APPALACHIAN COLLEGE ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- APPALACHIAN COLLEGE ASSOCIATION (EIN 56-1758784)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-14
- IRS object ID
- 201133189349301648
- Schema version
- 2010v3.2
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T10:00:41-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road | AddressLine1 |
| Address Line2 | Suite 400 | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561758784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPALACHIAN COLLEGE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | APPA | NameControl |
| Phone | 8599864584 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Center Street | AddressLine1 |
| City | Berea | City |
| State | KY | State |
| ZIP Code | 404031733 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM ROGERS | Name |
| Title | CHIEF FINANCE & OPERATIONS OFFICER | Title |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5023263996 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM ROGERS | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Center Street | AddressLine1 |
| City | Berea | City |
| State | KY | State |
| ZIP Code | 40403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9243936 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ACAWEB.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | THE APPALACHIAN COLLEGE ASSOCIATION, INC. WAS INCORPORATED AUGUST 6, 1993, AS A NONPROFIT ORGANIZATION PRIMARILY TO SERVE PEOPLE OF THE APPALACHIAN REGION THROUGH HIGHER EDUCATION AND RELATED SERVICES. THE ASSOCIATION IS AN ORGANIZATION OF 36 INDEPENDENT LIBERAL ARTS COLLEGES (CONTINUED IN SCHEDULE O) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1498043 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1627607 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1474821 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1920141 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1219714 | InvestmentIncomePriorYear |
| Investment Income Current Year | 731915 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 257139 | OtherRevenuePriorYear |
| Other Revenue Current Year | 380709 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4449717 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4660372 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 693179 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 652058 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 822018 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 683979 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 17385 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1937658 | OtherExpensePriorYear |
| Other Expenses Current Year | 3020303 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3452855 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4356340 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 996862 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 304032 | RevenuesLessExpensesCY |
| Total Assets BOY | 23595797 | TotalAssetsBOY |
| Total Assets EOY | 28027141 | TotalAssetsEOY |
| Total Liabilities BOY | 1584645 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 481059 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22011152 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27546082 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE APPALACHIAN COLLEGE ASSOCIATION IS AN ORGANIZATION OF 36 INDEPENDENT LIBERAL ARTS COLLEGES INCLUDING MORE THAN 4,000 FACULTY AND 42,000 STUDENTS WHICH PROVIDES EXPANDED AND ENHANCED LEARNING OPPORTUNITIES TO FACULTY, STAFF AND STUDENTS FOR THE PURPOSE OF SERVING THE EDUCATIONAL AND ECONOMIC WELL-BEING OF THE PEOPLE AND COMMUNITIES OF CENTRAL APPALACHIA. | MissionDescription |
| Significant Change | false | SignificantChange |
| Expense | 1931688 | Expense |
| Grants | 0 | Grants |
| Revenue | 1837956 | Revenue |
| Description | BCLA LIBRARY AND SHARED CATALOG - THE BOWEN CENTRAL LIBRARY OF APPALACHIA PARTNERS WITH EACH MEMBER INSTITUTION TO MAKE IT ECONOMICALLY POSSIBLE TO PROVIDE ALL ACA STUDENTS, FACULTY AND STAFF WITH THE BEST LIBRARY INFORMATION RESOURCES AND TECHNOLOGY SERVICES AVAILABLE. THESE RESOURCES ARE USED TO HELP BOTH THE STUDENT AND FACULTY ATTAIN THE BEST POSSIBLE LEARNING OUTCOMES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 884863 | Expense |
| Grants | 359004 | Grants |
| Revenue | 297287 | Revenue |
| Description | PROFESSIONAL DEVELOPMENT - WORKSHOPS AND FELLOWSHIPS ARE THE MAINSTAY OF PROFESSIONAL DEVELOPMENT, BUT THE TOPICS CHANGE TO REFLECT CURRENT NEEDS OF FACULTY AND STAFF. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 293054 | Expense |
| Grants | 293054 | Grants |
| Revenue | 165607 | Revenue |
| Description | THE ACA HAS A VARIETY OF OPPORTUNITIES FOR STUDENTS STUDYING IN ANY MAJOR IN THE FORM OF SUMMER STIPENDS AND ACADEMIC SCHOLARSHIPS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3109605 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tom Rogers Chief Finance & Operations Officer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8599864584 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Center Street | AddressLine1 |
| City | Berea | City |
| State | KY | State |
| ZIP Code | 40403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DR MARSHALL FLOWERS | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR J RANDALL O'BRIEN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR DAN LUNSFORD | ||||||
| TREASURER/SECRETARY | 1 | X | 0 | 0 | 0 | X |
| DR ROSALIND REICHARD | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR CLORISA PHILLIPS | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR JEFF K METCALF | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR LARRY SHINN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR RICHARD BEYER | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR THOMAS MCFARLAND | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR GT BUCK SMITH | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR DAVID OLIVE | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR JENNIFER L BRAATEN | ||||||
| CHAIR | 1 | X | 0 | 0 | 0 | X |
| DR CHARLES TEAGUE | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR STAN HARRISON | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR BARRY BUXTON | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR NANCY MOODY | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR GARY E WEEDMAN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR JOHN MCCARDELL | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR GREGORY P JORDAN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR STEPHEN D LIVESAY | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| GOV PAUL E PATTON | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR WILLIAM T LUCKEY JR | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR BILL GREER | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR SCOTT MILLER | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR WILLIAM T BOGART | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR WILLIAM S PFEIFFER | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR EDWIN H WELCH | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR PAMELA BALCH | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR B JAMES DAWSON | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR MICHAEL V CARTER | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR JAMES H TAYLOR | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR HAROLD SHANK | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR RICK CREEHAN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR WAYNE B POWELL | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR PAUL CONN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR JOE A STEPP | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| TOM ROGERS | ||||||
| CHIEF FINANCE & OPERATIONS OFFICER | 40 | 82063 | 0 | 20510 | X | |
| PAUL CHEWNING | ||||||
| PRESIDENT | 40 | 127874 | 0 | 35153 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 209937 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 55663 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 524999 | MembershipDues |
| Government Grants | 165608 | GovernmentGrants |
| All Other Contributions | 937000 | AllOtherContributions |
| Total Contributions | 1627607 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIBRARY FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1920141 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1920141 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1920141 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 584572 | TotalRevenueColumn |
| Exclusion | $584,572 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4730907 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4583564 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 147343 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 147343 | TotalRevenueColumn |
| Exclusion | $147,343 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| INTERNAL RECHARGE OPERATIONS | 900099 | 270643 | 270643 |
| MISCELLANEOUS INCOME | 900099 | 75100 | 75100 |
| F & A RECOVERY INCOME | 900099 | 34966 | 34966 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 380709 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4660372 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2300850 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $731,915 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652058 | Total |
| Program Services | 652058 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269708 | Total |
| Management And General | 253190 | ManagementAndGeneral |
| Fundraising | 16518 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317941 | Total |
| Program Services | 243460 | ProgramServices |
| Management And General | 74481 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31794 | Total |
| Program Services | 24346 | ProgramServices |
| Management And General | 7448 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38666 | Total |
| Program Services | 27710 | ProgramServices |
| Management And General | 10956 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25870 | Total |
| Program Services | 18666 | ProgramServices |
| Management And General | 6337 | ManagementAndGeneral |
| Fundraising | 867 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3067 | Total |
| Program Services | 1241 | ProgramServices |
| Management And General | 1826 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45687 | Total |
| Management And General | 45687 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82702 | Total |
| Program Services | 8092 | ProgramServices |
| Management And General | 74610 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65374 | Total |
| Program Services | 57515 | ProgramServices |
| Management And General | 7859 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8890 | Total |
| Program Services | 1180 | ProgramServices |
| Management And General | 7710 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186117 | Total |
| Program Services | 3426 | ProgramServices |
| Management And General | 182691 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397481 | Total |
| Program Services | 374403 | ProgramServices |
| Management And General | 23078 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27709 | Total |
| Program Services | 1194 | ProgramServices |
| Management And General | 26515 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119204 | Total |
| Program Services | 86286 | ProgramServices |
| Management And General | 32918 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133983 | Total |
| Program Services | 70636 | ProgramServices |
| Management And General | 63347 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39756 | Total |
| Management And General | 39756 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15610 | Total |
| Management And General | 15610 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LIBRARY CATALOG SUBSCRIPTIONS | 1497576 | 1497576 | |
| EQUIPMENT | 40039 | 38304 | 1735 |
| MEMBERSHIPS & DUES | 11689 | 2600 | 9089 |
| PRINTING & PUBLICATIONS | 10122 | 601 | 9521 |
| PROFESSIONAL SUBSCRIPTIONS | 5216 | 94 | 5122 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330081 | Total |
| Program Services | 217 | ProgramServices |
| Management And General | 329864 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4356340 | Total |
| Program Services | 3109605 | ProgramServices |
| Management And General | 1229350 | ManagementAndGeneral |
| Fundraising | 17385 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1241573 | BOY |
| EOY | 434819 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975755 | BOY |
| EOY | 2148441 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26659 | BOY |
| EOY | 20570 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549163 | BOY |
| EOY | 601226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 182379 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 142623 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35537 | BOY |
| EOY | 39756 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20767110 | BOY |
| EOY | 21740419 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3041910 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23595797 | BOY |
| EOY | 28027141 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144522 | BOY |
| EOY | 202531 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196184 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243939 | BOY |
| EOY | 278528 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1584645 | BOY |
| EOY | 481059 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1574159 | BOY |
| EOY | 1295905 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3583613 | BOY |
| EOY | 9396797 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16853380 | BOY |
| EOY | 16853380 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22011152 | BOY |
| EOY | 27546082 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23595797 | BOY |
| EOY | 28027141 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 304032 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5230898 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 4231618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2798149 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1277280 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1498043 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1627607 | CurrentTaxYear |
| Total | 11432697 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4231618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2798149 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1277280 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1498043 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1627607 | CurrentTaxYear |
| Total | 11432697 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3040392 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8392305 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1454533 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 767526 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 538550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 448493 | CurrentTaxYearMinus1Year |
| Current Tax Year | 584572 | CurrentTaxYear |
| Total | 3793674 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 257139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 380709 | CurrentTaxYear |
| Total | 706990 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15933361 | TotalSupport |
| Public Support Pertcentage170 | 0.51050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69360 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | OTHER INCOME, SCHEDULE A, PART II, 2006 - 58,669 2007 - 7,629 2008 - 2,844 2009 - 257,139 2010 - 380,709 TOTAL - 706,990, | GeneralExplanation |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Exmpt Function Expenditures | 0 | TotalExmptFunctionExpenditures |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Non Ded Lobby Political Total | 0 | NonDedLobbyPoliticalTotal |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20267709 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4581500 | InvestmentEarningsOrLosses |
| Administrative Expenses | 66880 | AdministrativeExpenses |
| End Of Year Balance | 24782329 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17892573 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2375136 | InvestmentEarningsOrLosses |
| End Of Year Balance | 20267709 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21930204 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -4037631 | InvestmentEarningsOrLosses |
| End Of Year Balance | 17892573 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07240 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.92760 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 182379 | OtherCostOrOtherBasis |
| Depreciation | 142623 | Depreciation |
| Book Value | 39756 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39756 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE PUBLIC EQUITIES | 1220699 | F |
| HEDGE FUNDS | 1821211 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3041910 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 4660372 | TotalRevenue |
| Total Expenses | 4356340 | TotalExpenses |
| Excess Or Deficit For Year | 304032 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4034714 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 1196184 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 5230898 | TotalAdjustments |
| Excess Or Deficit Per FS | 5534930 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8687363 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4034714 | NetUnrealizedGainsInvestments |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 4034714 | RevenueNotRptdF990 |
| Revenue Subtotal | 4652649 | RevenueSubtotal |
| Other Revenues Not Included | 7723 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7723 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4660372 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4348617 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4348617 | ExpensesSubtotal |
| Other Expenses Not Included | 7723 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7723 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4356340 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE ACA ENDOWMENT PROVIDES SUPPORT TO HIGHER EDUCATION AND RELATED SERVICES (FELLOWSHIPS, SCHOLARSHIPS AND PROFESSIONAL DEVELOPMENT) TO THE MEMBERSHIP OF THE ASSOCIATION. THE ASSOCIATION MEMBERSHIP IS COMPRISED OF 36 INDEPENDENT LIBERAL ARTS INSTITUTIONS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE ASSOCIATION IS A NONPROFIT CORPORATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE ORGANIZATION HAS NO AMOUNTS RELATED INTEREST OR PENALTIES DURING THE YEAR ENDED JUNE 30, 2011. DUE TO ITS TAX-EXEMPT STATUS; THE ORGANIZATION IS NOT SUBJECT TO U.S. FEDERAL INCOME TAX OR STATE INCOME TAX AND DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION'S TAX YEARS 2008-2011 ARE OPEN UNDER APPLICABLE UNITED STATES STATUTES OF LIMITATIONS. |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | LOSS ON DISPOSAL OF FIXED ASSETS - 7723; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XIII, Line 4b | LOSS ON DISPOSAL OF FIXED ASSETS - 7723; |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 3042000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 3042000 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| PROFESSIONAL DEVELOPMENT | 30 | 152507 |
| SCHOLARSHIPS | 15 | 293054 |
| FELLOWSHIPS | 14 | 206497 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedures for monitoring use of grant funds | Schedule I, Part I, Line 2 | AFTER A STRICT APPLICATION PROCESS, GRANTS ARE AWARDED TO MEMBER INSTITUTIONALS ON BEHALF OF INDIVIDUALS IN THE FORMS OF SCHOLARSHIPS, FELLOWSHIPS AND OTHER PROFESSIONAL DEVELOPMENT AWARDS. ALL AWARDS MUST BE USED FOR EDUCATIONAL PURPOSES AND ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR THE BENEFIT OF THE INDIVIDUAL. |
| SCHOLARSHIPS | SCHEDULE I, PART 3, LINE 1 | ALDERSON-BROADDUS COLLEGE 18,000.00 BREVARD COLLEGE 6,000.00 CAMPBELLSVILLE UNIVERSITY 6,000.00 UNIVERSITY OF THE CUMBERLANDS 15,825.00 DAVIS & ELKINS COLLEGE 610 EMORY & HENRY COLLEGE 10,315.00 FERRUM COLLEGE 44,860.38 KING COLLEGE 22,785.00 LEE UNIVERSITY 26,475.00 LINDSEY WILSON COLLEGE 8,040.00 MILLIGAN COLLEGE 20,660.00 MONTREAT COLLEGE 18,284.00 UNIVERSITY OF PIKEVILLE 29,150.00 WHEELING JESUIT UNIVERSITY 3,328.02 WV WESLEYAN COLLEGE 62,721.63 |
| FELLOWSHIPS | SCHEDULE I, PART 3, LINE 2 | BEREA COLLEGE 28,875.00 BRYAN COLLEGE 3,000.00 CARSON-NEWMAN COLLEGE 30,000.00 UNIVERSITY OF THE CUMBERLANDS 3,375.00 EMORY & HENRY COLLEGE 19,570.00 KING COLLEGE 7,926.60 LEE UNIVERSITY 11,250.00 LINCOLN MEMORIAL UNIVERSITY 3,000.00 LINDSEY WILSON COLLEGE 3,000.00 MARYVILLE COLLEGE 4,500.00 MONTREAT COLLEGE 6,000.00 UNIVERSITY OF THE SOUTH 51,000.00 UNION COLLEGE 5,000.00 WARREN WILSON COLLEGE 30,000.00 |
| PROFESSIONAL DEVELOPMENT | SCHEDULE I, PART 3, LINE 3 | ALDERSON-BROADDUS COLLEGE 1,000.00 BEREA COLLEGE 22,433.79 BETHANY COLLEGE 7,984.89 BLUEFIELD COLLEGE 14,030.00 BREVARD COLLEGE 15,055.00 BRYAN COLLEGE 1,675.93 CAMPBELLSVILLE UNIVERSITY 4,775.00 CARSON-NEWMAN COLLEGE 375 UNIVERSITY OF CHARLESTON 2,875.00 UNIVERSITY OF THE CUMBERLANDS 1,000.00 DAVIS & ELKINS COLLEGE 2,500.00 EMORY & HENRY COLLEGE 1,000.00 FERRUM COLLEGE 3,600.00 JOHNSON UNIVERSITY 300 KENTUCKY CHRISTIAN UNIVERSITY 1,000.00 KING COLLEGE 15,595.89 LEE UNIVERSITY 1,500.00 LEES-MCRAE COLLEGE 500 LENOIR-RHYNE UNIVERSITY 5,500.00 LINCOLN MEMORIAL UNIVERSITY 8,000.00 LINDSEY WILSON COLLEGE 3,500.00 MARS HILL COLLEGE 5,000.00 MARYVILLE COLLEGE 4,250.00 MILLIGAN COLLEGE 1,944.48 MONTREAT COLLEGE 3,477.02 OHIO VALLEY UNIVERSITY 1,000.00 UNIVERSITY OF PIKEVILLE 1,000.00 TENNESSEE WESLEYAN COLLEGE 4,000.00 TUSCULUM COLLEGE 7,407.20 UNION COLLEGE 6,293.00 WARREN WILSON COLLEGE 550.82 WHEELING JESUIT UNIVERSITY 1,884.55 WEST VIRGINIA WESLEYAN COLLEGE 1,500.00 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAUL CHEWNING | NamePerson |
| Base Compensation Filing Org | 127874 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 13163 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 21990 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 163027 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BRIEF MISSION | FORM 990, PART I, LINE 1 | CONTINUED FROM PART I, LINE 1: THAT PROVIDES EXPANDED AND ENHANCED LEARNING OPPORTUNITIES TO FACULTY, STAFF AND STUDENTS FOR THE PURPOSE OF SERVING THE EDUCATIONAL AND ECONOMIC WELL-BEING OF THE PEOPLE AND COMMUNITIES OF CENTRAL APPALACHIA. THIS EDUCATIONAL CONSORTIA OFFERS A WIDE VARIETY OF ACADEMIC, RESEARCH, SCHOLARSHIP, LIBRARY, AND TRAVEL PROGRAMS SERVING MORE THAN 42,000 STUDENTS AND 4,000 FACULTY IN KENTUCKY, NORTH CAROLINA, TENNESSEE, VIRGINIA, AND WEST VIRGINIA. THE ASSOCIATION IS AN INDEPENDENT 501(C)(3) INCORPORATED ORGANIZATION, GOVERNED BY A BOARD COMPRISED OF MEMBER INSTITUTION PRESIDENTS AND AN EXECUTIVE COMMITTEE. |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | ANY HIGHER LEARNING COMMISSION (HLC) OR SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS (SACS) REGIONALLY ACCREDITED, INDEPENDENT FOUR-YEAR COLLEGE WITH A BROAD RANGE OF PROGRAMS IN THE ARTS AND SCIENCES LOCATED IN AN APPALACHIAN PORTION OF THE STATES OF KENTUCKY, NORTH CAROLINA, TENNESSEE, VIRGINIA, AND WEST VIRGINIA (AS DEFINED BY THE APPALACHIAN REGIONAL COMMISSION (ARC)) AND WHICH CAN DEMONSTRATE THE COMMITMENT TO THE REGION IS ELIGIBLE FOR MEMBERSHIP IN THE APPALACHIAN COLLEGE ASSOCIATION. THE APPALACHIAN COLLEGE ASSOCIATION HAD 36 MEMBERS DURING THE 2011 FISCAL YEAR. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE ASSOCIATION'S 990 IS REVIEWED BY THE FINANCE COMMITTEE AND BY THE PRESIDENT BEFORE FILING BY THE CHIEF FINANCE AND OPERATIONS OFFICER. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | ACA'S CONFLICT OF INTEREST POLICY IS OUTLINED IN ITS EMPLOYEE MANUAL AND ITS NEW BOARD MEMBER PACKAGE. EACH EMPLOYEE AND BOARD MEMBER ARE PROVIDED A COPY OF THESE DOCUMENTS. THEREAFTER, EMPLOYEES AND BOARD MEMBERS ARE ENCOURAGED TO REPORT ANY POTENTIAL CONFLICTS THAT THEY MAY BE INVOLVED IN OR THAT THEY ARE AWARE. ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL MAKE A PROMPT AND FULL DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OF DIRECTORS OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION, WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY A VOTE OF TWO-THIRDS OF THE VOTES ENTITLED TO VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS OTHER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS), IN THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OF DIRECTORS OR A COMMITTEE TAKES ACTION ON THE TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | ALL COMPENSATION AND BENEFIT PAYMENTS TO OFFICERS, DIRECTORS AND EMPLOYEES ARE REVIEWED BY THE INDIVIDUAL'S DIRECT SUPERVISOR, COMPARED WITH SURVEY AND BENCHMARK DATA AND SUBMITTED TO THE FULL BOARD FOR FINAL APPROVAL DURING THE FY2012 ANNUAL BUDGET PROCESS. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | SEE ABOVE |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 4034714; PRIOR PERIOD ADJUSTMENTS - 1196184; |
Comments