CROI FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CROI FOUNDATION (EIN 26-4033365)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201301359349305500
- Schema version
- 2011v1.5
- 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 | 2013-05-15T12:55:26-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251408703 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 PENN AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264033365 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CROI | NameControl |
| Phone | 4128820678 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 DAILEY ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15227 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR CONSTANCE BENSON | Name |
| Title | PRESIDENT | Title |
| Phone | 4128820678 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M KIRSCH | Name |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR CONSTANCE BENSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 DAILEY ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4751549 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A FORUM TO FACILITATE THE UNDERSTANDING, PREVENTION & TREATMENT OF HIV/AIDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4023319 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4747024 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4306 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4525 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4027625 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4751549 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 203368 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 251150 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4350000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2361738 | OtherExpensePriorYear |
| Other Expenses Current Year | 2726323 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2565106 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7327473 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1462519 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2575924 | RevenuesLessExpensesCY |
| Total Assets BOY | 8888482 | TotalAssetsBOY |
| Total Assets EOY | 5304680 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8888482 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5304680 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CROI FOUNDATION ORGANIZES AND PRODUCES AN ANNUAL CONFERENCE, THE "CONFERENCE ON RETROVIRUSES AND OPPORTUNISTIC INFECTIONS," TO PROVIDE A FORUM FOR BASIC SCIENTIFIC AND CLINICAL INVESTIGATORS TO PRESENT, DISCUSS AND CRITIQUE THEIR INVESTIGATIONS INTO THE EPIDEMIOLOGY AND BIOLOGY OF HUMAN RETROVIRUSES AND THE DISEASES THEY PRODUCE. CROI FOUNDATION PROVIDES A FORUM FOR TRANSLATING LABORATORY AND CLINICAL RESEARCH INTO PROGRESS AGAINST THE AIDS EPIDEMIC. CROI FOUNDATION WAS FORMED IN 2008 TO ENSURE THE ONGOING SUCCESS OF THE CONFERENCE, WHICH WAS FIRST HELD IN 1993 UNDER THE AUSPICES OF ANOTHER NONPROFIT ORGANIZATION. CROI FOUNDATION IS ORGANIZED TO ENCOURGE THE ADVANCEMENT OF SCIENCE, DISSEMINATE EDUCATIONAL INFORMATION AND TO PROVIDE A FORUM FOR WORLD-WIDE RESEARCHERS TO GATHER AND COLLABORATE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7042020 | Expense |
| Grants | 251150 | Grants |
| Revenue | 4747024 | Revenue |
| Description | THE CROI FOUNDATION'S CONFERENCE ON RETROVIRUSES AND OPPORTUNISTIC INFECTIONS BROUGHT OVER 4,000 LEADING RESEARCHERS AND CLINICIANS IN DISPARATE BUT INTERRELATED AREAS OF AIDS RESEARCH FROM AROUND THE WORLD TOGETHER FOR A SCIENTIFICALLY FOCUSED MEETING TO FACILITATE UNDERSTANDING, PREVENTION AND TREATMENT OF HIV/AIDS AND ITS COMPLICATIONS. THE CONFERENCE PROVIDES A FORUM FOR TRANSLATING LABORATORY AND CLINICAL RESEARCH INTO PROGRESS BY BRINGING TOGETHER THE LEADERS TO INTERACT WITH AND EDUCATE ONE ANOTHER REGARDING THE VERY LATEST RESULTS, TREATMENT METHODS AND STATE OF THE ART TECHNOLOGICAL ADVANCES. | Description |
| Total Program Service Expense | 7042020 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MATHIAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4128820678 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 DAILEY ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JOHN MELLORS | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JOHN COFFIN | ||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CONSTANCE BENSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDITH CURRIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEVIN DECOCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT HAMMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT SCHOOLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MELISSA SORDYL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARIO STEVENSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CROI LLC | |||||
| 115 SOUTH SAINT ASAPH STREET | ALEXANDRIA | VA | 22314 | CONFERENCE MANAGEMENT | 4350000 |
| DAVIS WRIGHT TREMAINE LLP | |||||
| 1201 THIRD AVENUE SUITE 2200 | SEATTLE | WA | 98101 | LEGAL SERVICES | 200664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONFERENCE REGISTRATIO | 900099 | 2495052 | 2495052 |
| CONFERENCE SPONSORSHIP | 900099 | 1175000 | 1175000 |
| CONFERENCE INCOME | 900099 | 656993 | 656993 |
| HOTEL COMMISSIONS | 900099 | 275596 | 275596 |
| OTHER REVENUE | 900099 | 144383 | 144383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4747024 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4525 | TotalRevenueColumn |
| Exclusion | $4,525 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4751549 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4747024 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,525 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67309 | Total |
| Program Services | 67309 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183841 | Total |
| Program Services | 183841 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4350000 | Total |
| Program Services | 4350000 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205069 | Total |
| Management And General | 205069 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30144 | Total |
| Management And General | 30144 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59810 | Total |
| Program Services | 9810 | ProgramServices |
| Management And General | 50000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11223 | Total |
| Program Services | 11223 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80 | Total |
| Management And General | 80 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2091031 | Total |
| Program Services | 2091031 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1558 | Total |
| Program Services | 1558 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PUBLICATIONS | 327248 | 327248 | |
| STATE REGISTRATION | 160 | 160 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7327473 | Total |
| Program Services | 7042020 | ProgramServices |
| Management And General | 285453 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50683 | BOY |
| EOY | -2512 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 919202 | BOY |
| EOY | 1578664 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7918597 | BOY |
| EOY | 3728528 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8888482 | BOY |
| EOY | 5304680 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8888482 | BOY |
| EOY | 5304680 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8888482 | BOY |
| EOY | 5304680 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8888482 | BOY |
| EOY | 5304680 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2575924 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1007878 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1172025 | CurrentTaxYearMinus3Years |
| Total | 1172025 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 4023319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4747024 | CurrentTaxYear |
| Total | 8770343 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1172025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 4023319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4747024 | CurrentTaxYear |
| Total | 9942368 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 9942368 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 8823 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4306 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4525 | CurrentTaxYear |
| Total | 24737 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 8823 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4306 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4525 | CurrentTaxYear |
| Total | 24737 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1180848 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4027625 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4751549 | CurrentTaxYear |
| Total | 9967105 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: CROI FOUNDATION'S INITIAL SHORT YEAR RETURN WAS FILED FOR THE YEAR ENDED JUNE 30, 2009. | GeneralExplanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH HELD BY AGENT | Description |
| Book Value | 3728528 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3728528 | TotalBookValueOtherAssets |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| CONFERENCE TRAVEL STIPEND | EAST ASIA & THE PACIFIC | 17 | 13986 | CHECK | 0 | N/A | N/A |
| CONFERENCE TRAVEL STIPEND | EUROPE | 113 | 86347 | CHECK | 0 | N/A | N/A |
| CONFERENCE TRAVEL STIPEND | NORTH AMERICA | 21 | 11049 | CHECK | 0 | N/A | N/A |
| CONFERENCE TRAVEL STIPEND | RUSSIA & THE NEWLY INDEPENDENT STATES | 1 | 1798 | CHECK | 0 | N/A | N/A |
| CONFERENCE TRAVEL STIPEND | SOUTH AMERICA | 6 | 7160 | CHECK | 0 | N/A | N/A |
| CONFERENCE TRAVEL STIPEND | SOUTH ASIA | 1 | 503 | CHECK | 0 | N/A | N/A |
| CONFERENCE TRAVEL STIPEND | SUB-SAHARAN AFRICA | 39 | 62997 | CHECK | 0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE TRAVEL AGENTS ENGAGED TO HANDLE TRAVEL FOR THE CROI FOUNDATION'S CONFERENCE ON RETROVIRUSES AND OPPORTUNISTIC INFECTIONS MAKE PRE-PAID TRAVEL ARRANGEMENTS ON BEHALF OF SCHOLARSHIP RECIPIENTS. THESE INDIVIDUALS ARE REQUIRED TO CHECK IN AT THE MEETING AND ATTEND A MANDATORY WORKSHOP ON THE FIRST DAY OF THE CONFERENCE, TO COMPLETE THE CONFERENCE SURVEY AND, DEPENDING ON SCHOLARSHIP TYPE, TO SUBMIT A FOLLOW-UP REPORT WITHIN ONE MONTH OF THE CONFERENCE. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| CONFERENCE TRAVEL STIPEND | 181 | 57309 | 0 | N/A | N/A |
| HONORARIUM | 3 | 10000 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE TRAVEL AGENTS ENGAGED TO HANDLE TRAVEL FOR THE CROI FOUNDATION'S CONFERENCE ON RETROVIRUSES AND OPPORTUNISTIC INFECTIONS MAKE PRE-PAID TRAVEL ARRANGEMENTS ON BEHALF OF SCHOLARSHIP RECIPIENTS. THESE INDIVIDUALS ARE REQUIRED TO CHECK IN AT THE MEETING AND ATTEND A MANDATORY WORKSHOP ON THE FIRST DAY OF THE CONFERENCE, TO COMPLETE THE CONFERENCE SURVEY AND, DEPENDING ON SCHOLARSHIP TYPE, TO SUBMIT A FOLLOW-UP REPORT WITHIN ONE MONTH OF THE CONFERENCE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROI LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER, MELISSA SORDYL, IS THE OWNER OF CROI, LLC | Relationship |
| Amount Of Transaction | 4350000 | AmountOfTransaction |
| Description Of Transaction | SEE PART V | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | (D) DESCRIPTION OF TRANSACTION: CROI FOUNDATION'S PRINCIPAL ACTIVITY IS ITS ANNUAL CONFERENCE ON RETROVIRUSES AND OPPORTUNISTIC INFECTIONS (CONFERENCE). CROI FOUNDATION ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH CROI, LLC TO MANAGE THE CONFERENCE. THE BENEFICIAL OWNER OF CROI, LLC IS MELISSA SORDYL, WHO IS A MEMBER OF THE BOARD OF CROI FOUNDATION. IN THE YEAR ENDING JUNE 30, 2012, CROI FOUNDATION PAID CROI, LLC A MANAGEMENT FEE PURSUANT TO THE MANAGEMENT SERVICES AGREEMENT FOR THE CONFERENCES HELD IN 2009, 2010 AND 2011, AS FOLLOWS:2009: $1,450,0002010: $1,450,0002011: $1,450,000THE MANAGEMENT SERVICES AGREEMENT WAS NEGOTIATED AT ARM'S-LENGTH AND WAS APPROVED BY THE EIGHT CROI FOUNDATION BOARD MEMBERS WHO DID NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. MS. SORDYL WAS NOT PRESENT FOR THE FINAL DISCUSSION AND VOTE. THE BOARD RELIED ON INDEPENDENT COMPARABILITY DATA. THE BOARD'S APPROVAL OF THE MANAGEMENT SERVICES AGREEMENT IS REFLECTED IN CONTEMPORANEOUS WRITTEN DOCUMENTATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP: CONSTANCE BENSON AND ROBERT SCHOOLEY | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION HAS ADOPTED A CONFLICT OF INTEREST POLICY. PURSUANT TO THE POLICY, THE MEMBERS OF THE GOVERNING BODY MUST DISCLOSE ANY POTENTIAL CONFLICTS WITHIN 14 DAYS AFTER THEY BECOME AWARE, OR SHOULD HAVE BECOME AWARE, OF THE EXISTENCE OF THE POTENTIAL CONFLICT. UPON THE DISCLOSURE OF THE EXISTENCE OF A POTENTIAL CONFLICT, THE BOARD CONSIDERS THE MATTER OUTSIDE OF THE PRESENCE OF THE POTENTIAL INTERESTED PERSON AND SHALL DETERMINE BY MAJORITY VOTE OF ITS DISINTERESTED MEMBERS WHETHER A CONFLICT EXISTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | PRIOR PERIOD ADJUSTMENTS: -1,007,878. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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