TECHNICAL ASSOCIATION OF THE PULP & PAPER INDUSTRY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TECHNICAL ASSOCIATION OF THE PULP & PAPER INDUSTRY INC (EIN 13-1370140)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349303260
- Schema version
- 2024v5.0
- 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 | 2026-05-12T11:43:59-04:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991887012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REED QUINN & MCCLURE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 N BROWN RD STE 150 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300434920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131370140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TECHNICAL ASSOCIATION OF THE PULP & | BusinessNameLine1Txt |
| Business Name Line2 | PAPER INDUSTRY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TECH | BusinessNameControlTxt |
| Phone | 7702097250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 INNOVATION DR STE 115 | AddressLine1Txt |
| City | PEACHTREE CORNERS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300922910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWTON ROBERTS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7702097250 | PhoneNum |
| Signature | 2026-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY SILBERMAN | PreparerPersonNm |
| PTIN | P02368872 | PTIN |
| Phone | 7704499144 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAPPI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAWTON ROBERTS | PrincipalOfficerNm |
| Gross Receipts | $16,322,442 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | TAPPI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | PRIMARY EXEMPT PURPOSE IS TO SERVE AS A FOCAL POINT FOR THE GENERATION AND DISSEMINATION OF TECHNICAL INFORMATION WITHIN THE PULP AND PAPER INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $135,759 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,023,768 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,007,386 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,607,083 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,178,852 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,750,598 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,835,647 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,984,965 | PYOtherRevenueAmt |
| CY Other Revenue | $1,854,695 | CYOtherRevenueAmt |
| PY Total Revenue | $11,366,414 | PYTotalRevenueAmt |
| CY Total Revenue | $15,876,580 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $72,075 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,398,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,907,314 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,712,965 | PYOtherExpensesAmt |
| CY Other Expenses | $7,141,191 | CYOtherExpensesAmt |
| PY Total Expenses | $10,165,635 | PYTotalExpensesAmt |
| CY Total Expenses | $12,120,580 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,200,779 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,756,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,350,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,160,542 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,775,463 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,193,717 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,575,184 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,966,825 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PRIMARY EXEMPT PURPOSE IS TO SERVE AS A FOCAL POINT FOR THE GENERATION AND DISSEMINATION OF TECHNICAL INFORMATION WITHIN THE PULP AND PAPER INDUSTRY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,336,950 | ExpenseAmt |
| Desc | EVENTS AND STUDENT SUMMIT TAPPI HOSTS TECHNICAL CONFERENCES AND COURSES. THERE IS A WIDE SPECTRUM OF SUBJECT MATTER FOR ALL MEMBERS. IN CONNECTION WITH SOME OF THE LARGER MEETINGS, TAPPI ORGANIZES EXHIBITS OF THE LATEST TECHNOLOGY FOR THE INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,121,687 | ExpenseAmt |
| Desc | TRAINING THE TAPPI PRESS PUBLISHES NUMEROUS BOOKS, CD-ROM, AND RESEARCH PAPERS FOR THE INDUSTRY. THESE PUBLICATIONS RANGE FROM TRAINING VIDEOS TO THE HIGHLY TECHNICAL RESULTS OF RESEARCH PROJECTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,094,863 | ExpenseAmt |
| Desc | PUBLICATIONS AND STANDARDS THE TECHNICAL ASSOCATION OF THE PULP AND PAPER INDUSTRY, INC. GENERATES AND DISSEMINATES TECHNICAL INFORMATION THROUGH SEVERAL MEDIA. IT PUBLISHES THE TAPPI JOURNAL MONTHLY, PAPER 360 BI-MONTHLY, AND PROGRESS IN PAPER RECYCLING QUARTERLY. THESE PUBLICATIONS ARE A PERMIERE SOURCE FOR THE TECHNICAL MEMBERS IN VARIOUS PROFESSIONS WITHIN THE PULP AND PAPER INDUSTRY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,650,934 | ExpenseAmt |
| Grant | $72,075 | GrantAmt |
| Desc | OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,650,934 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $72,075 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,204,434 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWTON ROBERTS | PersonNm |
| Phone | 7702097250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 INNOVATION DR STE 115 | AddressLine1Txt |
| City | PEACHTREE CORNERS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LARRY MONTAGUE | |||||||
| PRESIDENT & | 40.00 | Yes (X) | Yes (X) | $509,808 | $0 | $35,070 | |
| LAWTON ROBERTS | |||||||
| CEO | 40.00 | Yes (X) | $237,940 | $0 | $8,019 | ||
| SIMONA BETHEA | |||||||
| CMO | 40.00 | Yes (X) | $190,072 | $0 | $38,411 | ||
| KIM NELSON | |||||||
| CHAIR/VICE C | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DON HAAG | |||||||
| CHAIR EMERIT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FARRELL | |||||||
| VICE CHAIR/D | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LARRY ANKER PHD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WENDY CERILLI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BILL EDWARDS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT FRASCA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KELLY FREY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAN GOYMERAC | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MIKE GRAY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GREG JONES | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SOLEDAD PERESIN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE PETRIE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH CORNELL | |||||||
| DIR. OF MEMB | 40.00 | $194,261 | $0 | $10,624 | Yes (X) | ||
| JANICE BOTTIGLIERI | |||||||
| EDITORIAL DI | 40.00 | $105,316 | $0 | $25,884 | Yes (X) | ||
| ASHLEY WESTBROOK | |||||||
| AMS DIRECTOR | 40.00 | $142,857 | $0 | $17,056 | Yes (X) | ||
| LEEZA KLIMETZ | |||||||
| HR DIRECTOR | 40.00 | $109,800 | $0 | $23,906 | Yes (X) | ||
| LORI A SMITH | |||||||
| MEMBER SRVCS | 40.00 | $108,066 | $0 | $35,892 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,598,120 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $194,862 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $1,003,286 | MembershipDuesAmt |
| All Other Contributions | $4,100 | AllOtherContributionsAmt |
| Total Contributions | $1,007,386 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEETINGS AND EXHIBITS | 541900 | $6,279,694 | $6,279,694 |
| EDUCATIONAL CERTIFICATION | 541900 | $3,295,942 | $3,295,942 |
| TRAINING | 541900 | $603,216 | $603,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,178,852 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $788,002 | TotalRevenueColumnAmt |
| Exclusion | $788,002 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,587 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,587 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,587 | TotalRevenueColumnAmt |
| Exclusion | $179,587 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,047,645 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,047,645 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,047,645 | TotalRevenueColumnAmt |
| Exclusion | $2,047,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,778,667 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $445,862 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,332,805 | TotalRevenueColumnAmt |
| Exclusion | $1,332,805 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEES INCOME | $206,544 | $206,544 | ||
| SPONSORSHIP & ADVERTISING | $135,759 | 561000 | $135,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $342,303 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,876,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,385,396 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $135,759 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,348,039 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,575 | TotalAmt |
| Program Services | $48,575 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,500 | TotalAmt |
| Program Services | $23,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,320 | TotalAmt |
| Program Services | $694,629 | ProgramServicesAmt |
| Management And General | $324,691 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,984,132 | TotalAmt |
| Program Services | $2,068,806 | ProgramServicesAmt |
| Management And General | $915,326 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,939 | TotalAmt |
| Program Services | $45,638 | ProgramServicesAmt |
| Management And General | $22,301 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,692 | TotalAmt |
| Program Services | $390,415 | ProgramServicesAmt |
| Management And General | $188,277 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,231 | TotalAmt |
| Program Services | $173,541 | ProgramServicesAmt |
| Management And General | $83,690 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,136 | TotalAmt |
| Program Services | $352 | ProgramServicesAmt |
| Management And General | $51,784 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,870 | TotalAmt |
| Management And General | $179,870 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,837 | TotalAmt |
| Management And General | $114,837 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,315 | TotalAmt |
| Program Services | $199,765 | ProgramServicesAmt |
| Management And General | $34,550 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,024 | TotalAmt |
| Program Services | $464,874 | ProgramServicesAmt |
| Management And General | $4,150 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,305 | TotalAmt |
| Program Services | $2,545 | ProgramServicesAmt |
| Management And General | $900,760 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,058 | TotalAmt |
| Program Services | $37,058 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,024 | TotalAmt |
| Management And General | $295,024 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,998 | TotalAmt |
| Program Services | $116,934 | ProgramServicesAmt |
| Management And General | $115,064 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,191,306 | TotalAmt |
| Program Services | $3,191,306 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,460 | TotalAmt |
| Program Services | $12,500 | ProgramServicesAmt |
| Management And General | $272,960 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,252 | TotalAmt |
| Management And General | $85,252 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRAINING | $422,866 | $369,223 | $53,643 |
| OTHER EXPENSES | $308,974 | $52,470 | $256,504 |
| MEMBERSHIP | $296,555 | $286,319 | $10,236 |
| GRANTS & AWARDS | $33,221 | $25,984 | $7,237 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$10 | TotalAmt |
| Management And General | -$10 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,120,580 | TotalAmt |
| Program Services | $8,204,434 | ProgramServicesAmt |
| Management And General | $3,916,146 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,323,385 | BOYAmt |
| EOY | $2,878,855 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,480 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,325 | BOYAmt |
| EOY | $342,731 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,742 | BOYAmt |
| EOY | $342,727 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,098 | BOYAmt |
| EOY | $662,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,556,395 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,211,990 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,463,413 | BOYAmt |
| EOY | $1,344,405 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,981,241 | BOYAmt |
| EOY | $26,338,529 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,963 | BOYAmt |
| EOY | $250,877 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,350,647 | BOYAmt |
| EOY | $32,160,542 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,543 | BOYAmt |
| EOY | $901,810 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,563,920 | BOYAmt |
| EOY | $2,291,907 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,775,463 | BOYAmt |
| EOY | $3,193,717 | 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 | $25,575,184 | BOYAmt |
| EOY | $28,966,825 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,575,184 | BOYAmt |
| EOY | $28,966,825 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,350,647 | BOYAmt |
| EOY | $32,160,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,756,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$364,359 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $964,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,004,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,043,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,023,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,007,386 | CurrentTaxYearAmt |
| Total | $5,043,870 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,293,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,565,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,333,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,825,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,385,396 | CurrentTaxYearAmt |
| Total | $44,403,769 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,758,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,778,667 | CurrentTaxYearAmt |
| Total | $3,537,594 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,258,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,569,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,377,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,608,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,171,449 | CurrentTaxYearAmt |
| Total | $52,985,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $52,985,233 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,250,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,059,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,055,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $967,589 | CurrentTaxYearAmt |
| Total | $6,333,959 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,250,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,059,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,055,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $967,589 | CurrentTaxYearAmt |
| Total | $6,333,959 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,509,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,569,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,437,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,663,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,139,038 | CurrentTaxYearAmt |
| Total | $59,319,192 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87440 | PublicSupportPY509Pct |
| Investment Income CY | 0.11000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.13000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,695 | OtherCostOrOtherBasisAmt |
| Book Value | $138,695 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,859,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,863,649 | DepreciationAmt |
| Book Value | $996,101 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,557,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,348,341 | DepreciationAmt |
| Book Value | $209,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,344,405 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $15,397,384 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$364,359 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$364,359 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,761,743 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $114,837 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $114,837 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,876,580 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,005,743 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $12,005,743 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $114,837 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $114,837 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,120,580 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EUROPE | MEETINGS & EXHIBITS | MEETINGS & EXHIBITS | $263,462 |
| ASIA | MEETINGS & EXHIBITS | MEETINGS & EXHIBITS | $673 |
| CANADA | MEETINGS & EXHIBITS | MEETINGS & EXHIBITS | $15,020 |
| SOUTH AMERICA | MEETING & EXHIBITS | MEETINGS & EXHIBITS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $281,155 | SubtotalSpentAmt |
| Total Spent | $281,155 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PAGE 1, PART I, LINE 2 | IN ADDITION TO THE MONITORING OF GRANT EXPENDITURES BY A MEMBER OF THE SENIOR STRATEGY TEAM (SST), THE FUNDS ARE SUBJECT TO THE SAME CONTROLS AS ALL EXPENDITURES INCLUDING: 1.APPROVAL OF CONTRACTS (AS APPLICABLE) 2.INVOICES ARE RECEIVED ELECTRONICALLY AND PROCESSED THROUGH A WORK FLOW THROUGH BILL.COM 3.INVOICES ARE APPROVED IN BILL BEFORE PROGRESSING FOR PAYMENT. THE AMOUNT OF THE INVOICE DETERMINES THAT LEVEL OF APPROVAL REQUIRED. 4.ONCE THE INVOICE IS APPROVED, AN ACH TRANSFER IS SUBMITTED. CERTAIN MEMBERS OF THE SST HAVE ACCESS TO THE CASH ACCOUNTS AND LOG INTO THE BANK WEBSITE TO APPROVE ALL PAYMENTS. 5.MONTHLY FINANCIAL STATEMENTS ARE PREPARED AND REVIEWED BY THE SST AND CEO. 6.UPON APPROVAL BY THE CEO, THE MONTHLY FINANCIAL STATEMENTS ARE SENT TO THE BOARD OF DIRECTORS. 7.THE BOARD MEETS 3 TIMES PER YEAR AND THE FINANCIALS ARE REVIEWED WITH THE BOARD IN EACH MEETING 8.AN AUDIT IS PERFORMED EACH YEAR. |
| SCHEDULE F, PAGE 1, PART I, LINE 3 | EUROPE 263,462 0 ASIA 673 0 CANADA 15,020 0 SOUTH AMERICA 2,000 0 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WASHINGTON & PAPER FOUNDATION | ||||||||||
| UNIVERSITY OF WASHINGTON | ANDERSON HALL ROOM 6 | PO BOX 352100 | SEATTLE | WA | 98195 | 910839203 | 501C3 | $13,000 | BOOK | SCHOLARSHIPS |
| UNIVERSITY OF MAINE PULP & PAPER FD | ||||||||||
| 5737 JENNESS HALL | ORONO | ME | 044695737 | 010237721 | 501C3 | $7,000 | BOOK | STUDENT TREE TRIP | ||
| UNIVERSITY OF WISCONSIN STEVENS PT | ||||||||||
| 2001 FOURTH AVE SCI D274 | ANGIE HAUER - DEPT ADMIN | STEVENS POINT | WI | 54481 | 391805963 | 501C3 | $11,500 | BOOK | SCHOLARSHIPS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $23,500 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | IN ADDITION TO THE MONITORING OF GRANT EXPENDITURES BY A MEMBER OF THE SENIOR STRATEGY TEAM (SST), THE FUNDS ARE SUBJECT TO THE SAME CONTROLS AS ALL EXPENDITURES INCLUDING: 1.APPROVAL OF CONTRACTS (AS APPLICABLE) 2.INVOICES ARE RECEIVED ELECTRONICALLY AND PROCESSED THROUGH A WORK FLOW THROUGH BILL.COM 3.INVOICES ARE APPROVED IN BILL BEFORE PROGRESSING FOR PAYMENT. THE AMOUNT OF THE INVOICE DETERMINES THAT LEVEL OF APPROVAL REQUIRED. 4.ONCE THE INVOICE IS APPROVED, AN ACH TRANSFER IS SUBMITTED. CERTAIN MEMBERS OF THE SST HAVE ACCESS TO THE CASH ACCOUNTS AND LOG INTO THE BANK WEBSITE TO APPROVE ALL PAYMENTS. 5.MONTHLY FINANCIAL STATEMENTS ARE PREPARED AND REVIEWED BY THE SST AND CEO. 6.UPON APPROVAL BY THE CEO, THE MONTHLY FINANCIAL STATEMENTS ARE SENT TO THE BOARD OF DIRECTORS. 7.THE BOARD MEETS 3 TIMES PER YEAR AND THE FINANCIALS ARE REVIEWED WITH THE BOARD IN EACH MEETING 8.AN AUDIT IS PERFORMED EACH YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| LARRY MONTAGUE | ||||
| PRESIDENT & CEO | $392,723 | $117,085 | $35,070 | $544,878 |
| LAWTON ROBERTS | ||||
| CEO | $200,468 | $37,472 | $8,019 | $245,959 |
| SIMONA BETHEA | ||||
| CMO | $161,139 | $28,933 | $38,411 | $228,483 |
| MARY BETH CORNELL | ||||
| DIR. OF MEMBERSHIP | $164,753 | $29,508 | $10,624 | $204,885 |
| ASHLEY WESTBROOK | ||||
| AMS DIRECTOR | $120,858 | $21,999 | $17,056 | $159,913 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 6A | FormAndLineReferenceDesc |
| Explanation | BONUS CALCULATIONS FOR TAPPI EMPLOYEES & OFFICERS ARE CONTINGENT UPON THE ORGANIZATION MEETING OPERATING INCOME GOALS FOR THE FISCAL YEAR | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAMS |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | DIRECTORS ELECTED BY MEMBERSHIP |
| FORM 990, PAGE 6, PART VI, LINE 10B | THE ORGANIZATION MAINTAINS OPERATIONAL CONTROL OF ITS AFFLILIATES TO ENSURE COMPLIANCE WITH ITS TAX EXEMPT PURPOSE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION PROVIDES A DRAFT COPY OF FORM 990 TO BE REVIEWED BY THE EXECUTIVE COMMITTEE BEFORE PRESENTING IT TO THE BOARD OF DIRECTORS FOR REVIEW, MOTION, AND SECOND TO ACCEPT FORM 990 FILNG. |
| FORM 990, PAGE 6, PART VI, LINE 15A | PRESIDENT'S SALARY DETERMINED BY THE BOARD OF DIRECTORS; PRESIDENT APPROVES ALL OTHERS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAPPI FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 TECHNOLOGY PARKWAY SOUTH S-115 | AddressLine1Txt |
| City | PEACHTREE CORNERS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581886221 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12B | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TAPPI FOUNDATION INC | ||
| O | $50,000 | ESTIMATE |
| TAPPI FOUNDATION INC | ||
| P | $5,004 | |
Comments