GEOLOGICAL SOCIETY OF AMERICA INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GEOLOGICAL SOCIETY OF AMERICA INC (EIN 13-1659623)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-15
- IRS object ID
- 201200759349301060
- Schema version
- 2010v3.4
- 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 F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-15T17:25:39-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROCK AND COMPANY CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 JFK PARKWAY 315 | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 80525 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131659623 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOLOGICAL SOCIETY OF AMERICA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOL | NameControl |
| Phone | 3033571019 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W HESS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3033571019 | Phone |
| Date Signed | 2012-03-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN R JOHNSON | Name |
| Phone | 9702237855 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN W HESS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14119116 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GEOSOCIETY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1888 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE GEOLOGICAL SOCIETY OF AMERICAS WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 55 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -9291 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 871587 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 803729 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4152798 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4355809 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -422117 | InvestmentIncomePriorYear |
| Investment Income Current Year | 666519 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1904365 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1700830 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6506633 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7526887 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1248171 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1269906 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3107989 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3992439 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7862 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3006327 | OtherExpensePriorYear |
| Other Expenses Current Year | 2391953 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7362487 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7654298 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -855854 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -127411 | RevenuesLessExpensesCY |
| Total Assets BOY | 22908481 | TotalAssetsBOY |
| Total Assets EOY | 27064716 | TotalAssetsEOY |
| Total Liabilities BOY | 2592710 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2447088 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20315771 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24617628 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE GEOLOGICAL SOCIETY OF AMERICA WAS FOUNDED TO ADVANCE THE SCIENCE OF GEOLOGY, ENHANCE THE PROFESSIONAL GROWTH OF ITS MEMBERS AND TO PROMOTE THE GEOSCIENCES IN THE SERVICE OF HUMANKIND AND STEWARDSHIP OF THE EARTH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1898100 | Expense |
| Revenue | 2418389 | Revenue |
| Description | THE ORGANIZATION SPONSORS AN ANNUAL MEETING FOR ITS MEMBERS IN THE FALL. NINE THOUSAND, FIVE HUNDRED AND SEVENTY TWO PEOPLE ATTENDED THIS YEARS FISCAL MEETING. SMALLER MEETINGS ARE HELD IN THE SPRING. MEMBERS ATTEND TO MEET WITH DIVISION, SECTION AND ASSOCIATED SOCIETY MEMBERS. THEY PARTICIPATE IN FIELD TRIPS, TECHNICAL SESSIONS, SHORT COURSES AND CONFERENCES CONCERNING TOPICS IN THE FIELD OF GEOLOGY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2420177 | Expense |
| Grants | 1679672 | Grants |
| Revenue | 645922 | Revenue |
| Description | EDUCATION, OUTREACH AND GRANTS - INVOLVEMENT IN HEIGHTENING PUBLIC UNDERSTANDING OF AND APPRECIATION FOR GEOSCIENCES BY WORKING WITH SCIENTISTS, TEACHERS, STUDENTS AND THE GENERAL PUBLIC. THERE ARE ALSO PROGRAMS AND SHORT COURSES RUN BY SECTIONS AND DIVISIONS. THE ORGANIZATION GRANTS FUNDS FOR RESEARCH AND TRAVEL TO UNDERGRADUATE, GRADUATE, AND POST-DOC STUDENTS AND SUPPORTS A NUMBER OF AWARDS AND MEDALS TO RECOGNIZE EXCELLENCE. THERE ARE APPROXIMATELY 1,100 RECEIPENTS OF THESE GRANTS AND AWARDS ANNUALLY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 599920 | Expense |
| Revenue | 624428 | Revenue |
| Description | THE MEMBERSHIP SERVICES PROGRAM INCLUDES THE COST OF MAINTAINING THE SOCIETY'S MEMBERSHIP FOR THE BENEFIT OF ITS MEMBERS AND TO ADVANCE THEIR PROFESSIONALISM, RESEARCH AND CAREERS. THERE ARE APPROXIMATELY 23,400 MEMBERS ANNUALLY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 447432 | Expense |
| Revenue | 2367900 | Revenue |
| Description | OTHER PROGRAM SERVICES INCLUDE: PUBLISHING AND DISTRIBUTING SCIENTIFIC LITERATURE,PROVIDING INFORMATION AND MATERIALS FOR PRIMARY LEVEL SCIENCE EDUCATION AND FURNISHING INFORMATION TO THE PUBLIC ABOUT EARTH SCIENCE EDUCATION AND THE ENVIRONMENT. OTHER PROGRAMS INCLUDE PROGRAMS SPONSORED BY MEMBERS IN SPECIFIC GEOGRAPHICAL LOCATIONS AND SCIENCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 447432 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2367900 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5365629 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 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 | 415 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 55 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEOLOGICAL SOCIETY OF AMERICA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3033571019 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DR JOAQUIN RUIZ | |||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| DR JEAN M BAHR | |||||||
| PAST PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| DR JOHN W GEISSMAN | |||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| DR JONATHAN G PRICE | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| MS MONICA E GOWAN | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR BRIAN R PRATT | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR LISA D WHITE | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR BRUCE R CLARK | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR JACQUELINE E HUNTOON | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR MURRAY W HITZMAN | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR VICTOR A RAMOS | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR BARBARA L DUTROW | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR G RANDY KELLER | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR CLAUDIA I MORA | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR J DOUGLAS WALKER | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| DR DANIEL LARSEN | |||||||
| COUNCILOR | 3.00 | X | 0 | 0 | 0 | ||
| MARGARET DAVINO | |||||||
| NY LEGAL COUNSEL - NON VOTE | 2.00 | X | 0 | 0 | 0 | ||
| ADRIENNE MCNAMARA | |||||||
| CO LEGAL COUNSEL - NON VOTE | 2.00 | X | 0 | 0 | 0 | ||
| DR MARK CLOOS | |||||||
| INT'L SECRETARY - NON-VOTING | 3.00 | X | 0 | 0 | 0 | ||
| JOHN W HESS | |||||||
| EX OFFICIO, NON-VOTING SECRETARY | 40.00 | X | 186057 | 0 | 27056 | ||
| CRAIG SCHIFFRIES | |||||||
| DIRECTOR OF GEOSCIENCE POLICY | 40.00 | 132717 | 0 | 13181 | X | ||
| JON OLSEN | |||||||
| SENIOR DIRECTOR OF PUBLICATIONS | 40.00 | 106386 | 0 | 14326 | X | ||
| TODD BERGGREN | |||||||
| SENIOR DIRECTOR OF IT | 40.00 | 106509 | 0 | 17245 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 531669 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 71808 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 555537 | RelatedOrganizations |
| Government Grants | 248192 | GovernmentGrants |
| Total Contributions | 803729 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEETINGS | 900099 | 2418389 | 2418389 |
| EDUCATION & OUTREACH | 611710 | 728709 | 728709 |
| MEMBERSHIP DUES | 900099 | 624428 | 624428 |
| SECTIONS & DIVISIONS | 900099 | 584283 | 584283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4355809 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 620402 | TotalRevenueColumn |
| Exclusion | $620,402 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3525532 | Securities |
| Other | 650000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4116001 | Securities |
| Other | 13414 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -590469 | Securities |
| Other | 636586 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46117 | TotalRevenueColumn |
| Exclusion | $46,117 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 3892750 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2462814 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1429936 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1429936 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 167769 | 167769 |
| SPONSORSHIPS | 900099 | 103125 | 103125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 270894 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7526887 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6056639 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $666,519 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1269906 | Total |
| Program Services | 1269906 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228806 | Total |
| Program Services | 84658 | ProgramServices |
| Management And General | 144148 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2954390 | Total |
| Program Services | 728804 | ProgramServices |
| Management And General | 2225586 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231949 | Total |
| Management And General | 231949 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360197 | Total |
| Program Services | 162689 | ProgramServices |
| Management And General | 197508 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217097 | Total |
| Program Services | 57447 | ProgramServices |
| Management And General | 159650 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27101 | Total |
| Program Services | 11535 | ProgramServices |
| Management And General | 15566 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57760 | Total |
| Management And General | 57760 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55482 | Total |
| Management And General | 55482 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 616013 | Total |
| Program Services | 317049 | ProgramServices |
| Management And General | 291102 | ManagementAndGeneral |
| Fundraising | 7862 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48655 | Total |
| Program Services | 12864 | ProgramServices |
| Management And General | 35791 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221497 | Total |
| Program Services | 129729 | ProgramServices |
| Management And General | 91768 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32044 | Total |
| Program Services | 2107 | ProgramServices |
| Management And General | 29937 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210392 | Total |
| Program Services | 1800 | ProgramServices |
| Management And General | 208592 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481941 | Total |
| Program Services | 357072 | ProgramServices |
| Management And General | 124869 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764897 | Total |
| Program Services | 734878 | ProgramServices |
| Management And General | 30019 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189363 | Total |
| Program Services | 16000 | ProgramServices |
| Management And General | 173363 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50186 | Total |
| Program Services | 10503 | ProgramServices |
| Management And General | 39683 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| COGS | 509241 | 11086 | 498155 |
| BUILDING REPAIR ENDOWME | 409765 | 409765 | |
| FOUNDATION SUPPORT | 390316 | 390316 | |
| CREDIT CARD FEES | 234624 | 6854 | 227770 |
| AV SERVICES | 120794 | 112458 | 8336 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -2028118 | Total |
| Program Services | 928425 | ProgramServices |
| Management And General | -2956543 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7654298 | Total |
| Program Services | 5365629 | ProgramServices |
| Management And General | 2280807 | ManagementAndGeneral |
| Fundraising | 7862 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237 | BOY |
| EOY | 9371 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40548 | BOY |
| EOY | 121962 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352881 | BOY |
| EOY | 598772 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301961 | BOY |
| EOY | 306979 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275083 | BOY |
| EOY | 254202 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5595159 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3048247 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2491483 | BOY |
| EOY | 2546912 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18915569 | BOY |
| EOY | 18751769 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530719 | BOY |
| EOY | 4374341 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 100408 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22908481 | BOY |
| EOY | 27064716 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 631966 | BOY |
| EOY | 606855 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1954347 | BOY |
| EOY | 1840233 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6397 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2592710 | BOY |
| EOY | 2447088 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2190497 | BOY |
| EOY | 4770936 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14240889 | BOY |
| EOY | 15962307 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3884385 | BOY |
| EOY | 3884385 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20315771 | BOY |
| EOY | 24617628 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22908481 | BOY |
| EOY | 27064716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -127411 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4429268 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 1459966 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1334328 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1343204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 871587 | CurrentTaxYearMinus1Year |
| Current Tax Year | 803729 | CurrentTaxYear |
| Total | 5812814 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7420485 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9852608 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11607786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8031629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8248559 | CurrentTaxYear |
| Total | 45161067 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8880451 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11186936 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12950990 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8903216 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9052288 | CurrentTaxYear |
| Total | 50973881 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 262317 | CurrentTaxYear |
| Total | 262317 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 262317 | CurrentTaxYear |
| Total | 262317 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 50711564 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1269725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 575392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 648022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 501774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 620402 | CurrentTaxYear |
| Total | 3615315 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1269725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 575392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 648022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 501774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 620402 | CurrentTaxYear |
| Total | 3615315 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 231466 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 109195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 105128 | CurrentTaxYearMinus1Year |
| Total | 445789 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 162176 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 203241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 270894 | CurrentTaxYear |
| Total | 875835 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10171636 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12155970 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13926271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9713359 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9943584 | CurrentTaxYear |
| Total | 55910820 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.90490 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06470 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12648118 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 768922 | InvestmentEarningsOrLosses |
| End Of Year Balance | 13417040 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12109543 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 540499 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1924 | AdministrativeExpenses |
| End Of Year Balance | 12648118 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17382740 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -3793197 | InvestmentEarningsOrLosses |
| Other Expenditures | 1480000 | OtherExpenditures |
| End Of Year Balance | 12109543 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.29000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.71000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 428065 | OtherCostOrOtherBasis |
| Book Value | 428065 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3906902 | OtherCostOrOtherBasis |
| Depreciation | 1907344 | Depreciation |
| Book Value | 1999558 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 89557 | OtherCostOrOtherBasis |
| Depreciation | 89557 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1170635 | OtherCostOrOtherBasis |
| Depreciation | 1051346 | Depreciation |
| Book Value | 119289 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2546912 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS | 2419845 | F |
| REAL ESTATE | 1263642 | F |
| PRIVATE EQUITY PORTFOLIO | 690854 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4374341 | TotalOfBookValueSecurities |
| Total Revenue | 7526887 | TotalRevenue |
| Total Expenses | 7654298 | TotalExpenses |
| Excess Or Deficit For Year | -127411 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4152166 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 359889 | PriorPeriodAdjustments |
| Other | -$82,787 | OtherAmount |
| Total Adjustments | 4429268 | TotalAdjustments |
| Excess Or Deficit Per FS | 4301857 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14059080 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4152166 | NetUnrealizedGainsInvestments |
| Other Revenues | 2462814 | OtherRevenues |
| Revenue Not Rptd F990 | 6614980 | RevenueNotRptdF990 |
| Revenue Subtotal | 7444100 | RevenueSubtotal |
| Other Revenues Not Included | 82787 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 82787 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7526887 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10117112 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2462814 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2462814 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7654298 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7654298 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | COLLECTIONS AND RELATION TO EXEMPT PURPOSE - THE PENROSE COLLECTION IS TO BE HELD IN PERPETUITY FOR EXHIBIT, RESEARCH, EDUCATION, AND AS A MEMORIAL TO R.A.F. PENROSE, JR. | |
| PART V, LINE 4: | INTENDED USES FOR ENDOWMENTS FUNDS - THE ENDOWMENT FUNDS SUPPORT THE EXEMPT ACTIVITIES OF THE ORGANIZATION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC 740, PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRONOUNCEMENT REQUIRES THE USE OF A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. AN ENTITY SHALL INITIALLY RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE ORGANIZATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE ADOPTED POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE ORGANIZATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. ALL INCOME TAX YEARS OPEN FOR EXAMINATION ARE SUBJECT TO TAXATION AT CORPORATE TAX RATES. THE YEARS ENDED JUNE 30, 2010, 2009, AND 2008 ARE AVAILABLE FOR EXAMINATION AT JUNE 30, 2011. ADDITIONALLY, PENALTIES AND INTEREST MAY BE ASSESSED ON INCOME TAXES THAT ARE DELINQUENT. THE ASSESSMENT OF UNCERTAIN INCOME TAXES IS SUBJECT TO ESTIMATE, AND IT IS REASONABLY POSSIBLE THAT THE ESTIMATE MAY CHANGE IN THE NEAR TERM AND THE CHANGE MAY BE MATERIAL. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| BOOK TO TAX PRIOR PERIOD ADJUSTMENTS -82,787. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| PUBLICATIONS - COST OF SALES | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| PRIOR PERIOD ADJUSTMENTS | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| PUBLICATIONS - COST OF SALES | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConducted |
| Specific Services Provided | CO-SPONSORED A GEOSCIENCE MEETING IN TURKEY. | SpecificServicesProvided |
| Total Expenditures | 108195 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 108195 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 108195 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: GAAP | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STIPEND FOR GEOCORPS PARTICIPANTS THAT VOLUNTEER THEIR SERVICES AT OUR NATIONAL PARKS, NATIONAL FORESTS, AND BLM LANDS | 187 | 477663 |
| RESEARCH GRANTS FOR STUDENTS | 222 | 531893 |
| AWARDS TO OUTSTANDING GEOSCIENTISTS TO FURTHER ADVANCE THE SCIENCE | 51 | 104744 |
| SECTIONS AND DIVISIONS AWARDS ARE PRIMARILY FOR STUDENT TRAVEL TO ATTEND MEETINGS | 597 | 103182 |
| FIELD CAMP AWARDS FOR STUDENTS TO ATTEND WYOMING FIELD CAMP TO FURTHER THEIR SKILLS AS GEOLOGISTS | 13 | 34000 |
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: GEOCORPS PROGRAM - PARTICIPANTS ARE MONITORED WHILE IN THE FIELD AND ARE REQUIRED TO SUBMIT A WRITTEN REPORT AT THE COMPLETION OF THE ASSIGNMENT. TRAVEL GRANTS - STUDENTS MUST PHYSICALLY BE PRESENT AT THE TRAVELED-TO EVENT TO PICK UP THEIR CHECK AT THE EVENT/MEETING. RESEARCH GRANTS - ALL STUDENTS ARE ASKED TO FILL OUT A PROGRESS REPORT BY MARCH 31 OF EACH YEAR WHICH IS APPROXIMATELY ONE YEAR AFTER THE FUNDS ARE DISTRIBUTED. FIELD CAMP AWARDS IS MONITORED BY ATTENDANCE | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN W HESS | NamePerson |
| Base Compensation Filing Org | 186057 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 27056 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 213113 | 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 (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE SOCIETY CONSISTS OF HONORARY FELLOWS, FELLOWS, MEMBERS AND AFFILIATES ALL OF WHOM HAVE FULL AND EQUAL VOTING RIGHTS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | OFFICERS AND COUNCILORS ARE THEN DULY ELECTED AT REGULAR INTERVALS FROM THE VOTING MEMBERSHIP OF THE SOCIETY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS DO VOTE ON SOME OF THE COUNCILORS' DECISIONS/RECOMMENDATIONS. AN EXAMPLE OF THIS WOULD BE THE SELECTION OF AN INDEPENDENT AUDITOR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS E-MAILED TO EACH MEMBER OF THE GOVERNING BODY FOR THEIR REVIEW AT LEAST 7 DAYS BEFORE THE EXECUTIVE COMMITTEE OF THE ORGANIZATION FILES THE RETURN. | |
| THE ORGANIZATION'S COUNCILORS (BOARD MEMBERS) ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFILCTS. THE EXECUTIVE DIRECTOR'S OFFICE MAINTAINS THESE FILES. THE ORGANIZATION'S STAFF ALL HAVE READ THE CONFLICT OF INTEREST POLICY AND HAVE A SIGNED CONFLICT OF INTEREST INFORMATION FORM ON FILE WHICH THEY UPDATE WHEN NECESSARY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| EMPLOYEES ARE REVIEWED SEMI-ANNUALLY. THEIR COMPENSATION LEVEL IS REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR HAS AN ANNUAL CONTRACT WHICH IS REVIEWED AND IF ACCEPTED, RENEWED BY THE COUNCIL OF THE ORGANIZATION. THE COUNCIL WILL DETERMINE ANNUALLY IF THE BUDGET ALLOWS FOR RAISES. WHEN HIRING NEW EMPLOYEES, THE COUNCIL USES MARKET SURVEYS FOR SIMILIAR POSITIONS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CODE OF CONDUCT, AND OTHER ORGANIZATIONAL DOCUMENTS AVAILABLE ON ITS WEBSITE. ITS FOUNDING DOCUMENTS, FORM 990 AND 990-T ARE AVAILABLE ON GUIDESTAR AND ARE ALSO AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 4,152,166. PRIOR PERIOD ADJUSTMENTS: 359,889. BOOK TO TAX PRIOR PERIOD ADJUSTMENTS -82,787. TOTAL TO FORM 990, PART XI, LINE 5: 4,429,268. | FORM 990, PART XI, LINE 5: |
| AUDIT COMMITTEE OVERSIGHT | THERE ARE NO CHANGES IN THE AUDIT COMMITTEE'S RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OR ITS SELECTION OF AN INDEPENDENT ACCOUNTANT. | FORM 990- PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GSA FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9140 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742156871 | EIN |
| Primary Activities | TO DEVELOP AND PROVIDE FUNDS TO SUPPORT THE GOALS AND PROGRAMS OF THE GSA | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GSA FOUNDATION INC | ||
| B | 409765 | CASH |
| GSA FOUNDATION INC | ||
| C | 609836 | CASH |
| GSA FOUNDATION INC | ||
| N | 260316 | HISTORICAL PAYROLL |
| GSA FOUNDATION INC | ||
| M | 130000 | HISTORICAL SPACE USED |
| GSA FOUNDATION INC | ||
| Q | 54800 | CASH |
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