AMERICAN EVALUATION ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN EVALUATION ASSOCIATION (EIN 52-1463557)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-08
- IRS object ID
- 202411299349300841
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T09:09:19-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10500 LITTLE PATUXENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 770 | AddressLine2Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521463557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN EVALUATION ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2023671166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANISHA LEWIS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023671166 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANISHA | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01608821 | PTIN |
| Phone | 4108840220 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANISHA LEWIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,827,120 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,412 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,116 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,901,470 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,677,877 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,204 | PYInvestmentIncomeAmt |
| CY Investment Income | $101,595 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $2,532 | CYOtherRevenueAmt |
| PY Total Revenue | $2,028,086 | PYTotalRevenueAmt |
| CY Total Revenue | $2,827,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $349 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,876 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,119,490 | PYOtherExpensesAmt |
| CY Other Expenses | $3,061,725 | CYOtherExpensesAmt |
| PY Total Expenses | $2,119,839 | PYTotalExpensesAmt |
| CY Total Expenses | $3,065,601 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$91,753 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$238,481 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,903,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,500,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $685,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $471,910 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,218,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,028,750 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,348,427 | ExpenseAmt |
| Grant | $2,876 | GrantAmt |
| Revenue | $1,498,805 | RevenueAmt |
| Desc | THE ANNUAL CONFERENCE: ALLOWS MEMBERS TO MEET FACE-TO-FACE WITH PEERS IN THE PROFESSION OF EVALUATION. ATTENDEES ALSO HAVE THE OPPORTUNITY TO LEARN ABOUT THE NEWEST DEVELOPMENTS AND METHODS IN THE FIELD OF EVALUATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $239,296 | ExpenseAmt |
| Revenue | $257,421 | RevenueAmt |
| Desc | INTERNSHIPS AND STUDENT PROGRAMS: THE GRADUATE EDUCATION DIVERSITY INTERNSHIP PROGRAM PROVIDES PAID INTERNSHIP AND TRAINING OPPORTUNITIES DURING THE ACADEMIC YEAR. THE GEDI PROGRAM WORKS TO ENGAGE AND SUPPORT STUDENTS FROM GROUPS TRADITIONALLY UNDER-REPRESENTED IN THE FIELD OF EVALUATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $85,934 | ExpenseAmt |
| Revenue | $41,105 | RevenueAmt |
| Desc | INSTITUTE: THE OVERALL PURPOSE OF THE INITIATIVE IS TO INCREASE THE PARTICIPATION OF EVALUATORS AND ACADEMICS FROM UNDERREPRESENTED GROUPS IN THE PROFESSION OF EVALUATION AND IN THE AMERICAN EVALUATION ASSOCIATION. THE MSI FACULTY INITIATIVE IDENTIFIES THIS GROUP OF POTENTIAL AND PRACTICING EVALUATORS BY DRAWING FROM FACULTY AT MSIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,003 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $880,546 | RevenueAmt |
| Desc | TRAINING AND EDUCATION: AMERICAN EVALUATION ASSOCIATION PROVIDES YEAR-ROUND OPPORTUNITIES TO ADVANCE IN THE FIELD OF EVALUATION AND PROGRAMS TO SUPPORT THE DEVELOPMENT OF EVALUATION PROFESSIONALS. TRAINING AND EDUCATION ARE OFFERED IN THE FORMS OF WEBINARS, E-LEARNING SELF-DIRECTED ONLINE SESSIONS AND CONFERENCE SESSIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $78,003 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $880,546 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,751,660 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023671166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM GRAYSON | ||||||
| PAST PRES. UNTIL DEC. 2022 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VERONICA OLAZABAL PRESIDENT | ||||||
| UNTIL DEC. 2022, THEN PAST PRES. | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CORRIE WHITMORE PRES ELECT | ||||||
| UNTIL JAN. 2023, THEN PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FELICIA BOHANON TREASURER | ||||||
| UNTIL DEC. 2022, THEN PRES. ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS CHAPEL | ||||||
| TREASURER AS OF JAN. 2023 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAURICE SAMUELS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GUILI ZHANG | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| XIAOXIA NEWTON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE TIBBETTS PHD | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MONICA RUIZ-CASARES | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TOM ARCHIBALD | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA PHILLIPS | ||||||
| DIRECTOR AS OF JAN. 2023 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SEBASTIAN LEMIRE PHD | ||||||
| DIRECTOR AS OF JAN. 2023 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KERRY BRUCE PHD | ||||||
| DIRECTOR AS OF JAN. 2023 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TOM KELLY | ||||||
| DIRECTOR UNTIL DEC. 2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN JACKSON | ||||||
| DIRECTOR UNTIL DEC. 2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LIBBY SMITH | ||||||
| DIRECTOR UNTIL DEC. 2022 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANISHA LEWIS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMT. INCL. EXE. DIR. COMP. | ServicesDesc |
| Compensation | $1,273,151 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $45,116 | AllOtherContributionsAmt |
| Total Contributions | $45,116 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE, MEETINGS | 900099 | $1,498,805 | $1,498,805 |
| MEMBERSHIP | 900099 | $664,813 | $664,813 |
| INTERNSHIPS | 900099 | $190,135 | $190,135 |
| TRAINING & EDUCATION | 900099 | $172,218 | $172,218 |
| JOB BANK | 900099 | $67,286 | $67,286 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,620 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,677,877 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,595 | TotalRevenueColumnAmt |
| Exclusion | $101,595 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS AND REIMBURSEM | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,532 | TotalRevenueColumnAmt |
| Exclusion | $2,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,532 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,827,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,677,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,127 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,876 | TotalAmt |
| Program Services | $3,876 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449,415 | TotalAmt |
| Program Services | $611,585 | ProgramServicesAmt |
| Management And General | $837,830 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650 | TotalAmt |
| Management And General | $1,650 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,534 | TotalAmt |
| Management And General | $14,534 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,294 | TotalAmt |
| Program Services | $274,167 | ProgramServicesAmt |
| Management And General | $271,127 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,402 | TotalAmt |
| Program Services | $8,245 | ProgramServicesAmt |
| Management And General | $119,157 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,597 | TotalAmt |
| Management And General | $13,597 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,217 | TotalAmt |
| Program Services | $17,075 | ProgramServicesAmt |
| Management And General | $5,142 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,325 | TotalAmt |
| Program Services | $836,712 | ProgramServicesAmt |
| Management And General | $29,613 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,816 | TotalAmt |
| Management And General | $2,816 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Total | $18,475 | TotalAmt |
| Management And General | $18,475 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,065,601 | TotalAmt |
| Program Services | $1,751,660 | ProgramServicesAmt |
| Management And General | $1,313,941 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,707 | BOYAmt |
| EOY | $188,048 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,720 | BOYAmt |
| EOY | $204,156 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,606 | BOYAmt |
| EOY | $207,070 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,011 | BOYAmt |
| EOY | $80,471 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,513,576 | BOYAmt |
| EOY | $2,820,915 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,903,620 | BOYAmt |
| EOY | $3,500,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,549 | BOYAmt |
| EOY | $10,871 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,495 | BOYAmt |
| EOY | $461,039 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,044 | BOYAmt |
| EOY | $471,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,218,576 | BOYAmt |
| EOY | $3,028,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,218,576 | BOYAmt |
| EOY | $3,028,750 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,903,620 | BOYAmt |
| EOY | $3,500,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$238,481 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $48,655 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $626,192 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $659,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $607,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,116 | CurrentTaxYearAmt |
| Total | $1,980,700 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,640,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,851,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,035,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,901,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,677,877 | CurrentTaxYearAmt |
| Total | $9,107,069 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,266,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,511,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,642,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,943,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,722,993 | CurrentTaxYearAmt |
| Total | $11,087,769 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,775 | CurrentTaxYearMinus1YearAmt |
| Total | $1,775 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,775 | CurrentTaxYearMinus1YearAmt |
| Total | $1,775 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,085,994 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,595 | CurrentTaxYearAmt |
| Total | $430,564 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,595 | CurrentTaxYearAmt |
| Total | $430,564 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,532 | CurrentTaxYearAmt |
| Total | $9,869 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,352,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,598,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,720,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,030,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,827,120 | CurrentTaxYearAmt |
| Total | $11,528,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95750 | PublicSupportPY509Pct |
| Investment Income CY | 0.03730 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REFUNDS AND REIMBURSEMENTS - 2018 AMOUNT: $ 1,762. 2019 AMOUNT: $ 2,644. 2020 AMOUNT: $ 2,581. 2022 AMOUNT: $ 2,532. OTHER MISC INCOME - 2018 AMOUNT: $ 350. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ASSOCIATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO SMITHBUCKLIN CORPORATION VIA A WRITTEN CONTRACTUAL AGREEMENT. SMITHBUCKLIN CORPORATION'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION IS A DUES-PAYING MEMBERSHIP ORGANIZATION. ANY INDIVIDUALS INTERESTED IN THE PURPOSES OF THE ASSOCIATION SHALL BE ELIGIBLE FOR MEMBERSHIP. MEMBERS ARE DEFINED AS THOSE WHO HAVE COMPLETED AN APPLICATION FORM, RECEIVED ACKNOWLEDGMENT OF MEMBERSHIP FROM THE ASSOCIATION, AND PAID THE CURRENTLY STIPULATED MEMBERSHIP DUES. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE. YEARLY, A COMMITTEE OF THE BOARD SHALL SECURE NOMINATIONS FOR TWO CANDIDATES FOR EACH EXPIRING ELECTED-OFFICE OF THE ASSOCIATION AND SHALL, WITH THE AUTHORIZATION OF THE BOARD OF DIRECTORS, SUBMIT THE SLATE OF CANDIDATES TO THE MEMBERSHIP FOR VOTE BY MAIL OR ELECTRONIC BALLOT. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON OFFICIAL MATTERS OF THE ASSOCIATION DEFINED IN THE BYLAWS, TO HOLD OFFICE IF DULY ELECTED, AND TO BE SENT ALL NOTIFICATIONS PERTAINING TO THE OFFICIAL BUSINESS OF THE ASSOCIATION AND MEMBERSHIP PUBLICATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS GIVEN TO THE EXECUTIVE DIRECTOR, WHO PRESENTS IT TO THE EXECUTIVE COMMITTEE (WHICH INCLUDES THE TREASURER) TREASURER) FOR A PRELIMINARY REVIEW. THE FINAL REPORT IS THEN PRESENTED TO THE BOARD OF DIRECTORS. ONCE IT IS REVIEWED AND ACCEPTED, THE EXECUTIVE DIRECTOR WILL SIGN BEFORE IT IS FILED WITH THE IRS. THE FINAL REPORT IS PRESENTED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AND SUBMIT ANNUALLY TO THE EXECUTIVE DIRECTOR THE AEA DISCLOSURE STATEMENT. THEY MUST DISCLOSE ANY OTHER EMPLOYMENT OR FINANCIAL INTEREST WHICH THEY, OR A MEMBER OF THEIR IMMEDIATE FAMILY, MAY HAVE WHICH MIGHT GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST OR DUALITY OF INTEREST WITH THE AMERICAN EVALUATION ASSOCIATION. THE EXECUTIVE DIRECTOR AND THE PAST PRESIDENT/SECRETARY SHALL BECOME FAMILIAR WITH THE STATEMENTS OF ALL BOARD MEMBERS AND OFFICERS IN ORDER TO GUIDE THEIR CONDUCT SHOULD A CONFLICT ARISE. THE SIGNED STATEMENTS WILL BE FILED WITH THE EXECUTIVE DIRECTOR. THE AFFECTED ELECTED DIRECTOR AND/OR OFFICER SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER DISCLOSED BY HIS OR HER WRITTEN STATMENT OR NOT, AND ALL RELEVANT AND MATERIAL FACTS CONCERNING THE TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE INTERESTS OF THE ASSOCIATION, AFTER ANSWERING ANY QUESTIONS THAT ARE ASKED WITH RESPECT TO THE MATTER, THE BOARD MEMBER SHALL WITHDRAW FROM THE MEETING ROOM UNTIL THE MATTER HAS BEEN FURTHER DISCUSSED AND VOTED UPON. IN THE EVENT THAT THE AFFECTED BOARD MEMBER FAILS TO WITHDRAW VOLUNTARILY, THE PRESIDENT IS EMPOWERED AND SHALL REQUIRE THAT THE BOARD MEMBER REMOVE HIMSELF OR HERSELF FROM THE MEETING DURING DISCUSSION AND VOTE ON THE MATTER. IN THE EVENT THE CONFLICT OF INTEREST AFFECTS THE PRESIDENT, THE PAST-PRESIDENT/SECRETARY IS EMPOWERED AND SHALL REQUIRE THAT THE PRESIDENT REMOVE HIMSELF OR HERSELF IN THE SAME MANNER AND, FOR THE DURATION OF DISCUSSION AND ACTION ON THE MATTER, THE PAST-PRESIDENT/ SECRETARY SHALL PRESIDE. AT THE TIME THAT THE BOARD ACCEPTS THE SLATE OF CANDIDATES FOR OFFICE FOR THE SUBSEQUENT YEAR, THE EXECUTIVE DIRECTOR WILL INFORM THOSE CANDIDATES OF THE CONFLICT OF INTEREST EXPECTATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST TO THE ASSOCIATION OFFICE AND ARE PRESENTED TO THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING. |
| FORM 990, PART IX, LINE 11G | SPEAKERS: PROGRAM SERVICE EXPENSES 27,730. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,730. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 246,437. MANAGEMENT AND GENERAL EXPENSES 271,127. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 517,564. |