ANNUAL REVIEWS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANNUAL REVIEWS (EIN 94-1156476)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201613149349302801
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T15:39:30-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNUAL REVIEWS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNU | BusinessNameControlTxt |
| Phone | 6504934400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4139 EL CAMINO WAY | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN CASTRO | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6504934400 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE F MACDONALD | PreparerPersonNm |
| PTIN | P00359548 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2016-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN CASTRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4139 EL CAMINO WAY | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,452,626 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANNUALREVIEWS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DISSEMINATE SCIENTIFIC INFORMATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,528,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $707,090 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,645,752 | PYOtherRevenueAmt |
| CY Other Revenue | $12,599,987 | CYOtherRevenueAmt |
| PY Total Revenue | $15,174,557 | PYTotalRevenueAmt |
| CY Total Revenue | $13,307,077 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,142 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,158,753 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,767,551 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,483,896 | PYOtherExpensesAmt |
| CY Other Expenses | $5,503,356 | CYOtherExpensesAmt |
| PY Total Expenses | $13,667,799 | PYTotalExpensesAmt |
| CY Total Expenses | $14,282,049 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,506,758 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$974,972 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,885,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,011,670 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,626,741 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,213,884 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,258,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,202,214 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF ANNUAL REVIEWS IS TO PROVIDE SYSTEMATIC, PERIODIC EXAMINATIONS OF SCHOLARLY ADVANCES IN A NUMBER OF FIELDS OF SCIENCE THROUGH CRITICAL AUTHORITATIVE REVIEWS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,058,529 | ExpenseAmt |
| Grant | $11,142 | GrantAmt |
| Revenue | $12,599,987 | RevenueAmt |
| Desc | EDITORIAL, PRODUCTION, SALES, PROMOTION AND DISTRIBUTION OF CURRENT AND FUTURE VOLUMES OF SCIENTIFIC REVIEW ARTICLES WITH THE PRIMARY PURPOSE OF STIMULATING AND ENCOURAGING THE ADVANCEMENT AND DEVELOPMENT OF BIOCHEMISTRY AND OTHER SCIENTIFIC AND SCHOLARLY DISCIPLINES AND FOSTERING RESEARCH THEREIN. | Desc |
| Total Program Service Expenses | $11,058,529 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 147 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 83 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN J CASTRO | PersonNm |
| Phone | 6504934400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4139 EL CAMINO WAY | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD N ZARE | |||||||||
| DIRECTOR/CHAIRPERSON | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA M FABER | |||||||||
| DIRECTOR/VICE-CHAIRPERSON | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN S COOK | |||||||||
| DIRECTOR/VICE-CHAIRPERSON | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN I BRAUMAN | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER F CARPENTER | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN T FISKE | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| EUGENE GARFIELD | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN E HYMAN | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER D KORNBERG | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHARON R LONG | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| J BOYCE NUTE | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL E PESKIN | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARRIET A ZUCKERMAN | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD GALLAGHER | |||||||||
| PRESIDENT/EDITOR-IN-CHIEF | 37.50 | Yes (X) | $257,250 | $0 | $39,158 | Yes (X) | Yes (X) | Yes (X) | |
| SAMUEL GUBINS | |||||||||
| PRESIDENT/EDITOR-IN-CHIEF | 37.50 | Yes (X) | $134,761 | $164,474 | $47,028 | Yes (X) | Yes (X) | Yes (X) | |
| STEVEN CASTRO | |||||||||
| CFO/TREASURER | 37.50 | $219,773 | $0 | $53,739 | Yes (X) | Yes (X) | Yes (X) | ||
| LAURIE MANDEL | |||||||||
| BOARD SECRETARY | 30.00 | $77,041 | $0 | $19,032 | Yes (X) | ||||
| JENNIFER JONGSMA | |||||||||
| DIRECTOR OF PRODUCTION | 37.50 | $166,137 | $0 | $27,268 | Yes (X) | Yes (X) | |||
| ANDREA LOPEZ | |||||||||
| SALES DIRECTOR | 37.50 | $235,143 | $0 | $38,549 | Yes (X) | Yes (X) | |||
| PAUL CALVI | |||||||||
| DIRECTOR OF TECHNOLOGY | 37.50 | $171,970 | $0 | $27,198 | Yes (X) | Yes (X) | |||
| ROY MARUCUT | |||||||||
| IT MANAGER | 37.50 | $132,271 | $0 | $30,133 | Yes (X) | ||||
| JACKIE WIEDERHOLT | |||||||||
| SALES MANAGER | 37.50 | $128,034 | $0 | $49,263 | Yes (X) | ||||
| KATHERINE MCGOWAN | |||||||||
| SALES MANAGER | 37.50 | $135,172 | $0 | $38,273 | Yes (X) | ||||
| MICHAEL JONES | |||||||||
| INTERNATIONAL SALES MANAGER | 37.50 | $123,298 | $0 | $24,723 | Yes (X) | ||||
| NICK NIEMEYER | |||||||||
| FORMER SALES OPERATIONS DIRECTOR | 37.50 | $133,758 | $0 | $15,183 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,914,608 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $164,474 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $409,547 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $327,856 | TotalRevenueColumnAmt |
| Exclusion | $327,856 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,684,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,684,369 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,028,636 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,637,048 | SecuritiesAmt |
| Other | $12,354 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $391,588 | SecuritiesAmt |
| Other | -$12,354 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $379,234 | TotalRevenueColumnAmt |
| Exclusion | $379,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,411,765 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $496,147 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,915,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,915,618 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,307,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,599,987 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $707,090 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,142 | TotalAmt |
| Program Services | $11,142 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501,662 | TotalAmt |
| Program Services | $1,084,951 | ProgramServicesAmt |
| Management And General | $416,711 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,122,593 | TotalAmt |
| Program Services | $3,701,074 | ProgramServicesAmt |
| Management And General | $1,421,519 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,099 | TotalAmt |
| Program Services | $369,269 | ProgramServicesAmt |
| Management And General | $141,830 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,635 | TotalAmt |
| Program Services | $842,894 | ProgramServicesAmt |
| Management And General | $323,741 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,562 | TotalAmt |
| Program Services | $336,368 | ProgramServicesAmt |
| Management And General | $129,194 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,032 | TotalAmt |
| Management And General | $19,032 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,550 | TotalAmt |
| Program Services | $39,550 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,100 | TotalAmt |
| Program Services | $362,866 | ProgramServicesAmt |
| Management And General | $197,234 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,678 | TotalAmt |
| Program Services | $758,678 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,278 | TotalAmt |
| Program Services | $35,352 | ProgramServicesAmt |
| Management And General | $113,926 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,534 | TotalAmt |
| Program Services | $153,607 | ProgramServicesAmt |
| Management And General | $65,927 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,352 | TotalAmt |
| Program Services | $279,735 | ProgramServicesAmt |
| Management And General | $65,617 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,710 | TotalAmt |
| Management And General | $37,710 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDITORIAL COMMITTEES/HO | $1,463,904 | $1,463,904 | |
| ON-LINE PUBLISHING | $866,723 | $866,723 | |
| MAINTENANCE AND REPAIRS | $247,645 | $118,005 | $129,640 |
| AUTHOR REPRINTS AND COM | $225,155 | $225,155 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,695 | TotalAmt |
| Program Services | $409,256 | ProgramServicesAmt |
| Management And General | $161,439 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,282,049 | TotalAmt |
| Program Services | $11,058,529 | ProgramServicesAmt |
| Management And General | $3,223,520 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,212 | BOYAmt |
| EOY | $8,907 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,633 | BOYAmt |
| EOY | $893,660 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,227 | BOYAmt |
| EOY | $561,375 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,564,088 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,687 | BOYAmt |
| EOY | $23,212 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,449 | BOYAmt |
| EOY | $165,905 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,808 | BOYAmt |
| EOY | $408,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,307,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,357,392 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,154,753 | BOYAmt |
| EOY | $1,950,451 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,838,460 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,885,317 | BOYAmt |
| EOY | $4,011,670 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,160 | BOYAmt |
| EOY | $1,404,736 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,359,581 | BOYAmt |
| EOY | $3,809,148 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,626,741 | BOYAmt |
| EOY | $5,213,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,258,576 | BOYAmt |
| EOY | -$1,202,214 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,258,576 | BOYAmt |
| EOY | -$1,202,214 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,885,317 | BOYAmt |
| EOY | $4,011,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$974,972 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,418,294 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$62,904,112 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,459,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,752,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,970,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,181,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,096,138 | CurrentTaxYearAmt |
| Total | $64,460,639 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,459,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,752,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,970,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,181,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,096,138 | CurrentTaxYearAmt |
| Total | $64,460,639 | 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 | $4,401,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,527,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,154,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,547,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,269,536 | CurrentTaxYearAmt |
| Total | $21,901,751 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,401,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,527,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,154,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,547,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,269,536 | CurrentTaxYearAmt |
| Total | $21,901,751 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $42,558,888 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,074,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $822,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $681,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,441,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,856 | CurrentTaxYearAmt |
| Total | $4,347,893 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,074,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $822,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $681,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,441,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,856 | CurrentTaxYearAmt |
| Total | $4,347,893 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,534,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,575,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,652,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,623,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,423,994 | CurrentTaxYearAmt |
| Total | $68,808,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.61850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.61310 | PublicSupportPY509Pct |
| Investment Income CY | 0.06320 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,644 | OtherCostOrOtherBasisAmt |
| Book Value | $90,644 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,892,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,438,740 | DepreciationAmt |
| Book Value | $1,453,767 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,210,370 | OtherCostOrOtherBasisAmt |
| Depreciation | $861,848 | DepreciationAmt |
| Book Value | $348,522 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,114,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,056,804 | DepreciationAmt |
| Book Value | $57,518 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,950,451 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTOMER PREPAYMENTS | Desc |
| Amt | $3,809,148 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,809,148 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES THE "MORE LIKELY THAN NOT" CRITERION FOR RECOGNIZING THE INCOME TAX BENEFIT OF THEIR ITS TAX EXEMPT STATUS, AND ESTABLISHING MEASUREMENT CRITERIA FOR LIABILITIES RESULTING FROM THE LOSS OF THAT STATUS. THE ORGANIZATION BELIEVES THAT ALL INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND, ACCORDINGLY, HAS NOT RECORDED ANY ACCRUALS FOR INTEREST AND PENALTIES AS OF DECEMBER 31, 2014 FOR UNCERTAIN INCOME TAX POSITIONS. IN THE EVENT THE ORGANIZATION SHOULD NEED TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES, THIS AMOUNT WILL BE RECORDED AS AN ACCRUAL LIABILITY AND AN INCREASE TO INCOME TAX EXPENSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD GALLAGHER | ||||||||||||||
| PRESIDENT/EDITOR-IN-CHIEF | $257,250 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,158 | $0 | $296,408 | $0 | $0 | $0 |
| SAMUEL GUBINS | ||||||||||||||
| PRESIDENT/EDITOR-IN-CHIEF | $134,761 | $164,474 | $0 | $0 | $0 | $0 | $0 | $0 | $20,222 | $26,806 | $154,983 | $191,280 | $0 | $0 |
| STEVEN CASTRO | ||||||||||||||
| CFO/TREASURER | $219,773 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $53,739 | $0 | $273,512 | $0 | $0 | $0 |
| JENNIFER JONGSMA | ||||||||||||||
| DIRECTOR OF PRODUCTION | $166,137 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,268 | $0 | $193,405 | $0 | $0 | $0 |
| ANDREA LOPEZ | ||||||||||||||
| SALES DIRECTOR | $154,345 | $0 | $80,798 | $0 | $0 | $0 | $0 | $0 | $38,549 | $0 | $273,692 | $0 | $0 | $0 |
| PAUL CALVI | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $171,970 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,198 | $0 | $199,168 | $0 | $0 | $0 |
| ROY MARUCUT | ||||||||||||||
| IT MANAGER | $132,271 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,133 | $0 | $162,404 | $0 | $0 | $0 |
| JACKIE WIEDERHOLT | ||||||||||||||
| SALES MANAGER | $98,871 | $0 | $29,163 | $0 | $0 | $0 | $0 | $0 | $49,263 | $0 | $177,297 | $0 | $0 | $0 |
| KATHERINE MCGOWAN | ||||||||||||||
| SALES MANAGER | $107,550 | $0 | $27,622 | $0 | $0 | $0 | $0 | $0 | $38,273 | $0 | $173,445 | $0 | $0 | $0 |
| NICK NIEMEYER | ||||||||||||||
| FORMER SALES OPERATIONS DIRECTOR | $39,385 | $0 | $94,373 | $0 | $0 | $0 | $0 | $0 | $15,183 | $0 | $148,941 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | ANNUAL REVIEWS COMPENSATES CERTAIN MEMBERS OF ITS SALES STAFF BASED ON PERFORMANCE. ACCRUALS FOR THESE INCENTIVE PAYMENTS ARE MADE AT THE END OF EACH YEAR, BASED ON ACTUAL REVENUE. INCENTIVE PAYMENTS ARE DISBURSED AT THE END OF JANUARY OF EACH FOLLOWING YEAR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| MARK D FITZSIMMONS | ||||||
| PURCHASE OF PRIMARY RESIDENCE | Yes (X) | $650,000 | $0 | 0 | Yes (1) | Yes (1) |
| MARK D FITZSIMMONS | ||||||
| PURCHASE OF PRIMARY RESIDENCE | Yes (X) | $889,500 | $0 | 0 | Yes (1) | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | IN JUNE 2013, THE ORGANIZATION LOANED $1,539,500 TO AN OFFICER UNDER TWO PROMISSORY NOTES COMPRISING $650,000 (LOAN A) AND $889,500 (LOAN B), WHICH ARE TOGETHER SECURED BY A DEED OF TRUST ON A RESIDENTIAL PROPERTY. LOAN A REQUIRES MONTHLY INSTALLMENTS OF PRINCIPAL AND INTEREST OVER A 30 YEAR PERIOD AND BEARS INTEREST AT THE RATE OF 4% PER ANNUM. LOAN B BEARS INTEREST AT 2.76% PER ANNUM, WHICH IS DUE, ALONG WITH PRINCIPAL, IN JUNE 2043. IN APRIL 2014, THE LOANS WERE AMENDED TO CHANGE THE MATURITY DATE TO THE EARLIER OF OCTOBER 16, 2016, THE DATE THE PROPERTY IS SOLD, OR THE PROPERTY CEASES TO BE THE OFFICER'S PRIMARY PLACE OF RESIDENCE. EARLY REPAYMENT OF BOTH LOANS IS REQUIRED IF THE PROPERTY IS SOLD OR THE OFFICERS EMPLOYMENT RELATIONSHIP WITH THE ORGANIZATION IS TERMINATED. ON AUGUST 14, 2015 THE PROPERTY WAS SOLD. THE ORGANIZATION RECEIVED FULL PAYMENT OF OUTSTANDING PRINCIPAL AND INTEREST ON LOAN A AND LOAN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 12B | THE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF THE ORGANIZATION AND ITS WHOLLY-OWNED SUBSIDIARY, ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH WAS ESTABLISHED IN OCTOBER 2013. ARIC WAS FORMED FOR THE PURPOSE OF MANAGING INVESTMENTS FOR THE BENEFIT OF THE ORGANIZATION |
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE FILING THE FORM 990, A COPY OF THE FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS WITHOUT ASKING FOR APPROVAL OR COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN AN INDIVIDUAL IS ELECTED TO SERVE AS A MEMBER OF THE ANNUAL REVIEWS BOARD OF DIRECTORS, THE BUSINESS AFFAIRS COMMITTEE, OR THE EDITORIAL AFFAIRS COMMITTEE, THE MEMBER IS ASKED TO FILL OUT A "DISCLOSURE OF POTENTIAL BIAS" FORM. THEIR STATEMENTS ARE KEPT ON FILE WITH THE CORPORATE SECRETARY TO THE BOARD AND WILL BE MADE AVAILABLE UPON REQUEST. MEMBERS ARE ASKED TO UPDATE THEIR DISCLOSURE STATEMENTS WHENEVER CIRCUMSTANCES NECESSITATE A CHANGE. BLANK FORMS ARE DISTRIBUTED TO MEMBERS DURING EACH YEAR OF SERVICE AS A REMINDER FOR MEMBERS TO REVIEW THEIR DISCLOSURE STATEMENTS AND UPDATE AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS COMPENSATION COMMITTEE IS MADE UP OF FIVE BOARD MEMBERS ANNUALLY ELECTED TO SERVE ON THIS STANDING BOARD COMMITTEE. IT MEETS ANNUALLY EACH SPRING FOR THE PURPOSE OF DETERMINING AND APPROVING THE COMPENSATION OF THE ORGANIZATION'S CEO AND REVIEWING AND APPROVING THE PAY OF TOP MANAGEMENT, OFFICERS AND KEY EMPLOYEES IN ORDER TO DETERMINE INTERNAL AND EXTERNAL EQUITY. REPORTS OF OVERALL EMPLOYEE COMPENSATION AND BENCHMARK SALARY DATA ARE ALSO PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES FOR REVIEW AND COMMENT. OTHER EMPLOYEE SALARIES ARE APPROVED ANNUALLY BY ANNUAL REVIEWS' INTERNAL COMPENSATION COMMITTEE, CONSISTING OF THE PRESIDENT & EDITOR-IN-CHIEF, THE CHIEF FINANCIAL OFFICER, AND THE DIRECTOR OF HUMAN RESOURCES, BASED ON MEETINGS WITH RELEVANT SUPERVISORS FOR EACH DEPARTMENT. THE DIRECTOR OF HUMAN RESOURCES MAINTAINS RECORDS AND DOCUMENTATION OF ALL SALARY ACTIONS APPROVED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| PART VII, SECTION A | SAMUEL GUBINS WAS THE PRESIDENT AND EDITOR-IN-CHIEF OF ANNUAL REVIEWS UNTIL APRIL 30, 2015. HE RECEIVED COMPENSATION OF $154,984 FROM ANNUAL REVIEWS IN 2015. HE ALSO RECEIVED $191,280 FROM ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC) DURING 2015. HE BECAME THE PRESIDENT OF ARIC ON MAY 1, 2015. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF INVESTMENTS TO ANNUAL REVIEWS INVESTMENT CORPORATION -63,518,534. LESS: ELIMINATION FOR CONSOLIDATION 614,422. |
| FORM 990, PART XII, LINE 2: | THE 2015 FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS WITH ANNUAL REVIEWS INVESTMENTS CORPORATION. |
| FORM 990, PART XII, LINE 2C: | ANNUAL REVIEWS, INC. HAS NOT CHANGED ITS PROCESS RELATED TO OVERSIGHT OF THE AUDIT AND REVIEW OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR. A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS. |
| SCHEDULE R, PART V, LN 2 | ALL INVESTMENTS WERE MOVED TO ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC) IN APRIL 2015. THUS, ARIC NOW REVIEWS INVESTMENTS AND HAS FINAL RESPONSIBILITY FOR INVESTMENTS. THE TRANSFER IS PRESENTED AS AN ENDOWMENT TRANSFER ON SCHEDULE D PART V AND SCHEDULE R PART V LINE 2. THE TRANSFER IS ALSO SEEN ON PART X AS A REDUCTION OF "INVESTMENTS" ON LINE 12 AND A REDUCTION OF "UNRESTRICTED NET ASSETS" ON LINE 27. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNUAL REVIEWS INVESTMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4139 EL CAMINO WAY | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464548728 | EIN |
| Primary Activities | TO SUPPORT, BENEFIT AND ASSIST ANNUAL REVIEWS, OR PROGRAMS WHICH SUPPORT OR | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 509(A)(3) | ExemptCodeSectionTxt |
| Public Charity Status | TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNUAL REVIEWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| (1) ANNUAL REVIEWS INVESTMENT CORPORATION | ||
| B | $63,518,534 | ENDOWMENT TRANSFERS |
| (2) ANNUAL REVIEWS INVESTMENT CORPORATION | ||
| B | $160,100 | EXPENDITURE FOR FACILITIES AND PR |
| (3) ANNUAL REVIEWS INVESTMENT CORPORATION | ||
| C | $800,000 | EXPENDITURE FOR FACILITIES AND PR |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LN 2 | FormAndLineReferenceDesc |
| Explanation | ALL INVESTMENTS WERE MOVED TO ANNUAL REVIEWS INVESTMENT CORPORATION (ARIC) IN APRIL 2015. THUS, ARIC NOW REVIEWS INVESTMENTS AND HAS FINAL RESPONSIBILITY FOR INVESTMENTS. THE TRANSFER IS PRESENTED AS AN ENDOWMENT TRANSFER ON SCHEDULE D PART V AND SCHEDULE R PART V LINE 2. THE TRANSFER IS ALSO SEEN ON PART X AS A REDUCTION OF "INVESTMENTS" ON LINE 12 AND A REDUCTION OF "UNRESTRICTED NET ASSETS" ON LINE 27. | ExplanationTxt |
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