AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION (EIN 36-3145692)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-05-23
- IRS object ID
- 201341439349301004
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-23T14:00:04-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363145692 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8476551170 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Prospect Ave | AddressLine1 |
| City | PARK RIDGE | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORRAINE JORDAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2013-05-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Woodhull | Name |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AANA FOUNDATION | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORRAINE JORDAN | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Prospect Ave | AddressLine1 |
| City | Park Ridge | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3145744 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AANAFOUNDATION.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 119 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 867660 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1089388 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16147 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17490 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 205150 | InvestmentIncomePriorYear |
| Investment Income Current Year | 134631 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 294 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10673 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1089251 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1252182 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 335094 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 206100 | 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 | 257104 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 29600 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 32100 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 224787 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 431698 | OtherExpensePriorYear |
| Other Expenses Current Year | 461186 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 796392 | TotalExpensesPriorYear |
| Total Expenses Current Year | 956490 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 292859 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 295692 | RevenuesLessExpensesCY |
| Total Assets BOY | 4496576 | TotalAssetsBOY |
| Total Assets EOY | 5014235 | TotalAssetsEOY |
| Total Liabilities BOY | 147389 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 71799 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4349187 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4942436 | NetAssetsOrFundBalancesEOY |
| Mission Description | ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 389593 | Expense |
| Revenue | 6900 | Revenue |
| Description | THE AANA FOUNDATION FUNDS CONTINUING EDUCATION WORKSHOPS, LECTURES AND PRESENTATIONS RELATING TO ANESTHESIA TECHNIQUES, RESEARCH OPPORTUNITIES AND EDUCATIONAL ACTIVITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 206100 | Expense |
| Grants | 206100 | Grants |
| Revenue | 10590 | Revenue |
| Description | THE AANA FOUNDATION FUNDS GRANTS FOR INDEPENDENT RESEARCH PROJECTS AND SCHOLARSHIPS FOR STUDENT NURSE ANESTHETISTS AND CRNA GRADUATE STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 595693 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORRAINE JORDAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8476551170 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S PROSPECT AVENUE | AddressLine1 |
| City | PARK RIDGE | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
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 |
|---|---|---|---|---|---|---|
| BETTE M WILDGUST | ||||||
| CHAIR | 4.00 | X | X | 0 | 0 | 0 |
| JAMES E JELINEK | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| JOHN T HITCHENS | ||||||
| CHAIR ELECT | 2.00 | X | X | 0 | 0 | 0 |
| MARGARET FAUT-CALLAHAN | ||||||
| CO-VICE CHAIR, PROFESSIONAL DEVELOPMENT | 2.00 | X | X | 0 | 0 | 0 |
| SANDRA TUNAJEK | ||||||
| CO-VICE CHAIR, FUNDRAISING | 2.00 | X | X | 0 | 0 | 0 |
| AMY LANGAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DONNA VIERTHALER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JANICE IZLAR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LEO A LE BEL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MONICA MASEMER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| NORMALYNN GARRETT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RODNEY LESTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WANDA O WILSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 313055 | 14593 | |
| WILMA GILLIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LORRAINE JORDAN | ||||||
| EXECUTIVE DIRECTOR | 20.00 | X | 0 | 180606 | 32551 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 493661 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 47144 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S PROSPECT AVE | AddressLine1 |
| City | PARK RIDGE | City |
| State | IL | State |
| ZIP Code | 600684001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ADMINISTRATIVE SERVICES | DescriptionOfServices |
| Compensation | 154000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 19879 | FundraisingEvents |
| All Other Contributions | 1069509 | AllOtherContributions |
| Total Contributions | 1089388 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| APPLICATION FEES | 900099 | 10590 | 10590 |
| WORKSHOP REGISTRATION FEES | 900099 | 6900 | 6900 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17490 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109306 | TotalRevenueColumn |
| Exclusion | $109,306 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1879128 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1853803 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25325 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25325 | TotalRevenueColumn |
| Exclusion | $25,325 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 50371 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 19879 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 39759 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10612 | TotalRevenueColumn |
| Exclusion | $10,612 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 61 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 61 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1252182 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17551 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $145,243 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Program Services | 5000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201100 | Total |
| Program Services | 201100 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91259 | Total |
| Program Services | 82133 | ProgramServices |
| Management And General | 6388 | ManagementAndGeneral |
| Fundraising | 2738 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140269 | Total |
| Program Services | 71537 | ProgramServices |
| Management And General | 9819 | ManagementAndGeneral |
| Fundraising | 58913 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3721 | Total |
| Program Services | 1898 | ProgramServices |
| Management And General | 260 | ManagementAndGeneral |
| Fundraising | 1563 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4955 | Total |
| Program Services | 2527 | ProgramServices |
| Management And General | 347 | ManagementAndGeneral |
| Fundraising | 2081 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16900 | Total |
| Program Services | 8619 | ProgramServices |
| Management And General | 1183 | ManagementAndGeneral |
| Fundraising | 7098 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21160 | Total |
| Management And General | 21160 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15200 | Total |
| Management And General | 15200 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32100 | Total |
| Fundraising | 32100 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21750 | Total |
| Management And General | 21750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157199 | Total |
| Program Services | 92840 | ProgramServices |
| Management And General | 11999 | ManagementAndGeneral |
| Fundraising | 52360 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8106 | Total |
| Program Services | 1952 | ProgramServices |
| Fundraising | 6154 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23917 | Total |
| Program Services | 5074 | ProgramServices |
| Management And General | 14517 | ManagementAndGeneral |
| Fundraising | 4326 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7830 | Total |
| Management And General | 7830 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39075 | Total |
| Program Services | 14653 | ProgramServices |
| Management And General | 9769 | ManagementAndGeneral |
| Fundraising | 14653 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50301 | Total |
| Program Services | 30180 | ProgramServices |
| Fundraising | 20121 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5509 | Total |
| Management And General | 5509 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10243 | Total |
| Management And General | 10243 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| BOARD AND COMMITTEE | 17548 | 10529 | 7019 | |
| INTERNAL FUNDRAISING | 13460 | 13460 | ||
| PROJECT EXPENSES | 66259 | 66259 | ||
| FEE & LICENSE EXPENSE | 25 | 25 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3604 | Total |
| Program Services | 1392 | ProgramServices |
| Management And General | 11 | ManagementAndGeneral |
| Fundraising | 2201 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956490 | Total |
| Program Services | 595693 | ProgramServices |
| Management And General | 136010 | ManagementAndGeneral |
| Fundraising | 224787 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572312 | BOY |
| EOY | 665130 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124698 | BOY |
| EOY | 141865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 288280 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 195323 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91499 | BOY |
| EOY | 92957 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3708067 | BOY |
| EOY | 4105390 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 8893 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4496576 | BOY |
| EOY | 5014235 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36293 | BOY |
| EOY | 43842 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111096 | BOY |
| EOY | 27957 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147389 | BOY |
| EOY | 71799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3124049 | BOY |
| EOY | 3474755 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311497 | BOY |
| EOY | 444534 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 913641 | BOY |
| EOY | 1023147 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4349187 | BOY |
| EOY | 4942436 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4496576 | BOY |
| EOY | 5014235 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 295692 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 297557 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | 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 | 700906 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 726371 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 844204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 867660 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1140038 | CurrentTaxYear |
| Total | 4279179 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 700906 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 726371 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 844204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 867660 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1140038 | CurrentTaxYear |
| Total | 4279179 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 193194 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4085985 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 281673 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 161613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109306 | CurrentTaxYear |
| Total | 736649 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22965 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41168 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14643 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50432 | CurrentTaxYear |
| Total | 133427 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5149255 | TotalSupport |
| Gross Receipts From Admissions Etc | 10070 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78830 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 0, COLUMN B - 22594, COLUMN C - 34028, COLUMN D - 14625, COLUMN E - 50371, COLUMN F - 121618; DESCRIPTION - MISC INCOME, COLUMN A - 4219, COLUMN B - 371, COLUMN C - 7140, COLUMN D - 18, COLUMN E - 61, COLUMN F - 11809;, | GeneralExplanation |
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 | 1153618 | BeginningOfYearBalance |
| Contributions | 109506 | Contributions |
| Investment Earnings Or Losses | 114823 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1377947 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 926686 | BeginningOfYearBalance |
| Contributions | 95678 | Contributions |
| Investment Earnings Or Losses | 131254 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1153618 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 778466 | BeginningOfYearBalance |
| Contributions | 110464 | Contributions |
| Investment Earnings Or Losses | 37756 | InvestmentEarningsOrLosses |
| End Of Year Balance | 926686 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 772875 | BeginningOfYearBalance |
| Contributions | 24080 | Contributions |
| Investment Earnings Or Losses | -18489 | InvestmentEarningsOrLosses |
| End Of Year Balance | 778466 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.74300 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25700 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 160000 | OtherCostOrOtherBasis |
| Depreciation | 78000 | Depreciation |
| Book Value | 82000 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37334 | OtherCostOrOtherBasis |
| Depreciation | 37334 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78772 | OtherCostOrOtherBasis |
| Depreciation | 78772 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12174 | OtherCostOrOtherBasis |
| Depreciation | 1217 | Depreciation |
| Book Value | 10957 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 92957 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES PAYABLE | Description |
| Amount | $27,957 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27957 | TotalOfAmounts |
| Total Revenue | 1252182 | TotalRevenue |
| Total Expenses | 956490 | TotalExpenses |
| Excess Or Deficit For Year | 295692 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 285329 | NetUnrealizedGLOnInvestments |
| Other | $0 | OtherAmount |
| Total Adjustments | 285329 | TotalAdjustments |
| Excess Or Deficit Per FS | 581021 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1577270 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 285329 | NetUnrealizedGainsInvestments |
| Other Revenues | 39759 | OtherRevenues |
| Revenue Not Rptd F990 | 325088 | RevenueNotRptdF990 |
| Revenue Subtotal | 1252182 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1252182 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 984021 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 39759 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 39759 | ExpensesNotRptdF990 |
| Expenses Subtotal | 944262 | ExpensesSubtotal |
| Other Expenses Not Included | 12228 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12228 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 956490 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | AANA FOUNDATION ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, RESEARCH GRANTS AND FELLOWSHIPS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT THE FOUNDATION HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS, AS THE FOUNDATION HAS HAD NO UNRELATED BUSINESS INCOME. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS APPLICABLE TO UNCERTAIN INCOME TAX POSITIONS. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE FOUNDATION RECOGNIZED AND ACCRUED NO AMOUNTS FOR INTEREST OR PENALTIES AS OF AUGUST 31, 2012, OR FOR THE YEAR THEN ENDED. DUE TO ITS TAX-EXEMPT STATUS, THE FOUNDATION IS NOT SUBJECT TO U.S. FEDERAL INCOME TAX OR STATE INCOME TAX. THE FOUNDATION'S ACTIVITIES ARE NO LONGER SUBJECT TO EXAMINATION BY U.S. FEDERAL OR STATE TAXING AUTHORITIES FOR YEARS BEFORE AUGUST 31, 2009. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | FUNDRAISING EXPENSES - 39759; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XIII, Line 2d | FUNDRAISING EXPENSES - 39759; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XIII, Line 4b | CHANGE IN PV OF GIFT ANNUITIES - 12228; |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECTLINE TECHNOLOGIES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 N CARPENTER RD BUILDING D | AddressLine1 |
| City | MODESTO | City |
| State | CA | State |
| ZIP Code | 953511145 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 154678 | GrossReceipts |
| Amount Retained By Contractor | 32100 | AmountRetainedByContractor |
| Net To Organization | 122578 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 154678 | TotalGrossReceipts |
| Total Retained By Contractors | 32100 | TotalRetainedByContractors |
| Total Net To Organization | 122578 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER CRUISE | NameOfEvent1 |
| Gross Receipts Event1 | 44000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 16080 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27920 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 24075 | RentFacilityCostsEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 26250 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 3799 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22451 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 15684 | RentFacilityCostsEvent2 |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 70250 | GrossReceiptsTotal |
| Charitable Contributions Total | 19879 | CharitableContributionsTotal |
| Gross Revenue Total Events | 50371 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 39759 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 39759 | DirectExpenseSummaryEvents |
| Net Income Summary | 10612 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS, GRANTS AND FELLOWSHIPS | TypeOfGrant |
| Number Of Recipients | 79 | NumberOfRecipients |
| Amount Of Cash Grant | 201100 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE ORGANIZATION REQUIRES THE GRANTEE TO PROVIDE RESEARCH UPDATES NO LATER THAN JANUARY 15TH AND JUNE 15TH OF EACH YEAR UNTIL THE RESEARCH HAS BEEN COMPLETED. UPON THE COMPLETION OF THE FUNDED RESEARCH THE GRANTEE IS REQUIRED TO SEND A COPY OF THE FINAL ABSTRACT TO THE ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WANDA O WILSON | |||||||||||||
| 0 | 311471 | 0 | 0 | 0 | 1584 | 0 | 5001 | 0 | 9592 | 0 | 327648 | 0 | 0 |
| LORRAINE JORDAN | |||||||||||||
| 0 | 179574 | 0 | 0 | 0 | 1032 | 0 | 15892 | 0 | 16659 | 0 | 213157 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Arrangement used to establish the top management official's compensation | Identifier |
| Return Reference | Schedule J, Part I, Line 3 | ReturnReference |
| Explanation | THE ORGANIZATION RELIED ON AANA, A RELATED TAX-EXEMPT ORGANIZATION, WHICH USED A WRITTEN EMPLOYMENT CONTRACT, OTHER FORMS 990 FROM SIMILAR SIZED ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMPENSATION | FORM 990, PART I, LINE 15 | AANA FOUNDATION RECORDED COMPENSATION EXPENSES ON THE FORM 990 THIS YEAR AS COMPARED TO THE PRIOR YEAR. IN THE PRIOR THE ORGANIZATION HAD PREVIOUSLY RECEIVED DONATED SERVICES FROM AANA, A RELATED ORGANIZATION, FOR SERVICES PROVIDED SO NO COMPENSATION WAS PREVIOUSLY REPORTED. |
| NUMBER OF W-2S FILED | FORM 990, PART V, LINE 2A | THE NUMBER OF W-2S REPORTED ON LINE 2A ARE ISSUED BY A RELATED ORGANIZATION, AMERICAN ASSOCIATION OF NURSE ANESTHETISTS, TO EMPLOYEES THAT WORK FOR THE FOUNDATION. |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | THE SOLE MEMBER OF AANA FOUNDATION IS AANA, A RELATED TAX-EXEMPT ORGANIZATION. ALL ACTS REQUIRING ACTION OF THE MEMBER MAY ONLY BE TAKEN BY THE AANA BOARD OF DIRECTORS OF AN ENTITY AUTHORIZED ON BEHALF OF THE AANA BOARD OF DIRECTORS. PRIOR TO ELECTING BOARD OF TRUSTEES THE TRUSTEES OF AANA FOUNDATION MUST FIRST GET THE APPROVAL OF NOMINEES FORM THE AANA BOARD OF DIRECTORS. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | PRIOR TO FILING THE RETURN WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE AND FOUNDATION DEPARTMENTS ALONG WITH ITS INDEPENDENT PAID TAX PREPARERS. AFTER REVIEW, COPIES OF FINAL FORM 990 ARE PRESENTED TO THE ORGANIZATION'S BOARD OF DIRECTORS, AND SUBSEQUENTLY FILED WITH THE IRS. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | SEE NARRATIVE FOR FORM 990, PART VI, LINE 7A. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | PRIOR TO FILING THE RETURN WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE AND FOUNDATION DEPARTMENTS ALONG WITH ITS INDEPENDENT PAID TAX PREPARERS. AFTER REVIEW, COPIES OF THE FINAL FORM 990 ARE PRESENTED TO THE ORGANIZATION'S BOARD OF DIRECTORS, AND SUBSEQUENTLY FILED WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | ALL INTERESTED PERSONS ARE REQUIRED TO FILL OUT AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THIS QUESTIONNAIRE ENCOURAGES DISCLOSURE OF ANY CONFLICTS THAT OCCUR BETWEEN THE ORGANIZATION AND THE INTERESTED PERSON. THE EXECUTIVE DIRECTOR MONITORS AND REVIEWS THE RESPONSES TO DETERMINE WHETHER A CONFLICT IS REQUIRED TO BE DISCLOSED. IF A BOARD MEMBER HAS A CONFLICT, THEY ARE ASKED TO ABSTAIN FROM VOTING ON AN ISSUE RELATED TO THAT CONFLICT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE ORGANIZATION RELIES UPON AANA, A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE AND PAY THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR PERFORMS SERVICES FOR BOTH AANA AND THE FOUNDATION. DETERMINING COMPENSATION FOR OTHER OFFICER, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. |
| PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS | FORM 990, PART VI, LINE 15B | THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES, THEREFORE THIS QUESTION HAS BEEN INTENTIONALLY MARKED 'NO' ON THE RETURN. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| COMPENSATION FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC. | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) | WANDA WILSON, TRUSTEE, DEVOTES APPROXIMATELY 40HOURS A WEEK AS AN OFFICER TO AANA, A RELATED TAX-EXEMPT ORGANIZATION. LORRAINE JORDAN, EXECUTIVE DIRECTOR, DEVOTES APPROXIMATELY HALF HER TIME TO AANA, A RELATED TAX-EXEMPT ORGANIZATION. THE EXECUTIVE DIRECTOR LISTED ABOVE IS PAID BY A RELATED ORGANIZATION (AMERICAN ASSOCIATION OF NURSE ANESTHETISTS) FOR SERVICES RENDERED TO THE FILING ORGANIZATION; THUS BASED ON THE IRS INSTRUCTIONS WE HAVE REPORTED THE EXECUTIVE DIRECTOR'S COMPENSATION AS IF THE FILING ORGANIZATION HAD ACTUALLY PAID THE COMPENSATION DIRECTLY. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 285329; CHANGE IN PV OF GIFT ANNUITIES - 12228; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOC OF NURSE ANESTHETISTS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S PROSPECT AVENUE | AddressLine1 |
| City | PARK RIDGE | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362113743 | EIN |
| Primary Activities | MEMBERSHIP | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AANA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN ASSOCIATION OF NURSE ANESTHETISTS | ||
| C | 296179 | COST |
| AMERICAN ASSOCIATION OF NURSE ANESTHETISTS | ||
| L | 154000 | COST |
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