Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1b · Membership dues

  $1,158,772

• 1c · Fundraising events

  $192,846

• 1f · All other contributions, gifts and grants

  $45,527,486

• 1g · Noncash contributions included above

  $9,774,622

• 2a · Program service revenue: CONTRACT AGREEMENT UM

  total $979,500 · related or exempt $979,500

• 3 · Investment income

  total $4,032,391 · unrelated business -$760,206 · excluded $4,792,597

• 5 · Royalties

  total $3,191 · unrelated business $2,814 · excluded $377

• 7a · Gross sales of assets other than inventory

  securities $302,099,048 · other assets $1,117,506

• 7b · Less cost or other basis and sales expenses

  securities $295,779,817 · other assets $1,300,000

• 7c · Gain or loss

  securities $6,319,231 · other assets -$182,494

• 7d · Net gain or loss

  total $6,136,737 · unrelated business -$197,492 · excluded $6,334,229

• 8a · Fundraising events: gross income

  $229,117

• 8a · Fundraising events: contributions included on line 1c

  $192,846

• 8b · Fundraising events: direct expenses

  $93,015

• 8c · Net income from fundraising events

  total $136,102 · excluded $136,102

• 11a · Other revenue: ADMIN FEE REVENUE

  total $474,371 · related or exempt $474,371

• 11b · Other revenue: MISCELLANEOUS REVENUE

  total $402,889 · related or exempt $402,889

• 11e · Other revenue, total

  $877,260

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $28,491,654 · program services $28,491,654

• 5 · Compensation of officers, directors and key employees

  total $958,217 · management and general $377,822 · fundraising $580,395

• 7 · Other salaries and wages

  total $4,529,768 · management and general $2,632,393 · fundraising $1,897,375

• 8 · Pension plan contributions

  total $450,109 · management and general $267,740 · fundraising $182,369

• 9 · Other employee benefits

  total $641,372 · management and general $388,411 · fundraising $252,961

• 10 · Payroll taxes

  total $414,406 · management and general $226,255 · fundraising $188,151

• 11b · Fees: legal

  total $38,511 · management and general $37,637 · fundraising $874

• 11c · Fees: accounting

  total $107,698 · management and general $107,698

• 11e · Fees: professional fundraising services

  total $340,037 · fundraising $340,037

• 11f · Fees: investment management

  total $1,071,300 · management and general $1,071,300

• 11g · Fees: other

  total $267,877 · management and general $265,282 · fundraising $2,595

• 12 · Advertising and promotion

  total $8,954 · management and general $686 · fundraising $8,268

• 13 · Office expenses

  total $247,323 · program services $1,216 · management and general $168,741 · fundraising $77,366

• 14 · Information technology

  total $336,987 · management and general $333,132 · fundraising $3,855

• 16 · Occupancy

  total $299,796 · management and general $299,796

• 17 · Travel

  total $147,701 · management and general $42,194 · fundraising $105,507

• 19 · Conferences, conventions and meetings

  total $151,003 · management and general $75,330 · fundraising $75,673

• 20 · Interest

  total $582 · management and general $582

• 22 · Depreciation, depletion and amortization

  total $89,669 · management and general $89,669

• 23 · Insurance

  total $75,518 · management and general $75,518

• 24a · Other expenses: EVENTS & ENTERTAINMENT

  total $151,616 · program services $471 · management and general $125,409 · fundraising $25,736

• 24b · Other expenses: OTHER EXPENSES

  total $54,804 · management and general $52,538 · fundraising $2,266

• 24c · Other expenses: RECRUITMENT

  total $43,650 · management and general $43,650

• 24d · Other expenses: DUES AND PUBLICATION

  total $25,606 · management and general $17,094 · fundraising $8,512

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $2,000 · end of year $2,000

• 2 · Savings and temporary cash investments

  beginning of year $5,663,315 · end of year $4,840,660

• 3 · Pledges and grants receivable

  beginning of year $12,318,857 · end of year $11,062,782

• 7 · Other notes and loans receivable

  beginning of year $303,920 · end of year $362,911

• 9 · Prepaid expenses and deferred charges

  beginning of year $218,566 · end of year $242,975

• 10a · Land, buildings and equipment: cost or other basis

  $9,846,140

• 10b · Land, buildings and equipment: accumulated depreciation

  $550,184

• 10c · Land, buildings and equipment, net

  beginning of year $4,790,419 · end of year $9,295,956

• 11 · Investments: publicly traded securities

  beginning of year $87,274,720 · end of year $111,838,308

• 12 · Investments: other securities

  beginning of year $253,598,588 · end of year $269,869,179

• 15 · Other assets

  beginning of year $13,398,823 · end of year $17,474,778

• 17 · Accounts payable and accrued expenses

  beginning of year $4,461,839 · end of year $5,284,773

• 19 · Deferred revenue

  beginning of year $208,500 · end of year $257,000

• 21 · Escrow or custodial account liability

  beginning of year $21,587,692 · end of year $27,848,248

• 25 · Other liabilities

  beginning of year $18,467,612 · end of year $18,923,701

• 27 · Net assets without donor restrictions

  beginning of year $7,497,380 · end of year $9,952,045

• 28 · Net assets with donor restrictions

  beginning of year $325,346,185 · end of year $362,723,782

The filer's explanations (Part III)

PART I, LINE 7

THE ORGANIZATION PAID OUT BONUSES IN 2023 AS FOLLOWS FOR PERSONS LISTED ON FORM 990, PART VII, SECTION A: 1. CYNTHIA WILLIAMS...........$ 30,000 2. JAMIE STANTON..............$ 250 3. TRACEY JENNINGS............$ 250 4. BRAD REARDON...............$ 250 5. HEATHER RUE................$ 250