services | $45,517 | ProgramServicesAmt |
| Management And General | $4,460 | ManagementAndGeneralAmt |
| Fundraising | $11,201 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,123 | TotalAmt |
| Program Services | $24,133 | ProgramServicesAmt |
| Management And General | $43,132 | ManagementAndGeneralAmt |
| Fundraising | $2,858 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,201 | TotalAmt |
| Management And General | $21,201 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Overhead | $73,551 | $73,551 | ||
| Professional dues & sub | $13,294 | $5,172 | $2,622 | $5,500 |
| Other expense | -$1,607 | $167 | -$239 | -$1,535 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693,990 | TotalAmt |
| Program Services | $1,046,783 | ProgramServicesAmt |
| Management And General | $493,475 | ManagementAndGeneralAmt |
| Fundraising | $153,732 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,683 | BOYAmt |
| EOY | $610,251 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,539 | BOYAmt |
| EOY | $983,384 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,599 | BOYAmt |
| EOY | $30,831 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,657 | BOYAmt |
| EOY | $5,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $384,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,942 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,286 | BOYAmt |
| EOY | $181,389 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,231,526 | BOYAmt |
| EOY | $4,001,019 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,723,290 | BOYAmt |
| EOY | $5,812,188 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,968 | BOYAmt |
| EOY | $375,825 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,459 | BOYAmt |
| EOY | $476,350 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,069 | BOYAmt |
| EOY | $582,935 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,496 | BOYAmt |
| EOY | $1,435,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,568 | BOYAmt |
| EOY | $1,363,982 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,954,188 | BOYAmt |
| EOY | $1,388,258 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,038 | BOYAmt |
| EOY | $1,624,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,445,794 | BOYAmt |
| EOY | $4,377,078 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,723,290 | BOYAmt |
| EOY | $5,812,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$236,096 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $167,380 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $2,034,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,561,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,339,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $928,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,337,181 | CurrentTaxYearAmt |
| Total | $8,202,035 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,034,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,561,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,339,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $928,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,337,181 | CurrentTaxYearAmt |
| Total | $8,202,035 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,213,561 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,988,474 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,549 | CurrentTaxYearAmt |
| Total | $588,620 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7,434 | CurrentTaxYearAmt |
| Total | $7,434 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,363 | CurrentTaxYearAmt |
| Total | $3,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,801,452 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $144,469 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,227,804 | BeginningYearBalanceAmt |
| Contributions | $766,849 | ContributionsAmt |
| Investment Earnings Or Losses | $133,558 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $83,960 | OtherExpendituresAmt |
| End Year Balance | $2,044,251 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,278,879 | BeginningYearBalanceAmt |
| Contributions | $37,480 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,415 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,140 | OtherExpendituresAmt |
| End Year Balance | $1,227,804 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,072,550 | BeginningYearBalanceAmt |
| Contributions | $232,421 | ContributionsAmt |
| Investment Earnings Or Losses | $44,832 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,924 | OtherExpendituresAmt |
| End Year Balance | $1,278,879 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $825,498 | BeginningYearBalanceAmt |
| Contributions | $225,573 | ContributionsAmt |
| Investment Earnings Or Losses | $116,763 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95,284 | OtherExpendituresAmt |
| End Year Balance | $1,072,550 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $697,192 | BeginningYearBalanceAmt |
| Contributions | $206,875 | ContributionsAmt |
| Investment Earnings Or Losses | $4,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,888 | OtherExpendituresAmt |
| End Year Balance | $825,498 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,933 | DepreciationAmt |
| Book Value | $130,171 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,009 | DepreciationAmt |
| Book Value | $51,218 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $181,389 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliate | Desc |
| Amt | $582,935 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $582,935 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,634,790 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $167,380 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $39,112 | OtherRevenueAmt |
| Revenue Not Reported | $206,492 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,428,298 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,233 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,363 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $29,596 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,457,894 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,703,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $35,749 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $35,749 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,667,757 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,233 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $26,233 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,693,990 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The Foundation acquired an art collection with an appraised value of approximately $1,300,000 through a donor contribution in a prior year. The collection was received with a permanent donor restriction that the collection cannot and should not be sold. In 2009, the Foundation commissioned two bronze sculptures which depict the roles of pharmacists. The cost to create these sculptures was approximately $120,000. The Foundation's collections are held for public exhibition, are cared for and preserved, and proceeds from de-accessions or insurance recoveries for lost or damaged collection items are designated for future collection acquisitions. Under authoritative guidance issued by the financial accounting standards board (FASB), the foundation has the option of not capitalizing its collections. The Foundation has elected not to capitalize its collections, and accordingly, these collections are not recognized as assets in the accompanying statements of financial position. Purchase of collection items are recognized as reduction in unrestricted net assets in the period of acquisition. |
| Part III, Line 4: | The art collection, titled "great moments in pharmacy," provides a pictorial history of pharmacy from early civilization until the 1950's through a series of 40 paintings painted by the artist Robert Thom. The Foundation's articles of incorporation state that "the particular business and objects of said corporation shall be to receive gifts, bequests and devices or property and otherwise to acquire property, real and personal, of whatsoever nature and wheresoever the same may be situate to be used exclusively for the advancement of the science of pharmacy and pharmaceutical education...". The display of this collection furthers the Foundation's educational purposes as it is available to all visitors to the buildings. Reproduction rights to the images have been granted for use in text books and other scholarly books. |
| Part V, Line 4: | The Foundation's permanently restricted net assets are used to generate revenue to support the ongoing management and administration of programs. |
| Part XI, Line 2d - Other Adjustments: | reclass event expense to Part VIII 39,112. |
| Part XI, Line 4b - Other Adjustments: | reclass royalty refund to part viii 3,363. |
| Part XII, Line 2d - Other Adjustments: | reclass event expense to Part VIII 39,112. reclass royalty refund to part viii -3,363. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | mix, mingle and margarita | Event1Nm |
| Gross Receipts Event1 | $15,960 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $15,960 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,445 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,586 | FoodAndBeverageEvent1Amt |
| Event2 | wine tasting & auction | Event2Nm |
| Gross Receipts Event2 | $22,532 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $22,532 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,620 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $458 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $15,584 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $463 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,055 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $8,055 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $450 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,507 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $46,547 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $46,547 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,620 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,903 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,620 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,970 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,113 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,434 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Honorarium and Awards | 7 | $14,099 |
| Incentive Grants | 42 | $42,000 |
| SCholarships | 13 | $13,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Scholarships and/or grants are awarded based on merit. Applications are approved by the board of directors. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas E Menighan | ||||||||||||||
| Secretary | $0 | $558,930 | $0 | $81,615 | $0 | $34,740 | $0 | $66,179 | $0 | $34,120 | $0 | $775,584 | $0 | $0 |
| ELIZABETH Keyes | ||||||||||||||
| EXECutive DIRECTOR | $54,000 | $252,023 | $0 | $28,307 | $0 | $18,450 | $0 | $27,215 | $0 | $23,403 | $54,000 | $349,398 | $0 | $0 |
| Benjamin Bluml | ||||||||||||||
| SVP, Research | $175,243 | $0 | $0 | $0 | $1,290 | $0 | $9,011 | $0 | $20,620 | $0 | $206,164 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | Elizabeth Keyes, executive director, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN. there were No contributions made to the plan or payments received from the plan during 2016. |
| FORM 990, PART VII, SECTION A, LINE 5: | ELIZABETH KEYES RECEIVED a portion of her COMPENSATION FROM THE AMERICAN PHARMACISTS ASSOCIATION FOUNDATION, BUT RECEIVED MOST OF HER COMPENSATION FROM THE AMERICAN PHARMACISTS ASSOCIATION, AN UNRELATED AFFILIATE, FOR SERVICES THAT SHE RENDERED TO THE FOUNDATION AS interim EXECUTIVE DIRECTOR. KEYES RECEIVED $298,780 IN TAXABLE COMPENSATION AND $50,618 IN NONTAXABLE COMPENSATION FROM THE AMERICAN PHARMACISTS ASSOCIATION. THOMAS MENIGHAN RECEIVED COMPENSATION FROM THE AMERICAN PHARMACISTS ASSOCIATION, AN UNRELATED AFFILIATE. MENIGHAN RECEIVED $675,285 IN TAXABLE COMPENSATION AND $100,299 IN NONTAXABLE COMPENSATION FROM THE AMERICAN PHARMACISTS ASSOCIATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | THE BYLAWS WERE AMENDED SO THAT THE DEFITION OF A MEMBER NO LONGER INCLUDES "Anyone making a minimum annual contribution, the amount to be fixed by the Board of Directors." THE BYLAWS WERE AMENDED TO CHANGE THE FOUNDATION'S BOARD OF DIRECTORS FROM A BODY OF up to 15 members (CONSISTING OF seven board members elected by the foundation's members, up to seven board members appointed by the Foundation board, and the Secretary of the Foundation) to A BODY CONSISTING OF the Secretary of the Corporation AND up to SIX members who are appointed by the Board of Trustees of the American Pharmacists Association. THE CHANGE IN BOARD STRUCTURE WILL BE PHASED IN OVER SEVERAL YEARS BEGINNING WITH 2017 INSTALLATION OF DIRECTORS. THE BYLAWS WERE AMENDED TO STATE THAT VACANCIES IN THE FOUNDATION BOARD OF DIRECTORS SHALL be filled by appointment by the Board of Trustees of the American Pharmacists Association and any Director so appointed shall serve the remainder of the departed Director's term. |
| Form 990, Part VI, Section A, line 6 | The members of the Foundation are the Board of Directors of the Foundation and the members of the Board of Trustees of the American Pharmacists Association. |
| Form 990, Part VI, Section A, line 7a | THE FOUNDATION'S BOARD SHALL BE APPOINTED BY The members of the Board of Trustees of the American Pharmacists Association. |
| Form 990, Part VI, Section B, line 11b | The board of directors reviews the form 990 before it is filed. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is reviewed and signed by all the board of directors annually. The Foundation executive director reviews any business transactions (compensation/services rendered) with board members and this information, if any, is disclosed to the foundation's legal counsel. Legal counsel discloses this information during the executive session review of the board of directors meetings. |
| Form 990, Part VI, Section B, line 15a | Top Management Official: The Foundation Board of Directors approves the top management official's employment contract. The compensation in the employment contract was determined through comparability analysis conducted by an independent consultant. OTHER OFFICERS AND KEY EMPLOYEES: COMPENSATION IS DETERMINED THROUGH A YEARLY COMPARABILITY ANALYSIS CONDUCTED BY AN INDEPENDENT CONSULTANT (OR IN THOSE INSTANCES WHEN VACANCIES OCCUR). COMPENSATION INCREASES ARE APPROVED BY THE FOUNDATION CEO. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part IX, line 11g | Consulting Fees: Program service expenses 1,707. Management and general expenses 300. Fundraising expenses 200. Total expenses 2,207. Professional Fees: Program service expenses 290,912. Management and general expenses 4,942. Fundraising expenses 212. Total expenses 296,066. OUTSOURCED SERVICES: Program service expenses 306,836. Management and general expenses 0. Fundraising expenses 0. Total expenses 306,836. WRITERS & EDITORS: Program service expenses 400. Management and general expenses 1,500. Fundraising expenses 0. Total expenses 1,900. LICENSE FEES: Program service expenses 1,606. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,606. HOSTING FEES: Program service expenses 2,276. Management and general expenses 19,050. Fundraising expenses 5,250. Total expenses 26,576. |
| Form 990, Part XII, Line 2C | Oversight of audit has not changed from prior year. |
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