Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 79,327 | 595,140 | 65,131 | 528,581 | 74,094 | 1,342,273 |
| 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 | 202,983 | 50,794 | 41,572 | 70,131 | 38,828 | 404,308 |
| 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 | 282,310 | 645,934 | 106,703 | 598,712 | 112,922 | 1,746,581 |
| 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.) | 1,746,581 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 282,310 | 645,934 | 106,703 | 598,712 | 112,922 | 1,746,581 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 1,472 | 1,522 | 2,085 | 8,523 | 49,499 | 63,101 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 236 | 2,360 | 949 | 295 | 846 | 4,686 |
| c | Add lines 10a and 10b. | 1,708 | 3,882 | 3,034 | 8,818 | 50,345 | 67,787 |
| 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.).. | 284,018 | 649,816 | 109,737 | 607,530 | 163,267 | 1,814,368 |
| 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): |
|||||
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART III LINE 4A EXPENSES $33832 REVENUE $846 | THE BULLETIN OF THE AMERICAN IRIS SOCIETY PUBLISHES 4 ISSUES, WINTER, SPRING, SUMMER, FALL. EACH ISSUE RANGES IN PAGES FROM 52 TO 64 IN COLOR AND BLACK AND WHITE |
| PART III LINE 4B PUBLIC RELATIONS EXPENSES $9885 REVENUE 0 | THE YEAR 2020 WAS THE 100TH ANNIVERSARY OF THE INCEPTION OF THE AMERICAN IRIS SOCIETY WHICH CREATED AN ADVERTISEMENT THAT WAS PUBLISHED IN MAGAZINES OWNED BY TAUNTON PRESS AND CRUZ BAY PUBLISHING |
| PART III LINE 4C EXHIBITION EXPENSES $9355 REVENUE $4184 | AIS SANCTIONS IRIS SHOWS ANNUALLY FOR ITS AFFILIATE CLUBS. AIS APPROVES SHOW SCHEDULES MAINTAINS REPORTS AND RECORDS OF EACH SHOW PUBLISHES ANNUAL REPORT, PROVIDES SHOW RIBBONS AND ROSETTES AND MEDALS |
| PART III, LINE 4D: OTHER PROGRAM SERVICES (SEE BELOW) | EXPENSES $96946 REVENUE $164540 |
| PART III, LINE 4E: TOTAL PROGRAM SERVICE EXPENSES | $150018 |
| PART VIII, LINE 11A, PAGE 9 | SCHEDULE O TOTAL REVENUE $11817, RELATED OR EXEMPT FUNCTION REVENUE $10971, UNRELATED BUSINESS REVENUE $846 |
| PART VIII, LINE 11A PAGE 9 | BRENT AND BECKYS BULBS PROGRAM RELATED REVENUE $99 |
| PART VIII, LINE 11A, PAGE 9 | REFUND OF INSURANCE AUDIT PREMIUMS $4563 |
| PART VIII, LINE 11A, PAGE 9 | AFFILIATION FEES TOTAL REVENUE $4503 |
| PART VIII, LINE 11, PAGE 9 | RAINY DAY FUND $1800 |
| PART VIII, LINE 11A PAGE 9 | BULLETIN AD NET INCOME REVENUE $846 |
| PART VIII, LINE 11A, PAGE 9 | MISCELLANEOUS REVENUE $6 |
| PART VI, SECTION A. LINE 9 | PRESIDENT JODY NOLIN, 5184 COUNTY RD 20, RUSHSYLVANIA, OH 43347 |
| PART VI, SECTION A, LINE 9 | IMMED PAST PRESIDENT GARY WHITE, 701 OLD CHENEY RD, LINCOLN, NE 68512 |
| PART VI, SECTION A, LINE 9 | 1ST VP ANDI RIVAROLA, 374 AVENUE 45, LOS ANGELES, CA 90065 |
| PART VI, SECTION A, LINE 9 | 2ND VP BONNIE NICHOLS, 3365 NORTHHAVEN RD, DALLAS, TX 75229 |
| PART VI, SECTION A, LINE 9 | TREASURER JILL BONINO, 3110 KIRKHAM DR., GLENDALE CA 91206 |
| PART VI, SECTION A, LINE 9 | SECRETARY MICHELLE SNYDER, 225 SKYLINE DRIVE, SEDONA, AZ86336 |
| PART VI, SECTION A, LINE 9 | MEMBERSHIP SECRETARY, TOM GORMLEY (9 MONTHS), PO BOX 177, DELEON SPRINGS, FL 32130 |
| PART VI, SECTION A, LINE 9 | MEMBERSHIP SECRETARY (3 MONTHS) PAM MESSER, PO BOX 6, HUXLEY, IA 50124 |
| PART VI, SECTION A, LINE 9 | REGISTRAR, JOHN I JONES, 35572 LINDA DRIVE, FREMONT CA 94356 |
| PART VI, SECTION A, LINE 9 | BULLETIN EIDTOR, JANE MILLIMAN, 1140 RIDGECREST DR., VICTOR, NY 14564 |
| PART VI, SECTION A, LINE 9 | 100TH ANNIVERSARY SUPP EDITOR, JAMES MORRIS, 682 HUNTLEY HEIGHTS, BALLWIN, MO 63021 |
| PART VI, SECTION B, LINE 11B | A COPY OF THIS RETURN AND ALL ACHEDULES AND A COPY OF FORM 990 T ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA EMAIL PRIOR TO THE MAILING OF THE RETURN |
| PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS SUCH AS BYLAWS, ARTICLES OF INCORPORATION, TAX EXEMP IRS LETTER, MINUTES OF BOARD OF DIRECTOR MEETINGS, RECENT FINANCIAL STATEMENTS ARE ALL POSTED ON THE AIS WEBSITE AT WWW.IRISES.ORG. IN ADDITION ALL DOCUMENTS ARE AVAILABLE AT NO CHARGE UPON REQUEST OF THE TREASURER AND/OR GENERAL SECRETARY |
| PART III, LINE 2 NEW SERVICES | IN AUGUST 2020 AIS VOLUNTEERS BEGAN PRESENTING EDUCATIONAL WEBINAR PROGRAMS VIA THE ZOOM SERVICE AND BROADCAST ON THE AIS YOUT TUBE CHANNEL. SOME WEBINARS PROVIDE JUDGES TRAINING FOR CREDIT IN THE AIS JUDGES TRAINING PROGRAM. TWO TO THREE WEBINARS ARE BROADCAST EACH MONTH. EACH WEBINAR RUNS FROM 1 TO 2 HOURS EACH |
| PART XI. LINE 9 OTHER CHANGES IN NET ASSETS | INCREASE IN OTHER ASSETS ($15176) |
| PART XI, LINE 9 OTHER CHANGES IN ASSETS | INCREASE IN OTHER LIABILITIES ($14399) |
| PART XI, LINE 9 OTHER CHANGES IN ASSETS | REDUCTION IN RESTRICTED FUND 100TH ANNIVERSARY FUND ($19678) |
| PART XI, LINE 9 OTHER CHANGES | MISCELLANEOUS ADJUSTMENTS $862 |
| PART XII, LINE 2C | THE AIS BOARD HAS AN AUDIT COMMITTEE AND FINANCE COMMITTEE TO ADD OVERSIGHT TO THE TREASURER. THE AUDIT COMMITTEE IS 3 MEMBERS MADE UP OF ONE BOARD MEMBER AND TWO NON BOARD MEMBERS. THE FINANCE COMMITTEE IS MADE OP OF 5 MEMBERS THAT INCLUDE IMMEDIATE PAST PRESIDENT, 1ST VP, 2ND VP, TREASURER AND A NON BOARD MEMBER WITH FINANCIAL EXPERIENCE. THIS COMMITTEE OVERSEES AND APPROVES THE AIS INVESTMENT POLICY AND ALL NON INSURED INVESTMENTS |
| PART VI, SECTION B, LINE 15B | THE AIS FINANCE COMMITTEE ALSO ACTS AS A PERSONNEL COMMITTEE IN THAT IT REVIEWS CONTRACTOR FEES AND CONTRACTS ON A REGULAR BASIS. IT ADJUSTS CONTRACTOR FEES AS NECESSARY. |
| PART XI, LINE 9 OTHER CHANGES IN NET ASSETS | TOTAL CHANGE IN NET ASSETS ($48391) |
| PART IX, LINE 24(A) OTHER EXPENSES | BULLETIN EXP $33832 |
| PART IX LINE 24 A | BANK FEES $141 MANAGEMENT EXPENSES |
| PART IX LINE 24 A | AWARDS AND BALLOTS $1435 PROGRAM SERVICES |
| PART IX LINE 24 A | ELECTRONIC SERVICES GENERAL FUND $5259 PROGRAM SERVICES |
| PART IX LINE 24 A | OREGON STATE TAXES $142 MANAGEMENT EXPENSE |
| PART IX LINE 24 A | DONATION DISTRIBUTION SOC LA $5000 PROGRAM SERVICES |
| PART IX LINE 24 A | EXHIBITION EXPENSES $9355 PROGRAM SERVICES |
| PART IX LINE 24A | HONORARY AWARDS $191 PROGRAM EXPENSES |
| PART IX LINE 24 A | INVESTMENT EXPENSES $2222 MANAGEMENT EXPENSES |
| PART IX LINE 24A | PUBLIC RELATIONS $9885 PROGRAM EXPENSES |
| PART IX LINE 24 A | YOUTH EXPENSES $3452 PROGRAM SERVICES |
| PART IX LINE 24 A | MEMBERSHIP OFFICE $7524 PROGRAM SERVICES |
| PART IX LINE 24A | REGISTRAR OFFICE $844 PROGRAM SERVICES |
| PART IX LINE 24 A | STOREFRONT $5513 PROGRAM SERVICES |
| PART IX LINE 24 A | RAINY DAY FUND $1800 MANAGEMENT EXPENSE |
| PART III LINE 4D STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | OTHER PROGRAM SERVICES $1435 AWARDS AND BALLOTS |
| PART III LINE 4D STATEMENT OF PROGRAM SERVICE ACCOMP | ELECTRONIC SERVICES $5259 |
| PART III LINE 4D STATEMENT PROGRAM SERVICES ACCOMP | SOCIETY LA $5000 |
| PART III LINE 4D STATEMENT OF PROGRAM SERVICES ACCOMP | HONORARY AWARDS $ 191 |
| PART III LINE 4D STATEMENT OF PROGRAM SERVICES ACCOMP | YOUTH EXPENSES $3452 |
| PART III LINE 4D PROGRAM SERVICE ACCOMP | MEMBERSHIP OFFICE $7524 |
| PART III LINE 4D PROGRAM SERVICE ACCOMP | REGISTRAR OFFICE $844 |
| PART III LINE 4D PROGRAM SERVICE ACCOMP | STOREFRONT $5513 |
| PART III LINE 4D PROGRAM SERVICES ACCOMP | MANAGEMENT EXPENSE $36690 |
| PART III LINE 4D PROGRAM SERVICE ACCOMP | ACCOUNTING $762 |
| PART III LINE 4D PROGRAM SERVICE ACCOMP | INSURANCE EXPENSE $10598 |
| PART III LINE 4D PROGRAM SERVICE ACCOMP | 2020 CONVENTION $19678 |
| PART III LINE 4D PROGRAM SERVICES ACCOMP | TOTALS $96946 |
| PART XI, LINE 4 NET ASSEST OR FUND BALANCES AT BEGINNING OF YEAR | $1217104 |
| Software ID: | |
| Software Version: |