AICCU RESEARCH FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AICCU RESEARCH FOUNDATION (EIN 23-7003049)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-10
- IRS object ID
- 201540419349301249
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-10T14:37:24-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TPBS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1545 River Park Dr 375 | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 958154614 | 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 | 237003049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AICCU - RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AICC | BusinessNameControlTxt |
| Phone | 9164467626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 11TH STREET | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN SOARES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert L Tate Jr CPA | PreparerPersonNm |
| PTIN | P00036463 | PTIN |
| Phone | 9169291006 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTEN SOARES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 11TH STREET 10 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,430,049 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AICCU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES AND RESEARCH FOUNDATION (AICCU) IS TO ADVANCE THE INTERESTS OF THE ACCREDITED NON-PROFIT COLLEGES AND UNIVERSITIES IN THE STATE. IN THAT ROLE, AICCU CARRIES OUT A SERIES OF PROGRAMS INCLUDING PUBLIC AFFAIRS AND INFORMATION, JOINT FINANCIAL SERVICES, INSTITUTIONAL RESEARCH, ADMISSIONS AND STUDENT RECRUITMENT, AND COORDINATION OF PROFESSIONAL DEVELOPMENT ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,018,660 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,069,818 | CYProgramServiceRevenueAmt |
| PY Investment Income | $139,749 | PYInvestmentIncomeAmt |
| CY Investment Income | $352,406 | CYInvestmentIncomeAmt |
| CY Other Revenue | $7,825 | CYOtherRevenueAmt |
| PY Total Revenue | $1,158,409 | PYTotalRevenueAmt |
| CY Total Revenue | $1,430,049 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $846,674 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $743,329 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $323,412 | PYOtherExpensesAmt |
| CY Other Expenses | $458,100 | CYOtherExpensesAmt |
| PY Total Expenses | $1,170,086 | PYTotalExpensesAmt |
| CY Total Expenses | $1,201,429 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,677 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $228,620 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,096,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,261,986 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $285,677 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $125,360 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,811,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,136,626 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES AND RESEARCH FOUNDATION (AICCU) IS TO ADVANCE THE INTERESTS OF THE ACCREDITED NON-PROFIT COLLEGES AND UNIVERSITIES IN THE STATE. IN THAT ROLE, AICCU CARRIES OUT A SERIES OF PROGRAMS INCLUDING PUBLIC AFFAIRS AND INFORMATION, JOINT FINANCIAL SERVICES, INSTITUTIONAL RESEARCH, ADMISSIONS AND STUDENT RECRUITMENT, AND COORDINATION OF PROFESSIONAL DEVELOPMENT ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $285,835 | ExpenseAmt |
| Desc | Public Affairs and Information - AICCU attempts to build awareness of the sector in the general public and in the public policy process. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $229,607 | ExpenseAmt |
| Desc | Joint Financial Services- AICCU facilitates joint projects among member institutions which would not be possible by individual colleges or universities, including the collection of defaulted student loans, facilities financing and several joint insurance programs | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $200,424 | ExpenseAmt |
| Desc | Institutional Research - AICCU conducts a series of research studies on the nature and operation of independent colleges in California. The results of those studies are distributed to member institutes, policy agencies and to the public. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $274,817 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $990,683 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN SOARES | PersonNm |
| Phone | 9164467626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 11TH STREET STE 10 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ANDY BENTON | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HALL DAILY | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LORI BETTISON-VARGA | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB BROWER | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LYONS | |||||||
| Exec. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY COREY | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES DOTI | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA EIBECK | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD ELLIS | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA ESCUITA | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ENGH | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH GREIG | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEVORAH LIEBERMAN | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER KIMBALL | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN PRIVETT | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN MCCOWN | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JON WALLACE | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN VEITCH | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RAY REMY | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS CASTRUCCIO | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANNE PHILIBOSIAN | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FRED PRAGER | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE DOUD | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH HALL | |||||||
| EXEC. COMMITTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN BROWN | |||||||
| Pres. Emeritus | 40.00 | 0.00 | $75,000 | $0 | $7,500 | Yes (X) | |
| KRISTEN SOARES | |||||||
| President | 40.00 | 0.00 | $206,921 | $0 | $20,692 | Yes (X) | |
| VERONICA VILLALOBOS | |||||||
| Vice President | 40.00 | 0.00 | $102,390 | $0 | $10,240 | Yes (X) | |
| ROBERT OAKES | |||||||
| Vice President | 40.00 | 0.00 | $95,057 | $0 | $9,506 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $479,368 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $47,938 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| FRANCHISE TAX BOARD PROG | $3,292 | $3,292 |
| Membership Dues & Assessments | $938,513 | $938,513 |
| NAICUSE | $10,000 | $10,000 |
| SHARED SERVICES INCOME | $118,013 | $118,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,069,818 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352,406 | TotalRevenueColumnAmt |
| Exclusion | $352,406 | 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 |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $7,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,825 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,825 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,430,049 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,077,643 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $352,406 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $360,843 | TotalAmt |
| Program Services | $318,300 | ProgramServicesAmt |
| Management And General | $42,543 | 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 | $221,141 | TotalAmt |
| Program Services | $195,059 | ProgramServicesAmt |
| Management And General | $26,082 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,345 | TotalAmt |
| Program Services | $140,370 | ProgramServicesAmt |
| Management And General | $20,975 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
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 | $77,245 | TotalAmt |
| Program Services | $67,202 | ProgramServicesAmt |
| Management And General | $10,043 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,957 | TotalAmt |
| Program Services | $80,873 | ProgramServicesAmt |
| Management And General | $12,084 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,463 | TotalAmt |
| Program Services | $33,464 | ProgramServicesAmt |
| Management And General | $4,999 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
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 | $1,907 | TotalAmt |
| Program Services | $1,680 | ProgramServicesAmt |
| Management And General | $227 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $64,996 | $6,500 | $58,496 |
| OFFICE EXPENSE | $39,952 | $34,757 | $5,195 |
| OUTSIDE SERVICES | $29,942 | $14,971 | $14,971 |
| Printing and Publications | $27,387 | $26,018 | $1,369 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,251 | TotalAmt |
| Program Services | $71,489 | ProgramServicesAmt |
| Management And General | $13,762 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,429 | TotalAmt |
| Program Services | $990,683 | ProgramServicesAmt |
| Management And General | $210,746 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $326,195 | BOYAmt |
| EOY | $344,764 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,261 | BOYAmt |
| EOY | $14,425 | 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 | $2,747 | BOYAmt |
| EOY | $19,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $135,678 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $116,983 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,884 | BOYAmt |
| EOY | $18,695 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,199 | BOYAmt |
| EOY | $1,872,107 | 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 | $2,035,467 | BOYAmt |
| EOY | $1,992,349 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,096,753 | BOYAmt |
| EOY | $4,261,986 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,019 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,677 | BOYAmt |
| EOY | $121,341 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,677 | BOYAmt |
| EOY | $125,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,957,056 | BOYAmt |
| EOY | $3,151,333 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,770 | BOYAmt |
| EOY | $953,043 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,250 | BOYAmt |
| EOY | $32,250 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,811,076 | BOYAmt |
| EOY | $4,136,626 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,096,753 | BOYAmt |
| EOY | $4,261,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $228,620 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $96,930 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $740,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $806,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $864,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $895,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $938,513 | CurrentTaxYearAmt |
| Total | $4,245,318 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $740,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $806,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $864,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $895,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $938,513 | CurrentTaxYearAmt |
| Total | $4,245,318 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,245,318 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,439 | CurrentTaxYearAmt |
| Total | $446,438 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,439 | CurrentTaxYearAmt |
| Total | $446,438 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,130 | CurrentTaxYearAmt |
| Total | $668,924 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $968,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,033,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,114,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,098,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,146,082 | CurrentTaxYearAmt |
| Total | $5,360,680 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78810 | PublicSupportPY509Pct |
| Investment Income CY | 0.08330 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,309 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $93,237 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $116,546 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,084,884 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,201,430 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $195,143 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,786 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $195,449 | CurrentYearMinus3Amt |
| Current Year Minus2 | $204,423 | CurrentYearMinus2Amt |
| Current Year Minus1 | $192,009 | CurrentYearMinus1Amt |
| Current Year | $195,143 | CurrentYearAmt |
| Total | $787,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,180,536 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $147,459 | CurrentYearMinus3Amt |
| Current Year Minus2 | $154,848 | CurrentYearMinus2Amt |
| Current Year Minus1 | $102,457 | CurrentYearMinus1Amt |
| Current Year | $116,546 | CurrentYearAmt |
| Total | $521,310 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $48,862 | CurrentYearMinus3Amt |
| Current Year Minus2 | $51,106 | CurrentYearMinus2Amt |
| Current Year Minus1 | $48,002 | CurrentYearMinus1Amt |
| Current Year | $48,786 | CurrentYearAmt |
| Total | $196,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $295,134 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $29,492 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30,970 | CurrentYearMinus2Amt |
| Current Year Minus1 | $20,491 | CurrentYearMinus1Amt |
| Current Year | $23,309 | CurrentYearAmt |
| Total | $104,262 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,617,148 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $447,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,000 | OtherExpendituresAmt |
| Administrative Expenses | $29,942 | AdministrativeExpensesAmt |
| End Year Balance | $2,919,951 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,561,234 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $312,424 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $229,000 | OtherExpendituresAmt |
| Administrative Expenses | $27,510 | AdministrativeExpensesAmt |
| End Year Balance | $2,617,148 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,580,352 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$92,225 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $896,000 | OtherExpendituresAmt |
| Administrative Expenses | $30,893 | AdministrativeExpensesAmt |
| End Year Balance | $2,561,234 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,083,381 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $617,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,504 | GrantsOrScholarshipsAmt |
| Other Expenditures | $79,291 | OtherExpendituresAmt |
| Administrative Expenses | $34,103 | AdministrativeExpensesAmt |
| End Year Balance | $3,580,352 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,870,933 | BeginningYearBalanceAmt |
| Contributions | $261,659 | ContributionsAmt |
| Investment Earnings Or Losses | $17,500 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,711 | OtherExpendituresAmt |
| Administrative Expenses | $3,083,381 | AdministrativeExpensesAmt |
| End Year Balance | $3,083,381 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.66260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,830 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,147 | DepreciationAmt |
| Book Value | $3,683 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,101 | DepreciationAmt |
| Book Value | $15,028 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,735 | DepreciationAmt |
| Book Value | -$16 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,695 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $848,388 |
| FISCAL AGENCY CASH | $76,551 |
| FUNDS HELD IN TRUST | $10,412 |
| OTHER ASSETS | $62,500 |
| PARSONS MEMORIAL SCHOLARSHIP ENDOWMENT | $994,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,992,349 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FISCAL AGENCY LIABILITY | $76,551 |
| FUNDS HELD IN TRUST LIABILITY | $10,412 |
| OTHER CURRENT LIABILITIES | $34,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $121,341 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,526,979 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $96,930 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $96,930 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,430,049 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,430,049 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,201,430 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,201,429 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,201,429 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | ENDOWMENT FUNDS ARE USED FOR THE BENEFIT OF STUDENTS ATTENDING INDEPENDENT COLLEGES IN CALIFORNIA, OFFERING SCHOLARSHIPS TO DESERVING STUDENTS. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | DEPRECIATION ADJUSTMENT $1 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN SOARES | PersonNm |
| Title | President | TitleTxt |
| Base Compensation Filing Org | $206,921 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $20,692 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $227,613 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Public Affairs and Information - AICCU attempts to build awareness of the sector in the general public and in the public policy process. OTHER PROGRAM SERVICES 5: Admissions and Recruitment Activities - AICCU prepares various publications that provide information to prospective students about independent colleges. It also conducts workshops and other information programs for college counselors. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The return is reviewed by the President before signing and submitting. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Monitoring will be done at the annual meeting. Board members will be asked to complete a form. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | No later than June of each year, the AICCU President drafts an "Annual Letter of Review" to the Executive Committee, which is reviewed by the officers constituted as a compensation committee. They make a recommendation for any compensation adjustments based in part on a comparative salary survey for like Association executives. The recommendation is then considered by the full Executive Committee at its June Meeting in executive session. The results of the decision are then communicated to the President in writing by the Chair of the Executive Committee. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE PRESIDENT SHALL BE RESPONSIBLE FOR ALL PERSONNEL DECISIONS REGARDING AICCU STAFF AND CONSULTANTS, INCLUDING DETERMINATION OF COMPENSATION. HOWEVER, WITHIN 30-DAYS OF CONCLUDING THE FISCAL YEAR, THE PRESIDENT SHALL DISCLOSE ANY ADJUSTMENTS MADE TO COMPENSATION FOR KEY EXECUTIVE EMPLOYEES. "KEY EXECUTIVE EMPLOYEES" IS DEFINED AS THOSE EMPLOYEES MAKING MORE THAN $75,000 PER YEAR. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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