AMERICAN EPILEPSY SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN EPILEPSY SOCIETY (EIN 04-6112600)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-02
- IRS object ID
- 201341229349300739
- 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 | 2013-05-02T13:24:21-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541342298 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kositzka Wicks and Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Cherokee Ave Suite 400 | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 22312 | 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 | 046112600 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Epilepsy Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8605867505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 N Main Street No 301 | AddressLine1 |
| City | West Hartford | City |
| State | CT | State |
| ZIP Code | 061172507 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Privitera | Name |
| Title | Treasurer | Title |
| Phone | 8605867505 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen G Travis CPA | Name |
| PTIN | P00158766 | PTIN |
| Phone | 7036422700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael Privitera | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 N Main Street No 301 | AddressLine1 |
| City | West Hartford | City |
| State | CT | State |
| ZIP Code | 061172507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5943098 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.aesnet.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | The American Epilepsy Society promotes research and education for professionals dedicated to the prevention, treatment, and cure of epilepsy. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 71148 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1473238 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1776981 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3028738 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3170299 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 272944 | InvestmentIncomePriorYear |
| Investment Income Current Year | 153647 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -28047 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4774920 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5072880 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 671400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1079777 | 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 | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 230391 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3260264 | OtherExpensePriorYear |
| Other Expenses Current Year | 3768258 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3931664 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4848035 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 843256 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 224845 | RevenuesLessExpensesCY |
| Total Assets BOY | 5275112 | TotalAssetsBOY |
| Total Assets EOY | 5406620 | TotalAssetsEOY |
| Total Liabilities BOY | 1685939 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1684111 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3589173 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3722509 | NetAssetsOrFundBalancesEOY |
| Mission Description | The American Epilepsy Society promotes research and education for professionals dedicated to the prevention, treatment, and cure of epilepsy. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1683171 | Expense |
| Grants | 24000 | Grants |
| Revenue | 2382159 | Revenue |
| Description | Meeting run by and for medical professionals to enhance knowledge about the latest therapies to treat epilepsy and steps toward finding a cure for epilepsy. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1476657 | Expense |
| Grants | 165250 | Grants |
| Revenue | 716992 | Revenue |
| Description | Continuing Medical Education for medical professionals, website to educate the public and members, and other programs aimed to furthering epilepsy therapies. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 919303 | Expense |
| Grants | 890527 | Grants |
| Description | Research geared toward finding a cure for epilepsy and new, more effective treatments for the disease. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4079131 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 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 | 1 | 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 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | 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 | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Association Resources Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8605867500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 North Main Street | AddressLine1 |
| City | West Hartford | City |
| State | CT | State |
| ZIP Code | 061172507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Frances E Jensen MD | ||||||
| Pres 2012, 1st VP 2011 | 9.00 | X | X | 0 | 0 | 0 |
| David Labiner MD | ||||||
| Director, 2012 | 1.00 | X | 0 | 0 | 0 | |
| Jacqueline French | ||||||
| 1st VP 2012, 2nd VP, 2011 | 10.00 | X | X | 0 | 0 | 0 |
| Elson L So MD | ||||||
| 2nd VP 2012, Director, 2011 | 2.00 | X | X | 0 | 0 | 0 |
| Michael D Privitera MD | ||||||
| Treasurer, 2012 and 2011 | 3.00 | X | X | 0 | 0 | 0 |
| John M Pellock MD | ||||||
| Past Pres 2012, Pres 2011; | 4.00 | X | X | 0 | 0 | 0 |
| Jaideep Kapur MD PhD | ||||||
| Past Pres 2011 | 1.00 | X | X | 0 | 0 | 0 |
| James C Cloyd Pharm D | ||||||
| Director, 2011 | 1.00 | X | 0 | 0 | 0 | |
| John Huguenard PhD | ||||||
| Director, 2011 | 1.00 | X | 0 | 0 | 0 | |
| William D Gaillard MD | ||||||
| Director, 2012 and 2011 | 2.00 | X | 0 | 0 | 0 | |
| Steven N Roper MD | ||||||
| Director, 2012 and 2011 | 2.00 | X | 0 | 0 | 0 | |
| Janice M Buelow RN PhD | ||||||
| Director, 2012 and 2011 | 1.00 | X | 0 | 0 | 0 | |
| Page Pennell MD | ||||||
| Director, 2012 and 2011 | 2.00 | X | 0 | 0 | 0 | |
| Helen Sharfman | ||||||
| Director, 2012 | 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 (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Association Resource Management | |||||
| 342 N Main Street | West Hartford | CT | 06117 | Management services | 1480420 |
| Visual Aids Electronics | |||||
| 12910 Cloverleaf Center Drive Ste | Germantown | MD | 20874 | Audio visual services | 208103 |
| Centerplate | |||||
| 1 West Pratt Street | Baltimore | MD | 21202 | Annual Meeting Catering Service | 195000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 443293 | FundraisingEvents |
| All Other Contributions | 1333688 | AllOtherContributions |
| Total Contributions | 1776981 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Annual Meeting | 900099 | 1857561 | 1857561 |
| Exhibition Fees | 900099 | 524598 | 524598 |
| Membership Dues | 900099 | 447755 | 447755 |
| Subscriptions - Epilep | 511120 | 170625 | 170625 |
| Other Income | 900099 | 85839 | 85839 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83921 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12773 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 71148 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3170299 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124087 | TotalRevenueColumn |
| Exclusion | $124,087 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 808776 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 779216 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29560 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29560 | TotalRevenueColumn |
| Exclusion | $29,560 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 62955 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 443293 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 91002 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -28047 | TotalRevenueColumn |
| Exclusion | -$28,047 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5072880 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3099151 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 71148 | UnrelatedBusinessRevenue |
| Exclusion | $125,600 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975527 | Total |
| Program Services | 975527 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104250 | Total |
| Program Services | 104250 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1277940 | Total |
| Program Services | 841837 | ProgramServices |
| Management And General | 333333 | ManagementAndGeneral |
| Fundraising | 102770 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477873 | Total |
| Program Services | 382576 | ProgramServices |
| Management And General | 20237 | ManagementAndGeneral |
| Fundraising | 75060 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35203 | Total |
| Program Services | 26903 | ProgramServices |
| Fundraising | 8300 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21884 | Total |
| Program Services | 15415 | ProgramServices |
| Management And General | 6469 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207438 | Total |
| Program Services | 179917 | ProgramServices |
| Management And General | 22868 | ManagementAndGeneral |
| Fundraising | 4653 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13887 | Total |
| Program Services | 12406 | ProgramServices |
| Management And General | 1481 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food and beverages | 436631 | 436631 | ||
| Room facilities and equ | 371566 | 365454 | 164 | 5948 |
| Publications, printing | 325082 | 274734 | 42240 | 8108 |
| Board/Committee expense | 149758 | 146844 | 2914 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450996 | Total |
| Program Services | 316637 | ProgramServices |
| Management And General | 111721 | ManagementAndGeneral |
| Fundraising | 22638 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4848035 | Total |
| Program Services | 4079131 | ProgramServices |
| Management And General | 538513 | ManagementAndGeneral |
| Fundraising | 230391 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384561 | BOY |
| EOY | 404438 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408073 | BOY |
| EOY | 642475 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128202 | BOY |
| EOY | 122037 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175584 | BOY |
| EOY | 156720 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4178692 | BOY |
| EOY | 4080950 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5275112 | BOY |
| EOY | 5406620 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197401 | BOY |
| EOY | 625754 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1488538 | BOY |
| EOY | 1058357 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1685939 | BOY |
| EOY | 1684111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3095708 | BOY |
| EOY | 2878636 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38473 | BOY |
| EOY | 57530 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454992 | BOY |
| EOY | 786343 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3589173 | BOY |
| EOY | 3722509 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5275112 | BOY |
| EOY | 5406620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 224845 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -91509 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 Minus4 Years | 1869828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1911072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1485565 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1452508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1776981 | CurrentTaxYear |
| Total | 8495954 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2361827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2546778 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3012922 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3024854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3170299 | CurrentTaxYear |
| Total | 14116680 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4231655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4457850 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4498487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4477362 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4947280 | CurrentTaxYear |
| Total | 22612634 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1275819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 502912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 834705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 321111 | CurrentTaxYear |
| Total | 2934547 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 45425 | CurrentTaxYearMinus3Years |
| Total | 45425 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1321244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 502912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 834705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 321111 | CurrentTaxYear |
| Total | 2979972 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19632662 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 196887 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 194646 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 105914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124087 | CurrentTaxYear |
| Total | 727486 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 196887 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 194646 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 105914 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124087 | CurrentTaxYear |
| Total | 727486 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4428542 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4652496 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4604439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4583276 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5071367 | CurrentTaxYear |
| Total | 23340120 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.84120 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.85300 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03120 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03250 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 3549258 | BeginningOfYearBalance |
| Contributions | 331351 | Contributions |
| Investment Earnings Or Losses | -10585 | InvestmentEarningsOrLosses |
| Other Expenditures | 149578 | OtherExpenditures |
| End Of Year Balance | 3720446 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2900606 | BeginningOfYearBalance |
| Contributions | 363576 | Contributions |
| Investment Earnings Or Losses | 431407 | InvestmentEarningsOrLosses |
| Other Expenditures | 146331 | OtherExpenditures |
| End Of Year Balance | 3549258 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2379368 | BeginningOfYearBalance |
| Contributions | 470943 | Contributions |
| Investment Earnings Or Losses | 200112 | InvestmentEarningsOrLosses |
| Other Expenditures | 149817 | OtherExpenditures |
| End Of Year Balance | 2900606 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.79000 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.21000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 5072880 | TotalRevenue |
| Total Expenses | 4848035 | TotalExpenses |
| Excess Or Deficit For Year | 224845 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -91509 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -91509 | TotalAdjustments |
| Excess Or Deficit Per FS | 133336 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4981371 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -91509 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -91509 | RevenueNotRptdF990 |
| Revenue Subtotal | 5072880 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5072880 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4848035 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4848035 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4848035 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | The following was disclosed related to uncertain tax positions in the financial statements. The American Epilepsy Society is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation under 509(a) of the Internal Revenue Code. The Society adopted the provisions in FASB ASC 740-10. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 75th Anniversary Gala | NameOfEvent1 |
| Gross Receipts Event1 | 506248 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 443293 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 62955 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 23662 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 54569 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 11771 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 506248 | GrossReceiptsTotal |
| Charitable Contributions Total | 443293 | CharitableContributionsTotal |
| Gross Revenue Total Events | 62955 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 23662 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 54569 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 11771 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90002 | DirectExpenseSummaryEvents |
| Net Income Summary | -27047 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Epilepsy Foundation | |||||||
| 8301 Professional Place | Landover | MD | 20785 | 520856660 | 501(C)3 | 401961 | Fellowship and research funding |
| University of Cincinnati Foundation | |||||||
| 260 Stetson Street Suite 2300 | Cincinnati | OH | 45267 | 310896555 | 277712 | Fellowships and Research Funding | |
| Georgetown University Medical Center | |||||||
| 3900 Reservoir Road NW | Washington | DC | 20007 | 530196603 | 50000 | Fellowships and research funding | |
| Stanford Uniersity | |||||||
| 300 Pasteur Drive Room M016 | Stanford | CA | 94305 | 30000 | Funding for workshop | ||
| Spectrum Health Foundation | |||||||
| 100 Michigan Street NE MC004 | Grand Rapids | MI | 49503 | 10000 | Funding for workshop | ||
| Gordon Research Conferences | |||||||
| 512 Liberty Lane | West Kingston | RI | 02892 | 25000 | Funding for workshop | ||
| Lennos and Lombroso Trust for Epilepsy Research & Training | |||||||
| 342 North Main Street | West Hartford | CT | 06117 | 237054757 | 180854 | Funding for research grants | |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Young Investigator Award | 15 | 18000 |
| Recognition Award | 2 | 20000 |
| Penry Award | 1 | 3000 |
| Nurse Award | 6 | 6000 |
| Lennox Award | 1 | 10000 |
| Service Award | 1 | 1000 |
| NEF Program | 51 | 38250 |
| Grass Foundation | 8 | 8000 |
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: Scholarships: Cadidates submit formal applications to the American Epilepsy Society, Inc. requesting the grant or fellowship. The application must state how the funding will be used to further medical research to treat or cure epilepsy. A committee of the American Epilepsy Society, Inc. reviews the applications and conducts interviews with the candidates. This committee is responsible to the Board of Directors of the organization. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 3 | AES contracts Association Resources, Inc. as a management company to provide bookkeeping services, plan and execute of budgets, perform financial operations, and perform other management duties. | |
| Form 990, Part VI, Section A, line 6 | The American Epilepsy Society, Inc. has members. | |
| Form 990, Part VI, Section B, line 11 | The 990 is distributed by email to the Board, posted to the leadership section of the web site and a conference call is arranged to address questions. | |
| Form 990, Part VI, Section B, line 12c | AES Executive Committee obtains and reviews information concerning conflicts of interest from leadership and staff on an annual disclosure form. | |
| Form 990, Part VI, Section B, line 15 | All management officials and key employees are included in the management services contract with Association Resources (disclosed in Part VII, Section B). The contract fee is reviewed annually and approved by the board of directors. | |
| Form 990, Part VI, Section C, line 19 | Governing documents are published on the organization's website, financial statements and the annual report are also published on the website. Other documents are available upon request. | |
| Form 990, Part XI, line 5: | Net unrealized gains (losses) on investments -91,509. Total to Form 990, Part XI, Line 5: -91,509. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lennox and Lombroso Trust for Epilepsy Research & Training | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 North Main Street | AddressLine1 |
| City | West Hartford | City |
| State | CT | State |
| ZIP Code | 06117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237054757 | EIN |
| Primary Activities | Support epilepsy research | PrimaryActivities |
| Legal Domicile State | CT | LegalDomicileState |
| Exempt Code Section | 509(a)(3) | ExemptCodeSection |
| Public Charity Status | 501(c)3 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Epilepsy Society Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Lennox and Lombroso Fund for Epilepsy Research & Training | |
| C | 77009 |
| Lennox and Lombroso Fund for Epilepsy Research & Training | |
| B | 180854 |
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