AMERICAN SOCIETY OF HEMATOLOGY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY OF HEMATOLOGY INC (EIN 23-7080568)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201531339349300903
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T07:00:23-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208142930 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237080568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY OF HEMATOLOGY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2027760544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW NO 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA LIGGETT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2027760544 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA LIGGETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW NO 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,516,382 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEMATOLOGY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $3,743,979 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,963,854 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,160,130 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,017,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,381,220 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,314,329 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,703,907 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,693,276 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$577,379 | PYOtherRevenueAmt |
| CY Other Revenue | -$562,958 | CYOtherRevenueAmt |
| PY Total Revenue | $46,667,878 | PYTotalRevenueAmt |
| CY Total Revenue | $52,462,467 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,673,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,691,747 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,339,146 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,314,098 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $710,945 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,951,774 | PYOtherExpensesAmt |
| CY Other Expenses | $25,119,270 | CYOtherExpensesAmt |
| PY Total Expenses | $37,964,830 | PYTotalExpensesAmt |
| CY Total Expenses | $42,125,115 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,703,048 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,337,352 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $187,808,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,452,939 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $81,237,335 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $82,880,645 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $106,571,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,572,294 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WORLD'S LARGEST PROFESSIONAL ORGANIZATION OF BLOOD SPECIALISTS, ASH AIMS TO FURTHER THE UNDERSTANDING, DIAGNOSIS, TREATMENT, AND PREVENTION OF DISORDERS AFFECTING THE BLOOD, BONE MARROW, AND THE IMMUNOLOGIC, HAEMOSTATIC AND VASCULAR SYSTEMS, BY PROMOTING RESEARCH, CLINICAL CARE, EDUCATION, TRAINING, AND ADVOCACY IN HEMATOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,461,279 | ExpenseAmt |
| Grant | $567,750 | GrantAmt |
| Revenue | $15,469,557 | RevenueAmt |
| Desc | JOURNAL-PROVIDED AN INTERNATIONAL FORUM FOR THE PUBLICATION OF ORIGINAL ARTICLES DESCRIBING LABORATORY AND CLINICAL INVESTIGATIONS ENCOMPASSED IN THE FIELD OF HEMATOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,610,703 | ExpenseAmt |
| Grant | $693,018 | GrantAmt |
| Revenue | $1,292,439 | RevenueAmt |
| Desc | PROJECTS AND MEMBER SERVICES-HELD TO BENEFIT OUR MEMBERS, OR THE HEMATOLOGY COMMUNITY AT-LARGE. EXAMPLES ARE: SMALL REGIONAL MEETINGS THAT HIGHLIGHT INFORMATION PRESENTED AT OUR ANNUAL MEETING, A DATABASE OF IMAGES THAT OUR MEMBERS CAN USE WHEN PRESENTING THEIR SCIENCE, AND OUR MONTHLY NEWSLETTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,510,908 | ExpenseAmt |
| Grant | $30,960 | GrantAmt |
| Revenue | $24,552,333 | RevenueAmt |
| Desc | ANNUAL MEETING-PROVIDED A FORUM FOR THE DISCUSSION OF CRITICAL ISSUES IN HEMATOLOGY VIA EDUCATIONAL AND SCIENTIFIC SESSIONS, PLENARY SYMPOSIA, AND ABSTRACT PRESENTATIONS. SUPPORTED TRAINEES AND THOSE FROM DEVELOPING COUNTRIES WHO HAVE SUBMITTED ABSTRACTS FOR PRESENTATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $7,000,310 | $6,192,628 | AWARDS |
| $3,012,130 | LLC (FACILITY) | |
| $1,630,494 | $207,391 | SMALL MEETINGS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,642,934 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,400,019 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $35,225,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 267 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIFFANY AKE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027760544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JANIS L ABKOWITZ | |||||||
| PRESIDENT (UNTIL 12/31/13) | 2.00 | Yes (X) | Yes (X) | $16,972 | $0 | $0 | |
| LINDA J BURNS | |||||||
| PRES-ELECT; THEN PRES (TRANS 1/1/14) | 2.00 | Yes (X) | Yes (X) | $12,432 | $0 | $0 | |
| DAVID A WILLIAMS | |||||||
| PRESIDENT ELECT (BEGAN 1/1/14) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES S ABRAMS | |||||||
| SEC; THEN VICE PRES (TRANS 1/1/14) | 2.00 | Yes (X) | Yes (X) | $13,500 | $0 | $0 | |
| RICHARD A LARSON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $13,500 | $0 | $0 | |
| STEPHANIE LEE | |||||||
| SECRETARY (BEGAN 1/1/14) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN S TALLMAN | |||||||
| COUNCILLOR (BEGAN 1/1/14) | 2.00 | Yes (X) | $10,000 | $0 | $0 | ||
| ALEXIS THOMPSON | |||||||
| COUNCILLOR | 2.00 | Yes (X) | $1,000 | $0 | $0 | ||
| KENNETH ANDERSON | |||||||
| COUNCILLOR (UNTIL 12/31/13) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN J TELEN | |||||||
| COUNCILLOR (UNTIL 12/31/13) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A CALIGIURI | |||||||
| COUNCILLOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH M CONNORS | |||||||
| COUNCILLOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE LE BEAU | |||||||
| COUNCILLOR (BEGAN 1/1/14) | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN LICHT | |||||||
| COUNCILLOR (BEGAN 1/1/14) | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET S SHIPP | |||||||
| COUNCILLOR (BEGAN 1/1/14) | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C WINKELMANN | |||||||
| COUNCILLOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA LIGGETT | |||||||
| EXECUTIVE DIRECTOR | 60.00 | Yes (X) | $562,836 | $0 | $51,930 | ||
| MATTHEW GERTZOG | |||||||
| DEPUTY EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $381,177 | $0 | $49,790 | ||
| NINA HOFFMAN | |||||||
| SENIOR DIRECTOR OF PUBLISHING | 35.00 | $232,043 | $0 | $47,575 | Yes (X) | ||
| KARINA FERNANDEZ | |||||||
| DIRECTOR OF I.T. | 35.00 | $193,608 | $0 | $43,334 | Yes (X) | ||
| CHARLES CLAYTON | |||||||
| DIRECTOR OF TRAINING | 35.00 | $193,099 | $0 | $31,142 | Yes (X) | ||
| WILLIAM REED | |||||||
| DIRECTOR OF MEETINGS | 35.00 | $186,896 | $0 | $20,664 | Yes (X) | ||
| MARK SMITH | |||||||
| DIRECTOR OF EDUCATION | 35.00 | $172,249 | $0 | $36,362 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,989,312 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $280,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DARTMOUTH JOURNAL SERVICES | |||||
| PO BOX 842371 | BOSTON | MA | 02284 | JOURNAL PRINTING | $1,884,538 |
| AVMG INC | |||||
| 250 WEST 49TH STREET SUITE 400 | NEW YORK | NY | 10019 | ANNUAL MEETING PLANNER | $1,185,833 |
| J SPARGO & ASSOCIATES | |||||
| 11212 WAPLES MILL ROAD SUITE 104 | FAIRFAX | VA | 22030 | ANNUAL MEETING CONSULTANTS | $1,092,822 |
| FREEMAN AUDIO VISUAL INC | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | ANNUAL MEETING A.V. | $800,108 |
| KUSHNER & ASSOCIATES | |||||
| 3444 CLOUDCROFT DRIVE | MALIBU | CA | 90265 | SHUTTLE SERVICES | $771,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,882,494 | MembershipDuesAmt |
| Government Grants | $1,443,290 | GovernmentGrantsAmt |
| All Other Contributions | $4,692,036 | AllOtherContributionsAmt |
| Total Contributions | $8,017,820 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEETING/REGISTRATION | 900099 | $19,048,658 | $19,048,658 | |
| AUTHOR FEES/PUBLICAT. | 900099 | $10,895,082 | $10,895,082 | |
| EXHIBITS | 900099 | $5,503,675 | $5,503,675 | |
| ADVERTISING | 541800 | $4,574,475 | $286,939 | $4,287,536 |
| DVD & BOOK SALES | 900099 | $1,224,989 | $1,224,989 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,450 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $67,450 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,314,329 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,888,119 | TotalRevenueColumnAmt |
| Exclusion | $2,888,119 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,200 | TotalRevenueColumnAmt |
| Exclusion | $12,200 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,706,144 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,282,553 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$576,409 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$576,409 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$611,007 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,598 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,576,519 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,771,362 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $805,157 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $805,157 | TotalRevenueColumnAmt |
| Exclusion | $805,157 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,251 | TotalRevenueColumnAmt |
| Exclusion | $1,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,251 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,462,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,959,343 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,743,979 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,741,325 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,266,750 | TotalAmt |
| Program Services | $7,266,750 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,997 | TotalAmt |
| Program Services | $424,997 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,466 | TotalAmt |
| Program Services | $565,283 | ProgramServicesAmt |
| Management And General | $534,712 | ManagementAndGeneralAmt |
| Fundraising | $53,471 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,048,932 | TotalAmt |
| Program Services | $4,190,586 | ProgramServicesAmt |
| Management And General | $1,523,067 | ManagementAndGeneralAmt |
| Fundraising | $335,279 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,746 | TotalAmt |
| Program Services | $368,955 | ProgramServicesAmt |
| Management And General | $132,231 | ManagementAndGeneralAmt |
| Fundraising | $38,560 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,680 | TotalAmt |
| Program Services | $757,882 | ProgramServicesAmt |
| Management And General | $283,486 | ManagementAndGeneralAmt |
| Fundraising | $79,312 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,274 | TotalAmt |
| Program Services | $328,070 | ProgramServicesAmt |
| Management And General | $95,754 | ManagementAndGeneralAmt |
| Fundraising | $27,450 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,030 | TotalAmt |
| Program Services | $118,048 | ProgramServicesAmt |
| Management And General | $59,440 | ManagementAndGeneralAmt |
| Fundraising | $32,542 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,749 | TotalAmt |
| Management And General | $61,749 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,261 | TotalAmt |
| Program Services | $138,261 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,788 | TotalAmt |
| Management And General | $130,788 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,248,357 | TotalAmt |
| Program Services | $1,461,894 | ProgramServicesAmt |
| Management And General | $692,955 | ManagementAndGeneralAmt |
| Fundraising | $93,508 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,482,529 | TotalAmt |
| Program Services | $884,400 | ProgramServicesAmt |
| Management And General | $595,104 | ManagementAndGeneralAmt |
| Fundraising | $3,025 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,399,729 | TotalAmt |
| Program Services | $1,923,201 | ProgramServicesAmt |
| Management And General | $457,142 | ManagementAndGeneralAmt |
| Fundraising | $19,386 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,711 | TotalAmt |
| Program Services | $590,463 | ProgramServicesAmt |
| Management And General | $117,248 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,461 | TotalAmt |
| Program Services | $919,780 | ProgramServicesAmt |
| Management And General | $477,998 | ManagementAndGeneralAmt |
| Fundraising | $2,683 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,804,200 | TotalAmt |
| Program Services | $6,108,810 | ProgramServicesAmt |
| Management And General | $690,877 | ManagementAndGeneralAmt |
| Fundraising | $4,513 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,689 | TotalAmt |
| Program Services | $895,689 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,306 | TotalAmt |
| Program Services | $1,151,483 | ProgramServicesAmt |
| Management And General | $36,711 | ManagementAndGeneralAmt |
| Fundraising | $13,112 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,780 | TotalAmt |
| Program Services | $122,537 | ProgramServicesAmt |
| Management And General | $34,472 | ManagementAndGeneralAmt |
| Fundraising | $1,771 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLICATIONS | $3,334,906 | $3,316,718 | $14,156 | $4,032 |
| UBI TAX | $905,133 | $905,133 | ||
| TAXES & FEES (NON-UBI) | $424,452 | $424,452 | ||
| STAFF DEVELOPMENT | $178,935 | $26,217 | $150,438 | $2,280 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,436,254 | TotalAmt |
| Program Services | $2,336,215 | ProgramServicesAmt |
| Management And General | $100,018 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,125,115 | TotalAmt |
| Program Services | $35,225,824 | ProgramServicesAmt |
| Management And General | $6,188,346 | ManagementAndGeneralAmt |
| Fundraising | $710,945 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,540,345 | BOYAmt |
| EOY | $4,856,795 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,024 | BOYAmt |
| EOY | $6,179 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,650,000 | BOYAmt |
| EOY | $2,233,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,088,298 | BOYAmt |
| EOY | $1,895,844 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,805,797 | BOYAmt |
| EOY | $1,219,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,730,837 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,344,583 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,389,329 | BOYAmt |
| EOY | $60,386,254 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,293,947 | BOYAmt |
| EOY | $106,821,908 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,601,446 | BOYAmt |
| EOY | $31,690,698 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,374,307 | BOYAmt |
| EOY | $2,341,978 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,808,493 | BOYAmt |
| EOY | $211,452,939 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,662,414 | BOYAmt |
| EOY | $4,483,148 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,152,504 | BOYAmt |
| EOY | $6,450,386 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,995,655 | BOYAmt |
| EOY | $10,357,629 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,931,553 | BOYAmt |
| EOY | $33,898,692 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,456,095 | BOYAmt |
| EOY | $27,651,676 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,114 | BOYAmt |
| EOY | $39,114 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,237,335 | BOYAmt |
| EOY | $82,880,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,046,909 | BOYAmt |
| EOY | $117,617,665 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,160,236 | BOYAmt |
| EOY | $3,590,616 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,364,013 | BOYAmt |
| EOY | $7,364,013 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,571,158 | BOYAmt |
| EOY | $128,572,294 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,808,493 | BOYAmt |
| EOY | $211,452,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,337,352 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,663,784 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,537,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,540,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,325,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,160,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,017,820 | CurrentTaxYearAmt |
| Total | $30,580,607 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,258,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,711,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,970,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,795,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,959,343 | CurrentTaxYearAmt |
| Total | $161,695,546 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,796,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,251,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,295,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,955,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,977,163 | CurrentTaxYearAmt |
| Total | $192,276,153 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $18,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,071 | CurrentTaxYearAmt |
| Total | $49,740 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,304,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,482,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,785,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,464,317 | CurrentTaxYearAmt |
| Total | $12,377,205 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,304,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,482,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,804,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,495,388 | CurrentTaxYearAmt |
| Total | $12,426,945 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $179,849,208 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,358,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,203,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,584,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,859,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,900,319 | CurrentTaxYearAmt |
| Total | $14,906,735 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,358,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,203,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,584,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,859,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,900,319 | CurrentTaxYearAmt |
| Total | $14,906,735 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,790,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,336,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,301,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,963,854 | CurrentTaxYearAmt |
| Total | $6,392,056 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,310,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$749,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,251 | CurrentTaxYearAmt |
| Total | $609,284 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,466,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,291,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,466,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,116,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,842,587 | CurrentTaxYearAmt |
| Total | $214,184,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81710 | PublicSupportPY509Pct |
| Investment Income CY | 0.06960 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $541 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $161,045 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $161,586 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,403,802 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,565,388 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $120,311 | CurrentYearMinus3Amt |
| Current Year Minus2 | $131,050 | CurrentYearMinus2Amt |
| Current Year Minus1 | $185,428 | CurrentYearMinus1Amt |
| Current Year | $161,586 | CurrentYearAmt |
| Total | $598,375 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $13,621 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,059 | CurrentYearMinus2Amt |
| Current Year Minus1 | $591 | CurrentYearMinus1Amt |
| Current Year | $541 | CurrentYearAmt |
| Total | $16,812 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,368,126 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $713,071 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $216,371 | AdministrativeExpensesAmt |
| End Year Balance | $7,864,826 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,258,335 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $63,226 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,435 | AdministrativeExpensesAmt |
| End Year Balance | $6,368,126 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,198,355 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,675 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,695 | AdministrativeExpensesAmt |
| End Year Balance | $6,258,335 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,150,438 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,530 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,613 | AdministrativeExpensesAmt |
| End Year Balance | $6,198,355 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,121,146 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $64,266 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $34,974 | AdministrativeExpensesAmt |
| End Year Balance | $6,150,438 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.93640 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06360 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,458,802 | OtherCostOrOtherBasisAmt |
| Book Value | $12,458,802 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,304,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,464,222 | DepreciationAmt |
| Book Value | $46,840,021 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,822,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,475,326 | DepreciationAmt |
| Book Value | $347,310 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,145,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $405,035 | DepreciationAmt |
| Book Value | $740,121 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,386,254 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED UNITIZED POOLS | $14,739,023 | F |
| HEDGE FUND - WEATHERLOW OFFSHORE FUND I LTD | $16,716,226 | F |
| UNALLOCATED INSURANCE CONTRACTS | $235,449 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $31,690,698 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSIT | Desc |
| Amt | $39,114 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,114 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,278,016 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,663,784 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,282,553 | OtherRevenueAmt |
| Revenue Not Reported | $13,946,337 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,331,679 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $130,788 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $130,788 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,462,467 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,276,880 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,282,553 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,282,553 | ExpensesNotReportedAmt |
| Expenses Subtotal | $41,994,327 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $130,788 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $130,788 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,125,115 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS SUPPORT THE FOLLOWING PROGRAMS, AS SPECIFIED BY DONORS: ASH SCHOLAR AWARDS, THE CLINICAL RESEARCH TRAINING INSTITUTE, THE GIBSON AWARD, THE LEVY AWARD, AND THE BEUTLER AWARD. |
| PART X, LINE 2: | FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, THE SOCIETY HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE INCLUDED AS EXPENSE ON THE AUDIT AND NETTED 2,282,553. AGAINST REVENUE ON FORM 990, PART VIII, LINE 6C. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE INCLUDED AS EXPENSE ON THE AUDIT AND NETTED 2,282,553. AGAINST REVENUE ON FORM 990, PART VIII, LINE 6C. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICAN AND THE CARIBBEAN | 0 | 0 | BOOK VALUE OF INVESTMENTS IN THE REGION | $16,716,226 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $208,805 | HIGHLIGHTS OF ASH-ASIA MEETING |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $49,670 | |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $120,273 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $3,500 | |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $65,500 | |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $5,500 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $366,485 | HIGHLIGHTS OF ASH-LA MEETING |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $69,080 | |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $49,246 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $62,228 | |
| EUROPE | 0 | 0 | BOOK VALUE OF INVESTMENTS IN THE REGION | $3,631,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,535,959 | SubtotalSpentAmt |
| Continuation Spent | $3,812,160 | ContinuationSpentAmt |
| Total Spent | $21,348,119 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (17 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| ABSTRACT ACHIEVEMENT AWARD | EAST ASIA AND THE PACIFIC | 57 | $28,500 | CHECK |
| ABSTRACT ACHIEVEMENT AWARD | EUROPE | 194 | $97,000 | CHECK |
| ABSTRACT ACHIEVEMENT AWARD | SOUTH AMERICA | 23 | $13,500 | CHECK |
| ABSTRACT ACHIEVEMENT AWARD | NORTH AMERICA | 37 | $18,500 | CHECK |
| ABSTRACT ACHIEVEMENT AWARD | SOUTH ASIA | 6 | $3,000 | CHECK |
| ABSTRACT ACHIEVEMENT AWARD | MIDDLE EAST AND NORTH AFRICA | 7 | $3,500 | CHECK |
| ABSTRACT ACHIEVEMENT AWARD | RUSSIA AND THE NEWLY INDEPENDENT STATES | 1 | $500 | CHECK |
| PHYSICIAN SCIENTIST CAREER DEVELOPMENT AWARD | NORTH AMERICA | 1 | $42,000 | CHECK |
| COULTER AWARD | EUROPE | 1 | $10,000 | CHECK |
| HONORS AWARD | NORTH AMERICA | 2 | $5,000 | CHECK |
| VISITING TRAINING AWARD | SUB-SAHARAN AFRICA | 10 | $62,228 | WIRE |
| VISITING TRAINING AWARD | SOUTH AMERICA | 6 | $36,370 | WIRE |
| VISITING TRAINING AWARD | EAST ASIA AND THE PACIFIC | 4 | $21,170 | WIRE |
| VISITING TRAINING AWARD | EUROPE | 3 | $13,273 | WIRE |
| VISITING TRAINING AWARD | SOUTH ASIA | 9 | $46,246 | WIRE |
| VISITING TRAINING AWARD | SOUTH AMERICA | 4 | $19,210 | WIRE |
| VISITING TRAINING AWARD | RUSSIA AND THE NEWLY INDEPENDENT STATES | 1 | $5,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMERICAN SOCIETY OF HEMATOLOGY (ASH) HAS MANY AWARD PROGRAMS THAT ARE AVAILABLE TO INDIVIDUALS OUTSIDE THE UNITED STATES, AND AS A RESULT, OUR PROCEDURES TO MONITOR GRANTS OUTSIDE THE U.S. VARY BY THE GRANT PROGRAM. IN GENERAL, PARTICIPANTS MUST COMPLETE A FIRST YEAR EVALUATION FORM AND AWARD COMPLETION EVALUATION FORM THAT PROVIDES THE SOCIETY WITH UPDATES ON PARTICIPANTS' PROGRESS DURING THE AWARD PERIOD. IN ADDITION TO THE EVALUATIONS, PARTICIPANTS ARE ALSO REQUIRED TO SUBMIT A FINAL RESEARCH SUMMARY REPORT AND A FINAL FINANCIAL REPORT, ON INSTITUTION LETTERHEAD, DETAILING HOW THE FUNDS WERE USED. THE FINAL PROGRESS REPORT AND FINANCIAL REPORT MUST BE SUBMITTED WITHIN 60 DAYS AFTER THE COMPLETION OF THE PROJECT. ANY UNUSED FUNDS MUST BE RETURNED TO ASH AT THE TIME THE FINANCIAL REPORT IS SUBMITTED. PARTICIPANTS AND THEIR INSTITUTIONS ARE MADE AWARE OF ASH'S REGULATIONS AT THE TIME THE AWARD IS ACCEPTED. FOR THOSE THAT DO NOT COMPLY WITH THE RULES, ASH RESERVES THE RIGHT TO WITHHOLD REMAINING FUNDS AND/OR TEMPORARILY SUSPEND THE INSTITUTION FROM RECEIVING OTHER GRANTS THE SOCIETY OFFERS UNTIL THE INSTITUTION IS IN GOOD STANDING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AMOS MEDICAL FACULTY DEVELOPMENT PROGRAM AWARD | 2 | $840,000 |
| MINORITY MEDICAL STUDENT AWARD PROGRAM AWARD | 80 | $143,750 |
| ABSTRACT ACHIEVEMENT AWARDS | 422 | $211,000 |
| RESEARCH TRAINING AWARD | 6 | $330,000 |
| HONORS AWARD | 38 | $129,000 |
| HONORIFIC AWARD | 8 | $45,000 |
| SCHOLAR AWARDS | 23 | $2,950,000 |
| MINORITY GRADUATE STUDENT ABSTRACT ACHIEVEMENT AWARD | 4 | $6,000 |
| BRIDGE GRANTS | 43 | $2,480,000 |
| MARY RHODES GIBSON AWARD | 1 | $6,000 |
| PHYSICIAN SCIENTIST CAREER DEVELOPMENT AWARD | 3 | $126,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN GENERAL, GRANTEES MUST COMPLETE A FIRST YEAR EVALUATION FORM AND AN AWARD COMPLETION EVALUATION FORM THAT PROVIDES THE SOCIETY WITH UPDATES ON PARTICIPANTS' PROGRESS DURING THE AWARD PERIOD. IN ADDITION TO THE EVALUATIONS, PARTICIPANTS ARE ALSO REQUIRED TO SUBMIT A FINAL RESEARCH SUMMARY REPORT AND A FINAL FINANCIAL REPORT, ON INSTITUTION LETTERHEAD, DETAILING HOW THE FUNDS WERE USED. THE FINAL PROGRESS REPORT AND FINANCIAL REPORT MUST BE SUBMITTED WITHIN 60 DAYS AFTER THE COMPLETION OF THE PROJECT. ANY UNUSED FUNDS MUST BE RETURNED TO ASH AT THE TIME THAT THE FINANCIAL REPORT IS SUBMITTED. GRANTEES AND THEIR INSTITUTIONS ARE MADE AWARE OF ASH'S REGULATIONS AT THE TIME THE AWARD IS ACCEPTED. FOR THOSE THAT DO NOT COMPLY WITH THE RULES, ASH RESERVES THE RIGHT TO WITHHOLD THE REMAINING FUNDS AND/OR TEMPORARILY SUSPEND THE INSTITUTION FROM RECEIVING OTHER GRANTS THE SOCIETY OFFERS UNTIL THE INSTITUTION IS IN GOOD STANDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA LIGGETT | ||||||||||||||
| EXECUTIVE DIRECTOR | $507,510 | $0 | $55,326 | $0 | $0 | $0 | $25,500 | $0 | $26,430 | $0 | $614,766 | $0 | $0 | $0 |
| MATTHEW GERTZOG | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $346,085 | $0 | $35,092 | $0 | $0 | $0 | $25,500 | $0 | $24,290 | $0 | $430,967 | $0 | $0 | $0 |
| NINA HOFFMAN | ||||||||||||||
| SENIOR DIRECTOR OF PUBLISHING | $222,043 | $0 | $10,000 | $0 | $0 | $0 | $22,690 | $0 | $24,885 | $0 | $279,618 | $0 | $0 | $0 |
| KARINA FERNANDEZ | ||||||||||||||
| DIRECTOR OF I.T. | $193,608 | $0 | $0 | $0 | $0 | $0 | $19,497 | $0 | $23,837 | $0 | $236,942 | $0 | $0 | $0 |
| CHARLES CLAYTON | ||||||||||||||
| DIRECTOR OF TRAINING | $193,099 | $0 | $0 | $0 | $0 | $0 | $19,260 | $0 | $11,882 | $0 | $224,241 | $0 | $0 | $0 |
| WILLIAM REED | ||||||||||||||
| DIRECTOR OF MEETINGS | $186,896 | $0 | $0 | $0 | $0 | $0 | $9,289 | $0 | $11,375 | $0 | $207,560 | $0 | $0 | $0 |
| MARK SMITH | ||||||||||||||
| DIRECTOR OF EDUCATION | $172,249 | $0 | $0 | $0 | $0 | $0 | $16,994 | $0 | $19,368 | $0 | $208,611 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION'S BENEFIT PACKAGE INCLUDES PROVISIONS FOR HEALTH CLUB DUES AND A NUTRITION PLAN FOR ALL EMPLOYEES UP TO $500 AND $250, RESPECTIVELY, PER EMPLOYEE PER YEAR. |
| PART I, LINE 7 | BONUS COMPENSATION HAS BEEN REFLECTED IN PART II, COLUMN (B)(II). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 25483VJS4 | CUSIPNum |
| Bond Issued | 2012-05-02 | BondIssuedDt |
| Issue Price | $33,969,725 | IssuePriceAmt |
| Purpose | TO REFINANCE THE EXISTING BOND ISSUED TO PURCHASE LAND AND A BUILDING. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $71,033 | RetiredAmt |
| Total Proceeds | $33,969,725 | TotalProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.08000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.08000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART III, LINE 9: | FormAndLineReferenceDesc |
| Explanation | THIS QUESTION IS NOT APPLICABLE TO ASH BECAUSE IT DOES NOT HAVE ANY NON-QUALIFIED BONDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE AMERICAN SOCIETY OF HEMATOLOGY HAS INDIVIDUAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE AMERICAN SOCIETY OF HEMATOLOGY HAS A INDIVIDUAL MEMBERSHIP THAT HAS THE AUTHORITY TO ELECT THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AMERICAN SOCIETY OF HEMATOLOGY'S MEMBERSHIP HAS THE RIGHT TO VOTE ON CHANGES TO ITS BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED FIRST BY THE DIRECTOR OF FINANCE, AND THEN BY THE EXECUTIVE DIRECTOR. IT WAS THEN SENT TO THE ENTIRE BOARD PRIOR TO BE FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AMERICAN SOCIETY OF HEMATOLOGY'S CONFLICT OF INTEREST POLICY QUESTIONNAIRE IS FILLED OUT ELECTRONICALLY BY ALL BOARD MEMBERS AND EMPLOYEES. BEFORE EACH BOARD OR COMMITTEE MEETING A MEMBER IS PUT IN CHARGE OF REVIEWING ALL CONFLICT OF INTEREST STATEMENTS FOR THE MEMBERS ATTENDING. FURTHERMORE, MEMBERS ARE ASKED TO DISCLOSE ANY CHANGES BEFORE EVERY MEETING. WHEN AN ASH MEMBER HAS A CONFLICT, S/HE WILL NOT: 1. TAKE ANY ACTION ON BEHALF OF ASH CONCERNING THE SUBJECT IN CONFLICT OR ANY ISSUE RELEVANT TO THE SUBJECT IN CONFLICT; 2. PARTICIPATE IN DISCUSSIONS ON THE SUBJECT WITHOUT FULL DISCLOSURE; 3. PARTICIPATE IN DECISION-MAKING DISCUSSIONS OR CAST A VOTE; 4. IMPLY THAT HE/SHE IS ACTING ON BEHALF OF ASH WHEN DISCUSSING THE RELEVANT SUBJECT WITH THIRD PARTIES; 5. FAIL TO CLARIFY WITH THIRD PARTIES WITH WHOM HE/SHE DEALS ON THE RELEVANT SUBJECT THAT HE/SHE IS NOT ACTING ON BEHALF OF ASH; OR 6. SHARE CONFIDENTIAL INFORMATION, INCLUDING DISCLOSURE OF EMBARGOED ABSTRACT DATA WHICH WOULD BREAK LAWS RELATING TO INSIDER TRADING. |
| FORM 990, PART VI, SECTION B, LINE 15A | TO ATTRACT AND RETAIN STELLAR TALENT IN THIS TOP EXECUTIVE POSITION, ASH PERIODICALLY ASSESSES MARKET SALARY TRENDS FOR THIS ROLE. THIS INCLUDES A COMPREHENSIVE MARKET SALARY REVIEW CONDUCTED BY NONPROFIT HR SOLUTIONS (NPHRS) AND ASSOCIATION STRATEGIES, INC. EVERY THREE YEARS. THIS BENCHMARKING INCLUDES AN ASSESSMENT OF SALARIES AND BENEFITS OF OTHER NON-PROFIT MEDICAL ASSOCIATION CHIEF EXECUTIVES WITH COMPARABLE BUDGET, STAFF SIZE, AND MISSION. WITH THE RESULTS OF THIS DATA, ASH CONSIDERS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, AND SETS A SALARY ALIGNED AT LEAST WITH THE MEAN OF THE MARKET. EXECUTIVE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ESTABLISHED BY CONTRACT BETWEEN THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR WHICH IS TYPICALLY RENEGOTIATED EVERY THREE YEARS. EXECUTIVE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS AND CONFIRMED IN A FULLY EXECUTED CONTRACT SIGNED BY THE PRESIDENT AND THE BOARD AND THE EXECUTIVE DIRECTOR. THE LAST SALARY REVIEW WAS DONE IN DECEMBER 2012. THE COMPENSATION FOR THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS REVIEWED BY AN OUTSIDE HR GROUP AND APPROVED BY THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS LOCATED ON THE ORGANIZATION'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH 2021 L LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW NO 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263243051 | EIN |
| Primary Activities | TO OWN ASH'S PRINCIPAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $1,706,144 | TotalIncomeAmt |
| End Of Year Assets | $61,289,047 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
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