Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 1b · Membership dues

  $586,727

• 1f · All other contributions, gifts and grants

  $100,449

• 2a · Program service revenue: Publications

  total $197,443 · related or exempt $197,443

• 2b · Program service revenue: Institutes

  total $1,170,874 · related or exempt $1,170,874

• 3 · Investment income

  total $883,758 · unrelated business $15,182 · excluded $868,576

• 7a · Gross sales of assets other than inventory

  securities $2,068,477

• 7c · Gain or loss

  securities $2,068,477

• 7d · Net gain or loss

  total $2,068,477 · excluded $2,068,477

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $24,368 · program services $24,368

• 2 · Grants to domestic individuals

  total $284,987 · program services $284,987

• 3 · Grants to foreign organizations and individuals

  total $59,153 · program services $59,153

• 5 · Compensation of officers, directors and key employees

  total $610,609 · program services $403,580 · management and general $207,029

• 7 · Other salaries and wages

  total $556,853 · program services $414,858 · management and general $141,995

• 8 · Pension plan contributions

  total $29,394 · program services $21,888 · management and general $7,506

• 9 · Other employee benefits

  total $96,605 · program services $71,971 · management and general $24,634

• 10 · Payroll taxes

  total $77,297 · program services $54,387 · management and general $22,910

• 11a · Fees: management

  total $3,360 · management and general $3,360

• 11c · Fees: accounting

  total $34,272 · program services $32,901 · management and general $1,371

• 11f · Fees: investment management

  total $295,375 · management and general $295,375

• 12 · Advertising and promotion

  total $25,347 · program services $25,347

• 13 · Office expenses

  total $10,117 · program services $7,710 · management and general $2,407

• 14 · Information technology

  total $143,125 · program services $137,749 · management and general $5,376

• 15 · Royalties

  total $3,110 · program services $3,110

• 16 · Occupancy

  total $167,536 · program services $134,029 · management and general $33,507

• 17 · Travel

  total $45,780 · program services $5,905 · management and general $39,875

• 19 · Conferences, conventions and meetings

  total $545,286 · program services $448,964 · management and general $96,322

• 23 · Insurance

  total $11,570 · program services $9,256 · management and general $2,314

• 24a · Other expenses: Miscellaneous

  total $1,006 · program services $6 · management and general $1,000

• 24b · Other expenses: Printing and publications

  total $56,758 · program services $54,661 · management and general $2,097

• 24c · Other expenses: Merchant credit card fees

  total $46,813 · program services $35,417 · management and general $11,396

• 24d · Other expenses: ShippingMailingDistributio

  total $20,148 · program services $20,084 · management and general $64

• 24e · All other expenses

  total $182,425 · program services $158,503 · management and general $23,922

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $408,233 · end of year $451,797

• 4 · Accounts receivable

  beginning of year $5,614 · end of year $15,578

• 11 · Investments: publicly traded securities

  beginning of year $123,288 · end of year $123,138

• 12 · Investments: other securities

  beginning of year $20,725,820 · end of year $22,348,876

• 27 · Net assets without donor restrictions

  beginning of year $21,262,955 · end of year $22,939,389

The filer's explanations (Part III)

Benefit information (Part I, line 1a)

The Foundation traditionally pays the expenses of travel for the Executive Directors spouse/domestic partner to the Annual Institute, held once a year.