2024-04-22T09:42:25-05:00 2023-08-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-09-01 521150918 THE JANE AUSTEN SOCIETY OF NORTH AMERICA INC JANE 2067396225 305 W 98TH ST 7FN NEW YORK NY 10025 VICKI PETERSEN TREASURER 2067396225 2024-04-13 1 VICKI PETERSEN 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-04-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY MINTZ 305 W 98TH ST 7FN NEW YORK NY 10025 719201 0 X HTTP://WWW.JASNA.ORG X 1979 MD ENJOYMENT AND APPRECIATION OF JANE AUSTEN AND HER WRITING. 27 27 0 750 0 0 100475 94188 684297 547646 57050 41166 10902 31512 852724 714512 10486 24165 0 0 0 0 0 0 0 474258 621942 484744 646107 367980 68405 2421448 2565754 16613 55830 2404835 2509924 X OUR MISSION IS TO FOSTER AMONG THE WIDEST NUMBER OF READERS THE STUDY, APPRECIATION, AND UNDERSTANDING OF JANE AUSTEN'S WORKS, HER LIFE, AND HER GENIUS. 1 0 411888 0 416941 HOLD AN ANNUAL THREE DAY LITERARY CONFERENCE FOCUSING ON JANE AUSTEN'S LITERATURE AND THE REGENCY PERIOD AND OFFERING RELEVANT TALKS, TOURS, ACTIVITIES. ATTENDEE TOTAL AVERAGE 600-800 PER CONFERENCE. 113023 0 74835 PUBLISH ANNUAL LITERARY JOURNAL, ANNUAL ON-LINE JOURNAL, AND FOUR MEMBER NEWSLETTERS ANNUALLY. 47418 24165 65353 LITERARY OUTREACH TO OVER 5,400 MEMBERS AND THE PUBLIC THROUGH OVER 100 IN-PERSON AND ONLINE LECTURES, STUDY GROUPS, DONATIONS OF AUSTEN BOOKS TO SCHOOLS, AND LOCAL CONFERENCES IN 69 REGIONS. 572329 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 1 0 0 0 CA X LAURIE MORISON 2067396225 305 W 98TH ST 7FN NEW YORK NY 10025 SUSAN ALLEN FORD EDITOR, PERSUASIONS 12.00 X 6000 0 0 SUSAN WAMPLER EDITOR, JASNA NEWS VP - REGIONS 15.00 X X 6750 0 0 MARY MINTZ PRESIDENT 25.00 X X 0 0 0 DEBRA ROUSH VICE PRESIDENT - CONFERENCES 8.00 X X 0 0 0 CELIA EASTON VP - PUBLICATIONS 10.00 X X 0 0 0 VICKI PETERSEN TREASURER 5.00 X X 0 0 0 MARCIA MERRILL ASSISTANT TREASURER 1.00 X X 0 0 0 VIRGINIA MELLEMA MAGEE SECRETARY 1.00 X X 0 0 0 CAROL MEDINE MOSS MEMBERSHIP SECRETARY 6.00 X X 0 0 0 JULIE ARNOLD PAST SECRETARY 1.00 X X 0 0 0 LINDA SLOTHOUBER VICE PRESIDENT - CONF (THRU 12/22) 1.00 X X 0 0 0 ERIKA KOTITE VP - PUBLICATIONS (THRU 12/22) 1.00 X X 0 0 0 CLAIRE BELLANTI PAST PRESIDENT 1.00 X 0 0 0 JENNIFER BETTIOL TREASURER, CANADA 4.00 X 0 0 0 JANE BOLTZ BOARD MEMBER 1.00 X 0 0 0 CARLOTTA MARIE BOONE BOARD MEMBER 1.00 X 0 0 0 ALISON DACIA BROWN BOARD MEMBER (THRU 12/22) 1.00 X 0 0 0 RENEE CHARRON TREASURER, CANADA (THRU 12/22) 1.00 X 0 0 0 CHERYL COLE BOARD MEMBER 1.00 X 0 0 0 RENATA DENNIS BOARD MEMBER 1.00 X 0 0 0 PHYLLIS FERGUSON MEMBERSHIP SECRETARY, CANADA 1.00 X 0 0 0 GEORGE JUSTICE BOARD MEMBER (THRU 12/22) 1.00 X 0 0 0 IRIS LUTZ WEBSITE MANAGER 20.00 X 0 0 0 KELLY MCDONALD BOARD MEMBER 1.00 X 0 0 0 HEATHER MCVOY BOARD MEMBER - 2023 AGM COORD. 10.00 X 0 0 0 KRISTEN MILLER ZOHN BOARD MEMBER 1.00 X 0 0 0 ELIZABETH PHILOSOPHOS COOPER PAST PRESIDENT 20.00 X 0 0 0 PAUL SAVIDGE BOARD MEMBER 1.00 X 0 0 0 CAROLE THOMPSON BOARD MEMBER 1.00 X 0 0 0 ANNE THOMPSON BOARD MEMBER 1.00 X 0 0 0 JENNIFER WEINBRECHT BOARD MEMBER - 2024 AGM COORD. 5.00 X 0 0 0 FREYDIS WELLAND BOARD LIFE MEMBER 1.00 X 0 0 0 12750 0 0 0 0 0 0 0 94188 94188 LITERARY CONFERENCES 900099 416941 416941 MEMBERSHIP DUES 900099 130705 130705 547646 37537 37537 3629 0 3629 3629 3629 13721 4689 9032 9032 22480 22480 22480 714512 556678 0 63646 24165 24165 21100 21100 7185 7089 96 91075 88927 2148 20773 20773 3818 3818 411888 411888 28107 28107 MEMBERSHIP DATABASE 11068 11068 BANK FEES 6218 6218 20710 4601 16109 646107 572329 73778 0 649840 696658 183557 188574 26438 45322 54793 38393 1506820 1596807 2421448 2565754 13373 11508 3240 44322 16613 55830 X 2303128 2425718 101707 84206 2404835 2509924 2421448 2565754 68405 63247 -26563 0 X 0 0 0 X 172598 185604 116823 100475 94188 669688 703844 178376 303606 702030 583847 2471703 876442 363980 420429 802505 678035 3141391 10125 8535 8028 18946 18056 63690 0 10125 8535 8028 18946 18056 63690 3077701 34001 31011 30306 34096 37537 166951 34001 31011 30306 34096 37537 166951 910443 394991 450735 836601 715572 3308342 0.93030 0.94450 0.05050 0.04050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) - SUPPORT HISTORIC SITE 9339 0 EUROPE (INCLUDING ICELAND & GREENLAND) - IMPROVEMENTS TO AUSTEN-RELATED CHURCH 5944 0 EUROPE (INCLUDING ICELAND & GREENLAND) - IMPROVEMENTS TO AUSTEN-RELATED CHURCH 8882 0 3 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION RECEIVES WRITTEN REPORTS FROM THE GRANTEES THAT DETAIL HOW THE GRANTS HAVE BEEN USED. BOARD MEMBERS OF THE ORGANIZATION MAKE PERIODIC VISITS TO THE GRANTEES TO INSPECT THE HISTORIC SITES TO WHICH GRANTS ARE MADE. DIRECTORS OF THE SITES MAKE PERIODIC VISITS TO THE US ANNUAL GENERAL MEETING TO PROVIDE UPDATES. CHURCHES PROVIDE WRITTEN PROPOSALS AS TO HOW THE GRANTS WILL BE USED WHICH ARE APPROVED BY THE JASNA BOARD. PART I, LINE 3: ACCRUAL PART III ACCOUNTING METHOD: FORM 990, PART III, LINE 2 (1) LAUNCHED THE JASNA YOUNG FILMMAKERS CONTEST FOR AMATEUR FILMMAKERS UNDER THE AGE OF 30 TO ENCOURAGE THE STUDY, INTERPRETATION, AND APPRECIATION OF JANE AUSTEN AMONG NEW GENERATIONS (2) LAUNCHED THE JASNA PODCAST, AUSTEN CHAT, WITH SIMILAR OBJECTIVES AS THE FILM CONTEST ABOVE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS DUES-PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS HAVE THE RIGHT TO VOTE AT THE ANNUAL MEMBERS MEETING FOR THE ELECTION OF OFFICERS AND THE ELECTION OF NINE MEMBERS TO THE BOARD OF DIRECTORS (THREE OF WHOM ARE ELECTED EACH YEAR). LOCAL REGIONS ELECT THEIR OFFICERS SIMILARLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND A COPY WAS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY. THEY SIGN AN ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH TERM IN OFFICE. ADDITIONALLY OFFICERS, BOARD MEMBERS AND DESIGNATED ADDITIONAL INDIVIDUALS IN SENSITIVE ROLES COMPLETE AN UPDATED CONFLICT OF INTEREST STATEMENT FORM AT THE ANNUAL BOARD MEETING. THE PRESIDENT AND EXECUTIVE COMMITTEE WILL ASSESS ANY CONFLICTS AND HOW TO DEAL WITH THE INDIVIDUAL'S INVOLVEMENT, AND OBTAIN OUTSIDE GUIDANCE, INCLUDING LEGAL COUNSEL, IF NECESSARY. IF A PERSON HAS A CONFLICT, THEY WILL NOT PARTICIPATE IN ANY DECISIONS INVOLVING THE ISSUE WHERE THERE IS A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS (VIA THE FORM 990) AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S BY-LAWS ARE POSTED ON ITS WEBSITE.