SIOP FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SIOP FOUNDATION INC (EIN 34-1875995)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-15
IRS object ID
201203209349309830
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T14:47:00-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12 MARITIME PLZ STE 202AddressLine1
CityTOLEDOCity
StateOHState
ZIP Code436041868ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN341875995EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SIOP FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSIOPNameControl
Phone4193530032Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 E POE RDAddressLine1
Address Line2ROOM/SUITE 101AddressLine2
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLYMAN W PORTERName
TitleTREASURERTitle
Phone4193530032Phone
Date Signed2012-11-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCLAYTON HOLTName
Phone4192430218Phone
Date Prepared2012-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID NERSHINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1440 E POE RD STE 101AddressLine1
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode
FieldValueIRS element (for citing)
Gross Receipts231225GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SIOP.ORG/FOUNDATION/FOUNDATIONWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Activity Or Mission DescriptionTHE PROMOTION OF HUMAN WELFARE THROUGH THE VARIOUS APPLICATIONS OF PSYCHOLOGY TO ALL TYPES OF ORGANIZATIONS PROVIDING GOODS OR SERVICES.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year58441ContributionsGrantsPriorYear
Contributions Grants Current Year231225ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year58441TotalRevenuePriorYear
Total Revenue Current Year231225TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year59000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY225725GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year17OtherExpensePriorYear
Other Expenses Current Year49OtherExpensesCurrentYear
Total Expenses Prior Year59017TotalExpensesPriorYear
Total Expenses Current Year225774TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-576RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5451RevenuesLessExpensesCY
Total Assets BOY100TotalAssetsBOY
Total Assets EOY5551TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY100NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5551NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE PROMOTION OF HUMAN WELFARE THROUGH THE VARIOUS APPLICATIONS OF PSYCHOLOGY TO ALL TYPES OF ORGANIZATIONS PROVIDING GOODS OR SERVICES.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense225774Expense
Grants225725Grants
Revenue231225Revenue
DescriptionSUPPORT FOR THE ADVANCEMENT OF THE FIELD OF INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGY THROUGH GRANTS, AWARDS AND SCHOLARSHIPS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
DescriptionSUPPORT FOR THE ADVANCEMENT OF THE FIELD OF INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGY THROUGH GRANTS, AWARDS AND SCHOLARSHIPS.Description
FieldValueIRS element (for citing)
Total Program Service Expense225774TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLINDA LENTZNamePerson
Telephone Number4193530032TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1440 E POE RD STE 101AddressLine1
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
LINDA LENTZ
DIR OF ADMIN15.00XX000
DAVID NERSHI
EXECUTIVE DI5.00XX000
MILTON HAKEL
PRESIDENT2.00X000
RICHARD KLIMOSKI
VICE PRESIDE2.00X000
NANCY TIPPINS
SECRETARY2.00X000
LYMAN PORTER
TREASURER2.00X000
PAUL THAYER
BOARD MEMBER2.00X000
LEATTA HOUGH
BOARD MEMBER2.00X000
KATHLEEN LUNDQUIST
FIN OFF EX O2.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions231225AllOtherContributions
Total Contributions231225TotalContributions

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column231225TotalRevenueColumn

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total191570Total
Program Services191570ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total23500Total
Program Services23500ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total10655Total
Program Services10655ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
Total49Total
Program Services49ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total225774Total
Program Services225774ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY100BOY
EOY5551EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY100BOY
EOY5551EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY100BOY
EOY5551EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY100BOY
EOY5551EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY100BOY
EOY5551EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses5451ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years48673CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years52500CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years46435CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year135068CurrentTaxYearMinus1Year
Current Tax Year231225CurrentTaxYear
Total513901Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years48673CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years52500CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years46435CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year135068CurrentTaxYearMinus1Year
Current Tax Year231225CurrentTaxYear
Total513901Total
FieldValueIRS element (for citing)
Public Support Total509513901PublicSupportTotal509

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years48673CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years52500CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years46435CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year135068CurrentTaxYearMinus1Year
Current Tax Year231225CurrentTaxYear
Total513901Total
FieldValueIRS element (for citing)
Public Support Percentage5091.00000PublicSupportPercentage509
Prior Year Support Percentage1.00000PriorYearSupportPercentage
Investment Income Percentage0.00000InvestmentIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule F IRS990ScheduleF

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
Amount Of Cash Grant7093AmountOfCashGrant

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedfalseRecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantBusiness Name Line2RecipientNameBusiness/BusinessNameLine2
TOLEDO COMMUNITY FOUNDATION
300 MADISON AVE STE 1300TOLEDOOH43604237284004170100
CLAREMONT GRADUATE UNIVERISTY
1217 N DARTMOUTH AVECLAREMONTCA917119516641007000SBOS - C/O KATIE EAR
WAYNE STATE UNIVERSITY
5057 WOODWARD AVE 13TH FLDETROITMI482023835551427345SPONSORED PROGRAM ADMINISTRATION

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS412500
AWARDS1611000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ALL OTHER ACCOMPLISHMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DSUPPORT FOR THE ADVANCEMENT OF THE FIELD OF INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGY THROUGH GRANTS, AWARDS AND SCHOLARSHIPS.
ELECTION OF MEMBERS AND THEIR RIGHTSFORM 990, PAGE 6, PART VI, LINE 7ATHE TRUSTEES AGREE TO A LIST OF CANDIDATES (ACTIVE SIOP, INC. MEMBERS/DONORS) THAT THEY WILL ASK TO JOIN THE BOARD IN A RANK ORDER. IF THE FIRST PERSON AGREES, THEN THE BOARD VOTES TO ELECT THEM TO SERVE A 5- YEAR TERM. IF THEY SAY NO, THE SECOND PERSON ON THE LIST IS ASKED AND SO ON AND SO FORTH. EVERY FIVE YEARS THERE IS AN ELECTION PROCESS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS PREPARED BY AN INDEPENDANT AUDIT FIRM AND REVIEWED BY THE FOUNDATION'S FINANCE MANAGER. THE TREASURER, A VOTING MEMBER OF THE GOVERNING BODY, REVIEWS AND SIGNS THE 990.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO ITS OFFICES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR I-O PSYCHOLOGYBusinessNameLine1
Business Name Line2ORGANIZATIONAL PSYCHOLOGYBusinessNameLine2

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1440 E POE RDAddressLine1
Address Line2STE 101AddressLine2
CityBOWLING GREENCity
StateOHState
ZIP Code43402ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesADMINPrimaryActivities
Legal Domicile StateDCLegalDomicileState
Exempt Code Section(C)(6)ExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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