AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC (EIN 13-6189382)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-07-01
- IRS object ID
- 201421829349300117
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-01T12:07:57-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136189382 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN OCCUPATIONAL THERAPY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3016522682 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 MONTGOMERY LANE PO BOX 31220 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208241220 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA L RAMSAY | Name |
| Title | PRESIDENT | Title |
| Phone | 3016522682 | Phone |
| Date Signed | 2014-06-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NATHANIEL BARTHOLOMEW | Name |
| PTIN | P00007511 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANA L RAMSAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 MONTGOMERY LANE PO BOX 31220 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208241220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9500554 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.AOTF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE RESEARCH, EDUCATION AND PUBLIC AWARENESS FOR OCCUPATIONAL THERAPY SO THAT ALL PEOPLE MAY PARTICIPATE FULLY IN LIFE REGARDLESS OF THEIR PHYSICAL, SOCIAL, MENTAL OR DEVELOPMENTAL CIRCUMSTANCES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 55 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 712932 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 382193 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 227554 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 223268 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 235318 | InvestmentIncomePriorYear |
| Investment Income Current Year | 776358 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 37510 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13057 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1213314 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1394876 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 36916 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 54998 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 608674 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 617860 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 23101 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 209899 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 696480 | OtherExpensePriorYear |
| Other Expenses Current Year | 659960 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1365171 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1332818 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -151857 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 62058 | RevenuesLessExpensesCY |
| Total Assets BOY | 23080852 | TotalAssetsBOY |
| Total Assets EOY | 24458013 | TotalAssetsEOY |
| Total Liabilities BOY | 83105 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 89096 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22997747 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24368917 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE RESEARCH, EDUCATION AND PUBLIC AWARENESS FOR OCCUPATIONAL THERAPY SO THAT ALL PEOPLE MAY PARTICIPATE FULLY IN LIFE REGARDLESS OF THEIR PHYSICAL, SOCIAL, MENTAL OR DEVELOPMENTAL CIRCUMSTANCES. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 283318 | Expense |
| Grants | 49065 | Grants |
| Revenue | 115669 | Revenue |
| Description | EDUCATIONAL & SCHOLARSHIP PROGRAMS: TO INCREASE KNOWLEDGE AND UNDERSTANDING OF THE PROFESSION THROUGH BOOKS, JOURNALS, AND BROCHURES. SCHOLARSHIPS AND FELLOWSHIPS ARE GIVEN TO ENCOURAGE INTELLECTUAL GROWTH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 379217 | Expense |
| Grants | 5933 | Grants |
| Revenue | 107599 | Revenue |
| Description | RESEARCH PROGRAMS: THE FOUNDATION AWARDS GRANTS TO PROMOTE OCCUPATIONAL THERAPY THROUGH STUDIES AND SURVEYS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 662535 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINDY A HECKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3016522682 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 MONTGOMERY LANE SUITE 20 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DIANA RAMSAY | |||||||
| PRESIDENT | 1.50 | X | X | 0 | 0 | 0 | |
| WENDY J COSTER | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| ADAM T DROBOT | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| PATRICIA BOOTH | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| MARY ELLEN BUNING | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALFRED J CHIPLIN JR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| AARON EAKMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN M FITZPATRICK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY FOTO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA KIRKLAND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KINSUK MAITRA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAN POLGAR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KIM SCHOESSOW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES H CHRISTIANSEN | |||||||
| EXECUTIVE DIRECTOR | 35.00 | X | 176769 | 0 | 20264 | ||
| PAMELA SPEARS | |||||||
| ASSOCIATE EXECUTIVE DIRECTOR FOR ADVANCEMENT | 35.00 | 117607 | 0 | 20185 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 294376 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40449 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 17450 | FundraisingEvents |
| All Other Contributions | 364743 | AllOtherContributions |
| Total Contributions | 382193 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 86921 | 86921 |
| LIBRARY SERVICES | 900099 | 55268 | 55268 |
| WORKSHOP/CONFERENCE | 900099 | 42067 | 42067 |
| SUBSCRIPTIONS | 900099 | 39012 | 39012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 223268 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 573916 | TotalRevenueColumn |
| Exclusion | $573,916 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2131 | TotalRevenueColumn |
| Exclusion | $2,131 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8277629 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8075187 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 202442 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202442 | TotalRevenueColumn |
| Exclusion | $202,442 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 17109 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 17450 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 24061 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6952 | TotalRevenueColumn |
| Exclusion | -$6,952 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 12426 | GrossSalesOfInventory |
| Cost Of Goods Sold | 6430 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5996 | TotalRevenueColumn |
| Exclusion | $5,996 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11882 | TotalRevenueColumn |
| Exclusion | $11,882 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11882 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1394876 | TotalRevenueColumn |
| Related Or Exempt Function Income | 223268 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $789,415 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54998 | Total |
| Program Services | 54998 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204128 | Total |
| Program Services | 141869 | ProgramServices |
| Management And General | 45929 | ManagementAndGeneral |
| Fundraising | 16330 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335200 | Total |
| Program Services | 147886 | ProgramServices |
| Management And General | 75961 | ManagementAndGeneral |
| Fundraising | 111353 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11478 | Total |
| Program Services | 4816 | ProgramServices |
| Management And General | 2103 | ManagementAndGeneral |
| Fundraising | 4559 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32736 | Total |
| Program Services | 410 | ProgramServices |
| Management And General | 21744 | ManagementAndGeneral |
| Fundraising | 10582 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34318 | Total |
| Program Services | 18445 | ProgramServices |
| Management And General | 6506 | ManagementAndGeneral |
| Fundraising | 9367 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18700 | Total |
| Program Services | 5800 | ProgramServices |
| Management And General | 12900 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1157 | Total |
| Program Services | 494 | ProgramServices |
| Management And General | 663 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59919 | Total |
| Management And General | 59919 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84898 | Total |
| Management And General | 84898 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289017 | Total |
| Program Services | 212874 | ProgramServices |
| Management And General | 34275 | ManagementAndGeneral |
| Fundraising | 41868 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73664 | Total |
| Program Services | 39088 | ProgramServices |
| Management And General | 27951 | ManagementAndGeneral |
| Fundraising | 6625 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3478 | Total |
| Program Services | 800 | ProgramServices |
| Management And General | 2678 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46137 | Total |
| Management And General | 46137 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40631 | Total |
| Program Services | 26836 | ProgramServices |
| Management And General | 7959 | ManagementAndGeneral |
| Fundraising | 5836 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7237 | Total |
| Program Services | 5482 | ProgramServices |
| Management And General | 386 | ManagementAndGeneral |
| Fundraising | 1369 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10580 | Total |
| Management And General | 10580 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8552 | Total |
| Management And General | 8552 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| BANK FEES | 5534 | 5534 | ||
| DUES | 4048 | 1315 | 2733 | |
| MISCELLANEOUS | 3964 | 3960 | 4 | |
| STATE CHARITABLE REGIST | 2399 | 434 | 1965 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45 | Total |
| Fundraising | 45 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1332818 | Total |
| Program Services | 662535 | ProgramServices |
| Management And General | 460384 | ManagementAndGeneral |
| Fundraising | 209899 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74196 | BOY |
| EOY | 54643 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63365 | BOY |
| EOY | 46771 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77669 | BOY |
| EOY | 69584 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 589 | BOY |
| EOY | 821 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3948 | BOY |
| EOY | 535 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 94764 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 76646 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20200 | BOY |
| EOY | 18118 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20771789 | BOY |
| EOY | 21994301 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2069096 | BOY |
| EOY | 2273240 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23080852 | BOY |
| EOY | 24458013 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81613 | BOY |
| EOY | 87604 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1492 | BOY |
| EOY | 1492 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83105 | BOY |
| EOY | 89096 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15997290 | BOY |
| EOY | 17017590 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294788 | BOY |
| EOY | 371316 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6705669 | BOY |
| EOY | 6980011 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22997747 | BOY |
| EOY | 24368917 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23080852 | BOY |
| EOY | 24458013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 62058 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1104968 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 204144 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1303909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1540231 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 411846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 712932 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469114 | CurrentTaxYear |
| Total | 4438032 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1303909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1540231 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 411846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 712932 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469114 | CurrentTaxYear |
| Total | 4438032 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 880256 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3557776 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43143 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 591208 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 595396 | CurrentTaxYearMinus1Year |
| Current Tax Year | 576047 | CurrentTaxYear |
| Total | 1886658 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9559 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 27183 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11882 | CurrentTaxYear |
| Total | 59004 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6383694 | TotalSupport |
| Public Support Pertcentage170 | 0.55730 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.47250 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4029912 | BeginningOfYearBalance |
| Contributions | 94643 | Contributions |
| Investment Earnings Or Losses | 416638 | InvestmentEarningsOrLosses |
| Other Expenditures | 34315 | OtherExpenditures |
| Administrative Expenses | 25726 | AdministrativeExpenses |
| End Of Year Balance | 4481152 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3232159 | BeginningOfYearBalance |
| Contributions | 1081158 | Contributions |
| Investment Earnings Or Losses | -178807 | InvestmentEarningsOrLosses |
| Other Expenditures | 20916 | OtherExpenditures |
| Administrative Expenses | 83682 | AdministrativeExpenses |
| End Of Year Balance | 4029912 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3307770 | BeginningOfYearBalance |
| Contributions | 264083 | Contributions |
| Investment Earnings Or Losses | -181247 | InvestmentEarningsOrLosses |
| Other Expenditures | 62400 | OtherExpenditures |
| Administrative Expenses | 96047 | AdministrativeExpenses |
| End Of Year Balance | 3232159 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.96440 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03560 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94764 | OtherCostOrOtherBasis |
| Depreciation | 76646 | Depreciation |
| Book Value | 18118 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18118 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN REMAINER AND PERPETUAL TRUSTS | 2266561 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 6679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2273240 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND | Description |
| Amount | $1,492 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1492 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2714079 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1104968 | NetUnrealizedGainsInvestments |
| Other Revenues | 217526 | OtherRevenues |
| Revenue Not Rptd F990 | 1322494 | RevenueNotRptdF990 |
| Revenue Subtotal | 1391585 | RevenueSubtotal |
| Investment Expenses Not Included | 3291 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3291 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1394876 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1342909 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 13382 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 13382 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1329527 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3291 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 3291 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1332818 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S EMDOWMENTS ARE RESTRICTED FOR THE PURPOSES OF AWARDING SCHOLARSHIPS AND OTHER GENERAL PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE TAXES ON ANY UNRELATED BUSINESS INCOME. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE FOUNDATIONS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, LOCAL AND FOREIGN AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, LOCAL AND FOREIGN AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS 6,430. CHANGE IN VALUE OF BENEFICIAL INTEREST 204,144. SPECIAL EVENTS EXPENSE 6,952. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS 6,430. SPECIAL EVENTS EXPENSE 6,952. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 32259 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15150 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 17109 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 6260 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 17051 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 750 | OtherDirectExpensesEvent1 |
| Name Of Event2 | AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 2300 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2300 | CharitableContributionsEvent2 |
| Gross Receipts Total | 34559 | GrossReceiptsTotal |
| Charitable Contributions Total | 17450 | CharitableContributionsTotal |
| Gross Revenue Total Events | 17109 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6260 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17051 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 750 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 24061 | DirectExpenseSummaryEvents |
| Net Income Summary | -6952 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 36 | NumberOfRecipients |
| Amount Of Cash Grant | 54998 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Explanation | UPON COMPLETION OF THE DISSERTATION, GRANT RECIPIENTS MUST PROVIDE A PERSONAL STATEMENT, WHICH IS REQUIRED TO INCLUDE WHAT THE RECIPIENT IS GOING TO DO NEXT. A COPY OF THE COMPLETED DISSERTATION MUST BE SUBMITTED TO THE WILMA L. WEST LIBRARY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHARLES H CHRISTIANSEN | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 176769 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 13791 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6473 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 197033 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | LAUNCHED AN INTERVENTION RESEARCH GRANT PROGRAM TO BE FUNDED IN 2014. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS, POLICIES AND PROCEDURES COMMITTEE IS PROPOSING THE ADDITION OF A LINE TO THE CURRENT BYLAWS TO ADDRESS AN OVERSIGHT. AOTF BYLAWS ARE CURRENTLY SILENT ON THE VOTE REQUIRED FOR AMENDING THEM. TYPICALLY, BYLAWS CHANGES REQUIRE APPROVAL OF A TWO-THIRDS MAJORITY OF THE VOTING MEMBERS. THEY ARE THEREFORE PROPOSING THAT THE FOLLOWING SENTENCE BE INSERTED AT LINE 301 IN THE CURRENT BYLAWS: "AMENDMENTS SHALL BE ADOPTED UPON THE CONCURRENCE OF AT LEAST 2/3 OF THE VOTING MEMBERS OF THE BOARD." | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE STAFF WILL REVIEW A DRAFT OF THE 990, FOLLOWED BY THE TREASURER. FINALLY AT THE BOD MEETING THE 990 WILL BE PRESENTED AND APPROVED BY THE BOD'S. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH DIRECTOR AND STAFF PERSON MUST SIGN THE COI STATEMENT. THESE STATEMENTS ARE THEN COMPILED BY THE OFFICE. AS THIS IS A SMALL BOARD AND STAFF IT IS NOT DIFFICULT TO MANAGE THE COI AND INDIVIDUALS GENERALLY RECUSE THEMSELVES FROM ISSUES WITH CONFLICT. WE HAVE NEVER NEEDED TO REMIND ANYONE ALTHOUGH WE CAN AND WOULD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE CONSULTED WITH AN EMPLOYMENT ATTORNEY AND COLLECTED INFORMATION ON COMPARABLE POSITIONS AS PART OF DEVELOPING AN APPROPRIATE EMPLOYMENT CONTRACT FOR THE FOUNDATION'S TOP MANAGEMENT OFFICIALS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| OTHER FEES | FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 212,874. MANAGEMENT AND GENERAL EXPENSES 29,004. FUNDRAISING EXPENSES 41,868. TOTAL EXPENSES 283,746. WEBSITE HOSTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,271. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,271. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 204,144. |
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