Civic Intelligence

Educational and Research Foundation For

EIN 36-2952891 • 501(c)3 • Alexandria, VA

Profile

The foundation seeks to serve the public, facial plastic surgeons, other physicians, and medical institutions by fostering the highest standards of excellence in facial plastic and reconstructive surgery through public education, educational programs, and support for research.

310 S Henry StreetAlexandria, VA 22314

www.aafprs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.44x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.04x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$269,422

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

13th percentile

-8.6%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

35th percentile

0.3%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Down

$5,401,990

Down $1,064,492 (-16%) from 2022

Liabilities

Up

$2,383,369

Up $144,300 (+6.4%) from 2022

Net Assets

Down

$3,018,621

Down $1,208,792 (-29%) from 2022

Revenue

Up

$2,302,168

Up $11,998 (+0.5%) from 2022

Expenses

Down

$3,016,688

Down $136,694 (-4.3%) from 2022

Net Income

Up

-$714,520

Up $148,692 (+17%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,568,689Liabilities 2010: $315,862Net Assets 2010: $4,252,8272010Assets 2011: $6,933,086Liabilities 2011: $239,251Net Assets 2011: $6,693,8352011Assets 2012: $7,277,281Liabilities 2012: $122,555Net Assets 2012: $7,154,7262012Assets 2013: $7,478,939Liabilities 2013: $238,248Net Assets 2013: $7,240,6912013Assets 2014: $6,450,596Liabilities 2014: $133,426Net Assets 2014: $6,317,1702014Assets 2015: $5,811,444Liabilities 2015: $201,866Net Assets 2015: $5,609,5782015Assets 2016: $5,780,735Liabilities 2016: $319,335Net Assets 2016: $5,461,4002016Assets 2018: $5,464,049Liabilities 2018: $636,583Net Assets 2018: $4,827,4662018Assets 2019: $6,380,198Liabilities 2019: $1,248,138Net Assets 2019: $5,132,0602019Assets 2020: $6,284,619Liabilities 2020: $1,342,271Net Assets 2020: $4,942,3482020Assets 2021: $6,959,056Liabilities 2021: $1,411,848Net Assets 2021: $5,547,2082021Assets 2022: $6,466,482Liabilities 2022: $2,239,069Net Assets 2022: $4,227,4132022Assets 2024: $5,401,990Liabilities 2024: $2,383,369Net Assets 2024: $3,018,6212024

Highlighted filing

2024

Assets$5,401,990
Liabilities$2,383,369
Net Assets$3,018,621

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,095,9412010Expenses 2011: $2,511,2702011Expenses 2012: $2,266,5002012Revenue 2013: $1,943,653Expenses 2013: $2,331,180Net Income 2013: -$387,5272013Revenue 2014: $2,367,976Expenses 2014: $3,567,692Net Income 2014: -$1,199,7162014Revenue 2015: $2,027,464Expenses 2015: $2,525,339Net Income 2015: -$497,8752015Revenue 2016: $1,960,165Expenses 2016: $2,372,041Net Income 2016: -$411,8762016Revenue 2018: $2,222,979Expenses 2018: $2,643,429Net Income 2018: -$420,4502018Revenue 2019: $3,063,364Expenses 2019: $3,512,787Net Income 2019: -$449,4232019Revenue 2020: $887,973Expenses 2020: $1,172,632Net Income 2020: -$284,6592020Revenue 2021: $1,485,741Expenses 2021: $1,255,150Net Income 2021: $230,5912021Revenue 2022: $2,290,170Expenses 2022: $3,153,382Net Income 2022: -$863,2122022Revenue 2024: $2,302,168Expenses 2024: $3,016,688Net Income 2024: -$714,5202024

Highlighted filing

2024

Revenue$2,302,168
Expenses$3,016,688
Net Income-$714,520

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$2.38$3.02$2.30$3.02$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$2.24$4.23$2.29$3.15$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$1.41$5.55$1.49$1.26$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$1.34$4.94$0.89$1.17$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$1.25$5.13$3.06$3.51$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.64$4.83$2.22$2.64$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.32$5.46$1.96$2.37$0.41
2015Detailed filing. Detailed filing data is available for this year.$5.81$0.20$5.61$2.03$2.53$0.50
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.13$6.32$2.37$3.57$1.20
2013Detailed filing. Detailed filing data is available for this year.$7.48$0.24$7.24$1.94$2.33$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.12$7.15$2.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.93$0.24$6.69$2.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.32$4.25$2.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$2,791,975
Mission and Program Overview

Mission

The foundation seeks to serve the public, facial plastic surgeons, other physicians, and medical institutions by fostering the highest standards of excellence in facial plastic and reconstructive surgery through public education, educational programs, and support for research.

The foundation is an educational society which seeks to serve its members, medical institutions, and the public by fostering the highest standards of excellence in facial plastic and reconstructive surgery. The mission statement of the foundation is to support education, research and humanitarian efforts of aafprs members in the service of patients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,181,968$5,942,303▼ $239,665
Land, Buildings, and Equipment, Net$248,708$224,296▼ $24,412
Pledges and Grants Receivable$109,268$111,075▲ $1,807
Prepaid Expenses and Deferred Charges$57,326$103,504▲ $46,178
Cash and Non-Interest-Bearing Accounts$361,786$85,304▼ $276,482
Total Assets$6,959,056$6,466,482▼ $492,574
Liabilities
Other Liabilities$807,904$1,133,779▲ $325,875
Accounts Payable and Accrued Expenses$57,411$775,857▲ $718,446
Unsecured Notes Loans Payable$330,000$310,000▼ $20,000
Deferred Revenue$216,533$19,433▼ $197,100
Total Liabilities$1,411,848$2,239,069▲ $827,221
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,619,056$3,211,440▼ $407,616
Net Assets Without Donor Restrictions$1,928,152$1,015,973▼ $912,179
Total Net Assets Fund Balance$5,547,208$4,227,413▼ $1,319,795
Total Liabilities and Net Assets / Fund Balance$6,959,056$6,466,482▼ $492,574

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$104,061$595,519$699,580
Equipment$18,535$146,773$165,308
Land$101,700-$101,700

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,456,046$82,860▼ $177,713$338,751$5,022,442
2021$4,655,183$5,500▲ $843,476$48,113$5,456,046
2020$4,222,887$269,729▲ $226,321$63,754$4,655,183
2019$3,392,209$86,290▲ $887,371$142,983$4,222,887
2018$3,553,888$123,110▼ $173,725$111,064$3,392,209
Compensation and Service Providers

Board Members and Trustees

NameTitle
Corey S MaasImmediate Past President
Theda C KontisPresident
Sherard Scott a TatumPresident-elect
Steven J JurichExecutive Vice President
Anthony E BrissettBoard Member
Jason S HamiltonBoard Member
Theresa a HadlockBoard Member
Benjamin C MarcusSecretary
Charles M BoydTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Integracomp Networks LLCProcess Re-design, Project Implementatio7327 W EL CORTEZ PL, Peoria, AZ 85383$103,121
Revenue and Support

Revenue Composition

Contributions and Grants
$703,378
Program Service Revenue
$1,258,718
Investment Income
$256,351
Other Revenue
$71,723
All Other Contributions
$703,378
Change in Net Assets
$-863,212

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table15$155,758Fair Value
Total Noncash Contributions15$155,758-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,250,737
Revenue Not Reported on Financial Statements
$39,433
Revenue Not Reported on Form 990
$-456,584
Total Revenue per Audited Statements
$1,794,153
Total Revenue per Form 990
$2,290,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,153,382
Total Fundraising Expense$171,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,813,562$19,171$45,195$1,877,928
Fees for Services Management$443,434$209,797$5,818$659,049
Office Expenses$89,073$20,341$517$109,931
Fees for Services Accounting-$102,783-$102,783
Information Technology$33,044$10,749$3,499$47,292
Fees for Services Other$28,766$5,000$12,017$45,783
Fees for Service Investment Mgmnt Fees$15,351$3,131$20,951$39,433
Depreciation Depletion$16,425$7,772$216$24,413
All Other Expenses$111,680$-105,871$11,265$17,074
Interest-$16,874-$16,874
Travel$8,376-$4,631$13,007
Fees for Services Legal$7,731$4,107$6$11,844
Other Expenses$200$23,152$7,360$7,560
Total Functional Expenses$2,663,948$318,043$171,391$3,153,382

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,153,383
Expenses per Audited Statements$3,113,950
Total Expenses per Audited Statements$3,113,950
Expenses Not Reported on Financial Statements$39,433
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Academy$1,099,781
Due to Acpse$33,998
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The foundation's bylaws provide that all members of the academy are technically members of the foundation.

Form 990, Part VI, Section A, Line 7A

Those by-laws also provide that certain officers elected by that membership as academy officers also serve ex officio as the board of directors of the foundation. The foundation's bylaws do not, however, provide for separate elections from the academy's elections, and there are no meetings of foundation "members or elections of foundation officers separate from those of the academy.

Form 990, Part VI, Section B, Line 11B

Form 990 will be reviewed by the executive vice president and by the contract cfo before submission to the irs.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy is distributed to all potential board members prior to the election. It is required that all candidates for the board of directors read the conflict of interest policy and acknowledge that they have no potential conflicts except those listed. The members are asked to sign this document. Appropriately identified conflicts will be managed. If there is thought to be a conflict that was not reported by the member, there is a review process outlined in the policy that would be implemented.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Educational and Research Foundation for
EIN
36-2952891
Phone
7032999291
Address
310 S HENRY STREET, ALEXANDRIA, VA 22314
Doing Business As
Aafprs Foundation

Signing Officer

Name
Steven Jurich
Title
Executive Vice President/CEO
Phone
7032999291
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Jurich
Formed
1977
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Kositzka Wicks and Company
Address
5270 SHAWNEE ROAD SUITE 250, ALEXANDRIA, VA 22312
Preparer
Kimberley D Vanhuss CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

No changes were made to the oversight or selection process.

Financial Statement Notes

PART V, LINE 4:

The foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment, while seeking to maintain purchasing power of the endowment assets. All earnings of the endowment are reflected as temporarily restricted net assets, until appropriated for expenditure by the various committees of the foundation. The board of directors has assigned a committee to each program for the purposes of selecting and recommending individuals for awards or grants.

PART X, LINE 2:

The foundation is exempt from federal income tax as a nonprofit organization described in section 501(c)(3) of the internal revenue and is classified as an organization other than a private foundation. The foundation did not have any net unrelated business income for the years ended december 31, 2022 and 2021. The material jurisdictions subject to potential examination by taxing authorities include the u.s. And virginia. The organization does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the results of operations. Tax years that remain subject to examination by the internal revenue service are 2019 through 2022.

Raw XML AppendixShowing 400 of 649 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt057411
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0775857
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION IS AN EDUCATIONAL SOCIETY WHICH SEEKS TO SERVE ITS MEMBERS, MEDICAL INSTITUTIONS, AND THE PUBLIC BY FOSTERING THE HIGHEST STANDARDS OF EXCELLENCE IN FACIAL PLASTIC AND RECONSTRUCTIVE SURGERY. THE MISSION STATEMENT OF THE FOUNDATION IS TO SUPPORT EDUCATION, RESEARCH AND HUMANITARIAN EFFORTS OF AAFPRS MEMBERS IN THE SERVICE OF PATIENTS.
IRS990/AllOtherContributionsAmt0703378
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IRS990/BooksInCareOfDetail/PhoneNum07032999291
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0310 S HENRY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
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IRS990/CompensationProcessOtherInd00
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IRS990/CYInvestmentIncomeAmt0256351
IRS990/CYOtherExpensesAmt03153382
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DeductibleArtContributionInd00
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/Desc0EDUCATIONAL MEETINGS - THE AAFPRS FOUNDATION HAS CONSISTENTLY PROVIDED QUALITY EDUCATIONAL PROGRAMS FOR THE DISSEMINATION OF KNOWLEDGE AND INFORMATION AMONG FACIAL PLASTIC SURGEONS. IN 2022 THE FOUNDATION HELD 3 MEETINGS WITH OVER 1,000 DOCTORS IN ATTENDANCE.
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IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY E BRISSETT
IRS990/Form990PartVIISectionAGrp/PersonNm2SHERARD SCOTT A TATUM
IRS990/Form990PartVIISectionAGrp/PersonNm3COREY S MAAS
IRS990/Form990PartVIISectionAGrp/PersonNm4BENJAMIN C MARCUS
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES M BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm6THEDA C KONTIS
IRS990/Form990PartVIISectionAGrp/PersonNm7THERESA A HADLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVEN J JURICH
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IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE VICE PRESIDENT
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IRS990/MissionDesc0THE FOUNDATION SEEKS TO SERVE THE PUBLIC, FACIAL PLASTIC SURGEONS, OTHER PHYSICIANS, AND MEDICAL INSTITUTIONS BY FOSTERING THE HIGHEST STANDARDS OF EXCELLENCE IN FACIAL PLASTIC AND RECONSTRUCTIVE SURGERY THROUGH PUBLIC EDUCATION, EDUCATIONAL PROGRAMS, AND SUPPORT FOR RESEARCH.
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IRS990/OtherExpensesGrp/Desc1EDUCATION PORTAL
IRS990/OtherExpensesGrp/Desc2PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc3OTHER
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IRS990/ProgSrvcAccomActy2Grp/Desc0FELLOWSHIP PROGRAM - THE FELLOWSHIP PROGRAM OF THE AAFPRS FOUNDATION IS WIDELY RESPECTED BY THE MEDICAL COMMUNITY AND REPRESENTS THE FINEST POST-GRADUATE PROGRAM IN THE WORLD FOR TRAINING OF FACIAL PLASTIC SURGEONS. SINCE ITS BEGINNING IN 1969, THIS PROGRAM HAS PREPARED MORE THAN 1,500 HIGHLY SPECIALIZED EXPERTS TO BE EDUCATORS AND LEADERS IN FACIAL PLASTIC SURGERY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0156996
IRS990/ProgSrvcAccomActy3Grp/Desc0CME/LEARNING CENTER/PUBLICATIONS - THE FOUNDATION PROVIDES AN EDUCATIONAL AND INFORMATIONAL WEBSITE TO MEMBERS WHICH INCLUDES CME COURSES, WEBINARS AND INFORMATIONAL ARTICLES.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt06723
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS AND SCHOLARSHIPS - THE AAFPRS FOUNDATION AWARDS PROGRAM WAS INSTITUTED TO RECOGNIZE RESEARCH COMPLETED AND PREVIOUSLY PRESENTED AT AN ACADEMY MEETING AND RECOGNIZE MEMBERS WHO HAVE CONTRIBUTED TO THE ACADEMY AND THEIR COMMUNITIES. THE GRANTS PROGRAM HAS 3 GRANTS THAT CAN BE AWARDED EACH YEAR: RESIDENT RESEARCH GRANT WHICH STIMULATE RESIDENT RESEARCH PROJECTS IN FACIAL PLASTIC SURGERY, AN INVESTIGATOR DEVELOPMENT GRANT WHICH PROMOTES CLINICAL OR LABORATORY RESEARCH IN FACIAL PLASTIC SURGERY, AND THE BERNSTEIN GRANT GIVEN TO RESEARCH PROJECTS THAT PROMOTE FACIAL PLASTIC SURGERY. THE FOUNDATION HAS THE MANY FACES OF GENEROSITY CAMPAIGN WHICH SUPPORTS FUNDING TO EXPAND RESEARCH EFFORTS AMOUNT ITS MEMBERS AND HAS 2 GRANTS AND A SCHOLARSHIP FOR THIS CAMPAIGN.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1FACE TO FACE - DOCTORS TEACH AND PERFORM PRO BONO FACIAL PLASTIC SURGERY IN OTHER COUNTRIES AND PROVIDE VICTIMS OF DOMESTIC VIOLENCE OR VETERANS OR ACTIVE DUTY MEMBERS WHO WERE INJURED WHILE SERVING IN THE ARMED FORCES FREE FACIAL PLASTIC SURGERY, IF PROGRAM ELIGIBLE.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1109107
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