ANDREWS RESEARCH & EDUCATION FOUNDATION INC: Form 990, tax year 2022
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- Organization
- ANDREWS RESEARCH & EDUCATION FOUNDATION INC (EIN 46-5182138)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2025-02-25
- IRS object ID
- 202530569349300913
- Schema version
- 2022v5.0
- 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 | 2025-02-25T14:21:22-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592922169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTMARSH CLEAVELAND AND GUND | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 NORTH 12TH AVENUE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465182138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS RESEARCH & EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 8509168575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 GULF BREEZE PARKWAY | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHTON HAYWARD III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8509168575 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON JONES CPA | PreparerPersonNm |
| PTIN | P02434475 | PTIN |
| Phone | 8504358300 | PhoneNum |
| Preparation | 2025-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | ASHTON HAYWARD III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 GULF BREEZE PARKWAY | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,246,688 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANDREWSREF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO BE A LEADER IN THE FIELD OF MUSCULOSKELETAL RESEARCH AND EDUCATION IN ORDER TO ADVANCE THE PREVENTION, TREATMENT, AND REHABILITATION OF ATHLETIC INJURIES AND ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE FOR PEOPLE OF ALL AGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $956,511 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,709,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $979,926 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $502,519 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,059 | PYInvestmentIncomeAmt |
| CY Investment Income | -$26,362 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,856 | PYOtherRevenueAmt |
| CY Other Revenue | $24,405 | CYOtherRevenueAmt |
| PY Total Revenue | $1,958,352 | PYTotalRevenueAmt |
| CY Total Revenue | $2,210,312 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,023,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,027,664 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,165,706 | PYOtherExpensesAmt |
| CY Other Expenses | $716,442 | CYOtherExpensesAmt |
| PY Total Expenses | $2,189,082 | PYTotalExpensesAmt |
| CY Total Expenses | $1,744,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$230,730 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $466,206 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,231,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,298,315 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,128,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $729,133 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,102,975 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,569,182 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BE A LEADER IN THE FIELD OF MUSCULOSKELETAL RESEARCH AND EDUCATION IN ORDER TO ADVANCE THE PREVENTION, TREATMENT, AND REHABILITATION OF ATHLETIC INJURIES AND ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE FOR PEOPLE OF ALL AGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $939,053 | ExpenseAmt |
| Revenue | $435,970 | RevenueAmt |
| Desc | RESEARCH - THE ORGANIZATION PARTNERS WITH INDUSTRY LEADERS TO RESEARCH CUTTING EDGE SOLUTIONS THAT IMPACT THE FUTURE OF ORTHOPAEDICS AND SPORTS MEDICINE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $207,047 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EAGLE FUND - THIS PROGRAM PROVIDES WOUNDED MILITARY PERSONNEL ACCESS TO THE ANDREWS INSTITUTE'S WORLD CLASS PHYSICIANS AND EXOS'S REHABILITATION PROGRAMS. THROUGH THE EAGLE FUND, WOUNDED WARRIORS UNDERGO AN IN-DEPTH EVALUATION TO TAILOR A PERSONALIZED PROGRAM OF RECOVERY TO HELP GET THEM BACK TO DUTY AND A BETTER QUALITY OF LIFE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $149,763 | ExpenseAmt |
| Desc | FELLOWSHIP - THE FELLOWSHIP PROGRAM PROVIDES GRADUATING RESIDENTS, WHO CHOOSE TO CONTINUE THEIR CAREER IN ORTHOPAEDICS AND SPORTS MEDICINE, AN OPPORTUNITY TO LEARN AND TRAIN WITH MULTIPLE SPECIALTY TRAINED FACULTY IN GULF BREEZE, FLORIDA, DURING A ONE YEAR FELLOWSHIP. DURING THEIR TIME AT THE ORGANIZATION THE FELLOWS ARE EXPOSED TO A WIDE ARRAY OF CLINICAL, SURGICAL AND RESEARCH EXPERIENCE. THEY ARE ALSO PROVIDED WITH THE SKILLS AND TOOLS TO INNOVATE AND SHARE IN THE FIELD OF SPORTS MEDICINE AND ORTHOPAEDICS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $146,347 | ExpenseAmt |
| Revenue | $66,549 | RevenueAmt |
| Desc | EDUCATION - UNDER THE LEADERSHIP AND REPUTATION OF INTERNATIONALLY RENOWNED ORTHOPAEDIC SURGEON DR. JAMES ANDREWS, THE ORGANIZATION FOCUSES ON DELIVERING EDUCATIONAL TRAINING, INJURY PREVENTION, AND OTHER RELEVANT INFORMATION TO PRACTITIONERS, FACULTY, STUDENTS, AND OTHERS IN THE SPORTS MEDICINE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $146,347 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $66,549 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,442,210 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIE HARTSFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8509168577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 GULF BREEZE PARKWAY | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| ASHTON HAYWARD | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $260,579 | $0 | $7,221 | |
| ELLIE HARTSFIELD | |||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $18,000 | $0 | $0 | |
| JAMES R ANDREWS | |||||||
| CHAIRMAN OF BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUNIL GUPTA | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHAD MCCAMMON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER OSTRANDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JORDAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM ANZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK NILSSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J NIXON DANIEL III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY PATE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBBIE RUSHING | |||||||
| LEGAL COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEN MOSTERT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $106,615 | $0 | $2,366 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $385,194 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,587 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXOS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 GULF BREEZE PKWY | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | THERAPY | ServicesDesc |
| Compensation | $349,690 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,465,766 | GovernmentGrantsAmt |
| All Other Contributions | $243,984 | AllOtherContributionsAmt |
| Total Contributions | $1,709,750 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESEARCH | 541700 | $435,970 | $435,970 |
| EDUCATION | 900099 | $66,549 | $66,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $502,519 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14 | TotalRevenueColumnAmt |
| Exclusion | $14 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,414 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,414 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,414 | TotalRevenueColumnAmt |
| Exclusion | $5,414 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $10,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $36,376 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$26,376 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,376 | TotalRevenueColumnAmt |
| Exclusion | -$26,376 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT AGREEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,991 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,991 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,210,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $521,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$20,948 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,194 | TotalAmt |
| Program Services | $348,751 | ProgramServicesAmt |
| Management And General | $36,443 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,342 | TotalAmt |
| Program Services | $479,260 | ProgramServicesAmt |
| Management And General | $50,082 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,428 | TotalAmt |
| Program Services | $51,895 | ProgramServicesAmt |
| Management And General | $533 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,700 | TotalAmt |
| Program Services | $60,700 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,585 | TotalAmt |
| Program Services | $5,563 | ProgramServicesAmt |
| Management And General | $6,022 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,582 | TotalAmt |
| Program Services | $27,442 | ProgramServicesAmt |
| Management And General | $15,140 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,428 | TotalAmt |
| Program Services | $2,833 | ProgramServicesAmt |
| Management And General | $2,595 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426 | TotalAmt |
| Program Services | $1,132 | ProgramServicesAmt |
| Management And General | $294 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,832 | TotalAmt |
| Program Services | $38,920 | ProgramServicesAmt |
| Management And General | $912 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,448 | TotalAmt |
| Management And General | $84,448 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,294 | TotalAmt |
| Program Services | $12,719 | ProgramServicesAmt |
| Management And General | $11,575 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $225,469 | $225,469 | $0 |
| EDUCATION & TRAINING | $114,207 | $114,045 | $162 |
| OTHER EXPENSES | $92,761 | $11,317 | $81,444 |
| MEMBERSHIP AND LICENSES | $37,122 | $33,289 | $3,833 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,288 | TotalAmt |
| Program Services | $28,875 | ProgramServicesAmt |
| Management And General | $8,413 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,106 | TotalAmt |
| Program Services | $1,442,210 | ProgramServicesAmt |
| Management And General | $301,896 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,189 | BOYAmt |
| EOY | $1,552,581 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,968 | BOYAmt |
| EOY | $222,584 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,622 | BOYAmt |
| EOY | $18,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,516,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,051,801 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,283 | BOYAmt |
| EOY | $464,480 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,468 | BOYAmt |
| EOY | $40,468 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,530 | BOYAmt |
| EOY | $2,298,315 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,555 | BOYAmt |
| EOY | $518,758 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000 | BOYAmt |
| EOY | $6,325 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $204,050 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,128,555 | BOYAmt |
| EOY | $729,133 | 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 | $688,586 | BOYAmt |
| EOY | $1,041,730 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,389 | BOYAmt |
| EOY | $527,452 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,975 | BOYAmt |
| EOY | $1,569,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,530 | BOYAmt |
| EOY | $2,298,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $466,206 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $1 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,979,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,505,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,331,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $956,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,709,750 | CurrentTaxYearAmt |
| Total | $7,482,688 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,979,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,505,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,331,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $956,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,709,750 | CurrentTaxYearAmt |
| Total | $7,482,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,482,688 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,428 | CurrentTaxYearAmt |
| Total | $120,451 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,612 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $245,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $18,991 | CurrentTaxYearAmt |
| Total | $326,100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,929,239 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,928,894 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 8,612. 2019 AMOUNT: $ 52,822. 2020 AMOUNT: $ 245,675. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 18,991. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,243 | DepreciationAmt |
| Book Value | $152,309 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,198,729 | OtherCostOrOtherBasisAmt |
| Depreciation | $886,558 | DepreciationAmt |
| Book Value | $312,171 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $464,480 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY PAYABLE | Desc |
| Amt | $204,050 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $204,050 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,909,103 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $672,429 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $672,429 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,236,674 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$26,362 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$26,362 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,210,312 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,442,897 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $672,429 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $672,429 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,770,468 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$26,362 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$26,362 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,744,106 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSET -26,376. INTEREST INCOME 14. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSET -26,376. INTEREST INCOME 14. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASHTON HAYWARD | ||||||||||||||
| PRESIDENT | $260,579 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,221 | $0 | $267,800 | $0 | $0 | $0 |
| JEN MOSTERT | ||||||||||||||
| EXECUTIVE DIRECTOR | $106,615 | $0 | $0 | $0 | $0 | $0 | $2,132 | $0 | $234 | $0 | $108,981 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE INCENTIVE PROGRAM ("EIP") BONUS. EMPLOYEE SHALL BE ENTITLED TO PARTICIPATE IN THE EIP BONUS INCENTIVE PROGRAM EACH CALENDAR YEAR. THE BONUS TARGET GOAL WILL BE UP TO 20% OF EMPLOYEE'S THEN-CURRENT BASE SALARY, AND WILL BE BASED ON PERSONAL AND ORGANIZATIONAL PERFORMANCE OBJECTIVES ESTABLISHED AT THE BEGINNING OF EACH CALENDAR YEAR BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL PROVIDE EMPLOYEE WITH NOTICE, NO LESS FREQUENTLY THAN QUARTERLY, IF EMPLOYEE IS NOT ACHIEVING THE PERFORMANCE OBJECTIVES ESTABLISHED BY IT. IT IS THE INTENT OF THE PARTIES THAT EMPLOYEE SHALL BE ENTITLED TO NOTICE OF ANY PERCEIVED DEFICIENCY IN ACHIEVING SUCH PERFORMANCE OBJECTIVES SO THAT EMPLOYEE SHALL HAVE THE OPPORTUNITY TO CURE SUCH A DEFICIENCY PRIOR TO THE END OF THE CALENDAR YEAR. IN THE ABSENCE OF ANY SUCH NOTICE, EMPLOYEE SHALL BE DEEMED TO HAVE SATISFIED THE PERFORMANCE OBJECTIVES ESTABLISHED BY THE BOARD OF DIRECTORS. AREF SHALL PAY EMPLOYEE ANY EIP BONUS EARNED BY HIM WITHIN 30 DAYS OF THE END EACH CALENDAR YEAR. IN ADDITION, EMPLOYEE SHALL BE ENTITLED TO A EIP BONUS TO BE AWARDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. IN ORDER TO RECEIVE THE BONUS PAYMENT, EMPLOYEE MUST BE ACTIVELY EMPLOYED WITH AREF ON THE DATE THE BONUS IS PAID. BONUS ON FUNDS RAISED, AREF WILL PAY EMPLOYEE A BONUS FOR FUNDS RAISED FOR AREF IN ACCORDANCE WITH THIS PARAGRAPH 3 ("FUNDRAISING BONUS"). FOR EACH CALENDAR YEAR, THE FUNDRAISING BONUS SHALL EQUAL THE PRODUCT OF (I) $5,000 AND (II) THE QUOTIENT (ROUNDED TO THE LOWEST WHOLE NUMBER) OF (A) THE AGGREGATE FAIR MARKET VALUE OF THE MONEY AND PROPERTY RECEIVED BY AREF DURING SUCH CALENDAR YEAR ("ANNUAL RECEIPTS") DIVIDED BY (B) $250,000. FOR EXAMPLE, IF THE ANNUAL RECEIPTS ARE $2,400,000, EMPLOYEE'S FUNDRAISING BONUS FOR THAT YEAR WOULD BE $45,000, DETERMINED AS FOLLOWS: $5,000 X 9 (2,400,000/250,000). FOR PURPOSES OF THIS AGREEMENT, ANNUAL RECEIPTS SHALL ONLY INCLUDE GIFTS, GRANTS AND OTHER SIMILAR GRATUITOUS TRANSFERS AND SHALL NOT INCLUDE RECEIPTS FROM THE SALE OR EXCHANGE OF ANY OF AREF'S PROPERTY OR SERVICES. FURTHERMORE, ANNUAL RECEIPTS SHALL BE REDUCED BY THE AMOUNT OF COSTS INCURRED BY AREF EXCLUSIVELY RELATED TO THE PROCUREMENT OF ANY SUCH MONEY OR PROPERTY, E.G., PAYMENT OF A FEE TO AN OUTSIDE FUNDRAISER. FOR THE AVOIDANCE OF DOUBT, AREF SHALL NOT PAY EMPLOYEE ANY FUNDS CONSTITUTING PAID OF THE ANNUAL RECEIPTS TO THE EXTENT THAT SUCH FUNDS ARE PROHIBITED BY THE GRANTOR, E.G., IN LEGISLATIVE APPROPRIATIONS, FROM BEING USED FOR SUCH COMPENSATION, AND AREF SHALL PAY EMPLOYEE THE FULL AMOUNT OF EACH FUNDRAISING BONUS FROM ANY OTHER FUNDS THAT ARE NOT RESTRICTED, REGARDLESS OF WHETHER THEY CONSTITUTE PART OF THE ANNUAL RECEIPTS. AREF SHALL PAY EMPLOYEE THE FUNDRAISING BONUS WITHIN 30 DAYS OF THE END OF EACH CALENDAR YEAR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BAPTIST HEALTH CARE - CHAD MCCAMMON | |||
| CHAD MCCAMMON IS THE VICE PRESIDENT FOR BAPTIST HEALTH CARE. | $550,836 | SPACE/RENT | 0 |
| ANDREWS MEDICINE - JAMES ANDREWS | |||
| JAMES ANDREWS OWNS 70% OF ANDREWS MEDICINE. | $100,000 | CONTRIBUTION FOR RESEARCH | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ALL EMPLOYEES AND BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DOCUMENT WHEN THEY ARE INITIALLY HIRED OR JOIN THE BOARD OF DIRECTORS. AREF MANAGEMENT HAS BOARD MEMBERS REVIEW THEIR CONFLICT OF INTEREST DOCUMENT AND MAKE UPDATES TO THEIR POTENTIAL CONFLICTS OF INTEREST AND RE-SIGN THE DOCUMENT AS CHANGES OCCUR. |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. OTHER KEY EMPLOYEE'S COMPENSATION IS APPROVED BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| LINE 3B | THIS RETURN IS BEING AMENDED TO CORRECTLY REFLECT THE AUDITED FINANCIALS STATEMENTS FOR PERIOD ENDED DECEMBER 31, 2022. |
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