CFA SOCIETY BOSTON INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CFA SOCIETY BOSTON INC (EIN 23-7069432)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-01
- IRS object ID
- 201343059349300239
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-01T13:17:19-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203985546 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 AUDUBON ROAD STE 104 | AddressLine1 |
| City | WAKEFIELD | City |
| State | MA | State |
| ZIP Code | 01880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237069432 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON SECURITY ANALYSTS SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOST | NameControl |
| Phone | 6174260270 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 FINANCIAL CENTER STE 1010 60 | AddressLine1 |
| Address Line2 | SOUTH STREET | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEANNE WOLF | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6174260270 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS M THORPE | Name |
| PTIN | P01244437 | PTIN |
| Phone | 7819143400 | Phone |
| Date Prepared | 2013-10-31 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JEANNE WOLF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 FINANCIAL CENTER STE 1010 60 | AddressLine1 |
| Address Line2 | SOUTH STREET | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2195050 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BSAS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, CAREER DEVELOPMENT, AND FELLOWSHIP AMONG ITS MEMBERS, FOR THE BENEFIT OF THEIR CLIENTS, AND THE BROADER INVESTING PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1271335 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1489363 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 99774 | InvestmentIncomePriorYear |
| Investment Income Current Year | 135417 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 125979 | OtherRevenuePriorYear |
| Other Revenue Current Year | 130000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1497088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1754780 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 456303 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 546322 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 593507 | OtherExpensePriorYear |
| Other Expenses Current Year | 970975 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1049810 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1517297 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 447278 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 237483 | RevenuesLessExpensesCY |
| Total Assets BOY | 3424654 | TotalAssetsBOY |
| Total Assets EOY | 3879572 | TotalAssetsEOY |
| Total Liabilities BOY | 195843 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 307910 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3228811 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3571662 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE THE HIGHEST ETHICAL STANDARDS, CAREER DEVELOPMENT, AND FELLOWSHIP AMONG ITS MEMBERS, FOR THE BENEFIT OF THEIR CLIENTS, AND THE BROADER INVESTING PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 527996 | Expense |
| Revenue | 386840 | Revenue |
| Description | LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 114930 | Expense |
| Revenue | 342023 | Revenue |
| Description | CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 642926 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON SECURITY ANALYSTS SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6174260270 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET NO 1010 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| JEFF AUGUSTINE | |||||||
| CHAIR, EDUCATION AND PROGRAMS; PERSONNEL COMMITTEE | 10.00 | X | X | 0 | 0 | 0 | |
| ALICE AVANIAN | |||||||
| CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| DAMON BARGLOW | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ARCHANA BASI | |||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | |
| KEN D'SOUZA | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DAN FASCIANO | |||||||
| IMMEDIATE PAST CHAIR | 10.00 | X | 0 | 0 | 0 | ||
| CHRIS FOTI | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GEORGE HOGUET | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| TOM LINKAS | |||||||
| PAST PRESIDENT | 5.00 | X | 0 | 0 | 0 | ||
| STACEY MARINO | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GEORGE MELLMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LARRY POHLMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MIKE ROBERGE | |||||||
| PAST CHAIR | 5.00 | X | 0 | 0 | 0 | ||
| SCOTT STEWART | |||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 | |
| TEE TAGGART | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL TROTSKY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| PAMELA YANG | |||||||
| VICE CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| JEANNE WOLF | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 174480 | 0 | 12070 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 174480 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12070 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEETINGS | 611430 | 386840 | 386840 |
| EDUCATIONAL COURSES | 611710 | 342023 | 342023 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 760500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 760500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1489363 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91913 | RelatedOrExemptFunctionIncome |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 130000 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 483774 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 440270 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43504 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43504 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43504 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1754780 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1754780 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174480 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290313 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49047 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32482 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12958 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26063 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74108 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7791 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6854 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10031 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81677 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16346 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20307 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PROGRAM EXPENSE | 340906 |
| FACILITY AND FOOD | 138849 |
| PRACTICE EXAM | 69680 |
| INSTRUCTORS | 39145 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126260 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1517297 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185203 | BOY |
| EOY | 181068 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395438 | BOY |
| EOY | 84115 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24758 | BOY |
| EOY | 55641 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6161 | BOY |
| EOY | 950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 227247 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 110933 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24203 | BOY |
| EOY | 116314 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2779275 | BOY |
| EOY | 3431868 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9616 | BOY |
| EOY | 9616 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3424654 | BOY |
| EOY | 3879572 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59046 | BOY |
| EOY | 111810 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136797 | BOY |
| EOY | 196100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195843 | BOY |
| EOY | 307910 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3228811 | BOY |
| EOY | 3571662 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3228811 | BOY |
| EOY | 3571662 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3424654 | BOY |
| EOY | 3879572 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 237483 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 105430 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -62 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6909 | OtherCostOrOtherBasis |
| Depreciation | 81 | Depreciation |
| Book Value | 6828 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 154851 | OtherCostOrOtherBasis |
| Depreciation | 110852 | Depreciation |
| Book Value | 43999 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65487 | OtherCostOrOtherBasis |
| Book Value | 65487 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 116314 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNEARNED MEMBERSHIP DUES | Description |
| Amount | $196,100 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 196100 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 1860210 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 105429 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 105429 | RevenueNotRptdF990 |
| Revenue Subtotal | 1754781 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1754781 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1517359 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 62 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 62 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1517297 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1517297 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XII, LINE 2D - OTHER ADJUSTMENTS: | Identifier |
| Explanation | DEPRECIATION ADJUSTMENT FOR TAX PURPOSES | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEANNE WOLF | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 145400 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 29080 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7270 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 4800 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 186550 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVALIABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | TO ADJUST DEPRECIATION FOR TAX PURPOSES -62. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. |
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