PERFORMANCE REVIEW INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PERFORMANCE REVIEW INSTITUTE INC (EIN 25-1633904)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349305996
- Schema version
- 2021v4.2
- 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 | 2022-11-14T10:26:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 SIXTH AVE 8TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251633904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERFORMANCE REVIEW INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN TRYBEND | InCareOfNm |
| Business Name Control | PERF | BusinessNameControlTxt |
| Phone | 7247721616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 THORN HILL ROAD | AddressLine1Txt |
| City | WARRENDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN TRYBEND | PersonNm |
| Person Title | Sec/Treasurer/CFO | PersonTitleTxt |
| Phone | 7247721616 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | TRYBEND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4122812501 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN TRYBEND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 THORN HILL ROAD | AddressLine1Txt |
| City | WARRENDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,815,654 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HTTPS://P-R-I.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,166,581 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,349,733 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,424,421 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,560,766 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,839 | PYOtherRevenueAmt |
| CY Other Revenue | -$94,845 | CYOtherRevenueAmt |
| PY Total Revenue | $34,587,163 | PYTotalRevenueAmt |
| CY Total Revenue | $42,815,654 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,521,739 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,596,563 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,104,343 | PYOtherExpensesAmt |
| CY Other Expenses | $25,716,735 | CYOtherExpensesAmt |
| PY Total Expenses | $31,626,082 | PYTotalExpensesAmt |
| CY Total Expenses | $37,313,298 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,961,081 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,502,356 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,442,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,694,465 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,396,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,426,962 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,045,733 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,267,503 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | INDUSTRY MANAGED PROGRAMS: PROVIDES AUDITS OF SPECIAL MANUFACTURING PROCESSES TO INDUSTRY DEVELOPED AUDIT CRITERIA AS DEFINED BY CONSENSUS OF ALL INDUSTRY PARTICIPANTS RESULTING IN ACCREDITATION RECOGNIZED INTERNATIONALLY BY INDUSTRY OEM'S. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRAR PROGRAM: ACCREDITED BY ANAB, PROVIDES QUALITY MANAGEMENT SYSTEM AUDITS TO VARIOUS INTERNATIONAL STANDARDS RESULTING IN CERTIFICATION TO SUCH STANDARDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFESSIONAL DEVELOPMENT PROGRAM: PROVIDE OUTSTANDING LEARNING SOLUTIONS THROUGH GLOBAL INDUSTRY DRIVEN TRAINING TO ADD VALUE TO THE VARIOUS INDUSTRY MANAGED PROGRAMS, AND PROVIDE A PROGRAM FOR THE CERTIFICATION OF SELECT AEROSPACE PERSONNEL AS COMPETENT IN A SPECIFIC SPECIALIZED MANUFACTURING PROCESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 192 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 206 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN TRYBEND | PersonNm |
| Phone | 7247727510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 THORN HILL ROAD | AddressLine1Txt |
| City | WARRENDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| David L Schutt PHD | |||||||||
| President | 15.0 | 25.0 | Yes (X) | Yes (X) | $0 | $1,045,103 | $52,920 | ||
| Brian Trybend | |||||||||
| Secretary/Treas/CFO | 10.0 | 30.0 | Yes (X) | $0 | $269,000 | $28,095 | |||
| Scott R Klavon | |||||||||
| Dir Nadcap Prgm | 40.0 | 0.0 | $237,027 | $0 | $45,222 | Yes (X) | |||
| Randy Daugharthy | |||||||||
| Dir Registrar Prgm | 40.0 | 0.0 | $186,187 | $0 | $40,275 | Yes (X) | |||
| Michael Graham | |||||||||
| Sr. Prgm Mgr Nadcap | 40.0 | 0.0 | $178,075 | $0 | $36,782 | Yes (X) | |||
| Edgar Kegerreis | |||||||||
| Sr Prgm Mgr Registrar | 40.0 | 0.0 | $175,111 | $0 | $36,488 | Yes (X) | |||
| Connie Conboy | |||||||||
| Dir, MedAccred Prgm | 40.0 | 0.0 | $183,502 | $0 | $18,968 | Yes (X) | |||
| John Brouzakis Jr | |||||||||
| Cntlr, FP&A Sr Mgr | 40.0 | 0.0 | $156,903 | $0 | $39,928 | Yes (X) | |||
| Jonathan Solomond | |||||||||
| EVP & COO | 40.0 | 0.0 | Yes (X) | $85,938 | $0 | $14,968 | |||
| Matthew Ley | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tony Maguire | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nobuo Morishita | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jorg Werner | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jianqiang Xu | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Anne Barussaud | |||||||||
| Director (as of 1/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Morgan | |||||||||
| Director (as of 3/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Craig Nelson | |||||||||
| Director (as of 3/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Salim Semssar | |||||||||
| Director (as of 6/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kim Killackey | |||||||||
| Director (as of 9/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Philip June | |||||||||
| Director (as of 9/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Dyer | |||||||||
| Director (thru 2/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Pisani | |||||||||
| Director (thru 2/21) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,202,743 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,314,103 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $313,646 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARTIN ASSOCIATES LLC | |||||
| 3 REGAL COURT | JOHNSON CITY | TN | 37604 | QUALITY SYSTEM AUDIT | $227,150 |
| BEACON HILL STAFFING GROUP LLC | |||||
| 152 BOWDOIN STREET | BOSTON | MA | 02108 | IT CONSULTANTS | $194,330 |
| LECUYER QUALITY AUDITING LLC | |||||
| 3900 STEDMAN TRIANGLE | FORT WORTH | TX | 76244 | QUALITY SYSTEM AUDIT | $163,934 |
| HEIDRICK STRUGGLES INC | |||||
| 233 SOUTH WACKER DRIVE SUITE 4900 | CHICAGO | IL | 60606 | RECUITING SERVICES | $160,678 |
| QSA1 INCORPORATED | |||||
| PO BOX 963 | QUEEN CREEK | AZ | 85142 | QUALITY SYSTEM AUDIT | $158,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AUDIT PROGRAMS | 541900 | $37,370,478 | $37,370,478 |
| PROFESSIONAL DEVELOPMENT PROGRAM | 541900 | $1,979,255 | $1,979,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,349,733 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $697,658 | TotalRevenueColumnAmt |
| Exclusion | $697,658 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,863,108 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,863,108 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,863,108 | TotalRevenueColumnAmt |
| Exclusion | $2,863,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY TRANSACTION LOSS | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | -$94,845 | TotalRevenueColumnAmt |
| Exclusion | -$94,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$94,845 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,815,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,349,733 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,465,921 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,156 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,105,830 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,801 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,041 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,735 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,319 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,561 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,000 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,190 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,752 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,923 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,239 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,296 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,909 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,501 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,428 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,678 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,444 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| AUDITOR/INSTRUCTOR FEES | $18,591,716 |
| EQUIPMENT/REPAIRS | $924,087 |
| EMPLOYEE RECRUITMENT | $680,378 |
| BAD DEBT EXPENSE | $516,880 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,434 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,313,298 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,210,373 | BOYAmt |
| EOY | $13,052,813 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,878,105 | BOYAmt |
| EOY | $3,830,119 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,809,873 | BOYAmt |
| EOY | $1,911,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,315,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,790,754 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,544 | BOYAmt |
| EOY | $524,835 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,750,439 | BOYAmt |
| EOY | $48,875,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,572,572 | BOYAmt |
| EOY | $4,580,503 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426,925 | BOYAmt |
| EOY | $1,477,182 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,751 | BOYAmt |
| EOY | $441,456 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,442,582 | BOYAmt |
| EOY | $74,694,465 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,347,997 | BOYAmt |
| EOY | $3,137,969 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,478,572 | BOYAmt |
| EOY | $11,484,597 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $120,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,280 | BOYAmt |
| EOY | $1,684,396 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,396,849 | BOYAmt |
| EOY | $16,426,962 | 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 | $52,045,733 | BOYAmt |
| EOY | $58,267,503 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,045,733 | BOYAmt |
| EOY | $58,267,503 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,442,582 | BOYAmt |
| EOY | $74,694,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,502,356 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $831,838 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$112,424 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,960 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,470 | DepreciationAmt |
| Book Value | $52,490 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,175,629 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,703,284 | DepreciationAmt |
| Book Value | $472,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $524,835 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN PRI-EUROPE LTD | $3,030,898 | C |
| GIF - LIQUID RESERVES | $1,016,991 | F |
| INVESTMENT IN PRI-CAPE BEIJING | $532,614 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,580,503 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE-PRI EUROPE | Desc |
| Amt | $1,684,396 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,684,396 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PRI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. ALL WHOLLY OWNED SUBSIDIARIES OF PRI CONTINUE TO BE TREATED AS ENTITIES WITH THEIR FOREIGN JURSIDICTIONS AND PROVIDE FOR INCOME TAXES IN ACCORDANCE WITH THE ASSET AND LIABILITY METHOD. UNDER THIS METHOD, DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES FOR FINANCIAL REPORTING AND FOR INCOME TAX REPORTING. THE DEFERRED TAX ASSETS OR LIABILITIES REPRESENT THE FUTURE TAX RETURN CONSEQUENCES OF THOSE DIFFERENCES, WHICH WILL EITHER BE TAXABLE OR DEDUCTIBLE WHEN THE ASSETS AND LIABILITIES ARE RECOVERED OR SETTLED. DEFERRED TAX ASSETS ARE REDUCED BY A VALUATION ALLOWANCE WHEN IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF THE DEFERRED TAX ASSETS WILL NOT BE REALIZED. PRI HAD NO DEFERRED TAX ASSETS OR LIABILITIES AS OF DECEMBER 31, 2021 OR 2020. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN A POSITION THAT IS UNCERTAIN. AN UNCERTAIN POSITION IS DEFINED AS ONE IN WHICH THERE IS A 50% OR GREATER LIKELIHOOD THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE ORGANIZATION HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. PRI IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| North America | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $790,762 |
| South America | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $100,507 |
| Central America and the Caribbean | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $11,302 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $3,931,427 |
| Middle East and North Africa | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $87,983 |
| Sub-Saharan Africa | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $6,348 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $21,893 |
| East Asia and the Pacific | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $1,743,174 |
| South Asia | 0 | 0 | Program Services | SPECIAL MFG AUDITS | $279,879 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $3,030,898 | |
| East Asia and the Pacific | 0 | 0 | Investments | $532,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,536,787 | SubtotalSpentAmt |
| Total Spent | $10,536,787 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David L Schutt PHD | ||||||||||||||
| President | $0 | $880,000 | $0 | $0 | $0 | $165,103 | $0 | $29,000 | $0 | $23,920 | $0 | $1,098,023 | $0 | $0 |
| Scott R Klavon | ||||||||||||||
| Dir Nadcap Prgm | $221,527 | $0 | $15,000 | $0 | $500 | $0 | $23,703 | $0 | $21,519 | $0 | $282,249 | $0 | $0 | $0 |
| Brian Trybend | ||||||||||||||
| Secretary/Treas/CFO | $0 | $242,000 | $0 | $27,000 | $0 | $0 | $0 | $26,900 | $0 | $1,195 | $0 | $297,095 | $0 | $0 |
| Randy Daugharthy | ||||||||||||||
| Dir Registrar Prgm | $175,687 | $0 | $10,000 | $0 | $500 | $0 | $18,619 | $0 | $21,656 | $0 | $226,462 | $0 | $0 | $0 |
| Michael Graham | ||||||||||||||
| Sr. Prgm Mgr Nadcap | $161,421 | $0 | $3,222 | $0 | $13,432 | $0 | $17,807 | $0 | $18,975 | $0 | $214,857 | $0 | $0 | $0 |
| Edgar Kegerreis | ||||||||||||||
| Sr Prgm Mgr Registrar | $161,182 | $0 | $0 | $0 | $13,929 | $0 | $17,511 | $0 | $18,977 | $0 | $211,599 | $0 | $0 | $0 |
| Connie Conboy | ||||||||||||||
| Dir, MedAccred Prgm | $173,002 | $0 | $10,000 | $0 | $500 | $0 | $18,350 | $0 | $618 | $0 | $202,470 | $0 | $0 | $0 |
| John Brouzakis Jr | ||||||||||||||
| Cntlr, FP&A Sr Mgr | $156,403 | $0 | $0 | $0 | $500 | $0 | $15,690 | $0 | $24,238 | $0 | $196,831 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 | SAE INTERNATIONAL, A RELATED ORGANIZATION, USES A DOCUMENTED PROCESS FOR DETERMINING THE COMPENSATION FOR THE STAFF OF THE FILING ORGANIZATION INCLUDING THE TOP MANAGEMENT OFFICIAL. DETERMINATION OF COMPENSATION LEVELS ARE MARKET PRICED WITH BENCHMARK DATA BASED ON THE APPLICABLE JOB DESCRIPTION FOR EVERY POSITION. IN ADDITION, THE ORGANIZATION CONDUCTS AN ANNUAL PERFORMANCE EVALUATION BASED ON INDIVIDUAL EMPLOYEE PERFORMANCE FOR THE YEAR. FOR EVERY EMPLOYEE INCLUDING THE TOP MANAGEMENT OFFICIAL, EACH EMPLOYEE, AT HIS OR HER MANAGER'S DISCRETION, IS GIVEN A MERIT INCREASE BASED ON THE EMPLOYEE'S PERFORMANCE RATING AND THE POSITION WITHIN THE SALARY RANGE SUCH EMPLOYEE CURRENTLY OCCUPIES. |
| Schedule J, Part I, Line 4b | THE FOLLOWING EMPLOYEES PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND RECEIVED AN EMPLOYER CONTRIBUTION DURING 2021: JONATHAN P. SOLOMOND - $5,219 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE I, DESCRIPTION OF ORGANIZATION MISSION: | THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN ACTIVITIES PERMITTED FOR CORPORATIONS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986 (THE "CODE") PARTICULARLY TO FOSTER, ADVANCE AND PROMOTE THE INTERESTS OF THE AUTOMOTIVE INDUSTRIES: LAND, SEA, AIR AND SPACE; TO COMPILE AND REVIEW PERFORMANCE STANDARDS; TO PROMOTE AND ADMINISTER QUALITY ASSURANCE, ACCREDITATION AND CERTIFICATION PROGRAMS FOR THE BENEFIT OF THE GENERAL PUBLIC, INDUSTRY AND GOVERNMENT; TO CONTRIBUTE FUNDS, PROPERTY AND SERVICE TO NONPROFIT ORGANIZATIONS THAT DEVELOP AND PUBLISH STANDARDS FOR MAINTAINING AND IMPROVING QUALITY AND PERFORMANCE WITHIN THE AUTOMOTIVE INDUSTRY; AND TO ENGAGE IN ANY OTHER LAWFUL TRADE ASSOCIATION PURPOSE CONDUCTED ON A NONPROFIT BASIS. |
| FORM 990, PART III, LINE 1: | THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN ACTIVITIES PERMITTED FOR CORPORATIONS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986 (THE "CODE") PARTICULARLY TO FOSTER, ADVANCE AND PROMOTE THE INTERESTS OF THE AUTOMOTIVE INDUSTRIES: LAND, SEA, AIR AND SPACE; TO COMPILE AND REVIEW PERFORMANCE STANDARDS; TO PROMOTE AND ADMINISTER QUALITY ASSURANCE, ACCREDITATION AND CERTIFICATION PROGRAMS FOR THE BENEFIT OF THE GENERAL PUBLIC, INDUSTRY AND GOVERNMENT; TO CONTRIBUTE FUNDS, PROPERTY AND SERVICE TO NONPROFIT ORGANIZATIONS THAT DEVELOP AND PUBLISH STANDARDS FOR MAINTAINING AND IMPROVING QUALITY AND PERFORMANCE WITHIN THE AUTOMOTIVE INDUSTRY; AND TO ENGAGE IN ANY OTHER LAWFUL TRADE ASSOCIATION PURPOSE CONDUCTED ON A NONPROFIT BASIS. |
| FORM 990, PART VI, SECTION A, LINE 6: | SAE INTERNATIONAL IS THE SOLE MEMBER OF PERFORMANCE REVIEW INSTITUTE ("PRI"). |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE DIRECTORS OF PERFORMANCE REVIEW INSTITUTE ("PRI") SHALL BE COMPRISED OF THE PRESIDENT AND UP TO FOURTEEN (14) MEMBERS APPOINTED BY THE VOTING MEMBER (THE VOTING MEMBER IS SAE INTERNATIONAL) AND ONE MEMBER ELECTED BY THE MAJORITY VOTE OF THE OTHER CLASSES OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B: | THE MEMBER MUST APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B: | AFTER REVIEW BY SENIOR MANAGEMENT PERSONNEL, PRI'S SECRETARY/TREASURER/CFO INFORMS ALL MEMBERS OF THE BOARD THAT THE FINAL VERSION OF PRI'S FORM 990 IS AVAILABLE ONLINE FOR REVIEW AND COMMENT FOR TWO WEEKS. AT THE END OF SUCH TWO WEEK PERIOD, THE PRESIDENT OR SECRETARY/TREASURER SIGNS THE FORM 990 AND FILES IT WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C: | PRI ENFORCES A CONFLICT OF INTEREST POLICY IN ORDER TO PREVENT THE PERSONAL OR FINANCIAL INTERESTS OF PRI BOARD MEMBERS OR COMMITTEE MEMBERS FROM INTERFERING WITH THE PERFORMANCE OF THEIR FIDUCIARY DUTY TO PRI. MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ALL MATERIAL BUSINESS, FINANCIAL, AND ORGANIZATIONAL INTERESTS AND AFFILIATIONS THEY OR THOSE CLOSE TO THEM HAVE WHICH COULD BE CONSTRUED TO BE RELATED TO ANY INTEREST OF PRI. IF IN THE COURSE OF THE MEMBER'S SERVICE TO PRI, SHOULD SUCH A CONFLICT ARISE, THE MEMBER IS REQUIRED TO DISCLOSE SUCH CONFLICT. SHOULD ANY MEMBER HAVE A CONFLICT OF INTEREST, SUCH MEMBER WILL BE ASKED TO REMOVE THEMSELVES FROM PARTICIPATING IN THE DELIBERATIONS AND/OR VOTING ON THE MATTER PRESENTING THE CONFLICT. IN SOME CIRCUMSTANCES THE MEMBER WILL BE ASKED TO RESIGN FROM THEIR POSITION. |
| FORM 990, PART VI, SECTION B, LINES 15A&B: | PRI UTILIZES INDEPENDENT COMPENSATION CONSULTING FIRMS TO REVIEW JOB DESCRIPTIONS, JOB GRADE CLASSIFICATIONS, AND COMPENSATION LEVELS FOR NEW OR REVISED POSITIONS. PERIODICALLY, ALL POSITIONS ARE RE-EVALUATED FOR FAIRNESS AT LEAST EVERY THREE YEARS. THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION WHO USES A SEPERATE DOCUMENTED PROCESS FOR DETERMINING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19: | PRI MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: FOREIGN CURRENCY TRANSLATION GAIN: $(112,459) OTHER ADJUSTMENT: 35 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SAE INTERNATIONAL | ||||||||||
| 400 COMMONWEALTH DRIVE | WARRENDALE | PA | 15096 | 251494402 | SEE PART VII | PA | 501(C)(3) | 7 | NA | false |
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | ||||||||||
| 161 THORNHILL ROAD | WARRENDALE | PA | 15086 | 204860294 | SEE PART VII | PA | 501(C)(6) | SAE INT'L | false | |
| SAE GOVERNMENT TECHNOLOGIES | ||||||||||
| 755 W Big Beaver Road | Troy | MI | 48084 | 813279830 | See Part VII | MI | 501(c)(3) | 7 | SAE ITC | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORN HILL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Commonwealth Drive | AddressLine1Txt |
| City | Warrendale | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822833702 | EIN |
| Primary Activities | Payroll | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAE Int'l | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $243,080 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.33330 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAE MEDIA GROUP | |||||||||||||||||
| 261 5TH AVENUE STE 1901 | NEW YORK | NY | 10016 | 112903233 | PUBLISHING | NY | SAE INT'L | S-Corp | $0 | $0 | false | ||||||
| PRI EUROPE LIMITED | |||||||||||||||||
| 000000000 | SEE PART VII | PRI | C-CORP | $2,427,742 | $1,973,100 | Yes (true) | 1 YORK STREET | LONDON | UK | WU 6PA | UK | 1.00000 | |||||
| SAE INDUSTRIAL CONSULTING SERVICES | |||||||||||||||||
| 000000000 | CONSULTING | SAE GLOBAL LLC | C-CORP | $0 | $0 | false | NO 1350 N SICHUAN RD | SHANGHAI | CH | 200080 P.R. | CH | ||||||
| SAE GROUP EUROPE BV | |||||||||||||||||
| 000000000 | SUPPORT SERVICES | SAE Global LLC | LLC | $0 | $0 | false | FRED ROESKESTRAAT 115 | AMSTERDAM | NL | 1076 | NL | ||||||
| OCTONX | |||||||||||||||||
| 000000000 | SUPPORT SERVICES | SAE ITC | LLC | $0 | $0 | false | SATURNUSSTRAAT 46-62 | HOOFDDORP | NL | 2132 HB | NL | ||||||
| PRI CAPE (BEIJING) CERTIFICATION | |||||||||||||||||
| 000000000 | SUPPORT SERVICES | PRI | C-CORP | $1,880,489 | $2,108,283 | Yes (true) | RM 219 BLDNG NO 1 JINGSHUN RD B | BEIJING | CH | CH | 1.00000 | ||||||
| SMI GROUP LIMITED | |||||||||||||||||
| 000000000 | SUPPORT SERVICES | SMI GRP Holding | C-CORP | $0 | $0 | false | GROUND FL INDIA HOUSE CURLEW ST | LONDON | UK | SE1 2ND | UK | ||||||
| SMI GROUP HOLDINGS | |||||||||||||||||
| 000000000 | SUPPORT SERVICES | SAE INT'L | C-CORP | $0 | $0 | false | GROUND FL INDIA HOUSE CURLEW ST | LONDON | UK | SE1 2ND | UK | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PRI EUROPE LIMITED | ||
| P | $2,427,742 | FMV |
| PRI CAPE (BEIJING) CERTIFICATION | ||
| P | $287,223 | FMV |
| PRI CAPE (BEIJING) CERTIFICATION | ||
| Q | $666,148 | FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATION | LINE (1): NAME OF RELATED ORGANIZATION: SAE INTERNATIONAL PRIMARY ACTIVITY: ADVANCES SELF-PROPELLED VEHICLES AND SYSTEM KNOWLEDGE. LINE (2): NAME OF RELATED ORGANIZATION: SAE INDUSTRY TECHNOLOGIES CONSORTIA PRIMARY ACTIVITY: TO PROVIDE AN EFFICIENT AND LEGAL FRAMEWORK FOR AUTOMOTIVE, AEROSPACE, OR COMMERCIAL VEHICLE COMPANIES AND ORGANIZATIONS TO CREATE SOLUTIONS TO TECHNICAL AND BUSINESS PROBLEMS. LINE (3): NAME OF RELATED ORGANIZATION: SAE GOVERNMENT TECHNOLOGIES PRIMARY ACTIVITY: SAE GOVERNMENT TECHNOLOGIES CONSORTIUM SHALL BE ADMINISTERED FOR THE BENEFIT OF, TO PERFORM THE CHARITABLE FUNCTIONS OF, AND TO CARRY OUT THE CHARITABLE PURPOSES OF SAE INDUSTRY TECHNOLOGIES CONSORTIA ("SAE ITC") BY UNDERTAKING CHARITABLE ACTIVITIES THAT WOULD OTHERWISE BE UNDERTAKEN BY SAE ITC, INCLUDING, BUT NOT LIMITED TO, CREATING A CONSORTIUM TO ENGAGE IN COLLABORATIVE EFFORTS WITH THE U.S. GOVERNMENT TO PERFORM RESEARCH, DEVELOPMENT, AND ENGINEERING ACTIVITIES, ENCOURAGE NON-TRADITIONAL DEFENSE CONTRACTORS TO ENGAGE WITH THE U.S. ARMY IN A COLLABORATIVE RESEARCH ENVIRONMENT, AND ALLOW THE U.S. ARMY TANK AUTOMOTIVE RESEARCH AND DEVELOPMENT AND ENGINEERING COMMAND TO LEVERAGE INDUSTRY ADVANCEMENTS IN AUTOMOTIVE TECHNOLOGIES WITHIN SOUTHEAST MICHIGAN. |
| PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST | Line (2): NAME OF RELATED ORGANIZATION: PRI EUROPE LIMITED PRIMARY ACTIVITY: PROVIDE SUPPORT SERVICES TO PERFORMANCE REVIEW INSTITUTE IN EUROPE |