SHRM FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHRM FOUNDATION INC (EIN 34-6610067)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201243199349302554
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T10:25:48-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | 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 | 346610067 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHRM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHRM | NameControl |
| Phone | 7035483440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223143499 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY MOHNEY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7035483440 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK H SMITH | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2012-11-12 | 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 | JEFF PON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223143499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17610554 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SHRM.ORG/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT DEVELOPING AND RAISING HUMAN RESOURCE MANAGEMENT PERFORMANCE STANDARDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2383520 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3193877 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 331239 | InvestmentIncomePriorYear |
| Investment Income Current Year | 900812 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 893 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3376 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2715652 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4098065 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 725909 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 752385 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 582012 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 712884 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 13503 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 354649 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 694740 | OtherExpensePriorYear |
| Other Expenses Current Year | 777320 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2002661 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2256092 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 712991 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1841973 | RevenuesLessExpensesCY |
| Total Assets BOY | 15694223 | TotalAssetsBOY |
| Total Assets EOY | 16166202 | TotalAssetsEOY |
| Total Liabilities BOY | 305437 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 531243 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15388786 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15634959 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF SHRM FOUNDATION IS TO ADVANCE AND DEVELOP HIGHER STANDARDS OF PERFORMANCE IN THE FIELD OF HUMAN RESOURCE MANAGEMENT THROUGH RESEARCH AND DEVELOPMENT PROJECTS; TO FOSTER AND ENCOURAGE RESEARCH; TO ESTABLISH SCHOLARSHIPS, FELLOWSHIPS AND SIMILAR EDUCATIONAL AIDS; TO MAKE GRANTS TO INDIVIDUALS OR INSTITUTIONS INVOLVED WITH HUMAN RESOURCE MANAGEMENT RESEARCH OR DEVELOPMENT ACTIVITIES; TO SPONSOR THE PUBLICATION OF LEARNED PAPERS, BOOKS, AND JOURNALS RELATED TO THE FIELD OF HUMAN RESOURCE MANAGEMENT GENERALLY. NOTWITHSTANDING THE FOREGOING PURPOSES, THIS CORPORATION SHALL NEVER ENGAGE IN ANY ACTIVITY AND SHALL NEVER MAKE ANY CONTRIBUTION FOR THE PURPOSE, DIRECTLY OR INDIRECTLY, OF CARRYING ON ADVOCACY OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 983325 | Expense |
| Grants | 752385 | Grants |
| Description | THE FOUNDATION CONDUCTS AND SUPPORTS RESEARCH STUDIES IN THE FIELD OF HUMAN RESOURCE MANAGEMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 425768 | Expense |
| Revenue | 3376 | Revenue |
| Description | THE FOUNDATION PRODUCES PUBLICATIONS, BOOKS AND VIDEOS AS A MEANS OF DISSEMINATING RELEVANT RESEARCH STUDY INFORMATION RELATED TO THE FIELD OF HUMAN RESOURCE MANAGEMENT TO THE GENERAL PUBLIC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1409093 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY MOHNEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035483440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223143499 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WILLIAM A SCHIEMANN PHD | ||||||
| IMMEDIATE PAST-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| HOWARD J KLEIN PHD | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| LYNN C OUTWATER ESQ SPHR | ||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| PETER CAPPELLI PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDITH L CLARK SPHR CPC | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM DARROW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY A GOWAN PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANCES HUME SPHR GPHR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD KLIMOSKI PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MERRY LEE LISON SPHR GPHR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANET PARKER SPHR GPHR | ||||||
| DIRECTOR | 1.00 | X | 0 | 366341 | 20287 | |
| NEREIDA NEDDY PEREZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN PODLOGAR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES R SCHULTZ SPHR GPHR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| M SUSAN TAYLOR PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PADMA THIRUVENGADAM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN SILBERMAN CAE | ||||||
| EXECUTIVE DIRECTOR | 37.50 | X | 181339 | 0 | 19583 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 181339 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 366341 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39870 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 538235 | RelatedOrganizations |
| All Other Contributions | 2655642 | AllOtherContributions |
| Noncash Contributions | 47624 | NoncashContributions |
| Total Contributions | 3193877 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 355395 | TotalRevenueColumn |
| Exclusion | $355,395 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14057758 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13512341 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 545417 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 545417 | TotalRevenueColumn |
| Exclusion | $545,417 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 3524 | GrossSalesOfInventory |
| Cost Of Goods Sold | 148 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3376 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3376 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4098065 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3376 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $900,812 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323253 | Total |
| Program Services | 323253 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281448 | Total |
| Program Services | 281448 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147684 | Total |
| Program Services | 147684 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200922 | Total |
| Program Services | 110507 | ProgramServices |
| Management And General | 30138 | ManagementAndGeneral |
| Fundraising | 60277 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359112 | Total |
| Program Services | 181162 | ProgramServices |
| Management And General | 70217 | ManagementAndGeneral |
| Fundraising | 107733 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10520 | Total |
| Program Services | 5083 | ProgramServices |
| Management And General | 2281 | ManagementAndGeneral |
| Fundraising | 3156 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104459 | Total |
| Program Services | 52939 | ProgramServices |
| Management And General | 20182 | ManagementAndGeneral |
| Fundraising | 31338 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37871 | Total |
| Program Services | 20829 | ProgramServices |
| Management And General | 5681 | ManagementAndGeneral |
| Fundraising | 11361 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23664 | Total |
| Management And General | 23664 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92349 | Total |
| Management And General | 92349 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13503 | Total |
| Fundraising | 13503 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112933 | Total |
| Management And General | 112933 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137178 | Total |
| Program Services | 133479 | ProgramServices |
| Management And General | 1232 | ManagementAndGeneral |
| Fundraising | 2467 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399 | Total |
| Program Services | 399 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119183 | Total |
| Program Services | 27805 | ProgramServices |
| Management And General | 23037 | ManagementAndGeneral |
| Fundraising | 68341 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13865 | Total |
| Program Services | 7242 | ProgramServices |
| Management And General | 5236 | ManagementAndGeneral |
| Fundraising | 1387 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238366 | Total |
| Program Services | 116540 | ProgramServices |
| Management And General | 103297 | ManagementAndGeneral |
| Fundraising | 18529 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| FEES EXPENSE | 25149 | 797 | 24352 | |
| MISCELLANEOUS | 13232 | 304 | 12205 | 723 |
| DUES/SUBSCRIPTIONS | 1002 | 1002 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2256092 | Total |
| Program Services | 1409093 | ProgramServices |
| Management And General | 492350 | ManagementAndGeneral |
| Fundraising | 354649 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127603 | BOY |
| EOY | 655102 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1317798 | BOY |
| EOY | 3184170 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157323 | BOY |
| EOY | 333491 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8693 | BOY |
| EOY | 7561 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1916 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12570796 | BOY |
| EOY | 10055290 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480850 | BOY |
| EOY | 857942 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1031160 | BOY |
| EOY | 1070730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15694223 | BOY |
| EOY | 16166202 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230286 | BOY |
| EOY | 222205 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75151 | BOY |
| EOY | 309038 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305437 | BOY |
| EOY | 531243 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13496982 | BOY |
| EOY | 13038176 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195915 | BOY |
| EOY | 1996783 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 695889 | BOY |
| EOY | 600000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15388786 | BOY |
| EOY | 15634959 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15694223 | BOY |
| EOY | 16166202 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1841973 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1595800 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2733146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2318658 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2185327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2383520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3193877 | CurrentTaxYear |
| Total | 12814528 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2733146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2318658 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2185327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2383520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3193877 | CurrentTaxYear |
| Total | 12814528 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7647753 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5166775 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 294658 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 288478 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 323787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 286471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 355395 | CurrentTaxYear |
| Total | 1548789 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14363317 | TotalSupport |
| Gross Receipts From Admissions Etc | 21885 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.35970 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.34030 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 1416858 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -47084 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1369774 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1357501 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 59357 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1416858 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1300000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 57501 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1357501 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 800000 | BeginningOfYearBalance |
| Contributions | 500000 | Contributions |
| End Of Year Balance | 1300000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.51100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43810 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05090 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFICATES OF DEPOSITS | Description |
| Book Value | 857942 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 857942 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 1038235 |
| INTEREST RECEIVABLE | 32495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1070730 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATE | $225,153 |
| ACCRUED PENSION COST | $83,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 309038 | TotalOfAmounts |
| Total Revenue | 4098065 | TotalRevenue |
| Total Expenses | 2256092 | TotalExpenses |
| Excess Or Deficit For Year | 1841973 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1483930 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -159209 | PriorPeriodAdjustments |
| Other | $47,339 | OtherAmount |
| Total Adjustments | -1595800 | TotalAdjustments |
| Excess Or Deficit Per FS | 246173 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2858607 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1483930 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 357257 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 148 | OtherRevenues |
| Revenue Not Rptd F990 | -1126525 | RevenueNotRptdF990 |
| Revenue Subtotal | 3985132 | RevenueSubtotal |
| Investment Expenses Not Included | 112933 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 112933 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4098065 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2500564 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 357257 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 148 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 357405 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2143159 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 112933 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 112933 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2256092 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | IN ACCORDANCE WITH DONOR RESTRICTIONS, EARNINGS ON THE GENERAL ENDOWMENT ARE CONSIDERED AVAILABLE TO SUPPORT THE GENERAL OPERATIONS OF THE FOUNDATION AND ARE THEREFORE RECOGNIZED AS UNRESTRICTED SUPPORT. EARNINGS UP TO $10,000 ANNUALLY FROM INTEREST AND DIVIDENDS ON THE SUSAN R. MEISSINGER FELLOWSHIP PERMANENT ENDOWMENT ARE TO BE AVAILABLE TO SUPPORT AN ANNUAL AWARD OF UP TO $10,000. REALIZED GAINS AND UNREALIZED APPRECIATION ARE REQUIRED BY THE DONOR TO BE RE-INVESTED IN THIS PERMANENTLY RESTRICTED FUND. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST 47,339. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 148. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 148. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN THIS REGION. | TypeOfActivitiesConducted |
| Total Expenditures | 147684 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 147684 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 147684 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH GRANT | 6940 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH GRANT | 34484 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH GRANT | 55950 | WIRE |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH GRANT | 48810 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 4 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: ON AN ANNUAL BASIS, GRANT RECIPIENTS ARE REQUIRED TO SEND IN THREE PROJECT UPDATES EXPLAINING THEIR PROGRESS ON THE RESEARCH. WHEN REQUESTING REIMBURSEMENTS, THE GRANT RECIPIENTS SEND DETAILED INVOICES ACCOUNTING FOR THE EXPENSES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GEORGIA STATE UNIVERSITY | |||||||
| PO BOX 3399 | ATLANTA | GA | 300303999 | 580603146 | 501(C)(3) | 59342 | HR RESEARCH |
| REGENTS OF THE UNIVERSITY | |||||||
| PO BOX 1450 | MINEPOLIS | MN | 55483 | 416007513 | 501(C)(3) | 47979 | HR RESEARCH |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 900742095 | 951642394 | 501(C)(3) | 39593 | HR RESEARCH |
| GEORGE MASON UNIVERSITY | |||||||
| 4301 UNIVERSITY DR SUITE 200 | FAIRFAX | VA | 220303409 | 540836354 | 501(C)(3) | 36130 | HR RESEARCH |
| PORTLAND STATE UNIVERSITY | |||||||
| PO BOX 751 BORA | PORTLAND | OR | 972070751 | 481278529 | 501(C)(3) | 35057 | HR RESEARCH |
| EXECUTIVE ED CENTER | |||||||
| PO BOX 93113 | CLEVELAND | OH | 44193 | 616033693 | 501(C)(3) | 45449 | HR RESEARCH |
| UNIVERSITY OF ILLINOIS - WAYNE COUNTY | |||||||
| 601 S MORGAN ST ROOM 2205 | CHICAGO | IL | 60607 | 376000511 | 501(C)(3) | 12451 | HR RESEARCH |
| RUTGERS THE STATE UNIVERSITY | |||||||
| 3 RUTGERS PLAZA | NEW BRUNSWICK | NJ | 08901 | 226001086 | 501(C)(3) | 7146 | HR RESEARCH |
| UNIVERSITY OF MEMPHIS | |||||||
| PO BOX 1000 DEPT 313 | MEMPHIS | TN | 381480313 | 620648618 | 501(C)(3) | 5458 | HR RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (10 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| RESEARCH GRANTS | 7 | 21632 |
| ACADEMIC AWARDS | 20 | 40000 |
| CERTIFICATION AWARDS | 75 | 56250 |
| DISSERTATION AWARDS | 4 | 20000 |
| BARBARA SANCHEZ AWARDS | 5 | 7500 |
| CHAPTER AWARDS | 3 | 3000 |
| STUDENT SCHOLORSHIPS | 37 | 51900 |
| WAYNE CASCIO-MICHAEL LOSEY AWARDS | 1 | 50000 |
| STUDENT ADVISOR AWARDS | 2 | 2000 |
| SUSAN MEISINGER SCHOLARSHIPS | 2 | 29166 |
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: ON AN ANNUAL BASIS, GRANT RECIPIENTS ARE REQUIRED TO SEND IN THREE PROJECT UPDATES EXPLAINING THEIR PROGRESS ON THE RESEARCH. WHEN REQUESTING REIMBURSEMENTS, THE GRANT RECIPIENTS SEND DETAILED INVOICES ACCOUNTING FOR THE EXPENSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| 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 | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANET PARKER SPHR GPHR | |||||||||||||
| 0 | 238935 | 0 | 60194 | 0 | 67212 | 0 | 7350 | 0 | 12937 | 0 | 386628 | 0 | 0 |
| KAREN SILBERMAN CAE | |||||||||||||
| 158570 | 0 | 22445 | 0 | 324 | 0 | 12701 | 0 | 6882 | 0 | 200922 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | PART III | JANET PARKER, SPHR, GPHR WAS AN EMPLOYEE OF SHRM COMPENSATED IN THE CAPACITY AS SVP, MEMBER SERVICES. |
| SUPPLEMENTAL INFORMATION | PART III | PART I, LINE 6 & 7: ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE AN INCENTIVE COMPENSATION PAYMENT BASED ON THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), A RELATED ENTITY FOR GAAP FINANCIAL REPORTING PURPOSES, MEETING KEY PERFORMANCE GOALS. THE GOALS ARE APPROVED BY THE SHRM BOARD OF DIRECTORS AND INCLUDE MEMBER SATISFACTION, MEMBER RETENTION, NEW PROFESSIONAL MEMBERS, PROVIDING A WORLD CLASS WORK ENVIRONMENT, LONG-TERM STRATEGIC INITIATIVES AND FINANCIAL RESULTS. EACH GOAL IS GIVEN A WEIGHTED AVERAGE PERCENTAGE OF THE TOTAL GOAL. INCENTIVE COMPENSATION PAYMENTS ARE BASED ON AN EMPLOYEE'S EARNINGS, POSITION AND INDIVIDUAL PERFORMANCE. AFTER THE CALENDAR YEAR, THE SHRM BOARD REVIEWS ACTUAL RESULTS VERSUS THE GOALS AND APPROVES THE INCENTIVE COMPENSATION PAYMENTS. FOR 2011, SHRM EXCEEDED ITS FINANCIAL GOAL AND PAID EMPLOYEES INCENTIVE COMPENSATION BASED ON THEIR FINANCIAL RESULTS RANGING FROM .6% TO 1.72% OF AN EMPLOYEE'S ANNUAL COMPENSATION. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 600 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Intellectual Property IntellectualProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6559 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1075 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | JEWELRY | 27 | 3040 | SALES PRICE |
| X | ELECTRONICS | 28 | 8490 | SALES PRICE |
| X | TRIPS | 28 | 20530 | SALES PRICE |
| X | MISCELLANEOUS OTHER SECURITIES | 45 | 7330 | SALES PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE FOUNDATION USED THE BEST COMPANIES TO HOLD AN ONLINE AUCTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE FOUNDATION HAS A MANAGEMENT AGREEMENT WITH THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) WHEREBY SHRM PROVIDES FINANCIAL MANAGEMENT SERVICES ON A PRO-BONO BASIS AND SERVES AS THE CFO AND CONTROLLER OF THE FOUNDATION. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD OF DIRECTORS APPROVED AN AMENDMENT TO THE SECTION OF ITS BYLAWS DEALING WITH THE ELECTION OF DIRECTORS, TO (1) PROVIDE THAT THE BOARD MAY MAKE AN EXCEPTION TO THE USUAL TERM LENGTH FOR DIRECTORS (3 YEARS) WHERE, DUE TO RESIGNATIONS, REMOVALS, OR OTHER CONSIDERATIONS, A ONE OR TWO YEAR TERM OF OFFICE MAY BE APPROPRIATE; AND (2) CLARIFY THAT THE GUIDELINE THAT ONE-THIRD OF THE DIRECTORS BE ELECTED EVERY YEAR IS NOT MANDATORY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EFFECTIVE JANUARY 1, 2011, THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT'S (SHRM) BOARD OF DIRECTORS ARE REQUIRED TO ELECT THE DIRECTORS OF THE FOUNDATION'S BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION'S FEDERAL FORM 990 IS REVIEWED BY THE ACCOUNTING STAFF OF THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), INCLUDING THE CONTROLLER AND CFO, THE EXECUTIVE DIRECTOR OF THE FOUNDATION, AND THE TREASURER OF THE FOUNDATION'S BOARD. SUCH REVIEWS TAKE PLACE UPON RECEIPT OF THE DRAFT FORM 990 PREPARED BY THE INDEPENDENT PUBLIC ACCOUNTING FIRM THAT CONDUCTS THE FINANCIAL STATEMENT AUDIT OF THE FOUNDATION. THE REVIEW INVOLVES A CHECK OF ALL NARRATIVE INFORMATION FOR ACCURACY AND COMPLETENESS AND A COMPARISON OF FINANCIAL DATA WITH THE AUDITED FINANCIAL STATEMENTS AND THE BOOKS AND RECORDS OF THE ORGANIZATION. ADDITIONALLY, ALL MEMBERS OF THE BOARD HAVE THE OPPORTUNITY TO REVIEW. PRIOR TO FILING THE FORM 990 WITH THE IRS, A COMPLETE COPY IS PROVIDED TO ALL VOTING MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD CONFLICT OF INTEREST POLICY PROVIDES THE FOLLOWING PROCEDURES FOR ADDRESSING POTENTIAL CONFLICTS OF INTEREST THAT MAY REQUIRE BOARD OR COMMITTEE ACTION, SUCH AS: 1) THE INTERESTED PERSON MUST DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST AND SUCH DISCLOSURE MUST BE REFLECTED IN THE MINUTES OF THE MEETING WHERE SUCH MATTER IS BEING REVIEWED; 2) THE INTERESTED PERSON IS PROHIBITED FROM PARTICIPATING IN DISCUSSIONS EXCEPT TO DISCLOSE MATERIAL FACTS AND RESPOND TO QUESTIONS; 3) SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER EITHER AT OR OUTSIDE OF THE MEETING; 4) SUCH PERSON MAY NOT BE PRESENT TO HEAR THE BOARD OR COMMITTEE DISCUSSIONS ON THE MATTER; 5) SUCH INTERESTED PERSON IS PRECLUDED FROM VOTING ON THE MATTER AND SUCH PERSON'S PRESENCE MAY NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE AT THE MEETING; 6) SUCH PERSON MAY NOT BE PRESENT DURING THE VOTE UNLESS THE VOTE IS BY SECRET BALLOT; AND 7) SUCH PERSON'S INELIGIBILITY TO VOTE SHOULD BE REFLECTED IN THE MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE 10% HIGHEST PAID EMPLOYEES AT THE SHRM FOUNDATION IS RECOMMENDED BY AN INDEPENDENT COMPENSATION CONSULTANT THROUGH REVIEW OF RELEVANT COMPARABILITY DATA. THE RECOMMENDATION IS DISCUSSED AND SUBSTANTIATED BY THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM) CEO AND/OR CHRO. COMPENSATION AMOUNTS ARE DIRECTLY LINKED TO THE INDIVIDUAL'S PERFORMANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,483,930. PRIOR PERIOD ADJUSTMENTS: -159,209. PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST 47,339. TOTAL TO FORM 990, PART XI, LINE 5: -1,595,800. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223143499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340948453 | EIN |
| Primary Activities | SERVE NEEDS OF HR PROFESSIONALS. | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| C | 538235 | CASH |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| N | 284266 | CASH |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| O | 79446 | CASH |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| P | 44986 | CASH |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | ||
| M | 64440 | FMV |
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