MIND AND LIFE INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MIND AND LIFE INSTITUTE (EIN 77-0284767)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-18
- IRS object ID
- 201731999349301113
- 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 | 2017-07-18T16:14:45-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | 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 | 770284767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIND & LIFE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIND | BusinessNameControlTxt |
| Phone | 4343387380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 RIDGE MCINTIRE ROAD NO 325 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BAUER-WU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4343387380 | PhoneNum |
| Signature | 2017-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.194.94 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-07 | IPDt |
| IP Tm | 13:08:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 864E3CDEF2FC7FB89987E910ED06A934C31DFDCD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E0CC50917A5DA658EC05C0BC28C78123A367CA2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN BAUER-WU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 RIDGE MCINTIRE ROAD NO 325 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,332,397 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MINDANDLIFE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,022,652 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,413,617 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $407,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $377,609 | CYProgramServiceRevenueAmt |
| PY Investment Income | $101,634 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,029 | CYInvestmentIncomeAmt |
| PY Other Revenue | $137,321 | PYOtherRevenueAmt |
| CY Other Revenue | $33,775 | CYOtherRevenueAmt |
| PY Total Revenue | $4,669,083 | PYTotalRevenueAmt |
| CY Total Revenue | $2,875,030 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $630,889 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $287,736 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,939,496 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,502,932 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $295,837 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,387,630 | PYOtherExpensesAmt |
| CY Other Expenses | $2,679,290 | CYOtherExpensesAmt |
| PY Total Expenses | $4,958,015 | PYTotalExpensesAmt |
| CY Total Expenses | $4,469,958 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$288,932 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,594,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,498,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,922,451 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $617,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $637,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,880,260 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,285,332 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,566,958 | ExpenseAmt |
| Revenue | $318,801 | RevenueAmt |
| Desc | INTERNATIONAL SYMPOSIUM FOR CONTEMPLATIVE STUDIES - SEEKS TO ENCOURAGE AND HELP SHAPE A COHESIVE INTERDISCIPLINARY FIELD CONTEMPLATIVE STUDIES IN WHICH BASIC AND APPLIED SCIENCE, SCHOLARSHIP, EDUCATION, THE ARTS AND CONTEMPLATIVE TRADITIONS COLLABORATIVELY DEVELOP AN INTEGRATED WAY OF KNOWING. THIS BI-ANNUAL CONFERENCE WAS HELD OVER 4 DAYS IN NOVEMBER 2016 WITH 1,050 ATTENDEES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $350,376 | ExpenseAmt |
| Revenue | $58,808 | RevenueAmt |
| Desc | SUMMER RESEARCH INSTITUTE - TO ADVANCE COLLABORATIVE RESEARCH AMONG SCIENTISTS, CONTEMPLATIVE SCHOLARS, AND CONTEMPLATIVE PRACTITIONERS, BASED ON A PROCESS OF INQUIRY AND DIALOGUE. ANNUAL PROGRAM HELD IN JUNE WITH 15 FACULTY AND 109 PARTICIPANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $201,149 | ExpenseAmt |
| Desc | MIND & LIFE DIALOGUES - MIND & LIFE DIALOGUES ARE CONVERSATIONS BETWEEN HIS HOLINESS THE DALAI LAMA AND LEADING SCIENTISTS AND SCHOLARS, ADDRESSING CRITICAL ISSUES OF MODERN LIFE AT THE INTERSECTION OF SCIENTIFIC AND CONTEMPLATIVE UNDERSTANDING. THESE EVENTS BEGAN IN 1987 AS INTIMATE DISCUSSIONS AND HAVE GROWN TO INCLUDE LARGE PUBLIC AND PRIVATE EVENTS AT LOCATIONS AROUND THE WORLD. IN 2017, MIND & LIFE WILL PRESENT TWO DIALOGUES, INCLUDING AN HISTORIC VISIT BY THE DALAI LAMA TO BOTSWANA AFRICA AS WELL AS TO MONTREAL, CANADA. NO EVENTS OCCURRED IN 2016, HOWEVER, PLANNING AND LOGISTICAL WORK WAS ON-GOING THROUGH THE YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $432,487 | $287,736 | GRANT PROGRAMS - MIND & LIFE FUNDS RIGOROUS RESEARCH ACROSS A RANGE OF DISCIPLINES TO INVESTIGATE THE NATURE OF THE HUMAN MIND, AS WELL AS THE PSYCHOLOGICAL, PHYSIOLOGICAL, BEHAVIORAL, AND SOCIAL IMPACT OF CONTEMPLATIVE PRACTICES. THROUGH OUR RESEARCH FUNDING, MIND & LIFE AIMS TO CULTIVATE THE FIELD OF CONTEMPLATIVE SCIENCES - BOTH THROUGH THE KNOWLEDGE GAINED AND THE ADVANCEMENT OF OUR SCHOLARS' CAREERS. |
| $612,048 | EDUCATION -CALL TO CARE (C2C), A PROGRAM ON ETHICS AND EDUCATION IN EDUCATION FOR STUDENTS AND TEACHERS AIMS TO ADDRESS THE LIMITED ATTENTION IN OUR EDUCATIONAL SYSTEMS FOR CULTIVATING CARE AND COMPASSION. A SECOND EDUCATION PROGRAM KNOWN AS THE ACADEMY FOR CONTEMPLATIVE AND ETHICAL LEADERSHIP (ACEL) OPERATES AS AN ANNUAL, WEEKLONG PROGRAM THAT ASPIRES TO SUPPORT THE INNER LIFE AND ETHICAL DEVELOPMENT OF YOUNG LEADERS IN BUSINESS, GOVERNMENT AND CIVIL SOCIETY. BOTH C2C AND ACEL WERE WOUND DOWN IN 2016. | |
| $157,084 | CRAVING, DESIRE AND ADDITION -MIND AND LIFE BRINGS TOGETHER NEUROSCIENTISTS, PHYSICIANS, PHILOSOPHERS, CONTEMPLATIVE SCHOLARS AND HUMANISTS TO UNCOVER THE MYSTERIES BEHIND CRAVING, DESIRE AND ADDICTIONS IN ORDER TO IDENTIFY REAL-LIFE ANSWERS THAT DELIVER US OUT OF LIMITATION AND ILLNESS INTO GREATER WELL-BEING | |
| $21,123 | PUBLICATIONS - MIND AND LIFE WORKED TO PUBLISH A NEW BOOK RELATING TO THE DIALOGUE PROGRAM IN MUNDGOD, INDIA FROM 2013. THIS BOOK WILL BE PUBLISHED IN 2017. | |
| $86,120 | PROGRAM DEVELOPMENT - MIND AND LIFE CONTINUES TO RESEARCH AND EVALUATE POTENTIAL NEW PROGRAMS TO SUPPORT THE FIELD OF CONTEMPLATIVE SCIENCES. THIS ONGOING RESEARCH IS FOCUSED ON INTERNATIONAL PROGRAMS TO BEGIN OFFERING IN 2018. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,308,862 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $287,736 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,427,345 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4343387380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 RIDGE MCINTIRE ROAD NO 325 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RICHARD DAVIDSON | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| DANIEL GOLEMAN | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| JOAN HALIFAX | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| BARRY HERSHEY | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| TANIA SINGER | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| AARON STERN | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| DIANA CHAPMAN-WALSH | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| HH THE XIV DALAI LAMA | ||||||
| HONORARY CHAIRMAN | 1.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JINPA LANGRI | ||||||
| CHAIR OF BOARD | 2.50 | Yes (X) | $50,000 | $0 | $0 | Yes (X) |
| CAROLYN JACOBS | ||||||
| SECRETARY | 1.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RAYMOND GELLEIN | ||||||
| TREASURER | 1.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACQUI DEFELICE | ||||||
| DIRECTOR OF ADVANCEMENT & GLOBAL RELATIONS | 40.00 | $111,237 | $0 | $328 | Yes (X) | |
| SUSAN BAUER-WU | ||||||
| PRESIDENT | 40.00 | $225,051 | $0 | $15,411 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $386,288 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,739 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,413,617 | AllOtherContributionsAmt |
| Noncash Contributions | $6,596 | NoncashContributionsAmt |
| Total Contributions | $2,413,617 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATIONS & FEES | 541720 | $368,891 | $368,891 |
| APPLICATION FEES | 541720 | $8,718 | $8,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $377,609 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,783 | TotalRevenueColumnAmt |
| Exclusion | $87,783 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,606 | TotalRevenueColumnAmt |
| Exclusion | $33,606 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,405,458 | SecuritiesAmt |
| Other | $14,155 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,417,935 | SecuritiesAmt |
| Other | $39,432 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,477 | SecuritiesAmt |
| Other | -$25,277 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,754 | TotalRevenueColumnAmt |
| Exclusion | -$37,754 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATION | Desc |
| Business | 451211 | BusinessCd |
| Total Revenue Column | $169 | TotalRevenueColumnAmt |
| Exclusion | $169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $169 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,875,030 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $377,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,804 | 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 | $287,736 | TotalAmt |
| Program Services | $287,736 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,287 | TotalAmt |
| Program Services | $184,958 | ProgramServicesAmt |
| Management And General | $117,386 | ManagementAndGeneralAmt |
| Fundraising | $83,943 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,906 | TotalAmt |
| Program Services | $573,002 | ProgramServicesAmt |
| Management And General | $271,236 | ManagementAndGeneralAmt |
| Fundraising | $50,668 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,375 | TotalAmt |
| Program Services | $76,451 | ProgramServicesAmt |
| Management And General | $36,850 | ManagementAndGeneralAmt |
| Fundraising | $15,074 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,364 | TotalAmt |
| Program Services | $55,446 | ProgramServicesAmt |
| Management And General | $26,910 | ManagementAndGeneralAmt |
| Fundraising | $11,008 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,376 | TotalAmt |
| Management And General | $4,376 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,588 | TotalAmt |
| Management And General | $20,588 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,915 | TotalAmt |
| Management And General | $23,915 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,066 | TotalAmt |
| Program Services | $496,438 | ProgramServicesAmt |
| Management And General | $10,558 | ManagementAndGeneralAmt |
| Fundraising | $13,070 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,500 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
| Fundraising | $20,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,940 | TotalAmt |
| Program Services | $5,303 | ProgramServicesAmt |
| Management And General | $4,255 | ManagementAndGeneralAmt |
| Fundraising | $382 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,168 | TotalAmt |
| Program Services | $80,657 | ProgramServicesAmt |
| Management And General | $76,281 | ManagementAndGeneralAmt |
| Fundraising | $14,230 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,763 | TotalAmt |
| Program Services | $176,481 | ProgramServicesAmt |
| Management And General | $58,112 | ManagementAndGeneralAmt |
| Fundraising | $35,170 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,656 | TotalAmt |
| Program Services | $18,656 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,887 | TotalAmt |
| Program Services | $5,683 | ProgramServicesAmt |
| Management And General | $2,372 | ManagementAndGeneralAmt |
| Fundraising | $832 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAMS | $759,195 | $758,621 | $574 | |
| SEVERANCE & RELOCATION | $380,429 | $285,322 | $19,021 | $76,086 |
| BAD DEBT ON PLEDGES | $353,965 | $353,965 | ||
| PRINTING & REPRODUCTION | $56,267 | $29,421 | $18,552 | $8,294 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,575 | TotalAmt |
| Program Services | $24,205 | ProgramServicesAmt |
| Management And General | $9,057 | ManagementAndGeneralAmt |
| Fundraising | $13,313 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,469,958 | TotalAmt |
| Program Services | $3,427,345 | ProgramServicesAmt |
| Management And General | $746,776 | ManagementAndGeneralAmt |
| Fundraising | $295,837 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,139 | BOYAmt |
| EOY | $783,401 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,922,533 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $851,213 | BOYAmt |
| EOY | $281,296 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091 | BOYAmt |
| EOY | $14,021 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,457 | BOYAmt |
| EOY | $42,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,878 | BOYAmt |
| EOY | $120,265 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,935,628 | BOYAmt |
| EOY | $4,666,438 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,205 | BOYAmt |
| EOY | $14,358 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,498,144 | BOYAmt |
| EOY | $5,922,451 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,428 | BOYAmt |
| EOY | $168,331 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,697 | BOYAmt |
| EOY | $418,007 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $50,781 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,759 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,884 | BOYAmt |
| EOY | $637,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,027,547 | BOYAmt |
| EOY | $4,408,037 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,713 | BOYAmt |
| EOY | $877,295 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,880,260 | BOYAmt |
| EOY | $5,285,332 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,498,144 | BOYAmt |
| EOY | $5,922,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,594,928 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,521,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,083,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,661,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,022,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,413,617 | CurrentTaxYearAmt |
| Total | $17,702,451 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,467 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,335,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $902,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $407,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $377,609 | CurrentTaxYearAmt |
| Total | $3,236,808 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,734,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,418,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,564,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,430,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,791,226 | CurrentTaxYearAmt |
| Total | $20,939,259 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,745,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,606,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $854,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,080,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,780,533 | CurrentTaxYearAmt |
| Total | $8,067,301 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,745,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,606,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $854,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,080,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,780,533 | CurrentTaxYearAmt |
| Total | $8,067,301 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,871,958 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $237,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,389 | CurrentTaxYearAmt |
| Total | $722,320 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $237,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,389 | CurrentTaxYearAmt |
| Total | $722,320 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,802,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,542,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,735,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,668,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,912,615 | CurrentTaxYearAmt |
| Total | $21,661,579 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.59420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.67610 | PublicSupportPY509Pct |
| Investment Income CY | 0.03330 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,293 | DepreciationAmt |
| Book Value | $120,265 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $120,265 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,900,307 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $25,277 | OtherRevenueAmt |
| Revenue Not Reported | $25,277 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,875,030 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,875,030 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,089,694 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,089,694 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $380,264 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $380,264 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,469,958 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS FASS GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO THE MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS 25,277. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SEVERANCE & RELOCATION EXPENSE 380,264. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH GRANTS | GrantTypeTxt |
| Recipient | 19 | RecipientCnt |
| Cash Grant | $287,736 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE RESTRICTIONS OUTLINED BY THE DONOR. ALL FUNDS ARE DISBURSED WITHIN THE REQUIRED TIME PERIOD AND TRACKED THROUGH OUR ACCOUNTING OFFICE. GRANT RECIPIENTS ARE REQUIRED TO ACCOUNT FOR HOW THE FUNDS WERE USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BAUER-WU | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $225,051 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $411 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $240,462 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND BOARD REVIEWS AND APPROVES AN ELECTRONIC VERSION OF THE FORM 990 AND AN OFFICER OF THE ORGANIZATION SIGNS THE RETURN AFTER REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL CONFLICT OF INTEREST ARE REQUIRED TO BE DISCLOSED TO THE BOARD OF DIRECTORS BY COMPLETING THE CONFLICT OF INTEREST STATEMENT FORM. NEW MEMBERS ELECTED TO THE BOARD OR CURRENT MEMBERS WHO IDENTIFY A CONFLICT OF INTEREST FILL OUT A FORM. THE ORGANIZATION ALSO REQUIRES AN ANNUAL AFFIRMATION FOR THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS DEVELOPS THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE COMMITTEE REVIEWS SEVERAL SOURCES OF DATA TO DETERMINE THE COMPENSATION WHICH INCLUDES GUIDESTAR AND SURVEYS. THIS REVIEW IS IN WRITING AND IT GOES TO THE BOARD FOR APPROVAL. THE ORGANIZATION HIRED A COMPENSATION SPECIALIST TO DETERMINE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | EVENT PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 130,324. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,324. GRANT ADMINISTRATOR: PROGRAM SERVICE EXPENSES 14,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,000. FACULTY & OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 311,272. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,432. TOTAL EXPENSES 319,704. WEBSITE SERVICES: PROGRAM SERVICE EXPENSES 4,860. MANAGEMENT AND GENERAL EXPENSES 1,200. FUNDRAISING EXPENSES 800. TOTAL EXPENSES 6,860. CONTINUING ED SERVICES: PROGRAM SERVICE EXPENSES 13,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,400. OTHERS: PROGRAM SERVICE EXPENSES 22,582. MANAGEMENT AND GENERAL EXPENSES 9,358. FUNDRAISING EXPENSES 3,838. TOTAL EXPENSES 35,778. |
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