IFMA FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IFMA FOUNDATION (EIN 76-0313751)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201541359349308124
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T17:09:01-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741769118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGGS & VESELKA CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NINE GREENWAY PLAZA SUITE 1700 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77046 | 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 | 760313751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IFMA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IFMA | BusinessNameControlTxt |
| Phone | 7136234362 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GESSNER ROAD NO 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY J TAFEL CAE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7136264362 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIEN K LE | PreparerPersonNm |
| PTIN | P01434751 | PTIN |
| Phone | 7136679147 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| 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 | JEFFERY J TAFEL CAE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GESSNER ROAD NO 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,332,057 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IFMAFOUNDATION.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE AND SUPPORT SCHOLARSHIPS, EDUCATIONAL AND RESEARCH OPPORTUNITIES FOR THE ADVANCEMENT OF FACILITY MANAGEMENT WORLDWIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $439,268 | PYContributionsGrantsAmt |
| CY Contributions Grants | $343,254 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,039 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $213,151 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,494 | PYInvestmentIncomeAmt |
| CY Investment Income | $98,201 | CYInvestmentIncomeAmt |
| PY Other Revenue | $65,408 | PYOtherRevenueAmt |
| CY Other Revenue | $49,436 | CYOtherRevenueAmt |
| PY Total Revenue | $577,209 | PYTotalRevenueAmt |
| CY Total Revenue | $704,042 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $189,799 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $139,957 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,076 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $68,654 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $123,247 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $391,004 | PYOtherExpensesAmt |
| CY Other Expenses | $493,732 | CYOtherExpensesAmt |
| PY Total Expenses | $582,879 | PYTotalExpensesAmt |
| CY Total Expenses | $702,343 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,670 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,699 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $990,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,224,404 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $109,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $310,528 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $881,008 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $913,876 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EXPAND THE KNOWLEDGE OF THE BUILT ENVIRONMENT AND PROMOTE THE ADVANCEMENT OF FACILITY MANAGEMENT WORLDWIDE THROUGH SUPPORT OF EDUCATION, RESEARCH AND SCHOLARSHIP OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $139,957 | ExpenseAmt |
| Grant | $139,957 | GrantAmt |
| Desc | GRANTS OF SCHOLARSHIPS TO 35 STUDENTS STUDYING IN THE FIELD OF FACILITY MANAGEMENT, PLUS RELATED TRAVEL EXPENSES TO ATTEND WORLD WORKPLACE.THE IFMA FOUNDATION PROVIDES CREDIBILITY AND MOTIVATES STUDENTS TO ENTER THE FM PROFESSION THROUGH ACCREDITED PROGRAMS, SCHOLARSHIP OPPORTUNITIES AND RECOGNITION OF FM AS AN EXCITING CAREER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $208,434 | ExpenseAmt |
| Revenue | $213,151 | RevenueAmt |
| Desc | FACILITY MANAGEMENT ACCREDITED DEGREE PROGRAM: THE IFMA FOUNDATION HAS DEVELOPED STANDARDS TO RECOGNIZE QUALITY FACILITY MANAGEMENT 2-YEAR, 4-YEAR AND GRADUATE LEVEL PROFESSIONAL DEGREE PROGRAMS AT COLLEGES AND UNIVERSITIES. THE RECOGNIZED PROGRAM INITIATIVE WAS DESIGNED TO RECOGNIZE, ENCOURAGE AND STRENGTHEN CURRENT FACILITY MANAGEMENT EDUCATION DEGREE PROGRAMS AND TO ASSIST IN THE DEVELOPMENT OF NEW FACILITY MANAGEMENT DEGREE PROGRAMS.TWENTY NINE ACCREDITED DEGREE PROGRAMS HAVE BEEN ESTABLISHED IN COLLEGES AND UNIVERSITIES IN THE UNITED STATES, CANADA, EUROPE, HONG KONG, SINGAPORE AND AUSTRALIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $113,617 | ExpenseAmt |
| Revenue | $6,467 | RevenueAmt |
| Desc | THE FOUNDATION CREATED A NEW EVENT - THE WORKPLACE STRATEGY SUMMIT WITH LEADING ACADEMICS AND EXPERTS IN THE FIELDS OF FACILITY MANAGEMENT SPEAKING ABOUT THE MOST INNOVATIVE CONCEPTS TO EMERGE IN WORKPLACE STRATEGY. GLOBAL INNOVATORS ENGAGED WITH THE PRESENTERS AND ATTENDEES FROM ALL OVER THE GLOBE IN ROUND-TABLE DISCUSSIONS ON ISSUES RELATED TO WORK AND WORKPLACE IN THE 21ST CENTURY. PRESENTERS AT THE SUMMIT INCLUDED LEADING THINKERS FROM THE FIELDS OF DESIGN, FACILITY MANAGEMENT, REAL ESTATE, ORGANIZATIONAL ECOLOGY, TECHNOLOGY, AND MANAGEMENT. RESEARCH WAS PRESENTED BY ACADEMICS FROM BOTH NORTH AMERICAN AND EUROPEAN INSTITUTIONS. IN ADDITION, THE FOUNDATION CONTINUED DISTRIBUTION OF A SERIES OF SUSTAINABILITY "HOW TO" GUIDES, PUBLISHING AND DISTRIBUTION OF A BOOK TITLED "WORK ON THE MOVE: DRIVING STRATEGY AND CHANGE IN WORKPLACES," AND A FREE WHITEPAPER ON BENCHMARKING FOR FM PROFESSIONALS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,361 | ExpenseAmt |
| Desc | ALLOCATION OF TRUSTEE AND COMMITTEE COSTS AND OVERHEAD EXPENSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,361 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $470,369 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY J TAFEL CAE | PersonNm |
| Phone | 7136234362 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GESSNER RD STE 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770244257 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROGER PETERSON | ||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER A CORBETT-SHRAMO | ||||||
| FOUNDATION CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE COLES | ||||||
| FOUNDATION FIRST VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN CARRILLO | ||||||
| FOUNDATION SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL D FELDMAN | ||||||
| IFMA SECOND VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY J SANQUIST | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN B OSTROWE | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH L LEYSHON | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN STANBERRY | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES P CORBY | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE O'LOUGHLIN | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MARTINEZ | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY K HELLER | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KENTON D MILLER | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TONY KEANE CAE | ||||||
| IFMA PRESIDENT, CEO | 8.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY J TAFEL CAE | ||||||
| EXECUTIVE DIRECTOR | 45.00 | Yes (X) | $88,523 | $0 | $12,579 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $88,523 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,579 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $38,215 | FundraisingAmt |
| All Other Contributions | $305,039 | AllOtherContributionsAmt |
| Total Contributions | $343,254 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACADEMIC PROGRAMS ACCR | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $213,151 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $213,151 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $213,151 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,531 | TotalRevenueColumnAmt |
| Exclusion | $38,531 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $650,024 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $590,354 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,670 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,670 | TotalRevenueColumnAmt |
| Exclusion | $59,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $79,656 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $38,215 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,687 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,969 | TotalRevenueColumnAmt |
| Exclusion | $42,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,441 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $974 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,467 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $704,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $219,618 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $141,170 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,301 | TotalAmt |
| Program Services | $102,301 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,656 | TotalAmt |
| Program Services | $37,656 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,343 | TotalAmt |
| Program Services | $50,670 | ProgramServicesAmt |
| Management And General | $69,671 | ManagementAndGeneralAmt |
| Fundraising | $38,002 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Program Services | $4 | ProgramServicesAmt |
| Management And General | $4 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $5,440 | ProgramServicesAmt |
| Management And General | $7,480 | ManagementAndGeneralAmt |
| Fundraising | $4,080 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,654 | TotalAmt |
| Fundraising | $68,654 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,639 | TotalAmt |
| Management And General | $8,639 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,976 | TotalAmt |
| Program Services | $4,472 | ProgramServicesAmt |
| Management And General | $6,150 | ManagementAndGeneralAmt |
| Fundraising | $3,354 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,764 | TotalAmt |
| Program Services | $1,524 | ProgramServicesAmt |
| Management And General | $2,096 | ManagementAndGeneralAmt |
| Fundraising | $1,144 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,191 | TotalAmt |
| Program Services | $1,661 | ProgramServicesAmt |
| Management And General | $2,284 | ManagementAndGeneralAmt |
| Fundraising | $1,246 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,700 | TotalAmt |
| Program Services | $5,571 | ProgramServicesAmt |
| Management And General | $7,202 | ManagementAndGeneralAmt |
| Fundraising | $3,927 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,126 | TotalAmt |
| Program Services | $104,126 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACADEMIC PROGRAMS | $143,721 | $143,721 | ||
| RESEARCH EXPENSE | $9,598 | $9,491 | $69 | $38 |
| TRUSTEE & COMMITTEE COS | $6,414 | $2,053 | $2,822 | $1,539 |
| PERSONNEL COSTS | $2,700 | $864 | $1,188 | $648 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,550 | TotalAmt |
| Program Services | $815 | ProgramServicesAmt |
| Management And General | $1,122 | ManagementAndGeneralAmt |
| Fundraising | $613 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,343 | TotalAmt |
| Program Services | $470,369 | ProgramServicesAmt |
| Management And General | $108,727 | ManagementAndGeneralAmt |
| Fundraising | $123,247 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,601 | BOYAmt |
| EOY | $110,908 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,254 | BOYAmt |
| EOY | $77,252 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125 | BOYAmt |
| EOY | $125 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,700 | BOYAmt |
| EOY | $5,687 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,182 | BOYAmt |
| EOY | $1,030,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,862 | BOYAmt |
| EOY | $1,224,404 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,504 | BOYAmt |
| EOY | $55,228 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950 | BOYAmt |
| EOY | $109,740 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,400 | BOYAmt |
| EOY | $145,560 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,854 | BOYAmt |
| EOY | $310,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,587 | BOYAmt |
| EOY | -$54,809 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,085 | BOYAmt |
| EOY | $313,349 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,336 | BOYAmt |
| EOY | $655,336 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,008 | BOYAmt |
| EOY | $913,876 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,862 | BOYAmt |
| EOY | $1,224,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,699 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,488 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$12,319 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $329,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $439,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $343,254 | CurrentTaxYearAmt |
| Total | $1,829,747 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $329,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $439,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $343,254 | CurrentTaxYearAmt |
| Total | $1,829,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $159,491 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,670,256 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,531 | CurrentTaxYearAmt |
| Total | $142,010 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,971,757 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $859,377 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $699,208 | BeginningYearBalanceAmt |
| Contributions | $67,902 | ContributionsAmt |
| Investment Earnings Or Losses | $114,693 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $881,803 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $627,084 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $74,224 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,600 | AdministrativeExpensesAmt |
| End Year Balance | $699,208 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $657,908 | BeginningYearBalanceAmt |
| Contributions | $470 | ContributionsAmt |
| Investment Earnings Or Losses | -$25,499 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,795 | GrantsOrScholarshipsAmt |
| End Year Balance | $627,084 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $548,444 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | $107,964 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $657,908 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $473,644 | BeginningYearBalanceAmt |
| Contributions | $17,100 | ContributionsAmt |
| Investment Earnings Or Losses | $57,700 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $548,444 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17790 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNTS DUE TO IFMA | Desc |
| Amt | $145,560 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $145,560 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $777,599 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $43,488 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,021 | OtherRevenueAmt |
| Revenue Not Reported | $45,509 | RevenueNotReportedAmt |
| Revenue Subtotal | $732,090 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,639 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$36,687 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$28,048 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $704,042 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $744,731 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $51,027 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $51,027 | ExpensesNotReportedAmt |
| Expenses Subtotal | $693,704 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,639 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,639 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $702,343 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SCHOLARSHIPS, EDUCATION AND RESEARCH |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVENTORY COST OF GOODS SOLD 974. INVESTMENT ADJUSTMENT 1,047. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GALA & GOLF TOURNAMENT EXPENSES -36,687. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVENTORY COST OF GOODS SOLD 974. GALA & GOLF TOURNAMENT EXPENSES 37,734. LOSSES ON UNCOLLECTIBLE PLEDGES 12,319. |
Schedule F IRS990ScheduleF
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| EDUCATION SCHOLARSHIPS | NORTH AMERICA | 5 | $19,336 | BY CHECK OR WIRE | |||
| EDUCATION SCHOLARSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $9,815 | BY CHECK OR WIRE | |||
| EDUCATION SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $2,929 | BY CHECK OR WIRE | |||
| EDUCATION SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 1 | $2,921 | BY CHECK OR WIRE | |||
| REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT | NORTH AMERICA | 5 | $1,475 | PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE | REGISTRATION COST PAID | ||
| REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $590 | PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE | REGISTRATION COST PAID | ||
| REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $295 | PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE | REGISTRATION COST PAID | ||
| REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT | EAST ASIA AND THE PACIFIC | 1 | $295 | PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE | REGISTRATION COST PAID |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | 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 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHERIDAN GROUP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N GLEBE RD SUITE 1010 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING ON DEVELOPMENT PLAN, IMPLEMENTATION AND EXECUTION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $68,654 | RetainedByContractorAmt |
| Net To Organization | -$68,654 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $68,654 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$68,654 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $100,199 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,065 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,134 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,244 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,159 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,959 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,187 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,462 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $17,672 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,150 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,522 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $830 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,850 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $996 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $117,871 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $38,215 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $79,656 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,074 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,009 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,959 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,187 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,458 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,687 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $42,969 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EDUCATION SCHOLARSHIPS | 26 | $95,221 | |||
| REGISTRATION FOR WORLD WORKPACE INTERNATIONAL EVENT | 24 | $7,080 | REGISTRATION COST PAID | PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR IS EMPLOYED BY INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION ("IFMA"). RELATED SALARIES, NON-TAXABLE BENEFITS AND DEFERRED COMPENSATION ARE PAID BY IFMA. THE FOUNDATION PAYS A MONTHLY FEE TO IFMA FOR RELATED SALARIES, BENEFITS, FACILITIES AND OTHER OVERHEAD COSTS, WHICH IS REFLECTED ON PART IX AS FEES FOR MANAGEMENT SERVICES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE FOUNDATION CREATED A NEW EVENT - THE WORKPLACE STRATEGY SUMMIT WITH LEADING ACADEMICS AND EXPERTS IN THE FIELDS OF FACILITY MANAGEMENT SPEAKING ABOUT THE MOST INNOVATIVE CONCEPTS TO EMERGE IN WORKPLACE STRATEGY. DETAIL IS INCLUDED ON FORM 990, PART III, LINE 4C. |
| FORM 990, PART V, LINE 2A AND 2B, FORMS W-3 AND W-2: | THE IFMA FOUNDATION RECOGNIZED EXPENSES OF $302,064 RELATED TO ADMINISTRATIVE SERVICES AND SHARED SALARY COSTS PER A COST-SHARING ARRANGEMENT WITH INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION ("IFMA"). IFMA FOUNDATION DOES NOT ISSUE FORMS W-2 DIRECTLY TO EMPLOYEES AND AS SUCH NO W-2'S ARE SHOWN AS ISSUED ON LINE 2A. IFMA IS RESPONSIBLE FOR ISSUING FORMS W-2 AND PAYING RELATED PAYROLL TAX. |
| FORM 990, PART VI, SECTION B, LINE 11 | THIS FORM 990 WAS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR AND THEN FORWARDED TO THE FOUNDATION'S EXECUTIVE COMMITTEE FOR REVIEW AND COMMENT BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES, OFFICERS AND TRUSTEES MUST SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON BEING HIRED AND ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE IFMA FOUNDATION STAFF IS EMPLOYED BY THE INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION. ACCORDINGLY, THE COMPENSATION OF THESE STAFF MEMBERS IS DETERMINED BY THE ASSOCIATION'S PRESIDENT AND CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE POSTED TO THE FOUNDATION WEBSITE. POLICIES AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: | THE BOARD OF TRUSTEES PROVIDES OVERSIGHT OF THE AUDIT PROCESS, INCLUDING A POST AUDIT REVIEW OF AUDIT FINDINGS AND ACCEPTANCE OF THE AUDIT REPORT. |
| FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS: | LOSSES ON UNCOLLECTIBLE PLEDGES -12,319 |
Comments