TAX EXECUTIVES INSTITUTE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TAX EXECUTIVES INSTITUTE INC (EIN 52-0239291)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202211339349306566
- Schema version
- 2020v4.2
- 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 | 2022-05-13T13:51:41-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520239291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX EXECUTIVES INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAXE | BusinessNameControlTxt |
| Phone | 2026385601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G ST NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA P MATA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2026385601 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALICIA | PersonFirstNm |
| Person Last | MATA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA SMITH | PreparerPersonNm |
| PTIN | P01332734 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALICIA P MATA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G ST NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,324,223 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.TEI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE AND IMPROVE THE TAX SYSTEM AND TO SERVE ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 78 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 78 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 372 | TotalVolunteersCnt |
| Total Gross UBI | $208,673 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,171,346 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,587,400 | CYProgramServiceRevenueAmt |
| PY Investment Income | $217,907 | PYInvestmentIncomeAmt |
| CY Investment Income | $188,660 | CYInvestmentIncomeAmt |
| PY Other Revenue | $388,074 | PYOtherRevenueAmt |
| CY Other Revenue | $548,163 | CYOtherRevenueAmt |
| PY Total Revenue | $7,777,327 | PYTotalRevenueAmt |
| CY Total Revenue | $6,324,223 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $131,679 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $164,367 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,222,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,531,810 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,480,212 | PYOtherExpensesAmt |
| CY Other Expenses | $2,751,567 | CYOtherExpensesAmt |
| PY Total Expenses | $8,834,125 | PYTotalExpensesAmt |
| CY Total Expenses | $5,447,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,056,798 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $876,479 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,243,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,071,581 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,520,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,431,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,723,286 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,640,147 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF TAX EXECUTIVES INSTITUTE IS TO ENHANCE AND IMPROVE THE GLOBAL TAX SYSTEM AND TO SERVE ITS MEMBERS, THEIR EMPLOYERS, AND SOCIETY GENERALLY BY FACILITATING INTERACTION AMONG, AND THE TRAINING OF, MEMBERS AND THEIR STAFFS, BY EFFECTIVELY ADVOCATING ITS MEMBERS' VIEWS, AND BY PROMOTING COMPETENCE AND PROFESSIONALISM IN BOTH THE PRIVATE AND GOVERNMENT SECTORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONTINUING EDUCATION - THE TAX EXECUTIVES INSTITUTE (THE INSTITUTE) OPERATES NUMEROUS EDUCATION PROGRAMS THROUGHOUT THE YEAR; THESE PROGRAMS ARE AVAILABLE AT THE INSTITUTE, REGION, AND CHAPTER LEVEL, AND SATISFY STATE OR COUNTRY REQUIREMENTS FOR CONTINUING PROFESSIONAL EDUCATION. TEI ALSO PROVIDES EDUCATIONAL RESOURCES SUCH AS FORUMS FOR THE EXCHANGE OF INFORMATION ON AUDIT DEVELOPMENTS, AND OTHER ISSUES AFFECTING THE CORPORATE TAX COMMUNITY. ALSO AVAILABLE TO MEMBERS IS A SOPHISTICATED BUT USER-FRIENDLY ELECTRONIC COMMUNICATIONS SYSTEM, FEATURING SPECIALIZED AND PRIVATE ONLINE BULLETIN BOARDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMITTEE AND LIAISON - TEI PROVIDES EXCELLENT ANALYSES OF PROPOSED TAX LEGISLATION, REGULATIONS, AND OTHER ADMINISTRATIVE PRONOUNCEMENTS. TEI ALSO WORKS WITH LEGISLATIVE AND REGULATORY BODIES BY PROVIDING COMMENTARY ON POLICY AND THE ADMINISTRATIVE ASPECTS OF LEGISLATIVE AND REGULATORY PROPOSALS. TEI'S LEGISLATIVE AND ADVOCACY FUNCTIONS ARE CARRIED ON LARGELY THROUGH THE VOLUNTEER EFFORTS OF ITS MEMBERS.TEI FILES AMICUS BRIEFS IN SUPPORT OF TEI MEMBERS' INTERESTS IN TAXES BEING IMPOSED FAIRLY AND EQUITABLY AND IN TERMS OF THE US CONSTITUTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP SERVICES AND DEVELOPMENT - TAX EXECUTIVES INSTITUTE IS THE PREEMINENT ASSOCIATION OF IN-HOUSE TAX PROFESSIONALS WORLDWIDE. OUR APPROXIMATELY 6,000 MEMBERS REPRESENT MORE THAN 2,900 OF THE LEADING CORPORATIONS IN NORTH AND SOUTH AMERICA, EUROPE, AND ASIA. THROUGH TEI AND ITS 57 CHAPTERS WORLDWIDE, TAX EXECUTIVES HAVE ACCESS TO THE FINEST, MOST COST-EFFECTIVE TAX TRAINING AVAILABLE; THE CAMARADERIE OF THEIR FELLOW TAX PROFESSIONALS-WHO WILLINGLY SHARE THEIR INSIGHTS, IDEAS, AND EXPERIENCES; AND THE ABILITY TO WORK COLLECTIVELY TO IMPROVE TAX POLICY AND ADMINISTRATION. TEI MEMBERS RECEIVE A BI-MONTHLY JOURNAL, TAX EXECUTIVE. THEY ALSO HAVE ACCESS TO TEI'S WEBSITE AT WWW.TEI.ORG, FOR NETWORKING AND EDUCATION OPPORTUNITIES. TEI MEMBERS MAY ENHANCE THEIR PERSONAL LEADERSHIP, COMMUNICATION, AND MENTORING SKILLS BY VOLUNTEERING LOCALLY OR AT THE INSTITUTE LEVEL. TEI ALSO PROVIDES MEMBERS THE OPPORTUNITY TO PARTICIPATE IN SURVEYS AND TO DEVELOP BENCHMARKING TOOLS FOR TAX EXECUTIVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | 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 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| 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 | 78 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 78 | 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 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH C GIESEY | PersonNm |
| Phone | 2026385601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G ST NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (86 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES A KENNEDY | ||||||||
| PRESIDENT | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MITCHELL S TRAGER | ||||||||
| SENIOR VICE PRESIDENT | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WAYNE G MONFRIES | ||||||||
| SECRETARY | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDHYA K EDUPUGANTY | ||||||||
| TREASURER | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPHINE SCALIA | ||||||||
| VP - REGION I | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE R MAGGIN | ||||||||
| VP - REGION II | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY F WIGON | ||||||||
| VP - REGION III | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WALTER B DOGGETT III | ||||||||
| VP - REGION IV | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER WATERSTREET | ||||||||
| VP - REGION IX | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERI N HULL | ||||||||
| VP - REGION V | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CATHLEEN STEVENS | ||||||||
| VP - REGION VI | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL F ROACH | ||||||||
| VP - REGION VII | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRADLEY PEES | ||||||||
| VP - REGION VIII | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA S KIM | ||||||||
| VP - REGION X | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LIONEL B NOBRE | ||||||||
| VP - REGION XI | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID E STEVENS | ||||||||
| ALASKA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA M LAMBSON | ||||||||
| ARIZONA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE GAY | ||||||||
| ASIA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD PIEDMONTE | ||||||||
| ATLANTA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON J SOSA | ||||||||
| AUSTIN CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN P KAUFMAN | ||||||||
| BALTIMORE-WASHINGTON REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A RIZZO | ||||||||
| BUFFALO-NIAGARA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BEAU YOUNG | ||||||||
| CALGARY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HUNTER LANE | ||||||||
| CAROLINAS CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE A POCIASK | ||||||||
| CHICAGO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW S SCHROEDER | ||||||||
| CINCINNATI-COLUMBUS CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT A TINCHER | ||||||||
| CLEVELAND CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA WILSON | ||||||||
| CONNECTICUT VALLEY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN A BAUER | ||||||||
| DALLAS CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD WILLIS | ||||||||
| DENVER CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER A TRESSLER | ||||||||
| DETROIT CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR LUIS M FARGAS MAS | ||||||||
| EMEA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN M SOLTIS | ||||||||
| FLORIDA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LINIADO | ||||||||
| FORT WORTH CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY A STEPHENSON | ||||||||
| HARRISBURG CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORIE SK ISHII | ||||||||
| HAWAII CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY WHITTENBURG | ||||||||
| HOUSTON CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALFRED GUERRA | ||||||||
| INDIANA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD H WIREMAN II | ||||||||
| IOWA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY GOSE | ||||||||
| KANSAS CITY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ANTHONY CALABRESE | ||||||||
| KENTUCKY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SILVA YEGHYAYAN | ||||||||
| LOS ANGELES CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES A FITZER | ||||||||
| MINNESOTA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE HUNTER | ||||||||
| MONTREAL CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTI ROONEY | ||||||||
| NASHVILLE CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MEEHAN | ||||||||
| NEBRASKA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSIDY L CRAWFORD | ||||||||
| NEVADA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARYANNE D KNOTT | ||||||||
| NEW ENGLAND CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND J SALORT JR | ||||||||
| NEW JERSEY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL HELLER | ||||||||
| NEW YORK CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN D CRALL | ||||||||
| OKLAHOMA CITY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MANES | ||||||||
| ORANGE COUNTY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVAN G ERNEST | ||||||||
| PHILADELPHIA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN J COPENHEAVER JR | ||||||||
| PITTSBURGH CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN E MCMILLAN | ||||||||
| PORTLAND CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY P STEINBERG | ||||||||
| ROCHESTER CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN C BROWN | ||||||||
| SALT LAKE CITY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SON LE | ||||||||
| SAN DIEGO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN F ANDERSON | ||||||||
| SAN FRANCISCO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER K BOWERS | ||||||||
| SEATTLE CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC L JOHNSON | ||||||||
| SILICON VALLEY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE S WELIKSON | ||||||||
| ST. LOUIS CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY F O'SHREA | ||||||||
| TORONTO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST N GATES | ||||||||
| TULSA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRASER E REID | ||||||||
| VANCOUVER CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM W FLEXON | ||||||||
| VIRGINIA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER F DE NICOLA | ||||||||
| WESTCHESTER-FAIRFIELD CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE GOSS | ||||||||
| WESTERN MICHIGAN CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN PETERSON | ||||||||
| WISCONSIN CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A OLSON | ||||||||
| WISCONSIN, NORTHEAST CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CN SANDY MACFARLANE | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P SILVESTRI | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATRINA H WELCH | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK C SILBIGER | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL O'CONNOR | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L HOWREN | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SOL COFFINO | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERILEA J WIELENGA | ||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELI J DICKER | ||||||||
| EXECUTIVE DIRECTOR (TO 1/2021) | 35.00 | 0.00 | Yes (X) | $345,649 | $0 | $4,602 | ||
| ALICIA P MATA | ||||||||
| EXECUTIVE DIRECTOR (AS OF 6/2021) | 35.00 | 0.00 | Yes (X) | $231,943 | $0 | $23,526 | ||
| W PATRICK EVANS | ||||||||
| CHIEF TAX COUNSEL | 35.00 | 0.00 | Yes (X) | $269,231 | $0 | $33,657 | ||
| BENJAMIN R SHRECK | ||||||||
| TAX COUNSEL | 35.00 | 0.00 | $241,910 | $0 | $35,539 | Yes (X) | ||
| WATSON M MCLEISH | ||||||||
| TAX COUNSEL | 35.00 | 0.00 | $182,403 | $0 | $22,411 | Yes (X) | ||
| DEBORAH C GIESEY | ||||||||
| DIRECTOR OF ADMINISTRATION | 35.00 | 0.00 | $152,064 | $0 | $19,534 | Yes (X) | ||
| LISA R SAMUELS | ||||||||
| DIRECTOR OF MARKETING AND MEMBERSHIP | 35.00 | 0.00 | $120,468 | $0 | $13,708 | Yes (X) | ||
| MICHAEL T DOWDY | ||||||||
| DIRECTOR OF IT AND WEB SERVICES | 35.00 | 0.00 | $135,481 | $0 | $26,930 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,679,149 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| SPONSORSHIP | 541800 | $2,478,900 | $2,478,900 | ||
| MEMBERSHIP DUES | 900099 | $1,507,345 | $1,507,345 | ||
| CONTINUING EDUCATION | 900099 | $765,885 | $765,885 | ||
| CHAPTERS AND REGIONS | 900099 | $614,363 | $614,363 | ||
| PUBLICATION INCOME | 541800 | $220,907 | $12,234 | $208,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,587,400 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,660 | TotalRevenueColumnAmt |
| Exclusion | $188,660 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,000 | TotalRevenueColumnAmt |
| Exclusion | $543,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,163 | TotalRevenueColumnAmt |
| Exclusion | $5,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,324,223 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,899,827 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $208,673 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,215,723 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,367 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,936 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,182 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,291 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,261 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,140 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,173 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,413 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,328 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,113 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,381 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,834 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,857 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,882 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,487 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CHAPTER AND REGION DISB | $471,067 |
| PUBLICATIONS | $360,909 |
| SPECIAL PROJECTS | $78,175 |
| CHAPTER AND REGION REBA | $35,535 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,347 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,447,744 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,078,315 | BOYAmt |
| EOY | $976,070 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,459,658 | BOYAmt |
| EOY | $4,191,480 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,345 | BOYAmt |
| EOY | $82,037 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,841 | BOYAmt |
| EOY | $168,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,639,750 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,290,686 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,960 | BOYAmt |
| EOY | $349,064 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,950,688 | BOYAmt |
| EOY | $6,304,274 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,960 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,243,767 | BOYAmt |
| EOY | $12,071,581 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,046 | BOYAmt |
| EOY | $314,435 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,814,683 | BOYAmt |
| EOY | $2,063,832 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,752 | BOYAmt |
| EOY | $1,053,167 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,520,481 | BOYAmt |
| EOY | $3,431,434 | 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 | $7,723,286 | BOYAmt |
| EOY | $8,640,147 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,723,286 | BOYAmt |
| EOY | $8,640,147 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,243,767 | BOYAmt |
| EOY | $12,071,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $876,479 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $413,288 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$291,946 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$80,960 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $1,507,345 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $53,059 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $53,059 | NonDeductibleLbbyngPltclTotAmt |
| Carried Over | $0 | CarriedOverAmt |
| Taxable | $53,059 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $707,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $366,160 | DepreciationAmt |
| Book Value | $340,881 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $932,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $924,526 | DepreciationAmt |
| Book Value | $8,183 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $349,064 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $1,053,167 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,053,167 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,089,300 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $413,288 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $413,288 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,676,012 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,173 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $616,038 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $648,211 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,324,223 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,782,637 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,782,637 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,173 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $632,934 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $665,107 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,447,744 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST RECEIVED BY CHAPTERS 1,675. INCOME EARNED BY CHAPTERS AND REGIONS 614,363. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES INCURRED BY CHAPTERS AND REGIONS 471,067. SCHOLARSHIP EXPENSES INCURRED BY CHAPTERS AND REGIONS 161,867. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS IN FOREIGN CORPORATIONS | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELI J DICKER | ||||||||||||||
| EXECUTIVE DIRECTOR (TO 1/2021) | $343,115 | $0 | $0 | $0 | $2,534 | $0 | $4,602 | $0 | $802 | $0 | $351,053 | $0 | $0 | $0 |
| W PATRICK EVANS | ||||||||||||||
| CHIEF TAX COUNSEL | $268,348 | $0 | $0 | $0 | $883 | $0 | $3,608 | $0 | $30,771 | $0 | $303,610 | $0 | $0 | $0 |
| BENJAMIN R SHRECK | ||||||||||||||
| TAX COUNSEL | $241,334 | $0 | $0 | $0 | $576 | $0 | $3,276 | $0 | $33,065 | $0 | $278,251 | $0 | $0 | $0 |
| ALICIA P MATA | ||||||||||||||
| EXECUTIVE DIRECTOR (AS OF 6/2021) | $231,367 | $0 | $0 | $0 | $576 | $0 | $3,061 | $0 | $21,267 | $0 | $256,271 | $0 | $0 | $0 |
| WATSON M MCLEISH | ||||||||||||||
| TAX COUNSEL | $182,077 | $0 | $0 | $0 | $326 | $0 | $2,422 | $0 | $20,713 | $0 | $205,538 | $0 | $0 | $0 |
| DEBORAH C GIESEY | ||||||||||||||
| DIRECTOR OF ADMINISTRATION | $149,081 | $0 | $0 | $0 | $2,983 | $0 | $1,997 | $0 | $18,167 | $0 | $172,228 | $0 | $0 | $0 |
| MICHAEL T DOWDY | ||||||||||||||
| DIRECTOR OF IT AND WEB SERVICES | $134,333 | $0 | $0 | $0 | $1,148 | $0 | $1,811 | $0 | $25,685 | $0 | $162,977 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE EXPENSES OF THE SPOUSES OF THE INSTITUTE PRESIDENT, EXECUTIVE DIRECTOR, AND CHIEF TAX COUNSEL ARE REIMBURSED IN RESPECT OF THEIR ATTENDANCE AT CERTAIN BONA FIDE BUSINESS MEETINGS INVOLVING A SIGNIFICANT NUMBER OF SPOUSES AND FORMAL COMPANION PROGRAMS. THESE AMOUNTS ARE NOT INCLUDED IN TAXABLE COMPENSATION. THE EXECUTIVE DIRECTOR OCCASIONALLY TRAVELS VIA FIRST-CLASS. AMOUNTS RELATED TO THIS ARE NOT INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP SECTION 1. MEMBERSHIP SHALL BE OPEN TO PERSONS NOT ENGAGED IN PUBLIC TAX PRACTICE WHO ARE EMPLOYED BY CORPORATIONS AND OTHER BUSINESSES IN AN EXECUTIVE, ADMINISTRATIVE, OR MANAGERIAL CAPACITY AND WHO MEET THE FOLLOWING QUALIFICATIONS: (1)IN AN ORGANIZATION HAVING AN INTEGRATED SEPARATE TAX DEPARTMENT, THE HEAD OF THAT DEPARTMENT AND ANY OTHER PERSONS THE DEPARTMENT HEAD SHALL DESIGNATE, PROVIDING THEIR WORK CONSISTS PRINCIPALLY OF ADMINISTERING TAXES ON AN EXECUTIVE OR MANAGEMENT LEVEL. (2)IN AN ORGANIZATION HAVING A NONINTEGRATED TAX DEPARTMENT WHERE THE TAX FUNCTION MAY BE DIVIDED BETWEEN THE LEGAL, ACCOUNTING, OR OTHER DEPARTMENTS, THOSE PERSONS WHO DEVOTE THEIR PRINCIPAL TIME TO THE TAX FUNCTIONS OR WHOSE PRINCIPAL RESPONSIBILITIES ARE THE HANDLING OF THE TAX FUNCTIONS IN THEIR RESPECTIVE DEPARTMENTS AT AN EXECUTIVE, ADMINISTRATIVE OR MANAGEMENT LEVEL, AND ANY OTHERS WHOM SUCH PERSONS SHALL DESIGNATE, PROVIDING THEIR WORK CONSISTS PRINCIPALLY OF ADMINISTERING TAXES ON AN EXECUTIVE OR MANAGEMENT LEVEL. (3)IN AN ORGANIZATION HAVING NEITHER AN INTEGRATED, SEPARATE TAX DEPARTMENT NOR ANY PERSON ON AN EXECUTIVE OR MANAGEMENT LEVEL WHOSE FULL TIME IS DEVOTED TO THE TAX FUNCTION, THOSE PERSONS CHARGED WITH THE RESPONSIBILITY OF ADMINISTERING THE TAX AFFAIRS OF THE ORGANIZATION ON AN EXECUTIVE OR MANAGEMENT LEVEL. |
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE II, SECTION 4 OF THE INSTITUTE'S BY-LAWS PROVIDES THAT EACH OF THE TEI CHAPTERS "SHALL HAVE THE RIGHT, ONCE EVERY TWO YEARS, TO ELECT A DIRECTOR (CHAPTER REPRESENTATIVE) TO A TWO-YEAR TERM [ON THE INSTITUTE BOARD OF DIRECTORS]. THE TERMS OF OFFICE WITH RESPECT TO DIRECTORS FROM THE CHAPTERS SHALL BE STAGGERED SO THAT THE NUMBER OF DIRECTORS ELECTED FROM THE CHAPTERS EACH YEAR SHALL BE ONE-HALF OF THE NUMBER OF CHAPTERS OF THE INSTITUTE." IN RESPECT OF THE FOUR SENIOR OFFICERS AND NINE REGIONAL VICE PRESIDENTS, ARTICLE V, SECTION 2 OF THE BY-LAWS PROVIDES THAT EACH YEAR, THE INSTITUTE'S NOMINATING COMMITTEE "SHALL MAKE NOMINATIONS FOR OFFICERS, EXCEPT THAT THE SENIOR VICE PRESIDENT SHALL AUTOMATICALLY SUCCEED TO THE OFFICE OF PRESIDENT AT THE NEXT ANNUAL MEETING OF MEMBERS BY OPERATION OF THESE BY-LAWS." UNDER SECTIONS 3 AND 5 OF THAT ARTICLE, IF NO OTHER NOMINATIONS ARE MADE BY 25 OR MORE MEMBERS WITHIN THE PRESCRIBED TIME PERIOD, THE OFFICERS ARE DEEMED ELECTED BY OPERATION OF THE BY-LAWS. IF THERE ARE OTHER NOMINATIONS, THE NAMES ARE PLACED ON THE BALLOT FOR SELECTION BY THE MEMBERSHIP. IN RESPECT OF PAST PRESIDENTS, ARTICLE II, SECTION 5, PROVIDES "PAST PRESIDENTS OF THE INSTITUTE WHO COMPLETE THEIR SERVICE AS PRESIDENT ON OR BEFORE THE 2018 ANNUAL MEETING OF THE MEMBERS, SHALL BE NOMINATED TO SERVE ON THE BOARD EACH YEAR AS LONG AS THEY CONTINUE THEIR FULL MEMBERSHIP AND CONSENT TO SERVE AS DIRECTORS. PAST PRESIDENTS OF THE INSTITUTE WHO COMPLETE THEIR SERVICE AS PRESIDENT AFTER THE 2018 ANNUAL MEETING OF THE MEMBERS, SHALL BE NOMINATED TO SERVE ON THE BOARD FOR UP TO SIX CONSECUTIVE ONE-YEAR TERMS FOLLOWING THEIR SERVICE AS PRESIDENT AS LONG AS THEY CONTINUE THEIR FULL MEMBERSHIP AND CONSENT TO SERVE. NOTHING IN THIS SECTION SHALL LIMIT THE ELIGIBILITY OF A PAST PRESIDENT TO SERVE ON THE BOARD AS A CHAPTER REPRESENTATIVE OR AN OFFICER." |
| FORM 990, PART VI, SECTION A, LINE 7B | ARTICLE X OF THE INSTITUTE'S BY-LAWS PROVIDES THAT AMENDMENTS TO THE BY-LAWS MUST BE APPROVED BY THE MEMBERSHIP. IN ADDITION, UNDER NEW YORK LAW, DIRECTORS ELECTED BY THE MEMBERSHIP (OR BY A CLASS OF MEMBERS) MAY ONLY BE REMOVED BY VOTE OF THOSE MEMBERS OR CLASS OF MEMBERS. NEW YORK LAW ALSO REQUIRES THE MEMBERSHIP TO APPROVE MERGERS OR CONSOLIDATIONS AND DISSOLUTION OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE RSM US LLP HAS COMPLETED THE FORM 990 PREPARATION, A COPY IS SENT TO TEI'S MANAGEMENT FOR APPROVAL. ONE OF THE INSTITUTE'S FOUR SENIOR OFFICERS REVIEWS THE RETURN AFTER MANAGEMENT HAS APPROVED IT. THE RETURN IS PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNING BOARD IS ASKED TO SIGN THE CONFLICT OF INTEREST FORMS EACH YEAR AND TEI FOLLOWS UP SEVERAL TIMES TO ENSURE THAT THE FORMS ARE RECEIVED. TEI EMPLOYEES ARE ALSO REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS INCLUDES ALL OF THESE ELEMENTS: - REVIEW AND APPROVAL BY THE INSTITUTE'S EXECUTIVE COMMITTEE; - USE OF DATA AS TO COMPARABLE COMPENSATION; AND - CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING 1.DEVELOPMENT OF RECOMMENDATIONS. THE EXECUTIVE DIRECTOR DEVELOPS RECOMMENDATIONS WITH RESPECT TO ALL MEMBERS OF THE STAFF OTHER THAN HIMSELF OR HERSELF, AND FORWARDS THEM TO THE INSTITUTE'S CURRENT AND INCOMING PRESIDENTS FOR REVIEW AND DISCUSSION. THOSE RECOMMENDATIONS ARE THEN REFERRED TO THE INSTITUTE'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE CURRENT AND INCOMING PRESIDENTS DEVELOP A RECOMMENDATION WITH RESPECT TO THE EXECUTIVE DIRECTOR. 2.REVIEW AND APPROVAL. THE RECOMMENDATIONS REFERRED TO IN ITEM 1 ARE REVIEWED, ADJUSTED, AND APPROVED BY THE EXECUTIVE COMMITTEE, WITH THE EXECUTIVE DIRECTOR NOT BEING INVOLVED IN A DISCUSSION OF HIS OR HER OWN COMPENSATION; THE RECOMMENDATION IN RESPECT OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS. HENCE, PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 3.USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF ALL STAFF MEMBERS ARE REVIEWED AND APPROVED USING DATA ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. AMONG THE SOURCES OF SUCH COMPARABLE INFORMATION IS THE ASAE'S ASSOCIATION COMPENSATION AND BENEFITS SURVEY. 4.CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE POSTED ON THE WEBSITE. FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART XI, LINE 9: | EQUITY IN LOSS FROM HONG KONG -62,620. LOSS ON IMPAIRMENT OF INVEST IN RELATED -18,340. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR REVIEW HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEI EDUCATION FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541402262 | EIN |
| Primary Activities | SPONSOR CONTINUING EDUCATION/FURTHER TEI'S EDUCATIONAL OBJECTIVES | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX EXECUTIVE INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| TEI ASIA PACIFIC LIMITED | ||||||||||
| 1401 HUTCHISON HOUSE 10 HARCOURT R | HONG KONG | HK | HOLDING COMPANY | HK | TAX EXECUTIVES INSTITUTE INC | C | $1 | 1.00000 | 0 | |
| TEI BUSINESS CONSULTING (SHANGHAI) COMPANY LIMITED | ||||||||||
| 33 HUAYUANSHIQIAO ROAD SUITE 2311 | SHANGHAI | CH | CONSULTING | CH | TEI ASIA PACIFIC LIMITED | C | $49 | 1.00000 | 0 | 200120 |
| 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |