Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 140,318 | 129,780 | 107,619 | 107,261 | 103,517 | 588,495 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 87,598 | 80,922 | 84,649 | 81,904 | 85,737 | 420,810 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 227,916 | 210,702 | 192,268 | 189,165 | 189,254 | 1,009,305 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 1,009,305 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 227,916 | 210,702 | 192,268 | 189,165 | 189,254 | 1,009,305 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 3,153 | 2,709 | 5,862 | |||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 3,153 | 2,709 | 5,862 | |||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 231,069 | 213,411 | 192,268 | 189,165 | 189,254 | 1,015,167 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS 1,962 TOTAL 1,962 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MARKETING 9,472 OFFICE SUPPLIES 1,862 TRAVEL 5,179 25 INSURANCE 2,722 CONTRACT SERVICES 19,301 EQUIPMENT PURCHASES 644 BANK CHARGES 3,172 TELEPHONE 2,569 LICENSE FEES 15,225 BAD DEBTS 195 NON-INVESTMENT DEPRECIATION 449 TOTAL 60,815 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 5,292 11,003 PREPAID EXPENSES AND DEFERRED CHARGES 6,704 3,005 3,890 3,890 LESS ACCUMULATED DEPRECIATION 1,231 1,680 TOTAL 14,655 16,218 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 15,901 16,717 DEFERRED REVENUE 34,042 30,530 LOANS FROM OFFICERS 15,325 8,107 |
| FORM 990-EZ, PART III | THE SOCIETY FOR NONPROFIT ORGANIZATIONS IS A NONPROFIT MEMBERSHIP ORGANIZATION THAT PROVIDES INFORMATION AND RESOURCES TO THE NONPROFIT SECTOR. |
| FORM 990-EZ, PART III, LINE 28 | PRESIDENTS ANNUAL REVIEW REPORT 2015 I AM HAPPY TO REPORT THAT MANY OF THE CHANGES THAT OCCURRED AT THE BEGINNING OF 2015 HAVE, TURNED OUT TO BE POSITIVE. NONPROFIT WORLD FIRST, THE CHANGE OF PRINTERS FROM VILLAGE PRESS TO MITCHELL GRAPHICS HAS BEEN SEAMLESS. WE HAVE A VERY COMPETENT REP WHO HAS TAKEN GOOD CARE OF THE TRANSITION. THE NEGOTIATED PRICE FOR THE PRINTING IS LESS THAN WE WERE PAYING WITH VILLAGE, AND THE QUALITY HAS ACTUALLY IMPROVED SINCE WE WERE ABLE TO GO TO A HEAVIER PAPER. SECOND, WE ARE NOW DEALING DIRECTLY WITH OUR GRAPHICS DESIGNER AND BECAUSE OF THAT WE HAVE REDUCED THE COST OF HER FEE, SINCE WE NO LONGER HAVE THE MIDDLEMAN FEE FROM VILLAGE PRESS. THIRD, BY REMAINING WITH THE SAME GRAPHIC DESIGNER, JILL IS ABLE TO CONTINUE THE RELATIONSHIP SHE HAS HAD WITH HER FOR MANY YEARS. ONE THING WE HAVE NOT BEEN ABLE TO REPLACE IS CONTRACTING WITH AN AD SALES REP. THE PERSON WE WERE DEALING WITH AT MITCHELL RESIGNED AND TOOK ANOTHER JOB. SHE HAS NOT BEEN REPLACED. AD SALES ARE NOW COMING TO ME. OUR CURRENT CONTRACTS TOTAL, 2,750.00. PER ISSUE. MEMBERSHIP THE SOCIETY CONTINUES TO STRUGGLE WITH MEMBERSHIP. ONE AFFILIATE, WISCONSIN WAS LOST. THEY WENT OUT OF BUSINESS. RENEWAL OF OTHER AFFILIATES HAS BEEN GOOD AND THE PRICES EACH PAY WERE RAISED DURING 2015. RENEWALS OF REGULAR MEMBERS REMAINS AROUND 50%. SHOULD THIS CONTINUE IT IS A SERIOUS CHALLENGE THAT WILL NEED TO BE ADDRESSED IN 2016. MARKET RESEARCH THE MARKETING RESEARCH FIRM DELIVERED THEIR FINAL REPORT AND RECOMMENDATIONS. MANY OF THE RECOMMENDATIONS FROM THE PARTIAL REPORT DELIVERED IN APRIL HAVE BEEN IMPLEMENTED. THE FINAL COMMUNICATIONS AUDIT WAS DELIVERED IN NOVEMBER. WE ARE IN THE PROCESS OF REVIEWING THE REPORT AND WILL DISCUSS IT WITH SHOESTRING AFTER THE BEGINNING OF THE YEAR. CERTIFICATE SERIES THUS FAR WE ARE HAVING A VERY SUCCESSFUL YEAR. AS OF DECEMBER 31, 32 INDIVIDUALS HAVE EARNED THE CERTIFICATE. LAST YEAR WE HAD A TOTAL FOR THE YEAR OF 22. WE CONTINUE TO RECEIVE POSITIVE COMMENTS FROM STUDENTS EVEN THOUGH THE COURSES ARE AGING. MICHIGAN STATE HAS ALSO RENEWED THEIR PARTNERSHIP WITH THE SOCIETY. THEY HAVE RECENTLY PROVIDED NEW LANGUAGE FOR THE CERTIFICATE. IN THE LAST YEAR THE DEPARTMENT THAT CO-AWARDS THE CERTIFICATE CHANGED AS DID THE DEAN OF THE DEPARTMENT. WE NOW HAVE THE CHANGES REFLECTED IN THE NEW CERTIFICATES. ASAE ALSO RENEWED THEIR PARTNERSHIP WITH THE SOCIETY. ALL OF THE LEARNING INSTITUTE COURSES QUALIFY TOWARD THE CAE DESIGNATION. WE CONTINUE LOOKING FOR A NEW PLATFORM THAT WILL ALLOW US TO UPDATE THE COURSES WITH NEW FACULTY AND CONTENT. THIS IS AN ENORMOUS PROJECT AND ONE YET WITHOUT A BUDGET. FREE WEBINARS WE CONTINUE TO GET GREAT RESPONSES AND AVERAGE CLOSE TO 100 ATTENDEES FOR EACH WEBINAR, FAR MORE THAN WHEN MEMBERS HAD TO PAY. WE HAVE SEEN A SMALL UPTICK IN RENEWALS, AND SOME NEW MEMBERS HAVE LISTED THE FREE WEBINARS AS THEIR REASON FOR JOINING GRANTSTATION MEMBERSHIP GRANTSTATION MEMBERSHIP CONTINUES TO BE ONE OF THE MAIN BENEFITS THAT NEW MEMBERS LIST AS THEIR REASON FOR JOINING. WE HAVE NOT SEEN A GREAT UPTICK IN THE NUMBER ACCESSING GRANTSTATION THROUGH THE SOCIETY WEB SITE, AND NEED TO LOOK AT WHY THAT IS OCCURRING. PERHAPS, WE NEED TO DO MORE REMINDERS AND WEBINARS DEMONSTRATING THE DETAILS OF OUR BENEFITS, ESPECIALLY GRANTSTATION. CREDIT CARDS DEBT WE HAVE BEEN ABLE TO REDUCE OUR DEBT FROM APPROXIMATELY 11,000 TO 2963.00. MUCH OF THE MONEY TO PAY THE DEBT CAME FROM ENROLLMENTS IN THE CERTIFICATE SERIES. PROJECTS 1. THE BOARD DRAFTED A NEW BOARD COMMITMENT LETTER WHICH WILL BE USED IN RECRUITING NEW BOARD MEMBERS. 2. BOARD DEVELOPMENT. WE DID NOT ADD A NEW BOARD MEMBER AND HAD NO CANDIDATES NOMINATED. 3. WE HAVE NOT MADE PROGRESS IN UPDATING THE CERTIFICATE SERIES. WE HAD HOPED TO HAVE THIS UNDER WAY BY THE END OF 2015. 4. WEBINARS ARE INCREASINGLY IMPORTANT TO OUR MEMBERSHIP PACKAGE AND OUR AGREEMENTS WITH PARTNER ORGANIZATIONS. DEVELOPING AT LEAST 6 EACH YEAR KEEPS THE SOCIETY CONNECTED TO EMERGING TRENDS AND ALSO THE ISSUES THAT MEMBERS FACE DAILY. WE ARE IN DISCUSSION WITH SEVERAL OTHER PRESENTERS FOR FUTURE WEBINARS. IN 2015, THE SOCIETY DID 4 WEBINARS. THE SOCIETY ALREADY HAS 3 IN DEVELOPMENT TO THE FIRST HALF OF 2016. 5. WE ARE MOVING FORWARD WITH REPLACING OUR CURRENT DATA MANAGEMENT SYSTEM WITH DRUPAL. JASON HAS SHOULDERED THIS REDESIGN FOR A NUMBER OF YEARS AND WE HOPE WE ARE CLOSE TO A COMPLETE REPLACEMENT. CLOSING THE SOCIETY WHILE HAVING EXCELLENT BENEFITS IS NOT ATTRACTING AND RENEWING MEMBERS. THE LEADERSHIP OF THE SOCIETY NEEDS TO LOOK SERIOUSLY AT EITHER PARTNERING WITH MANY MORE ORGANIZATIONS OR MERGING. THIS WILL BE THE CHALLENGE OF 2016. RESPECTFULLY SUBMITTED, KATIE BURNHAM LAVERTY |
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