UNITED STATES COAST GUARD ACADEMY ALUMNI ASSOCIATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES COAST GUARD ACADEMY ALUMNI ASSOCIATION INC (EIN 06-1354978)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201221319349302242
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T15:06:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JH COHN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 BATTERSON PARK ROAD | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 06032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061354978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US COAST GUARD ACADEMY ALUMNI ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8604422683 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 MOHEGAN AVENUE | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 06320 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES SYLVESTER | Name |
| Title | PRESIDENT | Title |
| Phone | 8604422683 | Phone |
| Date Signed | 2012-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA E MCGOWAN CPA | Name |
| PTIN | P00184514 | PTIN |
| Phone | 8606786000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES SYLVESTER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 MOHEGAN AVENUE | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 06320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11713715 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CGAALUMNI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | ITS PURPOSE IS TO PROVIDE SERVICES TO AND PROMOTE FELLOWSHIP AMONG ITS MEMBERS. THE ORGANIZATION SHALL RAISE FUNDS TO PROVIDE "MARGIN OF EXCELLENCE" SUPPORT FOR THE CORPS OF CADETS (PRESENT DAY STUDENTS) AS COAST GUARD OFFICERS AND CIVILIAN EMPLOYEES ARE PROHIBITED BY THE LAW FROM SEEKING FUNDS BEYOND WHAT IS APPROPRIATED BY CONGRESS. THE ASSOCIATION IS A 501(C)(3) AND ALSO SERVES TO PRESERVE TRADITIONS AND ENHANCE THE REPUTATION OF THE ACADEMY AS IT CARRIES OUT THE ABOVE FUNCTIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 190322 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 13264 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3035760 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3658225 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34425 | InvestmentIncomePriorYear |
| Investment Income Current Year | -867459 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 201975 | OtherRevenuePriorYear |
| Other Revenue Current Year | 218807 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3272160 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3009573 | 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 | 646507 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 710293 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 59081 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 30043 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 543096 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3460263 | OtherExpensePriorYear |
| Other Expenses Current Year | 2323640 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4165851 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3063976 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -893691 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -54403 | RevenuesLessExpensesCY |
| Total Assets BOY | 23849301 | TotalAssetsBOY |
| Total Assets EOY | 23236611 | TotalAssetsEOY |
| Total Liabilities BOY | 3579886 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2447704 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20269415 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20788907 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ORGANIZATION'S PURPOSE IS TO PROVIDE SERVICES TO AND PROMOTE FELLOWSHIP AMONG ITS MEMBERS. THE ORGANIZATION SHALL RAISE FUNDS TO PROVIDE "MARGIN OF EXCELLENCE" SUPPORT FOR THE CORPS OF CADETS (PRESENT DAY STUDENTS) AS COAST GUARD OFFICERS AND CIVILIAN EMPLOYEES ARE PROHIBITED BY LAW FROM SEEKING FUNDS BEYOND WHAT IS APPROPRIATED BY THE CONGRESS. THE ASSOCIATION IS A 501 (C) 3 AND ALSO SERVES TO PRESERVE TRADITIONS AND ENHANCE THE REPUTATION OF THE ACADEMY AS IT CARRIES OUT THE ABOVE FUNCTIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1712908 | Expense |
| Description | PROVIDES DIRECT SUPPORT TO THE COAST GUARD ACADEMY FOR VARIOUS PROJECTS IN MAJOR CATEGORIES SUCH AS ACADEMIC ENRICHMENT, CADET ACTIVITIES, ATHLETICS AND CAPITAL IMPROVEMENT PROJECTS IN VARIOUS ACADEMY BUILDINGS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 413245 | Expense |
| Description | OPERATING EXPENSES ALLOCATED TO VARIOUS PROJECTS IN THE CATEGORIES LISTED ABOVE WHICH PROVIDE ADMINISTRATIVE SUPPORT TO PROCESS AND DISTRIBUTE THE FUNDS NEEDED TO DO THE SAME. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 34049 | Expense |
| Description | HOST OF HOMECOMING WEEKEND EACH YEAR FOR CLASSES. THIS ANNUAL FRIEND-RAISING SERIES OF EVENTS SOLIDIFIES ALUMNI WITH THEIR ALMA MATER AND PROVIDES THE OPPORTUNITY TO RECONNECT WITH OTHER GRADUATES WITH WHOM THEY SERVED ON ACTIVE DUTY IN THE COAST GUARD. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 135393 | Expense |
| Description | PREPARE BI-MONTHLY MAGAZINE, MONTHLY E-NEWSLETTER AND ANNUAL DIRECTORY AND DISTRIBUTES SAME TO DUES PAYING MEMBERS. THESE ARE THE MEANS BY WHICH THE ASSOCIATION KEEPS ALUMNI CONNECTED TO THE INSTITUTION ON A REGULAR BASIS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 135393 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2295595 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 |
| 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 | 0 | 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 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES SYLVESTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8604422683 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 MOHEGAN AVENUE | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 06320 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MR RICHARD LARRABEE | |||||||
| CHAIRMAN/DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LCDR ERIC D MASSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CDR MIKAEL S STAIER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAPT SUSAN BEBEAU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAPT DOUGLAS J WISNIEWSKI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MR THOMAS LUCEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MR JEFFREY KINGSLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MR SCOTT MEMMOTT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAPT CHARLES WILLIAMS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CDR ANDREA MARCILLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MR ROBERT OLSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MR KERRY WATTERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MR WILLIAM WOITYRA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LT DION K NICELY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAPT MELISSA BERT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR ROBERT C BYRD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MS TIFFANY OLSON JONES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LT CHRISTIAN E SOTO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAPT JOSEPH D PHILLIPS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAPT JOHN C MAXHAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAPT ROBERT E MCKENNA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CDR JAMES SYLVESTER | |||||||
| PRESIDENT | 40.00 | 136530 | 0 | 20480 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 136530 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20480 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRIS YACHTS | |||||
| PO BOX 395 | BASS HARBOR | ME | 04653 | BOAT CONSTRUCTION | 2458385 |
| JONATHAN JEFFERSON | |||||
| 35 UNION STREET APT 201 | NEW LONDON | CT | 06320 | INSTITUTE FOR LEADERSHIP DIRECTOR | 186825 |
| JAMES M LOY | |||||
| 129 WEST LANCASHIRE | WILLIAMSBURG | VA | 23188 | INSTITUTE FOR LEADERSHIP CHAIR | 108333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 472027 | MembershipDues |
| Fundraising Events | 58975 | FundraisingEvents |
| All Other Contributions | 3127223 | AllOtherContributions |
| Total Contributions | 3658225 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170743 | TotalRevenueColumn |
| Exclusion | $170,743 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11474 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11474 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11474 | TotalRevenueColumn |
| Exclusion | $11,474 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7566509 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8604711 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1038202 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1038202 | TotalRevenueColumn |
| Exclusion | -$1,038,202 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 32200 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 58975 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 99431 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -67231 | TotalRevenueColumn |
| Exclusion | -$67,231 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 9982 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9982 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9982 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADVERTISING INCOME - T | 541800 | 190322 | 190322 | |
| AFFINITY INCOME | 900099 | 36000 | $36,000 | |
| SPECIAL EVENTS | 900099 | 21448 | $21,448 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16812 | TotalRevenueColumn |
| Exclusion | $16,812 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 264582 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3009573 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9982 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 190322 | UnrelatedBusinessRevenue |
| Exclusion | -$848,956 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157010 | Total |
| Program Services | 47103 | ProgramServices |
| Management And General | 78505 | ManagementAndGeneral |
| Fundraising | 31402 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435342 | Total |
| Program Services | 209521 | ProgramServices |
| Management And General | 38675 | ManagementAndGeneral |
| Fundraising | 187146 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66680 | Total |
| Program Services | 32032 | ProgramServices |
| Management And General | 6059 | ManagementAndGeneral |
| Fundraising | 28589 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51261 | Total |
| Program Services | 22452 | ProgramServices |
| Management And General | 9586 | ManagementAndGeneral |
| Fundraising | 19223 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30043 | Total |
| Fundraising | 30043 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2097 | Total |
| Fundraising | 2097 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90715 | Total |
| Program Services | 39733 | ProgramServices |
| Management And General | 16964 | ManagementAndGeneral |
| Fundraising | 34018 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1601607 | Total |
| Program Services | 1557603 | ProgramServices |
| Management And General | 14642 | ManagementAndGeneral |
| Fundraising | 29362 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36068 | Total |
| Program Services | 15798 | ProgramServices |
| Management And General | 6744 | ManagementAndGeneral |
| Fundraising | 13526 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598 | Total |
| Management And General | 598 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142750 | Total |
| Program Services | 142750 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16098 | Total |
| Program Services | 7051 | ProgramServices |
| Management And General | 3010 | ManagementAndGeneral |
| Fundraising | 6037 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| ALUMNI BULLETIN AND DIR | 135393 | 135393 | ||
| BAD DEBTS | 72639 | 72639 | ||
| FUNDRAISING | 70704 | 70704 | ||
| PROFESSIONAL FEES | 41371 | 41371 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113600 | Total |
| Program Services | 86159 | ProgramServices |
| Management And General | 9131 | ManagementAndGeneral |
| Fundraising | 18310 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3063976 | Total |
| Program Services | 2295595 | ProgramServices |
| Management And General | 225285 | ManagementAndGeneral |
| Fundraising | 543096 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 842830 | BOY |
| EOY | 609399 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605964 | BOY |
| EOY | 767769 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2486 | BOY |
| EOY | 3285 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3427 | BOY |
| EOY | 3427 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5029766 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 983343 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4189173 | BOY |
| EOY | 4046423 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18095421 | BOY |
| EOY | 17686233 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110000 | BOY |
| EOY | 120075 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23849301 | BOY |
| EOY | 23236611 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12573 | BOY |
| EOY | 34079 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 35850 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 175598 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3567313 | BOY |
| EOY | 2202177 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3579886 | BOY |
| EOY | 2447704 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5093424 | BOY |
| EOY | 5219491 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251650 | BOY |
| EOY | 2364763 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14924341 | BOY |
| EOY | 13204653 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20269415 | BOY |
| EOY | 20788907 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23849301 | BOY |
| EOY | 23236611 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -54403 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 573895 | 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 Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4269613 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2765003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3119605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3035760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3658225 | CurrentTaxYear |
| Total | 16848206 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 110564 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12666 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7205 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9982 | CurrentTaxYear |
| Total | 152519 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4380177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2777105 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3132271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3042965 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3668207 | CurrentTaxYear |
| Total | 17000725 | 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 Minus4 Years | 1376725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 444331 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 531072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 249829 | CurrentTaxYear |
| Total | 2910957 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1376725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 444331 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 531072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 249829 | CurrentTaxYear |
| Total | 2910957 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 14089768 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 353722 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 214939 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 118330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1927615 | CurrentTaxYearMinus1Year |
| Current Tax Year | 182217 | CurrentTaxYear |
| Total | 2796823 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 131083 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 201742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 170233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175534 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14264 | CurrentTaxYear |
| Total | 692856 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 484805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 416681 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 288563 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2103149 | CurrentTaxYearMinus1Year |
| Current Tax Year | 196481 | CurrentTaxYear |
| Total | 3489679 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13263 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90751 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32994 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11564 | CurrentTaxYearMinus1Year |
| Current Tax Year | 74260 | CurrentTaxYear |
| Total | 222832 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4878245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3284537 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3453828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5157678 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3938948 | CurrentTaxYear |
| Total | 20713236 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.68020 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.80370 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.16850 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.18080 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15250713 | BeginningOfYearBalance |
| Contributions | 2437025 | Contributions |
| Investment Earnings Or Losses | -441193 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -947726 | GrantsOrScholarships |
| Other Expenditures | -264923 | OtherExpenditures |
| Administrative Expenses | -145629 | AdministrativeExpenses |
| End Of Year Balance | 15888267 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13989720 | BeginningOfYearBalance |
| Contributions | 1999386 | Contributions |
| Investment Earnings Or Losses | 1378664 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1066793 | GrantsOrScholarships |
| Other Expenditures | -921731 | OtherExpenditures |
| Administrative Expenses | -128533 | AdministrativeExpenses |
| End Of Year Balance | 15250713 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13456350 | BeginningOfYearBalance |
| Contributions | 1977972 | Contributions |
| Investment Earnings Or Losses | 2704115 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -3939140 | GrantsOrScholarships |
| Other Expenditures | -91899 | OtherExpenditures |
| Administrative Expenses | -117678 | AdministrativeExpenses |
| End Of Year Balance | 13989720 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17401687 | BeginningOfYearBalance |
| Contributions | 1652967 | Contributions |
| Investment Earnings Or Losses | -3821968 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1359734 | GrantsOrScholarships |
| Other Expenditures | -282159 | OtherExpenditures |
| Administrative Expenses | -134443 | AdministrativeExpenses |
| End Of Year Balance | 13456350 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04070 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77540 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18390 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4663202 | OtherCostOrOtherBasis |
| Depreciation | 707569 | Depreciation |
| Book Value | 3955633 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 83618 | OtherCostOrOtherBasis |
| Depreciation | 74739 | Depreciation |
| Book Value | 8879 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 282946 | OtherCostOrOtherBasis |
| Depreciation | 201035 | Depreciation |
| Book Value | 81911 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4046423 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYMENTS DUE | $260,031 |
| ACCRUED EXPENSES | $56,003 |
| PROMISE TO GIVE | $1,886,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2202177 | TotalOfAmounts |
| Total Revenue | 3009573 | TotalRevenue |
| Total Expenses | 3063976 | TotalExpenses |
| Excess Or Deficit For Year | -54403 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 573895 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 573895 | TotalAdjustments |
| Excess Or Deficit Per FS | 519492 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3872499 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 573895 | NetUnrealizedGainsInvestments |
| Other Revenues | 289031 | OtherRevenues |
| Revenue Not Rptd F990 | 862926 | RevenueNotRptdF990 |
| Revenue Subtotal | 3009573 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3009573 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3353007 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 289031 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 289031 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3063976 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3063976 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | PROVIDE "MARGIN OF EXCELLENCE SUPPORT" TO THE COAST GUARD ACADEMY TO FACILITATE A MORE ENRICHING EXPERIENCE FOR STUDENTS IN THE AREAS OF ACADEMICS, ATHLETICS AND STUDENT ACTIVITIES. THE ASSOCIATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH THE INCOME TAX TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION (FASB ASC). THE ASSOCIATION FILES FEDERAL AND STATE OF CONNECTICUT EXEMPT ORGANIZATION RETURNS, WHICH REPRESENT THE MAJOR TAX JURISDICTIONS OF THE ASSOCIATION. FEDERAL AND STATE TAX YEARS 2008 THROUGH 2011 REMAIN OPEN FOR AUDIT UNDER THE VARIOUS STATUTES OF LIMITATIONS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IDC LTD HARRIS CONNECT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 ROUTE 22 | AddressLine1 |
| City | BREWSTER | City |
| State | NY | State |
| ZIP Code | 10509 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICIATION | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 293718 | GrossReceipts |
| Amount Retained By Contractor | 30043 | AmountRetainedByContractor |
| Net To Organization | 263675 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 293718 | TotalGrossReceipts |
| Total Retained By Contractors | 30043 | TotalRetainedByContractors |
| Total Net To Organization | 263675 | TotalNetToOrganization |
| Licensed States | CT | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | THE OTTO GRAHAM GOLF TOURNEY | NameOfEvent1 |
| Gross Receipts Event1 | 91175 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 58975 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32200 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 2549 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 33600 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 4307 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 91175 | GrossReceiptsTotal |
| Charitable Contributions Total | 58975 | CharitableContributionsTotal |
| Gross Revenue Total Events | 32200 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2549 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 33600 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 4307 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 40456 | DirectExpenseSummaryEvents |
| Net Income Summary | -8256 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 |
| 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 | CDR JAMES SYLVESTER | NamePerson |
| Base Compensation Filing Org | 136530 | 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 | 20480 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 157010 | 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)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS PAY DUES ($72/YEAR) TO BE CONSIDERED "ACTIVE" AND BE ENTITLED TO ALL BENEFITS AND VOTING PRIVILEGES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS VOTE ON THE SLATE OF 4 DIRECTORS PUT FORTH BY THE NOMINATING COMMITTEE ON AN ANNUAL BASIS. MEMBERS MAY ALSO SUBMIT WRITE-IN CANDIDATES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGES MADE TO THE CONSTITUTION MUST BE VOTED ON BY THE MEMBERSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO FILING WITH THE IRS. COPIES OF THE FILED RETURN ARE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: 1. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, 2. HAS READ AND UNDERSTANDS THE POLICY, AND; 3. HAS AGREED TO COMPLY WITH THE POLICY. ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ARE TO BE DISCLOSED ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2006, THE COMPENSATION COMMITTEE, MADE UP OF THREE BOARD MEMBERS SURVEYED VARIOUS NON-PROFITS IN THE GEOGRAPHIC AREAS. THE PRESIDENT'S SALARY WAS DETERMINED BASED ON ANALYZING THE SALARIES OF OTHER PRESIDENTS IN VARIOUS ORGANIZATION'S. IN 2008, A SALARY SURVEY WAS PERFORMED BY AN OUTSIDE CONSULTANT FOR ALL STAFF POSITIONS. THE SALARY DATA WAS OBTAINED VIA THE WEB FOR WHICH THE CONSULTANT HAD ACCESS ON A FEE BASIS TO MULTIPLE DATA BASES. THE PRESIDENT'S SALARY WAS DETERMINED BY COMPARING THE SALARIES OF OTHER PRESIDENTS AND ORGANIZATION HEADS. THE PRESIDENT RECOMMENDED THE SALARIES BASED ON THE DATA GATHERED AND THE BOARD APPROVED THE SALARIES. DIRECTORS SERVE ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC BY POSTING THESE DOCUMENTS TO THEIR WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 573,895. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE ORGAINIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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