ART OF PROBLEM SOLVING INITIATIVE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ART OF PROBLEM SOLVING INITIATIVE INC (EIN 20-1239616)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-02-28
- IRS object ID
- 202620599349300312
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-02-28T08:54:28-06:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201239616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ART OF PROBLEM SOLVING INITIATIVE | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTO | BusinessNameControlTxt |
| Phone | 8882642793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 BROAD STREET SUITE 902 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL ZAHAROPOL | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8882642793 | PhoneNum |
| Signature | 2026-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO CPA MST | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2026-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGE TO ENTER ADVANCED MATHEMATICS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL ZAHAROPOL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 BROAD STREET SUITE 902 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,781,568 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ARTOFPROBLEMSOLVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE PATHWAYS FOR STUDENTS WHO WOULDN'T OTHERWISE HAVE ACCESS TO STEM OPPORTUNITIES TO BECOME SCIENTISTS, MATHEMATICIANS, ENGINEERS, AND COMPUTER SCIENTISTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 234 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,120,664 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,561,252 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $194,323 | PYInvestmentIncomeAmt |
| CY Investment Income | $220,211 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,260 | PYOtherRevenueAmt |
| CY Other Revenue | $105 | CYOtherRevenueAmt |
| PY Total Revenue | $10,308,727 | PYTotalRevenueAmt |
| CY Total Revenue | $11,781,568 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $121,978 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $119,198 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,629,843 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,154,446 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $938,280 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,365,548 | PYOtherExpensesAmt |
| CY Other Expenses | $2,403,950 | CYOtherExpensesAmt |
| PY Total Expenses | $8,117,369 | PYTotalExpensesAmt |
| CY Total Expenses | $8,677,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,191,358 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,103,974 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,907,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,440,415 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $343,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $396,007 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,564,255 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,044,408 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BEAM AIMS TO OPEN UP OPPORTUNITY FOR ALL STUDENTS AT THE HIGHEST LEVEL OF ACHIEVEMENT, TO INSTILL A GENUINE LOVE FOR MATHEMATICS, AND TO OPEN UP OPPORTUNITIES FOR FULFILLING, WELL-PAID CAREERS. TO OUR KNOWLEDGE, BEAM IS THE ONLY PROGRAM IN THE US PROVIDING LONG-TERM (10-YEAR), COMPREHENSIVE SUPPORT TO ENSURE SUCCESS IN ADVANCED MATH FOR KIDS FROM LOW-INCOME AND LOW-ACCESS BACKGROUNDS. OUR GOALS ARE TO PROVIDE ACADEMIC PREPARATION FOR ADVANCED MATHEMATICAL WORK; SOCIAL/EMOTIONAL SUPPORT SO STUDENTS ARE COMFORTABLE AND CONFIDENT WITH STEM IDENTITIES AND ENGAGING STEM COMMUNITIES; A COMMUNITY OF LIKE-MINDED PEERS INCLUDING STUDENTS, COUNSELORS, AND FACULTY IN WHOM OUR STUDENTS CAN SEE THEMSELVES REPRESENTED; AND GUIDANCE AND MENTORING TO SUPPORT STUDENTS IN SEEKING OUT FUTURE STEM OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,375,110 | ExpenseAmt |
| Grant | $119,198 | GrantAmt |
| Desc | THE ART OF PROBLEM SOLVING INITIATIVE, INC. (THE ORGANIZATION), FORMERLY KNOWN AS "THE ART OF PROBLEM SOLVING FOUNDATION" WAS FORMED IN 2004. FROM 2004 THROUGH 2011, AOPSI WAS A SMALL, ALL-VOLUNTEER ORGANIZATION; WE RAN A NATIONAL MATH CONTEST AND SUPPORTED LOCAL UNIVERSITY-RUN MATH CIRCLES. BRIDGE TO ENTER ADVANCED MATHEMATICS (BEAM) WAS FOUNDED IN 2011 BY DANIEL ZAHAROPOL AND RAPIDLY BECAME AOPSI'S MAIN PRIORITY AS THE PROGRAM STARTED TO FIND REAL SUCCESS. BEAM WAS FOUNDED TO ADDRESS A LARGELY UNRECOGNIZED PROBLEM: WHILE AFFLUENT STUDENTS WITH TALENT IN MATH HAVE MANY OPPORTUNITIES TO RECEIVE INSTRUCTION IN DEEP ENRICHMENT MATHEMATICS, EVEN HIGH-ACHIEVING STUDENTS FROM MARGINALIZED COMMUNITIES TYPICALLY RECEIVE ONLY ROTE INSTRUCTION FOCUSED ON BASIC SKILLS. TOO FREQUENTLY, THEIR POTENTIAL GOES UNRECOGNIZED OR UNSUPPORTED.BEAM WAS LAUNCHED AS A SMALL 3-WEEK RESIDENTIAL SUMMER PROGRAM FOR 17 RISING 8TH GRADERS IN NEW YORK CITY. AS BEAM'S SUMMER PROGRAMS GREW, IN 2013, BEAM ALSO BEGAN TO PROVIDE SUPPORT AND RESOURCES TO STUDENTS DURING THE ACADEMIC YEAR, INCLUDING WEEKEND CLASSES AND DROP-IN OFFICE HOURS. IN 2018, BEAM EXPANDED TO LOS ANGELES AND CONTINUED TO GROW IN NYC. BEAM HAS NOW GROWN FROM RUNNING A SINGLE SUMMER CAMP TO RUNNING SIX SUMMER SITES SERVING ABOUT 420 STUDENTS EACH SUMMER AND PROVIDING YEAR-ROUND SUPPORT AND PROGRAMMING FOR 650 STUDENTS IN NEW YORK AND LOS ANGELES.THE ORGANIZATION FOCUSES ITS EFFORTS ON FOUR MAIN PROGRAMS: BRIDGE TO ENTER ADVANCED MATHEMATICS ("BEAM") DISCOVERY AND SUMMER AWAY, THE BEAM PATHWAY PROGRAM, AND ENTRY POINTS, A NEW NATIONAL INITIATIVE DESIGNED TO BRING BEAM PROGRAMS TO ELEMENTARY AND MIDDLE SCHOOLS ACROSS THE COUNTRY. IN 2020 WE LAUNCHED OUR FIRST NATIONAL PROGRAM TO REACH LOW-ACCESS STUDENTS ACROSS THE US. WHEN FULLY ROLLED OUT, THE PROGRAM AIMS TO SUPPORT THOUSANDS OF STUDENTS ACROSS THE COUNTRY BEGINNING IN 2ND GRADE AND CONTINUING THROUGH COLLEGE GRADUATION. MORE INFORMATION IS AVAILABLE AT WWW.BEAMMATH.ORG OR WILL BE PROVIDED UPON REQUEST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,956 | ExpenseAmt |
| Desc | USA MATHEMATICAL TALENT SEARCH (USAMTS)- IS A NATIONAL MATH COMPETITION FOR MIDDLE AND HIGH SCHOOL STUDENTS TO PROMOTE ADVANCED MATHEMATICAL PROBLEM-SOLVING SKILLS AND EDUCATION. THE USAMTS ENCOURAGES STUDENTS TO LEARN ADVANCED MATHEMATICAL WRITING SKILLS. THE USAMTS COMPETITION IS OPEN TO THE GENERAL PUBLIC. ON AVERAGE A TOTAL OF 600 TO 700 MIDDLE AND HIGH SCHOOL STUDENTS PARTICIPATE IN THE USAMTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,467,066 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 234 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD IANDOLI | PersonNm |
| Phone | 8882642793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 BROAD STREET SUITE 902 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| DANIEL ZAHAROPOL | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $237,245 | $0 | $7,729 | |||
| FELIX FLORES | ||||||||
| CHIEF GROWTH OFFICER- FMR | 40.00 | $199,590 | $0 | $0 | Yes (X) | |||
| MELISSA GILLIS | ||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $194,980 | $0 | $449 | Yes (X) | |||
| SAMIR BOLAR | ||||||||
| CHIEF PROGRAM OFFICER | 40.00 | $171,670 | $0 | $18,339 | Yes (X) | |||
| BETANIA TIBURCIO | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $181,167 | $0 | $0 | Yes (X) | |||
| RICHARD IANDOLI | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $175,893 | $0 | $0 | |||
| LYNN CARTWRIGHT-PUNNETT | ||||||||
| SENIOR DIRECTOR, PROGRAM DESIGN | 40.00 | $145,133 | $0 | $0 | Yes (X) | |||
| EDRAY GOINS PHD | ||||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KEN BARON PHD | ||||||||
| VICE CHAIR | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DARRYL HILL EDD | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NANAYAA DADSON PHD | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LENNIN ANTUNISH | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFF HOFFMAN | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| NIKKI HO-SHING | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KRISTIN KEARNS-JORDAN | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KIRAN KEDLAYA PHD | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PRASHANT LAL | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SANDOR LEHOCZKY | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD RUSCZYK | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN WILDSTROM | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,305,678 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,517 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRUSTEES OF UNION COLLEGE | |||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | FACILITIES, ROOM AND BOARD | $128,238 |
| HARVEY MUDD COLLEGE | |||||
| 301 PLATT BLVD | CLAREMONT | CA | 91711 | FACILITIES, ROOM AND BOARD | $107,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $62,400 | GovernmentGrantsAmt |
| All Other Contributions | $11,498,852 | AllOtherContributionsAmt |
| Noncash Contributions | $95,877 | NoncashContributionsAmt |
| Total Contributions | $11,561,252 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,211 | TotalRevenueColumnAmt |
| Exclusion | $220,211 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $105 | TotalRevenueColumnAmt |
| Exclusion | $105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $105 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,781,568 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $220,316 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,198 | TotalAmt |
| Program Services | $119,198 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,068 | TotalAmt |
| Program Services | $568,293 | ProgramServicesAmt |
| Management And General | $415,968 | ManagementAndGeneralAmt |
| Fundraising | $255,807 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,129,102 | TotalAmt |
| Program Services | $3,276,031 | ProgramServicesAmt |
| Management And General | $377,043 | ManagementAndGeneralAmt |
| Fundraising | $476,028 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,915 | TotalAmt |
| Program Services | $184,835 | ProgramServicesAmt |
| Management And General | $48,430 | ManagementAndGeneralAmt |
| Fundraising | $45,650 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,361 | TotalAmt |
| Program Services | $369,854 | ProgramServicesAmt |
| Management And General | $71,135 | ManagementAndGeneralAmt |
| Fundraising | $65,372 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,508 | TotalAmt |
| Management And General | $22,508 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,319 | TotalAmt |
| Management And General | $30,319 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,529 | TotalAmt |
| Program Services | $491,430 | ProgramServicesAmt |
| Management And General | $131,548 | ManagementAndGeneralAmt |
| Fundraising | $32,551 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,649 | TotalAmt |
| Program Services | $25,041 | ProgramServicesAmt |
| Management And General | $3,608 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,071 | TotalAmt |
| Program Services | $142,284 | ProgramServicesAmt |
| Management And General | $39,572 | ManagementAndGeneralAmt |
| Fundraising | $14,215 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,418 | TotalAmt |
| Program Services | $169,718 | ProgramServicesAmt |
| Management And General | $59,613 | ManagementAndGeneralAmt |
| Fundraising | $13,087 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,488 | TotalAmt |
| Program Services | $356,488 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,064 | TotalAmt |
| Program Services | $239,278 | ProgramServicesAmt |
| Management And General | $42,081 | ManagementAndGeneralAmt |
| Fundraising | $13,705 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,739 | TotalAmt |
| Program Services | $95,399 | ProgramServicesAmt |
| Management And General | $12,584 | ManagementAndGeneralAmt |
| Fundraising | $12,756 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $362,483 | $358,509 | $2,566 | $1,408 |
| FIELD TRIPS | $54,979 | $54,979 | $0 | $0 |
| STAFF DEVELOPMENT | $22,903 | $10,182 | $10,710 | $2,011 |
| MISCELLANEOUS | $15,800 | $5,547 | $4,563 | $5,690 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,677,594 | TotalAmt |
| Program Services | $6,467,066 | ProgramServicesAmt |
| Management And General | $1,272,248 | ManagementAndGeneralAmt |
| Fundraising | $938,280 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,174 | BOYAmt |
| EOY | $523,674 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,369,780 | BOYAmt |
| EOY | $14,368,776 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,215,377 | BOYAmt |
| EOY | $4,405,872 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,006 | BOYAmt |
| EOY | $142,093 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,907,337 | BOYAmt |
| EOY | $19,440,415 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,082 | BOYAmt |
| EOY | $396,007 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,082 | BOYAmt |
| EOY | $396,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,643,559 | BOYAmt |
| EOY | $13,669,258 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,920,696 | BOYAmt |
| EOY | $5,375,150 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,564,255 | BOYAmt |
| EOY | $19,044,408 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,907,337 | BOYAmt |
| EOY | $19,440,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,103,974 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $376,179 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,681,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,930,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,344,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,120,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,561,252 | CurrentTaxYearAmt |
| Total | $44,639,118 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,681,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,930,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,344,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,120,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,561,252 | CurrentTaxYearAmt |
| Total | $44,639,118 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,012,689 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,626,429 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $551,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $596,390 | CurrentTaxYearAmt |
| Total | $1,432,877 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105 | CurrentTaxYearAmt |
| Total | $45,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,117,171 | TotalSupportAmt |
| Public Support CY170 | 0.79420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,261,182 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $376,179 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $103,435 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $479,614 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,781,568 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,781,568 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,781,029 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $103,435 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $103,435 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,677,594 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,677,594 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION FILES FEDERAL, CALIFORNIA AND NEW YORK TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAD NO RETURNS UNDER EXAMINATION AS OF MAY 31, 2025. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | OTHER STUDENT SUPPORT PROGRAMS | GrantTypeTxt |
| Recipient | 66 | RecipientCnt |
| Cash Grant | $119,198 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION MONITORS EACH GRANT RECIPIENT AND HAS DEVELOPED BEST PRACTICES THAT INCORPORATE POLICIES, SYSTEMS, AND PROCEDURES GRANT MONITORING REPORTING SIMILAR TO THE EXPENDITURE RESPONSIBILITY REQUIREMENTS FOR PRIVATE FOUNDATIONS. PROCEDURES VARYING DEPENDING ON THE PURPOSE, SIZE OF GRANT, AND TYPE OF GRANTEE, BUT GOOD DOCUMENTATION IS REQUIRED IN ANY CASE. |
| PART III, LINE (A) | OTHER STUDENT SUPPORT PROGRAMS INCLUDE SCHOLARSHIPS AND OTHER STUDENT ASSISTANCE PROGRAMS AND ARE ESTABLISHED TO PROVIDE RELIEF TO STUDENTS AND THEIR FAMILIES AND TO REDUCE BARRIERS FOR STUDENTS TO PURSUE COLLEGE STEM DEGREES OR ATTEND STEM PROGRAMS. BEAM HAS ESTABLISHED AND DOCUMENTED AWARD CRITERIA FOR VARIOUS SUPPORTING PROGRAMS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL ZAHAROPOL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $237,245 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,729 | $0 | $244,974 | $0 | $0 | $0 |
| FELIX FLORES | ||||||||||||||
| CHIEF GROWTH OFFICER- FMR | $152,451 | $0 | $0 | $0 | $47,139 | $0 | $0 | $0 | $0 | $0 | $199,590 | $0 | $0 | $0 |
| MELISSA GILLIS | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $194,980 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $449 | $0 | $195,429 | $0 | $0 | $0 |
| SAMIR BOLAR | ||||||||||||||
| CHIEF PROGRAM OFFICER | $171,670 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,339 | $0 | $190,009 | $0 | $0 | $0 |
| BETANIA TIBURCIO | ||||||||||||||
| CHIEF OPERATING OFFICER | $181,167 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $181,167 | $0 | $0 | $0 |
| RICHARD IANDOLI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $175,893 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $175,893 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | FELIX FLORES - FORMER CHIEF GROWTH OFFICER RECEIVED A SEVERANCE PACKAGE TOTALING $47,139. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,317 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SW LICENSE | Desc |
| Contribution | 713 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,560 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED REPRESENTS THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIP - BOARD MEMBERS MAY ENGAGE IN OUTSIDE BUSINESS ACTIVITIES DURING THE YEAR, BUT THESE ACTIVITIES MUST COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES THE DRAFT OF THE 990 FOR REVIEW; THE BOARD MEMBERS ARE ABLE TO PROVIDE FEEDBACK AND ASK QUESTIONS PRIOR TO THE RETURN BEING FILED. THE RETURN IS THEN SIGNED BY THE CEO AND FILED PRIOR TO THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST BY COMPLETING AN ANNUAL QUESTIONNAIRE. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT IS THE DUTY OF THE INDIVIDUAL TO DISCLOSE SUCH INTEREST. THIS INTEREST IS TO BE RECORDED IN THE MINUTES OF THE MEETING OF THE BOARD AND WHERE THE CONFLICT CONCERNS ANY BOARD MEMBER, THE INDIVIDUAL(S) SHALL NOT PARTICIPATE IN ANY VOTE OR DELIBERATION ON THE MATTER. PERIODIC REVIEWS ARE CONDUCTED TO ENSURE THAT THE ORGANIZATION IS OPERATING IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE BOARD OF DIRECTORS USING INDEPENDENT, THIRD-PARTY COMPENSATION STUDIES, WHICH ENCOMPASS COMPARABLE, RELEVANT MARKET DATA FOR THE ORGANIZATION'S POSITIONS OBTAINED FROM PUBLISHED SURVEYS AND OTHER AVAILABLE SOURCES. OTHER SURVEYS OF SPECIALIZED SKILL SET OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE ORGANIZATION WILL ALSO BE INCORPORATED AS NEEDED. BEAM HAS IMPLEMENTED A SALARY ADMINISTRATION GUIDE THAT ESTABLISHES A COMPENSATION POLICY GUIDED BY PRINCIPLES THAT ARE ALIGNED WITH THE ORGANIZATION'S MISSION AND VALUES. SALARY BANDS, WITHIN THE POLICY, ESTABLISH A RANGE OF SALARY FOR A JOB BASED ON THE COMPETITIVE MARKET VALUE OF SIMILAR JOBS. THE HUMAN RESOURCES TEAM BENCHMARKS SALARIES TO THE MARKET THAT BEST REFLECTS OUR TALENT NEEDS. BEAM PARTICIPATES IN A NUMBER OF CAREFULLY SELECTED SALARY SURVEYS TO ENSURE BEAM HAS ACCESS TO CURRENT AND QUALITY DATA. THESE SURVEYS ARE CONDUCTED EVERY 2 YEARS BY REPUTABLE SURVEY FIRMS WHO USE PROVEN METHODS FOR COLLECTING, ANALYZING AND PRESENTING DATA. OTHER OFFICER AND/OR KEY EMPLOYEE COMPENSATION IS SET BY THE CEO BASED ON THE SALARY ADMINISTRATION GUIDE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY ANY INTERESTED PARTY. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDIT OF ITS FINANCIAL STATEMENTS OR SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
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