INSTITUTE OF TRANSPORTATION ENGINEERS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF TRANSPORTATION ENGINEERS INC (EIN 53-0232732)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-14
- IRS object ID
- 202302269349301945
- 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 | 2023-08-14T17:30:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 KIDWELL DRIVE SUITE 200 | AddressLine1Txt |
| City | TYSONS CORNER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530232732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF TRANSPORTATION ENGINEERS | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2027850060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1627 EYE STREET NW 550 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY F PANIATI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR & CEO | PersonTitleTxt |
| Phone | 2027850060 | PhoneNum |
| Signature | 2023-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFERY | PersonFirstNm |
| Person Last | PANIATI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HIN CHIU LO | PreparerPersonNm |
| PTIN | P00968200 | PTIN |
| Phone | 7038210702 | PhoneNum |
| Preparation | 2023-08-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | JEFFERY F PANIATI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1627 EYE STREET NW 550 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,730,474 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ITE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | DISTRIBUTION OF TECHNICAL INFORMATION FOR THE EDUCATION OF TRANSPORTATION ENGINEERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $190,103 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $500,276 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,984 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,020,281 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,865,202 | CYProgramServiceRevenueAmt |
| PY Investment Income | $265,446 | PYInvestmentIncomeAmt |
| CY Investment Income | $140,591 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,684,686 | PYOtherRevenueAmt |
| CY Other Revenue | $1,440,880 | CYOtherRevenueAmt |
| PY Total Revenue | $7,470,689 | PYTotalRevenueAmt |
| CY Total Revenue | $7,476,657 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,542 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,329 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,486,192 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,513,815 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,373,865 | PYOtherExpensesAmt |
| CY Other Expenses | $3,228,783 | CYOtherExpensesAmt |
| PY Total Expenses | $5,910,599 | PYTotalExpensesAmt |
| CY Total Expenses | $6,787,927 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,560,090 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $688,730 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,838,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,446,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,658,187 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,508,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,180,145 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,937,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BE THE PRINCIPAL SOURCE OF PROFESSIONAL EXPERTISE, KNOWLEDGE AND IDEAS PROMOTING TRANSPORTATION SCIENCE, PRINCIPALS AND ADVOCACY INTERNATIONALLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,566,633 | ExpenseAmt |
| Revenue | $1,535,735 | RevenueAmt |
| Desc | INDUSTRY RESOURCES - ALL EXPENSES INCURRED TO PROVIDE RESOURCES FOR THE TRANSPORTATION PROFESSIONAL, INCLUDING, BUT NOT LIMITED TO (1) MONTHLY ITE JOURNAL, (2) THE JOURNAL OF TRANSPORTATION OF THE INSTITUTE OF TRANSPORTATION ENGINEERS, (3) ITE E-NEWSLETTER, AND (4) OTHER VARIOUS PUBLICATIONS FOR TRANSPORTATION PROFESSIONALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,552,228 | ExpenseAmt |
| Revenue | $2,292,223 | RevenueAmt |
| Desc | CONTRACTS - ALL EXPENSES ASSOCIATED WITH FEDERAL AND PASS-THROUGH PROJECTS FOR RESEARCH AND REPORTING ON HIGHWAY SAFETY AND TRANSPORTATION ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $899,583 | ExpenseAmt |
| Revenue | $825,552 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT - ALL EXPENSES INCURRED TO PROVIDE A BROAD RANGE OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT ACTIVITIES TO KEEP TRANSPORTATION PROFESSIONALS ON THE CUTTING EDGE OF THE INDUSTRY, INCLUDING (1) WEB SEMINARS, (2) E-LEARNING COURSES, (3) ANNUAL MEETINGS, AND (4) TECHNICAL CONFERENCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,329 | ExpenseAmt |
| Grant | $45,329 | GrantAmt |
| Desc | SCHOLARSHIPS/FELLOWSHIPS/AWARDS - ALL EXPENSES INCURRED TO PROVIDE SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS WISHING TO PURSUE COURSE WORK IN TRANSPORTATION ENGINEERING. ALL EXPENSES INCURRED TO SELECT, DISTRIBUTE, AND PRESENT AWARDS FOR EXCELLENCE IN THE FIELD OF TRANSPORTATION ENGINEERING AND SERVICE TO THE ORGANIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $45,329 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $45,329 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,063,773 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027850060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1627 EYE STREET NW 550 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GORDON METH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GERARD BAXTER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NEELAM DORMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF YOUNG | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN ASPELIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD SOLDO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY KUHN | ||||||||
| INTERNATIONAL PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANDY SWISHER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW VELASQUEZ | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALYSSA REYNOLDS-RODRIGUEZ | ||||||||
| INTERNATIONAL PAST PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DANIEL PRZYCHODZKI | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK SPENCER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH SCOTT WALKER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISA FINLEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC E RENSEL | ||||||||
| EX-OFFICIO - COORDINATING | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROSANA CORREA JACOBS | ||||||||
| INTERNATIONAL VP | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN DAVIS | ||||||||
| INTERNATIONAL VP ELECT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEFFERY F PANIATI | ||||||||
| EXECUTIVE DIRECTOR & CEO | 40.00 | $348,433 | $0 | $28,335 | Yes (X) | 2.00 | ||
| COLLEEN A AGAN | ||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.00 | $156,370 | $0 | $13,253 | Yes (X) | |||
| KATHI P DRIGGS | ||||||||
| DEPUTY EXECUTIVE DIRECTOR AND COO | 40.00 | $227,797 | $0 | $33,330 | Yes (X) | |||
| JEFFREY A LINDLEY | ||||||||
| RETIRED(FORMERLY EXECUTIVE DEPUTY DIRECTOR) | 40.00 | $207,312 | $0 | $16,828 | Yes (X) | |||
| SIVA R NARLA | ||||||||
| TRANSORTATION TECHNOLOGY SENIOR DIRECTOR | 40.00 | $167,089 | $0 | $36,535 | Yes (X) | |||
| DOUGLAS EDWARD NOBLE | ||||||||
| SENIOR DIRECTOR OF MANAGEMENT AND OPERATIONS | 40.00 | $176,180 | $0 | $15,326 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,283,181 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,607 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSENSUS SYSTEMS TECHNOLOGIES CORP | |||||
| 200 EAST 89TH STREET UNIT 34A | NEW YORK | NY | 10128 | CONSULTING | $246,096 |
| SHERATON NEW ORLEANS | |||||
| 500 CANAL ST | NEW ORLEANS | LA | 70130 | CONFERENCE FACILITIES | $193,689 |
| PILLAR CONSULTING INC | |||||
| 4511 JICARILLO AVENUE | SAN DIEGO | CA | 92117 | CONSULTING | $153,687 |
| THE YGS GROUP | |||||
| 3650 W MARKET ST | YORK | PA | 17404 | AWARD & SPONSORSHIPS | $122,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $29,984 | AllOtherContributionsAmt |
| Total Contributions | $29,984 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,457,970 | $2,457,970 | ||
| CONTRACT REVENUE | 541900 | $2,292,223 | $2,292,223 | ||
| MEETINGS & CONFERENCES | 541900 | $764,002 | $764,002 | ||
| ADVERTISING | 541800 | $289,457 | $99,354 | $190,103 | |
| LIVE CLASS | 541900 | $61,550 | $61,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,865,202 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,642 | TotalRevenueColumnAmt |
| Exclusion | $99,642 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,874 | TotalRevenueColumnAmt |
| Exclusion | $26,874 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,849,437 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,808,488 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,949 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,949 | TotalRevenueColumnAmt |
| Exclusion | $40,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,566,766 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $445,329 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,121,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,121,437 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $292,569 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $292,569 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $292,569 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,476,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,631,135 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $190,103 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,625,435 | 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 | $45,329 | TotalAmt |
| Program Services | $45,329 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,769 | TotalAmt |
| Program Services | $202,322 | ProgramServicesAmt |
| Management And General | $174,447 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,530,605 | TotalAmt |
| Program Services | $1,369,211 | ProgramServicesAmt |
| Management And General | $1,161,394 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,846 | TotalAmt |
| Program Services | $194,229 | ProgramServicesAmt |
| Management And General | $204,617 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,595 | TotalAmt |
| Program Services | $101,094 | ProgramServicesAmt |
| Management And General | $106,501 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,864 | TotalAmt |
| Management And General | $9,864 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,296 | TotalAmt |
| Management And General | $28,296 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,068,919 | TotalAmt |
| Program Services | $1,068,919 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,323 | TotalAmt |
| Program Services | $7,125 | ProgramServicesAmt |
| Management And General | $55,198 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,255 | TotalAmt |
| Program Services | $38,907 | ProgramServicesAmt |
| Management And General | $155,348 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,371 | TotalAmt |
| Program Services | $94,654 | ProgramServicesAmt |
| Management And General | $99,717 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,752 | TotalAmt |
| Program Services | $293,526 | ProgramServicesAmt |
| Management And General | $309,226 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,946 | TotalAmt |
| Management And General | $196,946 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,224 | TotalAmt |
| Program Services | $511,224 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,260 | TotalAmt |
| Program Services | $26,910 | ProgramServicesAmt |
| Management And General | $28,350 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,845 | TotalAmt |
| Program Services | $20,378 | ProgramServicesAmt |
| Management And General | $21,467 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BANK CHARGES | $137,308 | $137,308 | |
| TRAINING AND SEMINARS | $76,611 | $76,611 | |
| PRINTING AND PUBLICATIO | $27,382 | $14,048 | $13,334 |
| POSTAGE AND FREIGHT | $21,427 | $21,427 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,787,927 | TotalAmt |
| Program Services | $4,063,773 | ProgramServicesAmt |
| Management And General | $2,724,154 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,380,529 | BOYAmt |
| EOY | $2,721,909 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,530 | BOYAmt |
| EOY | $1,080,423 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,114 | BOYAmt |
| EOY | $76,172 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,240 | BOYAmt |
| EOY | $88,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $934,869 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $795,002 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,127 | BOYAmt |
| EOY | $139,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,585,636 | BOYAmt |
| EOY | $6,094,479 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,755,176 | BOYAmt |
| EOY | $6,244,345 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980 | BOYAmt |
| EOY | $980 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,838,332 | BOYAmt |
| EOY | $16,446,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,029 | BOYAmt |
| EOY | $1,015,278 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,588,442 | BOYAmt |
| EOY | $1,522,426 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,185,716 | BOYAmt |
| EOY | $8,971,089 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,658,187 | BOYAmt |
| EOY | $11,508,793 | 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 | $5,059,804 | BOYAmt |
| EOY | $4,799,602 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,341 | BOYAmt |
| EOY | $138,361 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,180,145 | BOYAmt |
| EOY | $4,937,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,838,332 | BOYAmt |
| EOY | $16,446,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $688,730 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$930,912 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| 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 | $2,157,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,247,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,293,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,758,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,487,954 | CurrentTaxYearAmt |
| Total | $11,943,792 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,157,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,918,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,153,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,265,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,392,318 | CurrentTaxYearAmt |
| Total | $9,887,917 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,314,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,165,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,447,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,023,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,880,272 | CurrentTaxYearAmt |
| Total | $21,831,709 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,831,709 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,516 | CurrentTaxYearAmt |
| Total | $671,874 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $361,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $296,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,457 | CurrentTaxYearAmt |
| Total | $1,685,814 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $520,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $472,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $488,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $415,973 | CurrentTaxYearAmt |
| Total | $2,357,688 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $346,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $346,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $292,569 | CurrentTaxYearAmt |
| Total | $1,813,113 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,122,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,087,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,344,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,858,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,588,814 | CurrentTaxYearAmt |
| Total | $26,002,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83060 | PublicSupportPY509Pct |
| Investment Income CY | 0.09070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09580 | 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 | MISCELLANEOUS INCOME - 2018 AMOUNT: $ 346,175. 2019 AMOUNT: $ 402,336. 2020 AMOUNT: $ 425,342. 2021 AMOUNT: $ 346,691. 2022 AMOUNT: $ 292,569. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,189,752 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$384,932 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,804,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,956,111 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $235,030 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,389 | AdministrativeExpensesAmt |
| End Year Balance | $2,189,752 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,712,922 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $246,957 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,768 | AdministrativeExpensesAmt |
| End Year Balance | $1,956,111 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,440,673 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $272,249 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,712,922 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,557,002 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$115,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,184 | OtherExpendituresAmt |
| End Year Balance | $1,440,673 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $489,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $389,893 | DepreciationAmt |
| Book Value | $99,872 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $235,697 | DepreciationAmt |
| Book Value | $39,995 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,412 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,867 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $6,496,990 |
| PAYABLE FOR SECTION SCHOLARSHIP | $1,335,122 |
| PAYABLE TO ITE FOUNDATION | $1,138,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,971,089 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S MISSION. |
| PART X, LINE 2: | THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL INCOME TAX. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2022. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) ARE OPEN TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARDS, CERTIFICATES, PLAQUES AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 53 | RecipientCnt |
| Cash Grant | $45,329 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS AND DOCUMENTATION FOR EACH GRANTEE FINANCIALLY ASSISTED BY THE PROGRAM TO ENSURE THAT ALL GRANT FUNDS ARE DISBURSED FOR THEIR INTENDED USE. THE GRANTS AWARDED ARE ACTIVELY MONITORED BY RECEIVING PROGRESS REPORTS FROM THE GRANTEE AND BY HAVING FREQUENT MEETINGS WITH THE GRANTEE'S OFFICERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFERY F PANIATI | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | $348,433 | $0 | $0 | $0 | $0 | $0 | $27,237 | $0 | $1,098 | $0 | $376,768 | $0 | $0 | $0 |
| KATHI P DRIGGS | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR AND COO | $227,797 | $0 | $0 | $0 | $0 | $0 | $15,242 | $0 | $18,088 | $0 | $261,127 | $0 | $0 | $0 |
| JEFFREY A LINDLEY | ||||||||||||||
| RETIRED(FORMERLY EXECUTIVE DEPUTY DI | $207,312 | $0 | $0 | $0 | $0 | $0 | $15,673 | $0 | $1,155 | $0 | $224,140 | $0 | $0 | $0 |
| SIVA R NARLA | ||||||||||||||
| TRANSORTATION TECHNOLOGY SENIOR DIRE | $167,089 | $0 | $0 | $0 | $0 | $0 | $13,845 | $0 | $22,690 | $0 | $203,624 | $0 | $0 | $0 |
| DOUGLAS EDWARD NOBLE | ||||||||||||||
| SENIOR DIRECTOR OF MANAGEMENT AND OP | $176,180 | $0 | $0 | $0 | $0 | $0 | $14,174 | $0 | $1,152 | $0 | $191,506 | $0 | $0 | $0 |
| COLLEEN A AGAN | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | $156,370 | $0 | $0 | $0 | $0 | $0 | $12,389 | $0 | $864 | $0 | $169,623 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE INSTITUTE CONSISTS OF HONARY MEMBERS, FELLOWS, MEMBERS, STUDENT MEMBERS, AND INSTITUE AFFILIATES. |
| FORM 990, PART VI, SECTION A, LINE 7A | ONLY FELLOWS AND MEMBERS ARE ALLOWED TO VOTE IN THE ELECTION OF OFFICERS AND DIRECTORS. EACH DISTRICT IS ENTITLED TO ELECT AT LEAST ONE DIRECTOR TO SERVE ON THE GOVERNING BOARD. THE ELECTION OF THE PRESIDENT AND VICE PRESIDENT TAKES PLACE AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM AND A DRAFT IS PROVIDED TO THE ORGANIZATION FOR THEIR REVIEW. THE BOARD REVIEWS THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ORDER TO SUSTAIN THE INSTITUTE OF TRANSPORTATION ENGINEERS' REPUTATION AND CONTINUED SUCCESS, NATIONAL OFFICERS, COUNCIL MEMBERS, EMPLOYEES AND MEMBERS IN LEADERSHIP POSITIONS ARE EXPECTED TO CONDUCT THEMSELVES IN A PROFESSIONAL MANNER AND ADHERE TO THE HIGHEST STANDARDS OF HONESTY AND INTEGRITY. ALL OF THE ABOVE NAMED INDIVIDUALS ARE REQUIRED TO EXECUTE AN APPROPRIATE ACKNOWLEDGEMENT OF ADHERENCE TO A CODE OF ETHICS POLICY UPON ASSUMING THEIR POSITIONS AND NATIONAL OFFICERS, COUNCIL MEMBERS, AND KEY EMPLOYEES ARE REQUIRED TO MAKE ANNUAL DISCLAIMER OR DISCLOSURE OF CONFLICTS OF INTEREST IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE GUIDELINES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATATION OF EMPLOYEES IS DETERMINED USING MARKET SALARY SURVEYS AND IS SET BY THE BOARD EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION COMPLIES WITH IRC SECTION 6104 AND MAKES ITS FORM 1023, FORM 990 AND FORM 990-T AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATIONS GOVERNING DOCUMENTS MAY BE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 1,068,919. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,068,919. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUE OF TRANSPORTATION ENGINEERS EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1627 I STREET NW SUITE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510232220 | EIN |
| Primary Activities | TO PROMOTE PROFESSIONAL EDUCATION IN THE FIELDS RELATING TO TRANSPORTATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF TRANSPORTATION ENGINEERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |