OPTICAL SOCIETY OF AMERICA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OPTICAL SOCIETY OF AMERICA INC (EIN 53-0259696)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349309444
- Schema version
- 2024v5.1
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:55:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530259696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Optical Society of America Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPTI | BusinessNameControlTxt |
| Phone | 2022238130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sean Bagshaw | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 2022238130 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elizabeth Nolan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,706,375 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.optica.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To promote the generation application and archiving of knowledge of optics and photonics and to disseminate the knowledge worldwide. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 173 | TotalEmployeeCnt |
| Total Volunteers | 8350 | TotalVolunteersCnt |
| Total Gross UBI | $239,219 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $756,516 | PYContributionsGrantsAmt |
| CY Contributions Grants | $767,429 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,608,865 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,428,771 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,303,167 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,398,284 | CYInvestmentIncomeAmt |
| PY Other Revenue | $542,269 | PYOtherRevenueAmt |
| CY Other Revenue | $232,840 | CYOtherRevenueAmt |
| PY Total Revenue | $68,210,817 | PYTotalRevenueAmt |
| CY Total Revenue | $61,827,324 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,684,605 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,854,686 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,566,529 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,685,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,306,292 | PYOtherExpensesAmt |
| CY Other Expenses | $29,322,224 | CYOtherExpensesAmt |
| PY Total Expenses | $51,557,426 | PYTotalExpensesAmt |
| CY Total Expenses | $57,862,564 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,653,391 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,964,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $144,950,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,338,442 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,917,361 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,600,414 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $115,033,117 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $118,738,028 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote the generation application and archiving of knowledge of optics and photonics and to disseminate the knowledge worldwide. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $39,587,410 | ExpenseAmt |
| Grant | $228,183 | GrantAmt |
| Revenue | $42,233,558 | RevenueAmt |
| Desc | Technical production and dissemination of scientific content related to optics. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,707,881 | ExpenseAmt |
| Grant | $939,662 | GrantAmt |
| Revenue | $2,955,994 | RevenueAmt |
| Desc | Member Programs - The Organization develops and runs programs designed specifically for members in order to increase their knowledge of public policy career opportunities educational programs and programs designed to promote the global optics and photonics community. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,063,513 | ExpenseAmt |
| Grant | $686,841 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Contributions to the Foundation: Optica matches donations to the Foundation on a one-to-one basis as well as contributes management services and funds to support the Foundations programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $53,358,804 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 212 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 173 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sean Bagshaw | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022238130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Elizabeth Rogan | ||||||||
| Former CEO | 37.50 | 0.00 | Yes (X) | $3,148,956 | $0 | $43,378 | ||
| Elizabeth Nolan | ||||||||
| CEO | 37.50 | 0.00 | Yes (X) | $534,757 | $0 | $143,378 | ||
| Sean Bagshaw | ||||||||
| COO CIO | 37.50 | 0.00 | Yes (X) | $492,711 | $0 | $53,561 | ||
| P Scott Carney | ||||||||
| Chief Science and Technology Officer | 37.50 | 0.00 | $336,112 | $0 | $62,073 | Yes (X) | ||
| Genaro Montanez | ||||||||
| Chief Employee and Membership Engagement Officer | 37.50 | 0.00 | $302,733 | $0 | $39,134 | Yes (X) | ||
| T Chad Stark | ||||||||
| Former Optica Fnd Executive Director | 37.50 | 0.00 | $342,497 | $0 | $46,660 | Yes (X) | ||
| Bill Abruzzo | ||||||||
| Senior Director General Counsel | 37.50 | 0.00 | Yes (X) | $226,500 | $0 | $24,152 | ||
| Deborah Herrin | ||||||||
| Senior Director IT | 37.50 | 0.00 | $276,460 | $0 | $36,475 | Yes (X) | ||
| Thomas Hausken | ||||||||
| Senior Industry Advisor | 37.50 | 0.00 | $270,362 | $0 | $35,124 | Yes (X) | ||
| Gerd Leuchs | ||||||||
| President | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| James Kafka | ||||||||
| President-elect | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Gisele Bennett | ||||||||
| Vice President | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| George Bayz | ||||||||
| Treasurer | 10.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michal Lipson | ||||||||
| Immediate Past President | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jens Biegert | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Martin Booth | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Aleksandra Boskovic | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Caroline Boudoux | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Judith Dawes | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Julie Sheridan Eng | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Dennis Fantone | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Ulrike Fuchs | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Michael Lebby | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Susana Marcos | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Min Qiu | ||||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,931,088 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $483,935 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 77 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Akin Gump Strauss Hauer & Feld LLP | |||||
| 2001 K Street | Washington | DC | 24468 | Legal Services | $2,446,812 |
| Skadden Arp Slate Meagher & Flom LLP | |||||
| PO Box 1764 | White Plains | NY | 10602 | Legal Services | $2,622,185 |
| Freeman Audio Visual LLC | |||||
| PO Box 734596 | Dallas | TX | 75266 | Conference & Event Management | $767,210 |
| Freeman Expositions | |||||
| PO Box 734596 | Dallas | TX | 75266 | Conference & Event Management | $916,443 |
| Centerplate | |||||
| 111 West Harbor Drive | San Diego | CA | 92101 | Catering | $518,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 54 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $767,429 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $767,429 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Scientific Content | 541990 | $42,436,896 | $42,233,558 | $203,338 | $0 |
| Conferences | 541990 | $2,991,875 | $2,955,994 | $35,881 | $0 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,428,771 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,040,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,040,785 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,784 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $76,784 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $273,751 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $117,695 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $156,056 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $156,056 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,118,855 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,761,356 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,357,499 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,357,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,357,499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,827,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,189,552 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $239,219 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,631,124 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,201 | TotalAmt |
| Program Services | $1,003,201 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,590 | TotalAmt |
| Program Services | $240,590 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,895 | TotalAmt |
| Program Services | $610,895 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,567,394 | TotalAmt |
| Program Services | $3,653,915 | ProgramServicesAmt |
| Management And General | $913,479 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,182,421 | TotalAmt |
| Program Services | $16,973,768 | ProgramServicesAmt |
| Management And General | $208,653 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727,812 | TotalAmt |
| Program Services | $1,659,468 | ProgramServicesAmt |
| Management And General | $68,344 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,089 | TotalAmt |
| Program Services | $1,400,706 | ProgramServicesAmt |
| Management And General | $68,383 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,738,938 | TotalAmt |
| Program Services | $1,651,188 | ProgramServicesAmt |
| Management And General | $87,750 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,477,510 | TotalAmt |
| Program Services | $4,016,997 | ProgramServicesAmt |
| Management And General | $460,513 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,170 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $258,170 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,156 | TotalAmt |
| Program Services | $165,156 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,287 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $309,287 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,871 | TotalAmt |
| Program Services | $832,096 | ProgramServicesAmt |
| Management And General | $60,775 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,149,860 | TotalAmt |
| Program Services | $1,912,979 | ProgramServicesAmt |
| Management And General | $236,881 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,564 | TotalAmt |
| Program Services | $549,514 | ProgramServicesAmt |
| Management And General | $107,050 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,289,705 | TotalAmt |
| Program Services | $3,873,594 | ProgramServicesAmt |
| Management And General | $416,111 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,896,790 | TotalAmt |
| Program Services | $3,896,790 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,384 | TotalAmt |
| Program Services | $899,384 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,902 | TotalAmt |
| Program Services | $792,098 | ProgramServicesAmt |
| Management And General | $93,804 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,943,807 | TotalAmt |
| Program Services | $6,607,871 | ProgramServicesAmt |
| Management And General | $335,936 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,466 | TotalAmt |
| Program Services | $510,416 | ProgramServicesAmt |
| Management And General | $794,050 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,126 | TotalAmt |
| Program Services | $165,267 | ProgramServicesAmt |
| Management And General | $37,859 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Banking Fees | $634,570 | $590,770 | $43,800 | $0 |
| Member Services | $120,558 | $117,643 | $2,915 | $0 |
| Production Support | $1,234,498 | $1,234,498 | $0 | $0 |
| $0 | $0 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,862,564 | TotalAmt |
| Program Services | $53,358,804 | ProgramServicesAmt |
| Management And General | $4,503,760 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833,691 | BOYAmt |
| EOY | $1,767,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,182 | BOYAmt |
| EOY | $1,254,569 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,885 | BOYAmt |
| EOY | $23,228 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,593,048 | BOYAmt |
| EOY | $1,533,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,544,919 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,364,470 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,004,258 | BOYAmt |
| EOY | $11,180,449 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,987,561 | BOYAmt |
| EOY | $128,490,738 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,009,853 | BOYAmt |
| EOY | $4,088,613 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,950,478 | BOYAmt |
| EOY | $148,338,442 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,342,248 | BOYAmt |
| EOY | $5,781,023 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,459,103 | BOYAmt |
| EOY | $20,383,848 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,010 | BOYAmt |
| EOY | $3,435,543 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,917,361 | BOYAmt |
| EOY | $29,600,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,033,117 | BOYAmt |
| EOY | $118,738,028 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,033,117 | BOYAmt |
| EOY | $118,738,028 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,950,478 | BOYAmt |
| EOY | $148,338,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,964,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$259,849 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $872,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,840,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $821,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $756,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $767,429 | CurrentTaxYearAmt |
| Total | $9,059,122 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,234,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,390,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,509,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,608,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,941,101 | CurrentTaxYearAmt |
| Total | $199,684,433 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,107,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,230,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,331,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,365,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,708,530 | CurrentTaxYearAmt |
| Total | $208,743,555 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,005 | CurrentTaxYearAmt |
| Total | $58,441 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,005 | CurrentTaxYearAmt |
| Total | $58,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $208,685,114 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,193,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,773,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,799,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,616,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,273,625 | CurrentTaxYearAmt |
| Total | $48,656,171 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,193,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,773,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,799,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,616,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,273,625 | CurrentTaxYearAmt |
| Total | $48,656,171 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,300,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,003,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,131,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,981,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,982,155 | CurrentTaxYearAmt |
| Total | $257,399,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.8107 | PublicSupportCY509Pct |
| Public Support PY509 | 0.8085 | PublicSupportPY509Pct |
| Investment Income CY | 0.189 | InvestmentIncomeCYPct |
| Investment Income PY | 0.1914 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $165,156 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $165,156 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $57,505,816 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $57,670,972 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $135,589 | CurrentYearMinus3Amt |
| Current Year Minus2 | $121,903 | CurrentYearMinus2Amt |
| Current Year Minus1 | $154,588 | CurrentYearMinus1Amt |
| Current Year | $165,156 | CurrentYearAmt |
| Total | $577,236 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,789,466 | OtherCostOrOtherBasisAmt |
| Book Value | $3,789,466 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,593,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,559,032 | DepreciationAmt |
| Book Value | $6,034,191 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,162,230 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,805,438 | DepreciationAmt |
| Book Value | $1,356,792 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $11,180,449 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $19,500 |
| DEFERRED COMPENSATION | $3,416,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,435,543 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Grantmaking | Travel and Other Grants Awards | $700 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | Travel and Other Grants Awards | $69,110 |
| Europe Including Iceland and Greenland | 0 | 6 | Grantmaking | Travel and Other Grants Awards | $246,061 |
| Middle East and North Africa | 0 | 1 | Grantmaking | Travel and Other Grants Awards | $9,183 |
| North America | 0 | 0 | Grantmaking | Travel and Other Grants Awards | $43,696 |
| Russia and Neighboring States | 0 | 0 | Grantmaking | Travel and Other Grants Awards | $6,500 |
| South America | 0 | 0 | Grantmaking | Travel and Other Grants Awards | $61,744 |
| South Asia | 0 | 0 | Grantmaking | Travel and Other Grants Awards | $80,568 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | Travel and Other Grants Awards | $28,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 7 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $546,244 | SubtotalSpentAmt |
| Total Spent | $546,244 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (38 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Chapter Management Grant | Central America and the Caribbean | 2 | $700 | Wire |
| Award | East Asia and the Pacific | 2 | $500 | Wire |
| Chapter Management Grant | East Asia and the Pacific | 34 | $18,350 | Wire |
| Family Care Grant | East Asia and the Pacific | 2 | $900 | Wire |
| Meeting Registration | East Asia and the Pacific | 2 | $1,506 | Wire |
| Special Program Grant | East Asia and the Pacific | 2 | $500 | Wire |
| Travel Grant | East Asia and the Pacific | 34 | $32,754 | Wire |
| Traveling Lecturer | East Asia and the Pacific | 1 | $2,000 | Wire |
| Award | Europe Including Iceland and Greenland | 8 | $1,356 | Wire |
| Chapter Management Grant | Europe Including Iceland and Greenland | 38 | $19,050 | Wire |
| Family Care Grant | Europe Including Iceland and Greenland | 7 | $3,380 | Wire |
| Meeting Registration | Europe Including Iceland and Greenland | 1 | $1,035 | Wire |
| Special Program Grant | Europe Including Iceland and Greenland | 7 | $7,610 | Wire |
| Travel Grant | Europe Including Iceland and Greenland | 173 | $154,180 | Wire |
| Traveling Lecturer | Europe Including Iceland and Greenland | 3 | $6,000 | Wire |
| Chapter Management Grant | Middle East and North Africa | 3 | $1,200 | Wire |
| Family Care Grant | Middle East and North Africa | 1 | $500 | Wire |
| Travel Grant | Middle East and North Africa | 11 | $6,983 | Wire |
| Chapter Management Grant | North America | 14 | $8,350 | Wire |
| Family Care Grant | North America | 9 | $5,639 | Wire |
| Meeting Registration | North America | 2 | $1,302 | Wire |
| Travel Grant | North America | 35 | $15,004 | Wire |
| Traveling Lecturer | North America | 1 | $2,000 | Wire |
| Chapter Management Grant | Russia and Neighboring States | 1 | $6,500 | Wire |
| Chapter Management Grant | South America | 40 | $18,450 | Wire |
| Family Care Grant | South America | 2 | $1,000 | Wire |
| Travel Grant | South America | 39 | $29,294 | Wire |
| Traveling Lecturer | South America | 7 | $6,000 | Wire |
| Award | South Asia | 1 | $1,500 | Wire |
| Chapter Management Grant | South Asia | 20 | $8,750 | Wire |
| Family Care Grant | South Asia | 13 | $5,550 | Wire |
| Special Program Grant | South Asia | 5 | $295 | Wire |
| Travel Grant | South Asia | 45 | $29,624 | Wire |
| Traveling Lecturer | South Asia | 1 | $2,000 | Wire |
| Chapter Management Grant | Sub-Saharan Africa | 3 | $1,500 | Wire |
| Conference Support | Sub-Saharan Africa | 2 | $10,000 | Wire |
| Special Program Support | Sub-Saharan Africa | 4 | $3,088 | Wire |
| Travel Grant | Sub-Saharan Africa | 11 | $5,877 | Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, II, III and IV | FormAndLineReferenceDesc |
| Explanation | | PartandLinenumber:,Explanation:| Part I Line 2,All financial awards whether disbursed within the USA or internationally are disbursed based on established policies. All USA and international award recipients are requested to file a final report with Optica.| | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| Materials Research Society | ||||||||
| 506 Keysone Drive | Warrendale | PA | 15086 | 311037979 | $59,267 | $0 | Special Program Grant | |
| SPIE | ||||||||
| PO Box 10 | Berlingham | WA | 98227 | 952142678 | $22,527 | $0 | Award | 501(c)(3) |
| WISTEE Connect INC | ||||||||
| 241 Ashley Drive | Rochester | NY | 14620 | 821496563 | $15,000 | $0 | Chapter Management Grant | |
| Optica Foundation | ||||||||
| 2010 Massachusetts Ave NW | Washington | DC | 20036 | 710913500 | $686,840 | $0 | Matching Funds | 501(c)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Award | 2 | $1,700 | $0 | N A | N A |
| Chapter Management Grant | 7 | $3,700 | $0 | N A | N A |
| Family Care Grant | 23 | $10,690 | $0 | N A | N A |
| Meeting Registration | 11 | $9,367 | $0 | N A | N A |
| Special Program Grant | 4 | $2,697 | $0 | N A | N A |
| Travel Grant | 213 | $206,913 | $0 | N A | N A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | All financial awards whether disbursed within the USA or internationally are disbursed based on established policies. All USA and international award recipients are requested to file a final report with Optica. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth Nolan | ||||||||||||||
| CEO | $434,757 | $0 | $100,000 | $0 | $0 | $0 | $134,500 | $0 | $8,878 | $0 | $678,135 | $0 | $0 | $0 |
| Elizabeth Rogan | ||||||||||||||
| Former CEO | $531,510 | $0 | $0 | $0 | $2,617,446 | $0 | $34,500 | $0 | $8,878 | $0 | $3,192,334 | $0 | $2,556,748 | $0 |
| Sean Bagshaw | ||||||||||||||
| COO CIO | $410,528 | $0 | $82,183 | $0 | $0 | $0 | $34,500 | $0 | $19,061 | $0 | $546,272 | $0 | $0 | $0 |
| T Chad Stark | ||||||||||||||
| Former Optica Fnd Executive Director | $197,483 | $0 | $0 | $0 | $145,014 | $0 | $34,500 | $0 | $12,160 | $0 | $389,157 | $0 | $0 | $0 |
| Genaro Montanez | ||||||||||||||
| Chief Employee and Membership Engagement Officer | $272,733 | $0 | $30,000 | $0 | $0 | $0 | $30,256 | $0 | $8,878 | $0 | $341,867 | $0 | $0 | $0 |
| P Scott Carney | ||||||||||||||
| Chief Science and Technology Officer | $336,112 | $0 | $0 | $0 | $0 | $0 | $34,500 | $0 | $27,573 | $0 | $398,185 | $0 | $0 | $0 |
| Bill Abruzzo | ||||||||||||||
| Senior Director General Counsel | $222,500 | $0 | $4,000 | $0 | $0 | $0 | $22,518 | $0 | $1,635 | $0 | $250,653 | $0 | $0 | $0 |
| Thomas Hausken | ||||||||||||||
| Senior Industry Advisor | $266,441 | $0 | $3,921 | $0 | $0 | $0 | $26,530 | $0 | $8,594 | $0 | $305,486 | $0 | $0 | $0 |
| Deborah Herrin | ||||||||||||||
| Senior Director IT | $272,460 | $0 | $4,000 | $0 | $0 | $0 | $27,498 | $0 | $8,977 | $0 | $312,935 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 4a | | Name :, Amount:| Chad Stark, 145014| |
| Part I Line 4a | | Name :, Amount:| Elizabeth Rogan, 60698| |
| Part I Line 4b | | Name :, Title:, Item Selected:, Amount:| Elizabeth Rogan, 2556748| |
| Part I & Part II | | PartandLinenumber:,Explanation:| Part II Line 1,Retirement and other deferred compensation: Included in this amount for the CEO is an unvested employer contribution credit to a nonqualified deferred compensation plan NQDCP. NQDCP interests are subject to the claims of Opticas bankruptcy creditors. In the event of an Optica bankruptcy the participant would become a general unsecured creditor of Optica with respect to their plan benefit. The NQDCP is a nonqualified deferred compensation plan. This means that the participant does not receive the tax benefits available to participants in tax-qualified retirement plans. Optica retains the right to amend or terminate the NQDCP at any time.|Part I Line 1,Opticas CEO is a member of the private Cosmos Club in Washington D.C. The initiation fee for the club was paid by the CEOs personal funds. Annual dues for the club membership are reimbursed by Optica which in return receives discounted hotel meeting space and catering for events hosted by Optica. This agreement was terminated in 2024.|Part I Line 4,Opticas CEO participates in a 457f plan.| |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Doing Business As Names | Optica |
| Part VI, Line 6 | The Optical Society of America Incorporated is a not-for-profit corporation of the State of New York. Membership consists of the following classes: Individual Emeritus Student Early Career Optica Corporate Senior Fellow and Honorary Member. Each Individual Emeritus and Early Career Member shall have the privilege to i vote ii hold office iii attend meetings iv to receive such publications as the Board of Directors may authorize. Each Student member shall have the privilege to i vote ii attend meetings iii to receive such publications as the Board of Directors may authorize. |
| Part VI, Line 7a | Members have the power to elect the President President Elect Vice President and Directors at large. |
| Part VI, Line 11a | After the return has been prepared and reviewed by the Optica Staff the Audit Council of the Board of Directors reviews and approves the form. Once approved the form is provided to the Board of Directors. |
| Part VI, Line 12c | Conflict or Interest Statements are required each year. They are reviewed and approved by the Audit Council. |
| Part VI, Line 15 | The CEO Compensation Committee is comprised of four officers of the Board of Directors. In February of each year the CEO Compensation committee meets to determine the compensation of the CEO based on: 1 results of performance metrics 2 review of the compensation report prepared by an independent source 3 review of the compensation data provided by the Human Resource Department. Comparable organizations are defined by size staff gross revenue multiple product lines and includes non-profit businesses plus a focus on specific locations. In addition the Optica Executive Committee of the Board of Directors reviews the salary recommendation and approvals of the Optica executive staff. |
| Part VI, Line 19 | The governing documents and conflict of interest policy are not made available to the public. Financial statements could be made available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Optica Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Massachusetts Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710913500 | EIN |
| Primary Activities | Support the philanthropic activities of Optica | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Charity Status 12a | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Optica Foundation | ||
| B | $686,840 | Cash |
| Optica Foundation | ||
| O | $2,772,635 | Cost |
Comments