HOUSTON ACADEMY OF MEDICINE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON ACADEMY OF MEDICINE (EIN 74-1277657)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-27
- IRS object ID
- 201643019349300639
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-27T11:13:15-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | 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 | 741277657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Academy of Medicine | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7135244267 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Hermann Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Gregory Bernica | PersonNm |
| Person Title | EVP/ CEO | PersonTitleTxt |
| Signature | 2016-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | R Gregory Bernica | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Hermann Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,258,623 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Houston Academy of Medicine is to support the community service, education, scientific, and charitable programs for physicians, their patients, and the community at large in Harris County. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,286,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,300,911 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $141,339 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $135,708 | CYProgramServiceRevenueAmt |
| PY Investment Income | $495,085 | PYInvestmentIncomeAmt |
| CY Investment Income | $472,882 | CYInvestmentIncomeAmt |
| PY Other Revenue | $273,208 | PYOtherRevenueAmt |
| CY Other Revenue | $241,163 | CYOtherRevenueAmt |
| PY Total Revenue | $11,195,837 | PYTotalRevenueAmt |
| CY Total Revenue | $10,150,664 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $670,055 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $679,656 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,909,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,959,692 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $73,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $270,615 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,120,963 | PYOtherExpensesAmt |
| CY Other Expenses | $5,322,304 | CYOtherExpensesAmt |
| PY Total Expenses | $9,773,443 | PYTotalExpensesAmt |
| CY Total Expenses | $9,997,652 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,422,394 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $153,012 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,509,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,115,350 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,210,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,175,884 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,299,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,939,466 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Houston Academy of Medicine is to support the community service, education, scientific, and charitable programs for physicians, their patients, and the community at large in Harris County. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,356,978 | ExpenseAmt |
| Revenue | $135,708 | RevenueAmt |
| Desc | Medical library services including books, periodicals, Librarian services, rare books, and automated information services & photocopying. The Library is open 99 hours per week and served 84,994 visitors in 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,502,028 | ExpenseAmt |
| Grant | $519,656 | GrantAmt |
| Desc | Regional Library of Medicine for the National Library of Medicine provides library services to all underserved areas within the region and coordinates all activities of the medical libraries in the region. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $656,544 | ExpenseAmt |
| Grant | $160,000 | GrantAmt |
| Desc | Community health and medical projects: Contributions to the John P. McGovern Museum of Health and Medical Science, trauma safety, bike helmets, HCHD and other health topics and support of EMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,515,550 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (true) | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Gregory Bernica | PersonNm |
| Phone | 7135244267 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Hermann Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770047126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Lisa L Ehrlich MD | |||||||||
| President | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Alan P Glombicki MD | |||||||||
| Vice President | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bernard M Gerber MD | |||||||||
| Secretary | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| George D Santos MD | |||||||||
| Treasurer | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Karan S Bhalla MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian M Bruel MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Martin J Citardi MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Donald R Collins Jr MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Etai Funk MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J Kevin Horn MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert E Jackson MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Prasun K Jalal MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth L Mattox MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kimberly E Monday MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas J Parr MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Bradford S Patt MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Eddie L Patton MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Tal R Raphaeli MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JoAnne L Rogers MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary J Sheppard MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Carlos J Vital MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Arlo F Weltge MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| George W Williams II MD | |||||||||
| Member | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| R Gregory Bernica | |||||||||
| Exec VP | 25.00 | 25.00 | Yes (X) | $182,526 | $182,526 | $41,170 | |||
| Owen Ellard | |||||||||
| COO - TMC Library | 40.00 | 0.00 | $151,374 | $0 | $7,836 | Yes (X) | |||
| Dorothy Cobb | |||||||||
| CFO-TMC Library | 40.00 | 0.00 | $125,523 | $0 | $7,873 | Yes (X) | |||
| Mary Stevenson | |||||||||
| CDO-TMC Library | 40.00 | 0.00 | $103,285 | $0 | $7,836 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $562,708 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $182,526 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,715 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holzheimer Bolek & Meehan Architects | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 W 9th | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Architect | ServicesDesc |
| Compensation | $113,824 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $246,610 | MembershipDuesAmt |
| Government Grants | $1,502,028 | GovernmentGrantsAmt |
| All Other Contributions | $7,552,273 | AllOtherContributionsAmt |
| Total Contributions | $9,300,911 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Library Service Fees | Desc |
| Business | 561499 | BusinessCd |
| Total Revenue Column | $135,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,708 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $135,708 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,189 | TotalRevenueColumnAmt |
| Exclusion | $123,189 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,111,431 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $870,268 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $241,163 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,163 | TotalRevenueColumnAmt |
| Exclusion | $241,163 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,587,384 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,237,691 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $349,693 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $349,693 | TotalRevenueColumnAmt |
| Exclusion | $349,693 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,150,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,708 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $714,045 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,656 | TotalAmt |
| Program Services | $679,656 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,340 | TotalAmt |
| Program Services | $258,098 | ProgramServicesAmt |
| Management And General | $99,242 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,745,714 | TotalAmt |
| Program Services | $2,053,755 | ProgramServicesAmt |
| Management And General | $536,284 | ManagementAndGeneralAmt |
| Fundraising | $155,675 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,408 | TotalAmt |
| Program Services | $168,626 | ProgramServicesAmt |
| Management And General | $44,670 | ManagementAndGeneralAmt |
| Fundraising | $12,112 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,979 | TotalAmt |
| Program Services | $321,891 | ProgramServicesAmt |
| Management And General | $82,510 | ManagementAndGeneralAmt |
| Fundraising | $24,578 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,251 | TotalAmt |
| Program Services | $151,302 | ProgramServicesAmt |
| Management And General | $40,081 | ManagementAndGeneralAmt |
| Fundraising | $10,868 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,827 | TotalAmt |
| Program Services | $50,411 | ProgramServicesAmt |
| Management And General | $4,416 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,118 | TotalAmt |
| Program Services | $96,118 | ProgramServicesAmt |
| Management And General | $29,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Fundraising | $36,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,385 | TotalAmt |
| Program Services | $246,404 | ProgramServicesAmt |
| Management And General | $52,257 | ManagementAndGeneralAmt |
| Fundraising | $21,724 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,554 | TotalAmt |
| Program Services | $87,554 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,640 | TotalAmt |
| Program Services | $837,561 | ProgramServicesAmt |
| Management And General | $178,240 | ManagementAndGeneralAmt |
| Fundraising | $1,839 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,804 | TotalAmt |
| Management And General | $10,804 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,214 | TotalAmt |
| Program Services | $81,427 | ProgramServicesAmt |
| Management And General | $14,787 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,765 | TotalAmt |
| Program Services | $77,268 | ProgramServicesAmt |
| Management And General | $17,318 | ManagementAndGeneralAmt |
| Fundraising | $179 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Electronic Journals/Databases | $3,098,043 | $3,098,043 | ||
| Educational Conferences | $256,557 | $219,434 | $29,483 | $7,640 |
| Other Expenses | $160,397 | $88,002 | $72,395 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,997,652 | TotalAmt |
| Program Services | $8,515,550 | ProgramServicesAmt |
| Management And General | $1,211,487 | ManagementAndGeneralAmt |
| Fundraising | $270,615 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,751,028 | BOYAmt |
| EOY | $4,452,875 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244,357 | BOYAmt |
| EOY | $671,303 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,637 | BOYAmt |
| EOY | $537,117 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,272 | BOYAmt |
| EOY | $2,418,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,766,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,032,591 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,397,918 | BOYAmt |
| EOY | $2,734,209 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,302,797 | BOYAmt |
| EOY | $7,994,645 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,880 | BOYAmt |
| EOY | $306,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,509,889 | BOYAmt |
| EOY | $19,115,350 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,058,954 | BOYAmt |
| EOY | $3,024,284 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,635 | BOYAmt |
| EOY | $151,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,589 | BOYAmt |
| EOY | $3,175,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,303,304 | BOYAmt |
| EOY | $11,236,016 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,951,919 | BOYAmt |
| EOY | $2,646,748 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,044,077 | BOYAmt |
| EOY | $2,056,702 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,299,300 | BOYAmt |
| EOY | $15,939,466 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,509,889 | BOYAmt |
| EOY | $19,115,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $153,012 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$512,846 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,101,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,895,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,436,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,286,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,300,911 | CurrentTaxYearAmt |
| Total | $49,020,345 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,101,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,895,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,436,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,286,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,300,911 | CurrentTaxYearAmt |
| Total | $49,020,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $794,173 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,226,172 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,274,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,266,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,267,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,308,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,234,620 | CurrentTaxYearAmt |
| Total | $6,352,150 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,372,495 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $999,086 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,044,077 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,080 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,343 | OtherExpendituresAmt |
| End Year Balance | $2,056,814 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,033,164 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $137,613 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,700 | OtherExpendituresAmt |
| End Year Balance | $2,044,077 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,013,137 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $72,760 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,733 | OtherExpendituresAmt |
| End Year Balance | $2,033,164 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,986,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $118,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $91,982 | OtherExpendituresAmt |
| End Year Balance | $2,013,137 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,113,218 | BeginningYearBalanceAmt |
| Contributions | $150 | ContributionsAmt |
| Investment Earnings Or Losses | $128,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $255,583 | OtherExpendituresAmt |
| End Year Balance | $1,986,151 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,660 | OtherCostOrOtherBasisAmt |
| Book Value | $265,660 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,445,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,102,275 | DepreciationAmt |
| Book Value | $1,342,766 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,840,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,635,389 | DepreciationAmt |
| Book Value | $205,501 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,215,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,294,927 | DepreciationAmt |
| Book Value | $920,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,734,209 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $10,508,086 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$512,846 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $870,268 | OtherRevenueAmt |
| Revenue Not Reported | $357,422 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,150,664 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,150,664 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,867,920 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $870,268 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $870,268 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,997,652 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,997,652 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | The Library maintains a historical collection of medical literature and research so current medical scholars and researchers can learn from their past. |
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The Houston Academy of MedicineTexas Medical Center Library (The TMC Library) was organized to support the activities and programs of its participating and supporting institutions as they relate to patient care, education, and research. The TMC Library fulfills its mission by collecting journals, books and other library materials in clinical medicine, the health sciences and other appropriate areas, by organizing and disseminating information, and by providing instruction in the management of information using state-of-the-art technology. |
| Part V, Line 4: Intended uses of the endowment fund. | The Endowment Funds are used to support McGovern Historical Collection & Research Center and John P. McGovern Compleat Physician Award, an annual physician recognition award. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Rental expenses $870268 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Rental expenses $870268 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harriet Latimer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Weslayan | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Cap Camp | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $100,000 | GrossReceiptsAmt |
| Retained By Contractor | $36,000 | RetainedByContractorAmt |
| Net To Organization | $64,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $100,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $36,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $64,000 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Alliance of Border Collaborat | ||||||||
| 5400 Suncrest 7D | El Paso | TX | 79912 | 271747560 | 501(c)(3) | $11,734 | $0 | Outreach services |
| Assoc Academic Health Librs | ||||||||
| 2150 N 107th Street Ste 205 | Seattle | WA | 98133 | 364072494 | 501(c)(3) | $130,000 | $0 | Outreach Services |
| Blue Triangle Multi Cult Assn | ||||||||
| 4005 McGowen St | Houston | TX | 77004 | 760578155 | 501(c)(3) | $8,326 | $0 | Outreach services |
| Greather Houston Area Health | ||||||||
| 4014 Market Ste W111 | Houston | TX | 77020 | 760437727 | 501(c)(3) | $18,080 | $0 | Outreach services |
| JP McGovern Museum HealthMed | ||||||||
| 1515 Hermann Drive | Houston | TX | 77030 | 746106357 | 501(c)(3) | $160,000 | $0 | General support |
| Louisiana St Univ Health Ctr | ||||||||
| 403 Bolivar St | New Orleans | LA | 70112 | 726087770 | Gov't | $13,596 | $0 | Outreach/Technology |
| Louisiana St Univ Health Ctr | ||||||||
| PO Box 33932 | Shreveport | LA | 71103 | 720702002 | Gov't | $14,099 | $0 | Outreach/Technology |
| Oklahoma State University CHS | ||||||||
| 1111 W 17th Street | Tulsa | OK | 74128 | 736017987 | Gov't | $13,622 | $0 | Improve Technology |
| Pawnee Nation College | ||||||||
| 861 Little Dee Dr | Pawnee | OK | 74058 | 830459992 | 501(c)(3) | $16,635 | $0 | Outreach services |
| Scott & White HC Fdn-Haines L | ||||||||
| 2401 S 31st St | Temple | TX | 76508 | 273513154 | 501(c)(3) | $13,477 | $0 | Outreach services |
| South TX Independent Sch Dist | ||||||||
| 100 Med High Dr | Mercedes | TX | 78570 | 741507696 | 501(c)(3) | $19,845 | $0 | Outreach services |
| Texas A&M Health Science Ctr | ||||||||
| 400 Harvey Mitchell Parkway S | College Station | TX | 77845 | 742907553 | 501(c)(3) | $16,189 | $0 | Outreach Services |
| Texas Tech University HSC | ||||||||
| 3601 4th StreetMS 7781 | Lubbock | TX | 79430 | 756002622 | 501(c)(3) | $27,053 | $0 | Outreach services |
| Tulane University Health Sci | ||||||||
| 1430 Tulane Ave | New Orleans | LA | 70112 | 720423889 | 501(c)(3) | $8,335 | $0 | Outreach services |
| Univeristy of Oklahoma HSC | ||||||||
| PO Box 26901 | Oklahoma City | OK | 73126 | 736017987 | Gov't | $27,490 | $0 | Outreach/Technology |
| University of Arkansas Med Sc | ||||||||
| 4301 Markham Slot 586 | Little Rock | AR | 72205 | 716046242 | Gov't | $19,453 | $0 | Outreach Services |
| University of New Mexico | ||||||||
| 1 Univ of New Mexico Dr | Albuquerque | NM | 87131 | 856000642 | Gov't | $41,017 | $0 | Outreach services |
| University of North TX HSC FW | ||||||||
| 3500 Camp Bowie | Forth Worth | TX | 76107 | 756064033 | 501(c)(3) | $14,875 | $0 | Outreach/Technology |
| University of TX Health Sci | ||||||||
| PO Box 1898 | San Antonio | TX | 78297 | 741586031 | 501(c)(3) | $16,449 | $0 | Outreach services |
| University of TX SW Med Ctr | ||||||||
| PO Box 841765 | Dallas | TX | 75284 | 756002868 | 501(c)(3) | $15,650 | $0 | Outreach/Technology |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Houston Academy of Medicine voluntarily supports organizations that have a close relationship with the organization. The Grantee has a monthly review of Financial Statements and annual presentation to the Board. All applicants are required to submit detailed budget with their proposal that clearly delineates, by specific category, all expenses related to the project. Most of the awards are cost reimbursements. Library funding recipients are required to submit reports on project progress and invoices detailing their expenses for the reporting period. The invoice is matched with the original budget submission to ensure that there are no deviations in target population and/or project plan and that all funds are spent to fulfill the project objectives. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| Owen Ellard | ||||||||||
| COO - TMC Library | $151,374 | $7,836 | $159,210 | |||||||
| R Gregory Bernica | ||||||||||
| Exec VP | $151,501 | $20,585 | $203,111 | $151,501 | $15,573 | $15,573 | $15,452 | $15,452 | $20,585 | $203,111 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7: Non-Fixed payments not listed above | FormAndLineReferenceDesc |
| Explanation | CEO may receive a bonus based upon successful implementation of priorities and measures as defined by the Strategic Planning Committee. Evaluation of performance and amount of bonus are determined by the Compensation Committee. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee | The officers of the organization constitute the Executive Committee. They are all Board members. The Bylaws state that "the Board of Trustees may, by resolution passed by a majority of the whole board, designate an Executive Committee to consist of the President, Vice-President, Treasurer and Secretary, which Committee, to the extent provided in such resolution, shall have and may exercise all of the authority of the Board of Trustees in the affairs of the Corporation". The Board of Trustees has currently delegated compensation review, audit committee functions, and tax return review to the Executive Committee. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Organization has physician members who pay dues to belong to the organization. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Members elect all officers of the governing board. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Members must approve all bylaws changes, dues increases and sale of substantial assets. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The tax return is reviewed by Executive Committee in detail & then is provided to full board prior to filing. The Board delegates detail review of the tax return to the Executive Committee. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All Board members and key staff complete a conflict of interest questionnaire at the beginning of the year. CEO reviews the questionnaires prior to every board meeting to determine if there are any conflicts with actions to be addressed at the meeting. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Board delegates compensation review to the Executive Committee, which serves as the Compensation Committee. The Committee reviews comparable data for salaries paid to key employees. No board member receives compensation. All members of Compensation Committee are independent persons. Minutes are maintained for meetings of the Compensation Committee. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Bylaws, conflict of interest policy and audited financial statements are available for public or member inspection at any time during regular business hours of the organization. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Harris County Medical Society | ||||||||||
| 1515 Hermann Drive | Houston | TX | 77004 | 741148423 | Phys Prof Assn | TX | 501(c)(6) | N/A | false | |
| HAM Memorial Education & Research Fdn | ||||||||||
| 1515 Hermann Drive | Houston | TX | 77004 | 237046214 | Health Education | TX | 501(c)(3) | N/A | false | 509(a)(2) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCMS-HAM Investment Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Hermann Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766181633 | EIN |
| Primary Activities | Hold Investment | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | Trust | EntityTypeTxt |
| Share Of Total Income | $70,376 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,963,595 | ShareOfEOYAssetsAmt |
| Ownership | 0.50160 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Harris County Medical Society | ||
| j | $171,204 | Actual cost |
| Harris County Medical Society | ||
| m | $487,488 | Actual cost |
| Harris County Medical Society | ||
| n | $100,945 | Actual cost |
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