INSURANCE SOCIETY OF PHILADELPHIA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INSURANCE SOCIETY OF PHILADELPHIA (EIN 23-0724010)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201233209349304638
- 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 | 2012-11-15T12:44:02-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233063393 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKO & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 PLYMOUTH RD SUITE 120 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 230724010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURANCE SOCIETY OF PHILADELPHIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INSU | NameControl |
| Phone | 2156275306 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 PUBLIC LEDGER BUILDING | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191060088 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ARNOLD | Name |
| Title | PRESIDENT | Title |
| Phone | 2156275306 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN SCADUTO CPA | Name |
| PTIN | P00787973 | PTIN |
| Phone | 6105653930 | Phone |
| Date Prepared | 2012-11-08 | DatePrepared |
| 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 | DAVID ARNOLD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 PUBLIC LEDGER BUILDING | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191060088 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1003563 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INSURANCESOCIETY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1901 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE AND PROMOTE PROFESSIONALISM IN THE INSURANCE, LEGAL AND FINANCIAL SERVICES INDUSTRIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 54 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 145928 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 319708 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 697600 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 609230 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 41371 | InvestmentIncomePriorYear |
| Investment Income Current Year | 35455 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70477 | OtherRevenuePriorYear |
| Other Revenue Current Year | -38120 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 955376 | TotalRevenuePriorYear |
| Total Revenue Current Year | 926273 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 29000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 654310 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 665473 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 22579 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 329505 | OtherExpensePriorYear |
| Other Expenses Current Year | 345895 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 993815 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1040368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -38439 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -114095 | RevenuesLessExpensesCY |
| Total Assets BOY | 1632325 | TotalAssetsBOY |
| Total Assets EOY | 1531670 | TotalAssetsEOY |
| Total Liabilities BOY | 162983 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 178362 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1469342 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1353308 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EDUCATE AND PROMOTE PROFESSIONALISM IN THE INSURANCE, LEGAL AND FINANCIAL SERVICES INDUSTRIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 166950 | Expense |
| Revenue | 609230 | Revenue |
| Description | PROVIDE INSURANCE RELATED EDUCATION TO THE PROPERTY AND CASUALTY INSURANCE INDUSTRY, AND TO THOSE SERVING THE INDUSTRY SUCH AS LAWYERS; AND THE GENERAL PUBLIC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 29000 | Expense |
| Grants | 29000 | Grants |
| Description | FURTHER THE INSURANCE SOCIETY'S MISSION TO EDUCATE BY PROVIDING SCHOLARSHIPS TO STUDENTS ENGAGED IN THE STUDY OF RISK MANAGEMENT, INSURANCE OR INSURANCE RELATED INDUSTRIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 195950 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | 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 | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 54 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | 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 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2156275306 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 PUBLIC LEDGER BUILDING | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191060088 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID ARNOLD | ||||||
| PRESIDENT | 50.00 | X | X | 125205 | 0 | 19138 |
| MICAEL A BARKASY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WALTER R BATEMAN II | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES ERB | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROGER C FELL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH A GERBER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID C HANEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LOIS J HOGYA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WALTER J HOPE JR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LOUIS F IACOVELLI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT A IVEY III | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| P DREW JONES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| THOMAS J KELLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RONALD T KUEHN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL A MEE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PETER S MILLER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL P MORAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH F MORRIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KELLY P O'LEARY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD H PETRY | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| A PETER PRINSEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEVEN J REISS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DEBBIE RODGERS | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| SPENCER M ROMAN | ||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| LORI T ROSS | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DIANNE SALTER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HENRY O SCHRAMM II | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN SHERLOCK | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| RUSS SHANER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN K SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FRANK D SVITEK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SEAN S SWEENEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KEVIN M TOTH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRUCE M VASSALLO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| EDWARD H WESTERMANN SR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 125205 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19138 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 87658 | MembershipDues |
| Fundraising Events | 232050 | FundraisingEvents |
| Total Contributions | 319708 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITON | 611600 | 560157 | 560157 |
| EDUCATION FEES | 611710 | 27997 | 27997 |
| ADMINISTRATIVE FEES | 611710 | 21076 | 21076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 609230 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35455 | TotalRevenueColumn |
| Exclusion | $35,455 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 39170 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 232050 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 77290 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -38120 | TotalRevenueColumn |
| Exclusion | -$38,120 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 926273 | TotalRevenueColumn |
| Related Or Exempt Function Income | 609230 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$2,665 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9000 | Total |
| Program Services | 9000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125205 | Total |
| Management And General | 112684 | ManagementAndGeneral |
| Fundraising | 12521 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402336 | Total |
| Program Services | 58422 | ProgramServices |
| Management And General | 333856 | ManagementAndGeneral |
| Fundraising | 10058 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22168 | Total |
| Management And General | 22168 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78861 | Total |
| Management And General | 78861 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36903 | Total |
| Program Services | 2670 | ProgramServices |
| Management And General | 34233 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9070 | Total |
| Management And General | 9070 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1977 | Total |
| Management And General | 1977 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17864 | Total |
| Program Services | 3525 | ProgramServices |
| Management And General | 14339 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2680 | Total |
| Management And General | 2680 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104458 | Total |
| Management And General | 104458 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3391 | Total |
| Management And General | 3391 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160 | Total |
| Management And General | 160 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6908 | Total |
| Management And General | 6908 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| LEARNING MANAGEMENT SYS | 54504 | 54504 | |
| SPECIAL CONTRACTS | 37284 | 37284 | |
| CONTINUING EDUCATION FE | 33976 | 33976 | |
| INSURANCE | 17707 | 17707 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55916 | Total |
| Program Services | 31073 | ProgramServices |
| Management And General | 24843 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1040368 | Total |
| Program Services | 195950 | ProgramServices |
| Management And General | 821839 | ManagementAndGeneral |
| Fundraising | 22579 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136637 | BOY |
| EOY | 104839 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132057 | BOY |
| EOY | 100909 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47832 | BOY |
| EOY | 5822 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 96076 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 74051 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17480 | BOY |
| EOY | 22025 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1298319 | BOY |
| EOY | 1298075 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1632325 | BOY |
| EOY | 1531670 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65659 | BOY |
| EOY | 55995 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47445 | BOY |
| EOY | 49716 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49879 | BOY |
| EOY | 72651 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162983 | BOY |
| EOY | 178362 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1469342 | BOY |
| EOY | 1353308 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1469342 | BOY |
| EOY | 1353308 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1632325 | BOY |
| EOY | 1531670 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -114095 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1939 | 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) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2866 | InvestmentCostOrOtherBasis |
| Depreciation | 2866 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 93210 | InvestmentCostOrOtherBasis |
| Depreciation | 71185 | Depreciation |
| Book Value | 22025 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22025 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONCURRENT DEFERRED COMPENSATION PAYABLE TO FORMER EXECUTIVE DIRECTOR | Description |
| Amount | $72,651 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 72651 | TotalOfAmounts |
| Total Revenue | 926273 | TotalRevenue |
| Total Expenses | 1040368 | TotalExpenses |
| Excess Or Deficit For Year | -114095 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1939 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1939 | TotalAdjustments |
| Excess Or Deficit Per FS | -116034 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1001624 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1939 | NetUnrealizedGainsInvestments |
| Other Revenues | 77290 | OtherRevenues |
| Revenue Not Rptd F990 | 75351 | RevenueNotRptdF990 |
| Revenue Subtotal | 926273 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 926273 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1117658 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 77290 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 77290 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1040368 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1040368 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS COSTS NETTED IN REVENUE ON 990 SHOWN IN EXPENSES 77,290. ON AUDITED FINANCIAL STATEMENTS |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS COSTS NETTED IN REVENUE ON 990 SHOWN IN EXPENSES 77,290. ON AUDITED FINANCIAL STATEMENTS |
| THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, ONLY ITS UNRELATED BUSINESS INCOME, OF WHICH THERE WAS NONE IN FISCAL YEAR 2012, IS TAXED. THE INTERNAL REVENUE SERVICE HAS NOT CLASSIFIED THE SOCIETY AS A PRIVATE FOUNDATION. THE SOCIETY BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE SOCIETY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2011, 2010 AND 2009 IS SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THE TAX RETURNS WERE FILED. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 0 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | REGISTRATION REQUIRES USE OF CATALOG OR BROCHURE WHEREIN NONDISCRIMINATORY POLICY IS PART OF THE GENERAL INFORMATION |
| EXPLANATION OF DOCUMENT RETENTION | SCHEDULE E, PART I, LINE 4 | ALL COURSES OPEN TO THE PUBLIC |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 247850 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 223850 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 24000 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 55648 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 11984 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BANQUET | NameOfEvent2 |
| Gross Receipts Event2 | 23370 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 8200 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 15170 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 7570 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2088 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 271220 | GrossReceiptsTotal |
| Charitable Contributions Total | 232050 | CharitableContributionsTotal |
| Gross Revenue Total Events | 39170 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 55648 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7570 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 14072 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 77290 | DirectExpenseSummaryEvents |
| Net Income Summary | -38120 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TRENTON CATHOLIC ACADEMY | |||||||
| 175 LEONARD AVE | TRENTON | NJ | 08610 | 221768458 | 170(B)(1)(A)(II) | 10000 | GRANT AND SCHOLARSHIPS |
| GAMMA IOTA SIGMA- TEMPLE UNIVERSITY | |||||||
| 1801 LIACOURAS WALK | PHILADELPHIA | PA | 19122 | 231365971 | 170(B)(1)(A)(II) | 10000 | GRANT AND SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 3 | NumberOfRecipients |
| Amount Of Cash Grant | 9000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT FUNDS PAID TO INDVIDUALS ARE ALSO ENDORSED TO THE EDUCATIONAL INSTITUTION, THEREFORE ENSURING THAT THE FUNDS ARE USED EXCLUSIVELY FOR PAYMENT OF EDUCATIONAL EXPENSES AT THE SCHOOL INDICATED DURING THE GRANT PROCESS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | NON-PROFIT ORGANIZATION | |
| FORM 990, PART VI, SECTION B, LINE 11 | EXECUTIVE DIRECTOR REVIEWS FORM 990 BEFORE IT IS FILED. NO REVIEW WAS OR WILL BE CONDUCTED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FINANCE COMMITTEE SETS PAYROLL SCALE FROM REVIEW OF COMPARABLE ORGANIZATIONS AND DETERMINES COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | INSPECTION AT THE OFFICE OF THE ORGANIZATION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,939. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| NO CHANGE FROM PRIOR YEARS. FINANCE COMMITTEE HAS OVERSIGHT OF THE FINANCIAL STATEMENT PREPARATIONS. |
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