THE HELICON FOUNDATION INC

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Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text THE HELICON FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/the-helicon-foundation-inc-133228528. Retrieved 2026-11-09.

APA furp.org. (n.d.). THE HELICON FOUNDATION INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 9, 2026, from https://furp.org/org/the-helicon-foundation-inc-133228528

MLA “THE HELICON FOUNDATION INC.” furp.org, tax years 2011–2024, https://furp.org/org/the-helicon-foundation-inc-133228528. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2011–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $163K · expenses $155K · assets $304K

EIN
13-3228528
Address
8 HILLTOP DR, CORTLANDT MNR, NY 10567-6613
Website
WWW.HELICON.ORG
NTEE code
A68 Music (Arts, Culture and Humanities) inferred (by a small language model from the name and 990 text, confidence 0.90; not an IRS classification)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 1985 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

TO INCREASE PUBLIC AWARENESS OF THE SPECIAL BREADTH AND IMPORTANCE OF OUR WESTERN MUSICAL HERITAGE THROUGH MUSICAL PERFORMANCES OF MUSIC OF THE 17TH, 18TH AND EARLY 19TH CENTURIES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Yoav Avi Stein (former) ARTISTIC DIRECTOR2018 $22,917$22,917 1
Richard Lippold (former) ADMINISTRATIVE DIRECTOR2018 $18,333$18,333 1

Officers and directors, no compensation reported

15 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Carl Delo VICE PRESIDENT2021-2024 3 $0 reported 1
Gail Lavielle DIRECTOR2022-2024 0 $0 reported 1
William Simon DIRECTOR2011-2024 0 $0 reported 1
Joy Goudie DIRECTOR2023-2024 0 $0 reported 1
Pamela Drexel SECRETARY2011-2024 0 $0 reported 1
Lisa Welch PRESIDENT2011-2024 4 $0 reported 1
David Moyer TREASURER2015-2024 0 $0 reported 1
Peter Lombardo DIRECTOR2018-2024 0 $0 reported 1
Georgette Mallory DIRECTOR2024 0 $0 reported 1
Peter Lombardi (former) DIRECTOR2019-2023 0 $0 reported 1
Joseph Scozzafava (former) DIRECTOR2018-2023 3 $0 reported 1
Susan Zolla-Pazner (former) DIRECTOR2018-2022 0 $0 reported 1
Ian Danic (former) SECRETARY2017-2020 3 $0 reported 1
Franklin Heller (former) DIRECTOR2018 0 $0 reported 1
Karen Mclaughlin (former) SECRETARY2011-2014 5 $0 reported 1

People by year

2024 · 9 people listed · none paid · 6 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM SIMON DIRECTOR0 $0$0$0 $01
PETER LOMBARDO DIRECTOR0 $0$0$0 $01
GEORGETTE MALLORY DIRECTOR0 $0$0$0 $01
JOY GOUDIE DIRECTOR0 $0$0$0 $01
GAIL LAVIELLE DIRECTOR0 $0$0$0 $01
LISA WELCH PRESIDENT4 $0$0$0 $01
PAMELA DREXEL SECRETARY0 $0$0$0 $01
CARL DELO VICE PRESIDENT3 $0$0$0 $01
DAVID MOYER TREASURER0 $0$0$0 $01
2023 · 9 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PETER LOMBARDI DIRECTOR0 $0$0$0 $01
CARL DELO VICE PRESIDENT0 $0$0$0 $01
GAIL LAVIELLE DIRECTOR2 $0$0$0 $01
WILLIAM SIMON DIRECTOR0 $0$0$0 $01
JOY GOUDIE DIRECTOR3 $0$0$0 $01
PAMELA DREXEL SECRETARY0 $0$0$0 $01
LISA WELCH PRESIDENT4 $0$0$0 $01
JOSEPH SCOZZAFAVA DIRECTOR3 $0$0$0 $01
DAVID MOYER TREASURER0 $0$0$0 $01
2022 · 9 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PETER LOMBARDO DIRECTOR0 $0$0$0 $01
CARL DELO DIRECTOR0 $0$0$0 $01
SUSAN ZOLLA-PAZNER DIRECTOR0 $0$0$0 $01
GAIL LAVIELLE DIRECTOR0 $0$0$0 $01
WILLIAM SIMON DIRECTOR0 $0$0$0 $01
PAMELA DREXEL SECRETARY0 $0$0$0 $01
JOSEPH SCOZZAFAVA TREASURER3 $0$0$0 $01
LISA WELCH PRESIDENT4 $0$0$0 $01
DAVID MOYER VICE PRESIDENT0 $0$0$0 $01
2021 · 8 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PETER LOMBARDO DIRECTOR0 $0$0$0 $01
SUSAN ZOLLA-PAZNER DIRECTOR0 $0$0$0 $01
CARL DELO DIRECTOR0 $0$0$0 $01
WILLIAM SIMON DIRECTOR0 $0$0$0 $01
PAMELA DREXEL SECRETARY0 $0$0$0 $01
LISA WELCH PRESIDENT4 $0$0$0 $01
JOSEPH SCOZZAFAVA TREASURER3 $0$0$0 $01
DAVID MOYER VICE PRESIDENT0 $0$0$0 $01
2020 · 8 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM SIMON DIRECTOR0 $0$0$0 $01
PETER LOMBARDI DIRECTOR0 $0$0$0 $01
SUSAN ZOLLA-PAZNER DIRECTOR0 $0$0$0 $01
PAMELA DREXEL DIRECTOR0 $0$0$0 $01
LISA WELCH PRESIDENT4 $0$0$0 $01
JOSEPH SCOZZAFAVA TREASURER3 $0$0$0 $01
IAN DANIC SECRETARY3 $0$0$0 $01
DAVID MOYER VICE PRESIDENT0 $0$0$0 $01
2019 · 8 people listed · none paid · 6 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PETER LOMBARDI DIRECTOR0 $0$0$0 $01
DAVID MOYER DIRECTOR0 $0$0$0 $01
SUSAN ZOLLA-PAZNER DIRECTOR0 $0$0$0 $01
JOSEPH SCOZZAFAVA TREASURER0 $0$0$0 $01
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
IAN DANIC SECRETARY5 $0$0$0 $01
WILLIAM SIMON DIRECTOR5 $0$0$0 $01
2018 · 10 people listed · 2 paid, $41K · 7 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
YOAV AVI STEIN ARTISTIC DIRECTOR10 $22,917$0$0 $22,9171
RICHARD LIPPOLD ADMINISTRATIVE DIRECTOR10 $18,333$0$0 $18,3331
LISA WELCH PRESIDENT2 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT0 $0$0$0 $01
IAN DANIC SECRETARY0 $0$0$0 $01
WILLIAM SIMON TREASURER0 $0$0$0 $01
FRANKLIN HELLER DIRECTOR0 $0$0$0 $01
PETER C LOMBARDO DIRECTOR0 $0$0$0 $01
SUSAN ZOLLA-PAZNER DIRECTOR0 $0$0$0 $01
JOSEPH SCOZZAFAVA DIRECTOR0 $0$0$0 $01
2017 · 4 people listed · none paid · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
WILLIAM A SIMON TREASURER5 $0$0$0 $01
IAN DANIC SECRETARY5 $0$0$0 $01
2016 · 4 people listed · none paid · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
WILLIAM A SIMON TREASURER5 $0$0$0 $01
DAVID MOYER SECRETARY5 $0$0$0 $01
2015 · 4 people listed · none paid · 6 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
WILLIAM A SIMON TREASURER5 $0$0$0 $01
DAVID MOYER SECRETARY5 $0$0$0 $01
2014 · 4 people listed · none paid · 6 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
WILLIAM A SIMON TREASURER5 $0$0$0 $01
KAREN MCLAUGHLIN SECRETARY5 $0$0$0 $01
2013 · 4 people listed · none paid · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
WILLIAM A SIMON TREASURER5 $0$0$0 $01
KAREN MCLAUGHLIN SECRETARY5 $0$0$0 $01
2012 · 4 people listed · none paid · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
WILLIAM A SIMON TREASURER5 $0$0$0 $01
KAREN MCLAUGHLIN SECRETARY5 $0$0$0 $01
2011 · 4 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA WELCH PRESIDENT5 $0$0$0 $01
PAMELA DREXEL VICE PRESIDENT5 $0$0$0 $01
WILLIAM A SIMON TREASURER5 $0$0$0 $01
KAREN MCLAUGHLIN SECRETARY5 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$163,140$155,294 $304,175$280,625 $148,310$5,600 $06-
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$134,804$143,808 $273,154$267,704 $118,551$1,755 $22,5002-
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$132,030$149,652 $263,804$262,270 $117,512$1,775 $02-
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$117,369$141,855 $267,273$256,433 $88,110$1,250 $22,5002-
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$85,760$93,686 $346,741$332,878 $77,806$0 $02-
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$102,253$127,522 $284,000$279,779 $89,799$1,010 $06-
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$117,677$143,652 $341,450$340,635 $91,862$9,070 $41,2507-
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$102,338$134,698 $375,359$370,451 $85,700$0 $070
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$120,544$152,429 $400,531$395,702 $112,167$0 $070
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$115,037$155,087 $393,826$390,012 $102,888$0 $060
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$120,452$200,013 $441,038$437,142 $109,065$0 $060
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$103,696$156,762 $525,769$522,685 $90,439$0 $34,58480
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$124,383$169,482 $533,415$528,832 $111,867$0 $45,00080
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$109,385$169,005 $548,325$544,378 $108,716$0 $009

Funders of this organization

3 grantors reported grants to this organization, $2,200 in all, tax years 2010 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
OVERBROOK FOUNDATION $1,5002 $1,0002024 2020, 2024 Private foundation Fuzzy filed as “The Helicon Foundation Inc”
show
GE FOUNDATION $4001 $4002021 2021 Private foundation Fuzzy filed as “THE HELICON FOUNDATION INC”
show
ROCKEFELLER FOUNDATION $3001 $3002010 2010 Private foundation Fuzzy filed as “THE HELICON FOUNDATION INC”
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE CAPOEIRA FOUNDATION INCNYA68 $134,873$122,257 ARTISTIC DIRECT$0 Same NTEE code A68, revenue within 2x, same state, similar name
KOREA MUSIC FOUNDATION INCNYA68 $153,747$140,666 PRESIDENT$0 Same NTEE code A68, revenue within 2x, same state
CREATIVE MUSIC FOUNDATION INCNYA68 $160,979$186,835 Director$11,800 Same NTEE code A68, revenue within 2x, same state
SOLO FOUNDATIONNYA68 $155,400$160,020 President$0 Same NTEE code A68, revenue within 2x, same state
FOUR NATIONS INCNYA68 $161,540$190,240 PRESIDENT$0 Same NTEE code A68, revenue within 2x, same state
DENYCE GRAVES FOUNDATION INCNYA68 $216,834$471,253 EXECUTIVE DIRECTOR$122,159 Same NTEE code A68, revenue within 2x, same state
AURORA MUSIC FOUNDATION INCNYA68 $158,481$8,850 PRESIDENT$0 Same NTEE code A68, revenue within 2x, same state
PHOENICIA FESTIVAL OF THE VOICE FOUNDATIONNYA68 $203,667$9,267 Secretary$0 Same NTEE code A68, revenue within 2x, same state
LIBERO CANTO FOUNDATIONNYA68 $197,771$302,226 DIRECTOR, VICE PRESIDENT, SECRETARY$10,000 Same NTEE code A68, revenue within 2x, same state
TROY CHROMATIC CONCERTS INCNYA68 $132,933$1,294,503 President$0 Same NTEE code A68, revenue within 2x, same state
BRIDGE ARTS ENSEMBLE FOUNDATIONNYA68 $135,005$174,474 DIRECTOR OF CLIENT RELATION/PROGRAM$20,381 Same NTEE code A68, revenue within 2x, same state
GATHERNYC INCNYA68 $146,646$101,904 Vice President$10,450 Same NTEE code A68, revenue within 2x, same state
NEW YORK STATE EARLY MUSIC ASSOCIATION INCNYA68 $156,993$179,286 Artistic Director (ex-officio)$26,383 Same NTEE code A68, revenue within 2x, same state
AEOLIAN CHAMBER PLAYERS INCNYA68 $186,638$155,187 PRESIDENT,DIRECTOR,FESTIVA$0 Same NTEE code A68, revenue within 2x, same state
SAG HARBOR SONG FESTIVAL INCNYA68 $190,873$151,488 CHAIRMAN$0 Same NTEE code A68, revenue within 2x, same state
ALKEMIE EARLY MUSIC ENSEMBLE INCNYA68 $140,882$109,962 Director, Vice President$0 Same NTEE code A68, revenue within 2x, same state
LOCAL SOUND COLLABORATIVE INCNYA68 $204,476$166,756 Chair$0 Same NTEE code A68, revenue within 2x, same state
RIO GRANDE UNION INCNYA68 $195,500$220,252 Director$0 Same NTEE code A68, revenue within 2x, same state
WORLD HARP CONGRESS INCNYA68 $159,406$30,174 Chairman$0 Same NTEE code A68, revenue within 2x, same state
BUFFALO CHAMBER MUSIC FOUNDATIONNYA68 $201,189$178,589 Secretary$0 Same NTEE code A68, revenue within 2x, same state
WOMEN IN MUSIC INCNYA68 $185,771$362,317 PRESIDENT$12,000 Same NTEE code A68, revenue within 2x, same state
ROCHESTER MUSIC HALL OF FAME INCNYA68 $138,891$98,252 President$0 Same NTEE code A68, revenue within 2x, same state
ARTBEAT LI INCNYA68 $215,543$212,558 OPERATIONS DIRECTOR$41,033 Same NTEE code A68, revenue within 2x, same state
MUSIC AT THE ANTHOLOGY INCNYA68 $164,777$156,226 Director$0 Same NTEE code A68, revenue within 2x, same state
AMOR ARTIS INCNYA68 $139,469$188,020 BOARD MEMBER/ARTISTIC DIRECTOR$45,000 Same NTEE code A68, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $1,931,74073 26DAF sponsor2016–2024 SOLO FOUNDATION; HAUSMANN QUARTET FOUNDATION; CREATIVE MUSIC FOUNDATION INC; ARCO COLLABORATIVE INC and 22 more
ANDREW W MELLON FOUNDATION $800,0002 1Private foundation2022–2024 DENYCE GRAVES FOUNDATION INC
FORGOOD INC $538,01113 5DAF sponsor2018–2024 KEEPING THE BLUES ALIVE FOUNDATION INC; DENYCE GRAVES FOUNDATION INC; THE CHAMBER MUSIC CONNECTION INC; CREATIVE MUSIC FOUNDATION INC and 1 more
DONOR ADVISED CHARITABLE GIVING $537,52533 17DAF sponsor2014–2024 GATHERNYC INC; AUSTIN MUSIC FOUNDATION INC; PYROCLASTIC ARTS INC; WHALLONSBURG GRANGE HALL INC and 13 more
FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC $475,0001 1DAF sponsor2023–2023 WOMEN IN MUSIC INC
DUNARD FUND LTD $453,4005 1Private foundation2015–2024 AMERICAN FRIENDS OF THE LONDON PHILHARMONIC ORCHESTRA
DOUBLE-R FOUNDATION $361,06615 1Private foundation2010–2024 BROOKLYN YOUTH MUSIC PROJECT INC
AMERICAN ENDOWMENT FOUNDATION $195,6394 3DAF sponsor2016–2024 SEAK FOUNDATION INC; AEOLIAN CHAMBER PLAYERS INC; THE ART OF THE EARLY KEYBOARD INC
SANTA FE COMMUNITY FOUNDATION $194,0009 1DAF sponsor2012–2024 FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC
ARTS AND LETTERS FOUNDATION INC $179,64514 1Private foundation2012–2025 CLASSICAL SAXOPHONE PROJECT INC
NATIONAL PHILANTHROPIC TR $176,75012 6DAF sponsor2018–2024 NEW YORK PIANO SOCIETY INC; AUSTIN MUSIC FOUNDATION INC; WE ARE INSTRUMENTAL INC; DENYCE GRAVES FOUNDATION INC and 2 more
LENNOX FOUNDATION $161,85012 1Private foundation2014–2024 PEGASUS EARLY MUSIC
STRYPEMONDE FOUNDATION TR $160,00013 1Private foundation2011–2025 COOPERSTOWN CHAMBER MUSIC FESTIVAL INC
SMART FAMILY FOUNDATION OF NEW YORK $155,0005 1Private foundation2019–2025 AEOLIAN CHAMBER PLAYERS INC
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY $145,25310 1DAF sponsor2015–2024 HOWLAND CHAMBER MUSIC CIRCLE INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $155,294 spent · pay $59,676 · grants $0 · events $17,071
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $53,500$28,500$25,000- 34.5%
Fees: other services $46,087$45,362$725- 29.7%
Other (as described)SYMPOSIUM COSTS $17,842$17,842-- 11.5%
Occupancy $14,800$14,800-- 9.5%
Insurance $8,196$4,368$3,828- 5.3%
Payroll taxes $6,176$3,088$3,088- 4.0%
Fees: investment management $2,009-$2,009- 1.3%
Office expenses $1,942$508$1,434- 1.3%
Other (as described)BANK FEES $1,565$1,275$290- 1.0%
Fees: accounting $1,345-$1,345- 0.9%
Advertising and promotion $1,212$1,101$111- 0.8%
Depreciation and depletion $400-$400- 0.3%
Other (as described)MISC $220$220-- 0.1%
Fundraising events Eventdirect expenses; gross income $4,960$17,071reported apart
Total$155,294100%

View the filing

2023 · Form 990 · $143,808 spent · pay $56,763 · grants $0 · events $7,299
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $41,060$40,475$585- 28.6%
Other salaries and wages $28,500$28,500-- 19.8%
Pay: officers, directors, trustees, key employees $22,500-$22,500- 15.6%
Other (as described)SYMPOSIUM COSTS $16,551$16,551-- 11.5%
Occupancy $14,400$14,400-- 10.0%
Payroll taxes $5,763$3,227$2,536- 4.0%
Insurance $4,805$2,271$2,534- 3.3%
Advertising and promotion $4,115$3,401$202$512 2.9%
Fees: investment management $1,935-$1,935- 1.3%
Other (as described)BANK FEES $1,314$1,117$197- 0.9%
Fees: accounting $1,210-$1,210- 0.8%
Office expenses $667-$667- 0.5%
Other (as described)TELEPHONE $463$463-- 0.3%
Depreciation and depletion $400-$400- 0.3%
Other (as described)FILING FEES $125-$125- 0.1%
Fundraising events Eventdirect expenses; gross income $5,910$7,299reported apart
Total$143,808100%

View the filing

2022 · Form 990 · $149,652 spent · pay $56,064 · grants $0 · events $9,375
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $51,000$28,500$22,500- 34.1%
Fees: other services $42,641$42,075$566- 28.5%
Other (as described)SYMPOSIUM COSTS $15,547$15,547-- 10.4%
Occupancy $10,500$10,500-- 7.0%
Other (as described)LOSS ON SALE OF INVESTMENT $9,018-$9,018- 6.0%
Advertising and promotion $6,942$4,694$856$1,392 4.6%
Payroll taxes $5,064$2,836$2,228- 3.4%
Insurance $3,303$1,475$1,828- 2.2%
Fees: investment management $1,819-$1,819- 1.2%
Fees: accounting $1,317-$1,317- 0.9%
Other (as described)BANK FEES $857$733$124- 0.6%
Office expenses $718-$718- 0.5%
Other (as described)TELEPHONE $466$466-- 0.3%
All other expenses $260$260-- 0.2%
Depreciation and depletion $200-$200- 0.1%
Fundraising events Eventdirect expenses; gross income $14,350$9,375reported apart
Total$149,652100%

View the filing

2021 · Form 990 · $141,855 spent · pay $56,191 · grants $0 · events $6,987
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $45,852$45,298$554- 32.3%
Other salaries and wages $28,500$28,500-- 20.1%
Pay: officers, directors, trustees, key employees $22,500-$22,500- 15.9%
Other (as described)SYMPOSIUM COSTS $15,609$15,609-- 11.0%
Occupancy $13,200$13,200-- 9.3%
Payroll taxes $5,191$2,901$2,290- 3.7%
Insurance $3,008$1,976$1,032- 2.1%
Advertising and promotion $2,624$2,474-$150 1.8%
Fees: investment management $2,250-$2,250- 1.6%
Fees: accounting $1,113-$1,113- 0.8%
Office expenses $741-$741- 0.5%
Other (as described)BANK FEES $605-$4$601 0.4%
Other (as described)TELEPHONE $537-$537- 0.4%
Other (as described)FILING FEES $125-$125- 0.1%
Fundraising events Eventdirect expenses; gross income $17,000$6,987reported apart
Total$141,855100%

View the filing

2020 · Form 990 · $93,686 spent · pay $55,650 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $51,000$28,500$22,500- 54.4%
Fees: other services $28,340$25,537$2,803- 30.2%
Payroll taxes $4,650$2,604$2,046- 5.0%
Advertising and promotion $1,981$1,981-- 2.1%
Office expenses $1,894-$1,894- 2.0%
Insurance $1,222$252$970- 1.3%
Fees: accounting $1,112-$1,112- 1.2%
Other (as described)BANK FEES $895-$150$745 1.0%
Occupancy $855-$855- 0.9%
Other (as described)SYMPOSIUM COSTS $674$509$165- 0.7%
Other (as described)TELEPHONE $549-$549- 0.6%
Other (as described)LOSS ON SALE OF INVESTMENT $514-$514- 0.5%
Total$93,686100%

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2019 · Form 990 · $127,522 spent · pay $57,209 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $52,470$30,178$22,292- 41.1%
Fees: other services $28,190$28,190-- 22.1%
Occupancy $16,821$15,087$1,734- 13.2%
Other (as described)SYMPOSIUM COSTS $13,326$13,326-- 10.4%
Payroll taxes $4,739$2,542$2,197- 3.7%
Office expenses $3,176$1,437$1,739- 2.5%
Insurance $2,832$1,811$1,021- 2.2%
Fees: investment management $2,304-$2,304- 1.8%
Advertising and promotion $1,375$1,375-- 1.1%
Fees: accounting $1,326-$1,326- 1.0%
Other (as described)BANK FEES $825$615$210- 0.6%
Other (as described)MISCELLANEOUS $138$138-- 0.1%
Total$127,522100%

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2018 · Form 990 · $143,652 spent · pay $45,698 · grants $0 · events $424
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SYMPOSIUM EXPENSES $72,896$72,896-- 50.7%
Pay: officers, directors, trustees, key employees $41,250$22,917$18,333- 28.7%
All other expenses $7,477$7,110$240$127 5.2%
Advertising and promotion $4,680$4,680-- 3.3%
Payroll taxes $4,448$2,471$1,977- 3.1%
Fees: investment management $2,570-$2,570- 1.8%
Fees: accounting $2,446-$2,446- 1.7%
Office expenses $2,291-$2,291- 1.6%
Insurance $2,092$1,629$463- 1.5%
Other (as described)PAYROLL PROCESSING FEES $1,354$752$602- 0.9%
Occupancy $1,140-$1,140- 0.8%
Other (as described)UTILITIES $584-$584- 0.4%
Other (as described) EventSPECIAL EVENTS $424--$424 0.3%
Total$143,652100%

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2017 · Form 990 · $134,698 spent · pay $58,552 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $58,552-$58,552- 43.5%
Other (as described)SYMPOSIUM COSTS & FEES $58,333$58,333-- 43.3%
Advertising and promotion $4,857-$4,857- 3.6%
Fees: accounting $3,535-$3,535- 2.6%
Fees: investment management $2,862-$2,862- 2.1%
Other (as described)PRINTING, STATIONERY AN $2,766-$2,766- 2.1%
Insurance $1,725-$1,725- 1.3%
Occupancy $1,140-$1,140- 0.8%
Other (as described)MISCELLANEOUS EXPENSES $928-$928- 0.7%
Total$134,698100%

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2016 · Form 990 · $152,429 spent · pay $54,020 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SYMPOSIUM COSTS & FEES $77,502$77,502-- 50.8%
Other salaries and wages $54,020-$54,020- 35.4%
Other (as described)MISCELLANEOUS EXPENSES $5,438-$5,438- 3.6%
Advertising and promotion $5,377-$5,377- 3.5%
Other (as described)PRINTING, STATIONERY AN $3,052-$3,052- 2.0%
Fees: accounting $2,995-$2,995- 2.0%
Insurance $2,292-$2,292- 1.5%
Occupancy $1,753-$1,753- 1.2%
Total$152,429100%

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2015 · Form 990 · $155,087 spent · pay $50,308 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SYMPOSIUM COSTS & FEES $69,848$69,848-- 45.0%
Other salaries and wages $50,308-$50,308- 32.4%
Occupancy $9,600-$9,600- 6.2%
Advertising and promotion $7,400-$7,400- 4.8%
Insurance $5,882-$5,882- 3.8%
Other (as described)MISCELLANEOUS EXPENSES $5,459-$5,459- 3.5%
Fees: accounting $3,795-$3,795- 2.4%
Other (as described)PRINTING, STATIONERY AN $2,795-$2,795- 1.8%
Total$155,087100%

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2014 · Form 990 · $200,013 spent · pay $51,276 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SYMPOSIUM COSTS & FEES $109,279$109,279-- 54.6%
Other salaries and wages $46,600-$46,600- 23.3%
Occupancy $13,754-$13,754- 6.9%
Other (as described)MISCELLANEOUS EXPENSES $13,286-$13,286- 6.6%
Other (as described)PRINTING, STATIONERY AN $7,695-$7,695- 3.8%
Other employee benefits $4,676-$4,676- 2.3%
Fees: accounting $2,595-$2,595- 1.3%
Insurance $2,128-$2,128- 1.1%
Total$200,013100%

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2013 · Form 990 · $156,762 spent · pay $46,727 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SYMPOSIUM COSTS & FEES $66,785$66,785-- 42.6%
Pay: officers, directors, trustees, key employees $34,584$34,584-- 22.1%
Occupancy $16,812$16,812-- 10.7%
Other (as described)MISCELLANEOUS EXPENSES $15,397$15,397-- 9.8%
Other (as described)PRINTING, STATIONERY AN $8,541$8,541-- 5.4%
Payroll taxes $6,533$6,533-- 4.2%
Other salaries and wages $5,610$5,610-- 3.6%
Fees: accounting $2,500$2,500-- 1.6%
Total$156,762100%

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2012 · Form 990 · $169,482 spent · pay $57,977 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SYMPOSIUM COSTS & FEES $59,559$59,559-- 35.1%
Pay: officers, directors, trustees, key employees $45,000$45,000-- 26.6%
Occupancy $16,566$16,566-- 9.8%
Other (as described)MISCELLANEOUS EXPENSES $15,108$15,108-- 8.9%
Other (as described)PRINTING, STATIONERY AN $8,959$8,959-- 5.3%
Payroll taxes $6,742$6,742-- 4.0%
Other (as described)ADMIN, MISC EXPENSES $6,408$6,408-- 3.8%
Other salaries and wages $6,235$6,235-- 3.7%
Fees: accounting $4,405$4,405-- 2.6%
Fees: legal $500$500-- 0.3%
Total$169,482100%

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2011 · Form 990 · $169,005 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SYMPOSIUM COSTS & FEES $86,249$86,249-- 51.0%
Other (as described)ADMIN, MISC EXPENSES $37,114$37,114-- 22.0%
Occupancy $15,960$15,960-- 9.4%
Other (as described)MISCELLANEOUS EXPENSES $11,304$11,304-- 6.7%
All other expenses $9,348$9,348-- 5.5%
Other (as described)PRINTING, STATIONERY AN $6,275$6,275-- 3.7%
Fees: accounting $2,755$2,755-- 1.6%
Total$169,005100%

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