Civic Intelligence

Ptda Foundation

990 • Fiscal year 2019 • EIN 36-3225792

Jan 01, 2019 to Dec 31, 2019 • Filed on May 10, 2020

Organization ProfileWWW.PTDA.ORG
230 W Monroe St No 1410Chicago, IL 60606-4703

(312) 516-2100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$239,283

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 81.8% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.2%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$652,014

Up $8,371 (+1.3%) from 2018

Net Assets

Up

$651,931

Up $8,497 (+1.3%) from 2018

Liabilities

Down

$83

Down $126 (-60%) from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin48th percentile

Revenue

Up

$292,432

Up $6,248 (+2.2%) from 2018

Expenses

Up

$283,935

Up $69,475 (+32%) from 2018

Net Income

Down

$8,497

Down $63,227 (-88%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2017: $571,760Liabilities 2017: $50Net Assets 2017: $571,7102017Assets 2018: $643,643Liabilities 2018: $209Net Assets 2018: $643,4342018Assets 2019: $652,014Liabilities 2019: $83Net Assets 2019: $651,9312019Assets 2020: $614,245Liabilities 2020: $0Net Assets 2020: $614,2452020Assets 2021: $593,628Liabilities 2021: $26,881Net Assets 2021: $566,7472021Assets 2022: $553,423Liabilities 2022: $23,607Net Assets 2022: $529,8162022Assets 2023: $574,331Liabilities 2023: $0Net Assets 2023: $574,3312023Assets 2024: $671,674Liabilities 2024: $0Net Assets 2024: $671,6742024

Highlighted filing

2019

Assets$652,014
Liabilities$83
Net Assets$651,931
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2017: $347,222Expenses 2017: $280,967Net Income 2017: $66,2552017Revenue 2018: $286,184Expenses 2018: $214,460Net Income 2018: $71,7242018Revenue 2019: $292,432Expenses 2019: $283,935Net Income 2019: $8,4972019Revenue 2020: $194,027Expenses 2020: $231,713Net Income 2020: -$37,6862020Revenue 2021: $245,725Expenses 2021: $293,223Net Income 2021: -$47,4982021Revenue 2022: $294,897Expenses 2022: $331,828Net Income 2022: -$36,9312022Revenue 2023: $261,016Expenses 2023: $216,501Net Income 2023: $44,5152023Revenue 2024: $296,856Expenses 2024: $199,513Net Income 2024: $97,3432024

Highlighted filing

2019

Revenue$292,432
Expenses$283,935
Net Income$8,497
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 10, 2020
Return Version
2019v5.1
Gross Receipts
$313,737
Mission and Program Overview

Mission

The ptda foundation (the charitable arm of ptda) is dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

Dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$520,172$569,048▲ $48,876
Pledges and Grants Receivable$30,500$64,050▲ $33,550
Prepaid Expenses and Deferred Charges$1,850$334▼ $1,516
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$643,643$652,014▲ $8,371
Other Assets Total$91,121$18,582▼ $72,539
Liabilities
Accounts Payable and Accrued Expenses$209$83▼ $126
Total Liabilities$209$83▼ $126
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$481,722$469,791▼ $11,931
Net Assets With Donor Restrictions$161,712$182,140▲ $20,428
Total Net Assets Fund Balance$643,434$651,931▲ $8,497
Total Liabilities and Net Assets / Fund Balance$643,643$652,014▲ $8,371

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$55,350$55,350
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Brian ShortPresident
James HalversonPtda President (foundation Board)
Keith NowakFirst Vice President
Ajay BajajDirector
Barbara J RossDirector
Hafeez HameerDirector
James Jt WubboldingDirector
John M MasekDirector
Kevin LambDirector
Robert K CallahanDirector
Scott TaylorDirector
Tom DielschneiderDirector
William MooreDirector
Ann ArnottExecutive Director
Mike MclainTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$290,617
Program Service Revenue
$2,632
Investment Income
$28
Other Revenue
$-845
All Other Contributions
$268,277
Change in Net Assets
$8,497

Audited Revenue Reconciliation

Revenue per Audited Statements
$292,432
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$292,432
Total Revenue per Form 990
$292,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,335
Total Fundraising Expense$85,475
Professional Fundraising Fees$27,600
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$86,688$32,626$38,301$157,615
Fees for Services Professional Fundraising--$27,600$27,600
Occupancy$15,185$5,199$5,354$25,738
Advertising$6,138$7,060$505$13,703
Travel$7,022$1,969$1,427$10,418
Conferences and Meetings-$4,424$4,656$9,080
Office Expenses$1,690$3,219$899$5,808
Information Technology$901$309$3,788$4,998
Fees for Services Accounting-$4,000-$4,000
Fees for Services Other--$2,945$2,945
Other Expenses$1,357--$1,357
Fees for Services Legal-$544-$544
Total Functional Expenses$139,110$59,350$85,475$283,935

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$283,935
Total Expenses per Audited Statements$283,935
Total Expenses per Form 990$283,935
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$27,600
Fundraising Direct Expenses$21,305
Fundraising Gross Income$20,460

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$42,800$20,460$2,559$17,901
Total Events$42,800$20,460$21,305$-845
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The ptda foundation treasurer reviews and signs the tax returns. The ptda foundation executive vice president also reviews the returns prior to providing them to the treasurer for signature.”

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

“The organization screens its board candidates during the nominating process to ensure a conflict of interest does not exist. On an annual basis, board members sign a conflict of interest statement. Members are not utilized as a vendors to the organization. Board members are reminded to declare any conflicts of interest at each board meeting.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi: section b, line 15: the ptda foundation has no direct employees.”

Form 990, Part VI, Section C, Line 19

“Interested persons should contact ptda foundation directly to request a copy of governing documents, conflict of interest policies and financial statements.”

Filing and Contact Details

Filer

Filer Name
Ptda Foundation
EIN
36-3225792
Phone
3125162100
Address
230 W MONROE ST NO 1410, CHICAGO, IL 60606-4703

Signing Officer

Name
J Christopher Bursack
Title
Treasurer
Phone
3125162100
Signed
2020-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Arnott
Formed
1982
Legal Domicile
De
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Firm
Mann Weitz & Associates LLC
Address
111 DEER LAKE ROAD SUITE 125, DEERFIELD, IL 60015
Preparer
Marcy Steindler
Phone
8472673400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. As of december 31, 2019, the foundation had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PTDA PRESIDENT (FOUNDATION BOARD)
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE PTDA FOUNDATION (THE CHARITABLE ARM OF PTDA) IS DEDICATED TO IMPROVING THE KNOWLEDGE, PROFESSIONALISM AND PRODUCTIVITY OF INDIVIDUALS IN THE POWER TRANSMISSION/MOTION CONTROL (PT/MC) INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0643434
IRS990/NetAssetsOrFundBalancesEOYAmt0651931
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-845
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0481722
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0469791
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05354
IRS990/OccupancyGrp/ManagementAndGeneralAmt05199
IRS990/OccupancyGrp/ProgramServicesAmt015185
IRS990/OccupancyGrp/TotalAmt025738
IRS990/OfficeExpensesGrp/FundraisingAmt0899
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03219
IRS990/OfficeExpensesGrp/ProgramServicesAmt01690
IRS990/OfficeExpensesGrp/TotalAmt05808
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt091121
IRS990/OtherAssetsTotalGrp/EOYAmt018582
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RESEARCH
IRS990/OtherExpensesGrp/Desc1AWARDS
IRS990/OtherExpensesGrp/ProgramServicesAmt020129
IRS990/OtherExpensesGrp/ProgramServicesAmt11357
IRS990/OtherExpensesGrp/TotalAmt020129
IRS990/OtherExpensesGrp/TotalAmt11357
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt064050
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0334
IRS990/PrincipalOfficerNm0ANN ARNOTT
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0OTHER FEES
IRS990/ProgramServiceRevenueGrp/Desc1JOB BOARD FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11232
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11232
IRS990/ProgSrvcAccomActy2Grp/Desc0IMPROVING THE PROFESSIONALISM OF THE INDUSTRY WITH RESOURCES TO ASSIST IN ATTRACTING INDIVIDUALS TO THE PT/MC INDUSTRY AND WITH PROGRAMS RECOGNIZING INDIVIDUALS WHO EXCEL IN THE PT/MC INDUSTRY. IN 2019, THE PTDA FOUNDATION SUPPORTED UNIVERSITY STUDENTS SPEAKING AT AN INDUSTRY EVENT AND PRESENTED AN AWARD TO A TRAILBLAZING WOMAN IN THE INDUSTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025813
IRS990/ProgSrvcAccomActy3Grp/Desc0IMPROVING THE PRODUCTIVITY OF INDIVIDUALS IN THE HUMAN RESOURCES FUNCTIONS IN THE INDUSTRY BY PROVIDING PT/MC-SPECIFIC RESOURCES FOR THEIR USE IN FULFILLMENT OF THEIR JOB RESPONSIBILITIES. IN 2019, THE PTDA FOUNDATION DEVELOPED JOB DESCRIPTIONS TEMPLATES INDUSTRY PROFESSIONALS COULD USE TO JUMP-START THEIR OWN VERSIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt048652
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0278338
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0218
IRS990/PYOtherExpensesAmt0214460
IRS990/PYOtherRevenueAmt01101
IRS990/PYProgramServiceRevenueAmt06527
IRS990/PYRevenuesLessExpensesAmt071724
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0214460
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0286184
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08497
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION OBTAINS A COPY OF THE SUPPORTED 501(C)(6) ORGANIZATION'S IRS DETERMINATION LETTER AND ANNUALLY COMPLETES A PRO FORMA SCHEDULE A, PART III.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PTDA FOUNDATION'S MISSION IS TO DEVELOP EDUCATION AND RESEARCH RELEVANT TO THE POWER TRANSMISSION/MOTION CONTROL INDUSTRY THROUGH THE PT WORK FORCE PROGRAM. THEREFORE, FOUNDATION ACTIVITIES ARE ALL ALLOWABLE ACTIVITIES. THE PT WORK FORCE PROGRAM OFFERS AN ELEMENTS OF INDUSTRIAL DISTRIBUTION COURSE (TO EDUCATE NEW HIRES ON THE WORK DONE BY PTDA MEMBERS) AND SPEARHEADS AN ALLIANCE TO DRIVE POTENTIAL EMPLOYEES TO PTDA MEMBER COMPANIES AS THEIR FUTURE WORKFORCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366094108
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0139110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0POWER TRANSMISSION DISTRIBUTORS ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0139110
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0283935
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt055350
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt055350
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0292432
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2019, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0283935
IRS990ScheduleD/TotalRevenuePerForm990Amt0292432
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0292432
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0283935
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0TO CONDUCT FUNDRAISING RESEARCH AND REPORT RESULTS TO THE BO
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-27600
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0THE SHERIDAN GROUP
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt027600
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt01100 N GLEBE RD SUITE 1010
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0ARLINGTON
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd022201
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt022340
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022340
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021305
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05565
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05565

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$652,014
Liabilities
$83
Net assets
$651,931
Revenue
$292,432
Expenses
$283,935
Net income
$8,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.97$2.00$0.97
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$2.61$2.17$0.45
2022Detailed filing. Detailed filing data is available for this year.$5.53$0.24$5.30$2.95$3.32$0.37
2021Detailed filing. Detailed filing data is available for this year.$5.94$0.27$5.67$2.46$2.93$0.47
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$1.94$2.32$0.38
2019Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$2.92$2.84$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.43$2.86$2.14$0.72
2017Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$3.47$2.81$0.66