2026-03-18T10:27:18-05:00 2025-08-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-09-01 521150918 THE JANE AUSTEN SOCIETY OF NORTH AMERICA INC JANE 2067396225 305 W 98TH ST 7FN NEW YORK NY 10025 VICKI PETERSEN TREASURER 2067396225 2026-03-17 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-03-17 2024 2025-03-06 01:10:19Z MARY MINTZ 305 W 98TH ST 7FN NEW YORK NY 10025 1087135 0 X WWW.JASNA.ORG X 1979 MD ENJOYMENT AND APPRECIATION OF JANE AUSTEN AND HER WRITING. 25 24 0 750 0 0 87848 118100 516024 885591 53514 57059 18852 21005 676238 1081755 20649 15307 0 0 0 0 0 0 0 754965 866169 775614 881476 -99376 200279 2669450 2992195 13399 15513 2656051 2976682 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. 0 0 580418 0 733186 HOLD AN ANNUAL THREE DAY LITERARY CONFERENCE FOCUSING ON JANE AUSTEN'S LITERATURE AND THE REGENCY PERIOD AND OFFERING RELEVANT TALKS, TOURS, AND ACTIVITIES. ATTENDEE TOTAL AVERAGE 600-800 PER CONFERENCE. 117662 0 97207 PUBLISH ANNUAL LITERARY JOURNAL, ANNUAL ON-LINE JOURNAL, FOUR MEMBER NEWSLETTERS ANNUALLY, AND ONGOING DIGITAL UPDATES. 42201 15307 76203 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 71 REGIONS. 740281 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 1 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 11000 0 0 SUSAN WAMPLER EDITOR, JASNA NEWS VP - RE 15.00 X X 6750 0 0 MARY MINTZ PRESIDENT 25.00 X X 0 0 0 DEBRA ROUSH VP - CONFERENCES (THRU DEC 2024) 8.00 X X 0 0 0 JANE BOLTZ VICE PRESIDENT - CONFERENCES 1.00 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 ASST. TREASURER (THRU DEC 2024) 1.00 X X 0 0 0 VIRGINIA MELLEMA MAGEE SECRETARY 1.00 X X 0 0 0 CAROL MEDINE MOSS MEMBER. SECRETARY (THRU DEC 2024) 6.00 X X 0 0 0 HOLLY ECKELBARGER MEMBERSHIP SECRETARY 5.00 X X 0 0 0 JENNIFER BETTIOL TREASURER, CANADA 4.00 X 0 0 0 CARLOTTA MARIE BOONE BOARD MEMBER 1.00 X 0 0 0 LIDIA CHANG BOARD MEMBER 1.00 X 0 0 0 CHERYL COLE BOARD MEMBER (THRU DEC 2024) 1.00 X 0 0 0 RENATA DENNIS BOARD MEMBER 1.00 X 0 0 0 GARY DIVER MEMBERSHIP SECRETARY, CANADA 1.00 X 0 0 0 JENNIFER JONES BOARD MEMBER - 2025 AGGM COORD 1.00 X 0 0 0 IRIS LUTZ WEBSITE MANAGER 20.00 X 0 0 0 GABRIELA MONTERO BOARD MEMBER 1.00 X 0 0 0 ROGER MOORE BOARD MEMBER 1.00 X 0 0 0 KYLOWNA MOTON 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 ANNE THOMPSON PRESIDENT, JASNA CANADA 1.00 X 0 0 0 CAROLE THOMPSON BOARD MEMBER 1.00 X 0 0 0 CARLA WALL BOARD MEMBER 1.00 X 0 0 0 JENNIFER WEINBRECHT BOARD MEMBER - 2024 AGM CO 5.00 X 0 0 0 FREYDIS WELLAND BOARD LIFE MEMBER 1.00 X 0 0 0 17750 0 0 0 0 0 0 0 118100 118100 LITERARY CONFERENCES 900099 733186 733186 MEMBERSHIP DUES 900099 152405 152405 885591 48658 48658 8401 0 8401 8401 8401 26385 5380 21005 21005 1081755 906596 0 57059 3650 3650 11657 11657 23400 23400 17246 17050 196 87186 84316 2870 21865 21865 580418 580418 34209 34209 MEMBERSHIP DATABASE 14242 14242 BANK FEES 9434 9434 78169 7083 71086 881476 740281 141195 0 576745 807636 198397 184828 6153 86704 72516 23006 1815639 1890021 2669450 2992195 10079 11998 3320 3515 13399 15513 X 2565717 2886378 90334 90304 2656051 2976682 2669450 2992195 X 200279 91253 29099 X 0 0 0 X 116823 100475 94188 87848 118100 517434 303606 702030 583847 540983 911976 3042442 420429 802505 678035 628831 1030076 3559876 8028 18946 18056 21506 25410 91946 0 8028 18946 18056 21506 25410 91946 3467930 30306 34096 37537 48356 48658 198953 30306 34096 37537 48356 48658 198953 450735 836601 715572 677187 1078734 3758829 0.92260 0.91660 0.05290 0.05900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION N/A 11657 0 0 0 0 0 0 11657 0 11657 EUROPE (INCLUDING ICELAND & GREENLAND) - SUPPORT HISTORIC SITE AND PERMANENT EXHIBIT 8159 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - RESTORE AUSTEN-RELATED MEMORIAL STATUE 998 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - RESTORE / IMPROVE HISTORIC SITE WALKWAY 2500 WIRE TRANSFER 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 FORM 990, PART VI, SECTION A, LINE 4 REVISED BYLAWS APPROVED BY JASNA BOARD AT ANNUAL GENERAL MEETING 10/17/24. THE FOLLOWING SIGNIFICANT CHANGES WERE MADE: - CHANGES TO THE DEFINITION OF MEMBERSHIP: ANY PERSON SHALL BECOME AND REMAIN A MEMBER OF THE JANE AUSTEN SOCIETY OF NORTH AMERICA, INC. (THE SOCIETY) BY PAYING THE ESTABLISHED DUES. ANY PERSON WHO PAYS THE ESTABLISHED DUES OF THE JANE AUSTEN SOCIETY OF NORTH AMERICA (CANADA) (JASNA CANADA) SHALL BE A MEMBER OF THE SOCIETY FOR ALL PURPOSES. MEMBERS MAY NOT TRANSFER OR BEQUEATH THEIR MEMBERSHIPS. - UPDATED NUMBER, TERM AND COMPOSITION OF BOARD MEMBERS - UPDATED DUTIES OF OFFICERS TO REFLECT PRESENT-DAY RESPONSIBILITIES AND TECHNOLOGY IN USE - REDUCED THE NUMBER OF COMMITTEES AND CLARIFIED DUTIES OF REMAINING COMMITTEES 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 FORM 990) AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S BY-LAWS ARE POSTED ON ITS WEBSITE. FORM 990, PART XI, LINE 9: CONSOLIDATED TIMING ADJUSTMENT 29,099.