ANNUAL REVIEWS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ANNUAL REVIEWS (EIN 94-1156476)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-03
- IRS object ID
- 201232169349300618
- 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 | 2012-08-03T10:34:40-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941341042 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | 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 | 941156476 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNUAL REVIEWS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNU | NameControl |
| Phone | 6504934400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4139 EL CAMINO WAY | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN CASTRO | Name |
| Title | CFO & TREASURER | Title |
| Phone | 6504934400 | Phone |
| Date Signed | 2012-07-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE F MACDONALD | Name |
| PTIN | P00359548 | PTIN |
| Phone | 6508458100 | 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 | STEVEN CASTRO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4139 EL CAMINO WAY | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13541835 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ANNUALREVIEWS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | DISSEMINATE SCIENTIFIC INFORMATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 67 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 924024 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1074931 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11361660 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11770748 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12285684 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12845679 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 49768 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 24432 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5582337 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5907217 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4737287 | OtherExpensePriorYear |
| Other Expenses Current Year | 4315143 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10369392 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10246792 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1916292 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2598887 | RevenuesLessExpensesCY |
| Total Assets BOY | 43876262 | TotalAssetsBOY |
| Total Assets EOY | 46340109 | TotalAssetsEOY |
| Total Liabilities BOY | 4330018 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4739909 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39546244 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41600200 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF ANNUAL REVIEWS IS TO PROVIDE SYSTEMATIC, PERIODIC EXAMINATIONS OF SCHOLARLY ADVANCES IN A NUMBER OF FIELDS OF SCIENCE THROUGH CRITICAL AUTHORITATIVE REVIEWS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8126298 | Expense |
| Revenue | 11767738 | Revenue |
| Description | EDITORIAL, PRODUCTION, SALES, PROMOTION AND DISTRIBUTION OF CURRENT AND FUTURE VOLUMES OF SCIENTIFIC REVIEW ARTICLES WITH THE PRIMARY PURPOSE OF STIMULATING AND ENCOURAGING THE ADVANCEMENT AND DEVELOPMENT OF BIOCHEMISTRY AND OTHER SCIENTIFIC AND SCHOLARLY DISCIPLINES AND FOSTERING RESEARCH THEREIN. | Description |
| Total Program Service Expense | 8126298 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 189 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 67 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVEN J CASTRO | NamePerson |
| Telephone Number | 6504934400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4139 EL CAMINO WAY | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 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 | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD N ZARE | |||||||||
| DIRECTOR/CHAIRPERSON | 0.00 | X | 0 | 0 | 0 | ||||
| SANDRA M FABER | |||||||||
| DIRECTOR/VICE-CHAIRPERSON | 0.00 | X | 0 | 0 | 0 | ||||
| PETER F CARPENTER | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| J BOYCE NUTE | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| JOHN I BRAUMAN | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| SUSAN T FISKE | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| EUGENE GARFIELD | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| STEVEN E HYMAN | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| ROGER D KORNBERG | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| SHARON R LONG | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| MICHAEL E PESKIN | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| HARRIET A ZUCKERMAN | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| KAREN S COOK | |||||||||
| DIRECTOR/VICE-CHAIRPERSON | 0.00 | X | 0 | 0 | 0 | ||||
| CLAUDIA M STEELE | |||||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||||
| SAMUEL GUBINS | |||||||||
| PRESIDENT/EDITOR-IN-CHIEF | 37.50 | X | 369331 | 0 | 41878 | X | X | ||
| STEVEN CASTRO | |||||||||
| CFO/TREASURER | 37.50 | 189872 | 0 | 46902 | X | X | |||
| LAURIE MANDEL | |||||||||
| BOARD SECRETARY | 30.00 | 44616 | 0 | 10834 | X | ||||
| ANDREA LOPEZ | |||||||||
| CONSORTIA SALES DIRECTOR | 37.50 | 196573 | 0 | 34884 | X | X | |||
| PAUL CALVI | |||||||||
| DIRECTOR OF TECHNOLOGY | 37.50 | 146511 | 0 | 21521 | X | ||||
| NICK NIEMEYER | |||||||||
| SITE LICENSE SALES MANAGER | 37.50 | 149160 | 0 | 23077 | X | ||||
| ANTONY CHOU | |||||||||
| SENIOR INFORMATION SYSTEM ANALYST | 37.50 | 108393 | 0 | 10957 | X | ||||
| ROY MARUCUT | |||||||||
| IT MANAGER | 37.50 | 123221 | 0 | 39331 | X | ||||
| JENNIFER JONGSMA | |||||||||
| DIRECTOR OF PRODUCTION | 37.50 | 101698 | 0 | 18684 | X | ||||
| JEANNE KUNZ | |||||||||
| FORMER BOARD SECRETARY | 21.00 | 39293 | 0 | 10329 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1468668 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 258397 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1041004 | TotalRevenueColumn |
| Exclusion | $1,041,004 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9212835 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9212835 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38707 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4780 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33927 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33927 | TotalRevenueColumn |
| Exclusion | $33,927 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 3246279 | GrossSalesOfInventory |
| Cost Of Goods Sold | 691376 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2554903 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2554903 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCHANGE GAIN/(LOSS) | Description |
| Business Code | 900001 | BusinessCode |
| Total Revenue Column | 3010 | TotalRevenueColumn |
| Exclusion | $3,010 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3010 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12845679 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11767738 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,077,941 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23923 | Total |
| Program Services | 23923 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509 | Total |
| Program Services | 509 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 936865 | Total |
| Program Services | 562119 | ProgramServices |
| Management And General | 374746 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3618746 | Total |
| Program Services | 2897820 | ProgramServices |
| Management And General | 720926 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343464 | Total |
| Program Services | 260857 | ProgramServices |
| Management And General | 82607 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687284 | Total |
| Program Services | 521985 | ProgramServices |
| Management And General | 165299 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320858 | Total |
| Program Services | 243688 | ProgramServices |
| Management And General | 77170 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30699 | Total |
| Management And General | 30699 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30250 | Total |
| Program Services | 30250 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141780 | Total |
| Program Services | 104745 | ProgramServices |
| Management And General | 37035 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531994 | Total |
| Program Services | 531994 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144667 | Total |
| Program Services | 60453 | ProgramServices |
| Management And General | 84214 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136848 | Total |
| Program Services | 91805 | ProgramServices |
| Management And General | 45043 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241402 | Total |
| Program Services | 207606 | ProgramServices |
| Management And General | 33796 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30981 | Total |
| Management And General | 30981 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EDITORIAL COMMITTEES/HO | 1015470 | 1015470 | |
| ON-LINE PUBLISHING | 812885 | 812885 | |
| MAINTENANCE AND REPAIRS | 284375 | 138044 | 146331 |
| POSTAGE AND SHIPPING | 208437 | 205976 | 2461 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705355 | Total |
| Program Services | 416169 | ProgramServices |
| Management And General | 289186 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10246792 | Total |
| Program Services | 8126298 | ProgramServices |
| Management And General | 2120494 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5198 | BOY |
| EOY | 2888 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1589593 | BOY |
| EOY | 2190069 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534947 | BOY |
| EOY | 690644 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34579 | BOY |
| EOY | 25478 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222287 | BOY |
| EOY | 225048 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186825 | BOY |
| EOY | 236837 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3835826 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2965135 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 738958 | BOY |
| EOY | 870691 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40563875 | BOY |
| EOY | 42098454 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43876262 | BOY |
| EOY | 46340109 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 867685 | BOY |
| EOY | 941826 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3462333 | BOY |
| EOY | 3798083 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4330018 | BOY |
| EOY | 4739909 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39546244 | BOY |
| EOY | 41600200 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39546244 | BOY |
| EOY | 41600200 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43876262 | BOY |
| EOY | 46340109 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2598887 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -544931 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | 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 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11243161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11274317 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11410798 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12090030 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12459114 | CurrentTaxYear |
| Total | 58477420 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11243161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11274317 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11410798 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12090030 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12459114 | CurrentTaxYear |
| Total | 58477420 | 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 | 3143101 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3375210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3338227 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3886870 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4401777 | CurrentTaxYear |
| Total | 18145185 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3143101 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3375210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3338227 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3886870 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4401777 | CurrentTaxYear |
| Total | 18145185 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 40332235 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 912686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 927313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 880582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 924024 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1074931 | CurrentTaxYear |
| Total | 4719536 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 912686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 927313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 880582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 924024 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1074931 | CurrentTaxYear |
| Total | 4719536 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12155847 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12201630 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12291380 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13014054 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13534045 | CurrentTaxYear |
| Total | 63196956 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.63820 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.65520 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07470 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07190 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90644 | OtherCostOrOtherBasis |
| Book Value | 90644 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1492325 | OtherCostOrOtherBasis |
| Depreciation | 1202767 | Depreciation |
| Book Value | 289558 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1175234 | OtherCostOrOtherBasis |
| Depreciation | 764124 | Depreciation |
| Book Value | 411110 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1077623 | OtherCostOrOtherBasis |
| Depreciation | 998244 | Depreciation |
| Book Value | 79379 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 870691 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET PORFOLIO | 23173252 | F |
| VANGUARD TOTAL BOND MARKET PORTFOLIO | 8408786 | F |
| VANGUARD TOTAL INTERNATIONAL PORTFOLIO | 6109452 | F |
| VANGUARD REIT INDEX FUND SIGNAL | 4406964 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 42098454 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CUSTOMER PREPAYMENTS | Description |
| Amount | $3,798,083 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3798083 | TotalOfAmounts |
| Total Revenue | 12845679 | TotalRevenue |
| Total Expenses | 10246792 | TotalExpenses |
| Excess Or Deficit For Year | 2598887 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -544931 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -544931 | TotalAdjustments |
| Excess Or Deficit Per FS | 2053956 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12993894 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -544931 | NetUnrealizedGainsInvestments |
| Other Revenues | 691376 | OtherRevenues |
| Revenue Not Rptd F990 | 146445 | RevenueNotRptdF990 |
| Revenue Subtotal | 12847449 | RevenueSubtotal |
| Other Revenues Not Included | -1770 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1770 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12845679 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10939939 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 693147 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 693147 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10246792 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10246792 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION USES THE "MORE LIKELY THAN NOT" CRITERION FOR RECOGNIZING THE INCOME TAX BENEFIT OF THEIR INCOME TAX EXEMPT STATUS, AND ESTABLISHING MEASUREMENT CRITERIA FOR LIABILITIES RESULTING FROM THE LOSS OF THAT STATUS. THE ORGANIZATION BELIEVES THAT ALL INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND, ACCORDINGLY, HAS NOT RECORDED ANY ACCRUALS FOR INTEREST AND PENALTIES AS OF DECEMBER 31, 2011 FOR UNCERTAIN INCOME TAX POSITIONS. IN THE EVENT THE ORGANIZATION SHOULD NEED TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES, THIS AMOUNT WILL BE RECORDED AS AN ACCRUAL LIABILITY AND AN INCREASE TO INCOME TAX EXPENSE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD $691,376 | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXCHANGE GAIN/LOSS $3,010 LOSS ON FIXED ASSET DISPOSAL <$4,780> | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD $691,376 EXCHANGE GAIN/LOSS $3,010 LOSS ON FIXED ASSET DISPOSAL <$4,781> |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| 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 | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SUBJECT TO REVIEW BY THE BOARD OF DIRECTORS. THE BUDGET IS DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS IN NOVEMBER/DECEMBER. THE BUDGET IS REVIEWED ANNUALLY IN DECEMBER BY EXECUTIVE COMMITTEE OF THE BOARD AND IS RATIFIED BY THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING IN MAY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 | 1 | 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 (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMUEL GUBINS | |||||||||||||
| 369331 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41878 | 0 | 411209 | 0 | 0 | 0 |
| STEVEN CASTRO | |||||||||||||
| 189872 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 46902 | 0 | 236774 | 0 | 0 | 0 |
| LAURIE MANDEL | |||||||||||||
| 44616 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10834 | 0 | 55450 | 0 | 0 | 0 |
| ANDREA LOPEZ | |||||||||||||
| 125728 | 0 | 70845 | 0 | 0 | 0 | 0 | 0 | 34884 | 0 | 231457 | 0 | 0 | 0 |
| PAUL CALVI | |||||||||||||
| 146511 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21521 | 0 | 168032 | 0 | 0 | 0 |
| NICK NIEMEYER | |||||||||||||
| 103621 | 0 | 45539 | 0 | 0 | 0 | 0 | 0 | 23077 | 0 | 172237 | 0 | 0 | 0 |
| ROY MARUCUT | |||||||||||||
| 123221 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 39331 | 0 | 162552 | 0 | 0 | 0 |
| JEANNE KUNZ | |||||||||||||
| 39293 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10329 | 0 | 49622 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 5 | PART I, LINE 5: ANNUAL REVIEWS COMPENSATES CERTAIN MEMBERS OF ITS SALES STAFF BASED ON PERFORMANCE. ACCRUALS FOR THESE INCENTIVE PAYMENTS ARE MADE AT THE END OF EACH YEAR, BASED ON ACTUAL REVENUE. INCENTIVE PAYMENTS ARE DISBURSED AT THE END OF JANUARY OF EACH FOLLOWING YEAR. | |
| PART III | PART II, LINE 8: JEANNE KUNZ, CORPORATE SECRETARY, RETIRED ON JUNE 15, 2011. SHE IS LISTED AS A FORMER OFFICER ON THIS RETURN. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE FILING THE FORM 990, A COPY OF THE FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS WITHOUT ASKING FOR APPROVAL OR COMMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN AN INDIVIDUAL IS ELECTED TO SERVE AS A MEMBER OF THE ANNUAL REVIEWS BOARD OF DIRECTORS, THE BUSINESS AFFAIRS COMMITTEE, OR THE EDITORIAL AFFAIRS COMMITTEE, THE MEMBER IS ASKED TO FILL OUT A "DISCLOSURE OF POTENTIAL BIAS" FORM. THEIR STATEMENTS ARE KEPT ON FILE WITH THE CORPORATE SECRETARY TO THE BOARD AND WILL BE MADE AVAILABLE UPON REQUEST. MEMBERS ARE ASKED TO UPDATE THEIR DISCLOSURE STATEMENTS WHENEVER CIRCUMSTANCES NECESSITATE A CHANGE. BLANK FORMS ARE INCLUDED IN WORKBOOKS DISTRIBUTED TO MEMBERS DURING EACH YEAR OF SERVICE AS A REMINDER FOR MEMBERS TO REVIEW THEIR DISCLOSURE STATEMENTS AND UPDATE AS NECESSARY. THE CORPORATE SECRETARY MAINTAINS AN AUTO-REMINDER IN HER OUTLOOK CALENDAR TO FOLLOW-UP ON THIS PROCEDURE EACH FALL (PERTINENT DISCLOSURES SHOULD BE COMMUNICATED APPROPRIATELY TO COMMITTEE CHAIR AND/OR COLLEAGUES). | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS COMPENSATION COMMITTEE IS MADE UP OF FOUR BOARD MEMBERS ANNUALLY ELECTED TO SERVE ON THIS STANDING BOARD COMMITTEE. IT MEETS ANNUALLY EACH SPRING FOR THE PURPOSE OF APPROVING THE COMPENSATION OF THE ORGANIZATION'S CEO AND REVIEWING THE PAY OF TOP MANAGEMENT, OFFICERS AND KEY EMPLOYEES. REPORTS OF OVERALL EMPLOYEE COMPENSATION ARE ALSO PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES FOR REVIEW AND COMMENT. OTHER EMPLOYEE SALARIES ARE APPROVED ANNUALLY BY AR'S INTERNAL COMPENSATION COMMITTEE - WHICH CONSISTS OF THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, AND THE DIRECTOR OF HUMAN RESOURCES - IN MEETINGS WITH RELEVANT SUPERVISORS FOR EACH DEPARTMENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION A, QUESTION 1A: | THE BOARD HAS APPROVED THE FOLLOWING CHANGES TO ITS MEMBERS OF THE GOVERNING BODY DURING 2011: (1) ONE ADDITIONAL BOARD MEMBER: CLAUDE STEELE (2) ONE ADDITIONAL BUSINESS AFFAIRS COMMITTEE MEMBER: VIRGINIA STEEL (3) REPLACEMENT FOR JEANNE KUNZ, FORMER CORPORATE SECRETARY, WHO RETIRED IN JUNE 2011: LAURIE MANDEL | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -544,931. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| ANNUAL REVIEWS, INC. HAS NOT CHANGED ITS PROCESS RELATED TO OVERSIGHT OF THE AUDIT AND REVIEW OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR. A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS. | FORM 990, PART XI, LINE 2C: |
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