AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS (EIN 23-1352012)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349304875
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:53:51-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INSTITUTE FOR CHARTERED PROPERTY | BusinessNameLine1Txt |
| Business Name Line2 | CASUALTY UNDERWRITERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY A SCHEIDT | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6106442100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193550716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY A SCHEIDT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6106442100 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY A | PersonFirstNm |
| Person Last | SCHEIDT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALBERT N ANTONELLI | PreparerPersonNm |
| PTIN | P01496650 | PTIN |
| Phone | 2673303000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | PETER L MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193550716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $154,787,594 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theinstitutes.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL PRODUCTS AND SERVICES REGARDING RISK MANAGEMENT AND INSURANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 276 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $369,340 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,479,357 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,404,984 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,288,166 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,870,646 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,009,685 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,619,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,929,608 | PYOtherRevenueAmt |
| CY Other Revenue | $21,238,324 | CYOtherRevenueAmt |
| PY Total Revenue | $77,706,816 | PYTotalRevenueAmt |
| CY Total Revenue | $70,133,648 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $333,740 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $160,300 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,564,426 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,386,566 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,076,005 | PYOtherExpensesAmt |
| CY Other Expenses | $27,440,342 | CYOtherExpensesAmt |
| PY Total Expenses | $75,974,171 | PYTotalExpensesAmt |
| CY Total Expenses | $56,987,208 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,732,645 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,146,440 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $291,480,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,168,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,934,964 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,144,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $245,545,635 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $249,024,571 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTES PROVIDES EDUCATIONAL OFFERINGS TO THE PUBLIC REGARDING RISK MANAGEMENT AND INSURANCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,551,752 | ExpenseAmt |
| Grant | $160,300 | GrantAmt |
| Revenue | $33,903,236 | RevenueAmt |
| Desc | DEVELOPED, DELIVERED, AND PRODUCED EDUCATIONAL OFFERINGS INCLUDING COURSES, EXAMINATIONS, STUDY MATERIALS, WEBINARS CONTINUING EDUCATION, EXECUTIVE EDUCATION, AND OTHER KNOWLEDGE OFFERINGS RELATED TO RISK MANAGEMENT AND INSURANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $224,883 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDED FINANCIAL AID, SCHOLARSHIPS, INFORMATION, EDUCATION, INTERNSHIPS, AND OTHER OPPORTUNITIES TO COLLEGE STUDENTS INTERESTED IN RISK MANAGEMENT AND INSURANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $570,090 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $965,432 | RevenueAmt |
| Desc | PUBLISH RESEARCH REPORTS ON KEY ISSUES REGARDING RISK MANAGEMENT | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,870,963 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MANAGEMENT SERVICE FEE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $20,870,963 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $20,870,962 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $52,217,688 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 191 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 276 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY A SCHEIDT | PersonNm |
| Phone | 6106442100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193550716 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 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 | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PETER L MILLER | |||||||||
| PRESIDENT/CEO | 45.0 | 8.0 | Yes (X) | Yes (X) | $1,555,801 | $0 | $186,642 | ||
| ANNE BLUME | |||||||||
| CEO CLM & CLAIM PAGES | 45.0 | 0.0 | $469,125 | $0 | $50,479 | Yes (X) | |||
| MICHAEL MORRISSEY | |||||||||
| PRESIDENT/CEO IIS | 0.0 | 45.0 | $454,221 | $0 | $50,234 | Yes (X) | |||
| RUBEN CARRIEDO | |||||||||
| SVP AND CHIEF CUSTOMER OFFICER | 45.0 | 8.0 | $442,934 | $0 | $54,654 | Yes (X) | |||
| KATHERINE HOROWITZ | |||||||||
| CHIEF ADMIN. OFFICER | 45.0 | 8.0 | Yes (X) | $395,873 | $0 | $56,646 | |||
| CHRISTOPHER MCDANIEL | |||||||||
| PRESIDENT OF RSC | 0.0 | 45.0 | $369,919 | $0 | $51,000 | Yes (X) | |||
| ROBERT HARACZ | |||||||||
| SVP AND CIO | 45.0 | 8.0 | $365,328 | $0 | $55,389 | Yes (X) | |||
| ELIZABETH A SPRINKEL | |||||||||
| SENIOR VICE PRESIDENT | 45.0 | 8.0 | $341,915 | $0 | $58,914 | Yes (X) | |||
| JEFFREY A SCHEIDT | |||||||||
| TREASURER | 45.0 | 8.0 | Yes (X) | $318,348 | $0 | $56,946 | |||
| MATTHEW KAHN | |||||||||
| PRESIDENT OF RISK & INSURANCE | 45.0 | 0.0 | $300,240 | $0 | $53,852 | Yes (X) | |||
| VALERIE CAMMISO | |||||||||
| EXEC. DIRECTOR, SOCIETY & GRIF | 0.0 | 45.0 | $219,302 | $0 | $33,646 | Yes (X) | |||
| JEFFREY T BOWMAN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KAJ AHLMANN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANICE M ABRAHAM | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS B AHART | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY J KUCZINSKI | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W ROBERT BERKLEY JR | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J BISHOP | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT R COUNSELMAN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J PATRICK GALLAGHER JR | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL S GLASER | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANET S KATZ | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE G KELLEY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA G PARRILLO | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE A STEADMAN III | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KIRT A WALKER | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARITA ZURAITIS | |||||||||
| CHAIRWOMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN A BAGLINI | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY DAILEY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT JAMES | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARKHAM R MCKNIGHT | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A NORTH | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M HOWARD | |||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD J LARGENT III | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS P NERNEY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN J O'DONNELL | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK C RUSSELL | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE SEARS | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN P WELCH | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TODD J JONES | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL J KRUMP | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE PEACOCK | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DINO E ROBUSTO | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOAN LAMM-TENNANT | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C ROCHE | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THERESE M VAUGHAN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREIG WOODRING | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK F KEEGAN JR | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY G MARTELLA JR | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN SAVIO | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J ERIC SMITH | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN K SMITH | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY TAGSOLD | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JUAN C ANDRADE | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN RIVERA | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER SCHELL | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS WOODS | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,233,006 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $708,402 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 60 | 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 |
|---|---|---|---|---|---|
| ACCENTURE LLP | |||||
| PO BOX 70629 | CHICAGO | IL | 60673 | I.T. SERVICES | $1,978,202 |
| COZEN O'CONNOR | |||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | LEGAL SERVICES | $1,518,979 |
| XEROX CORPORATION | |||||
| PO 827598 | PHILADELPHIA | PA | 19182 | PRINTING SERVICES | $1,208,695 |
| UNITED PARCEL SERVICE | |||||
| PO BOX 650116 | DALLAS | TX | 75265 | DELIVERY | $678,706 |
| THE GOSHEN GROUP | |||||
| 117 W GAY ST | WEST CHESTER | PA | 19380 | STAFFING | $466,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,509,620 | MembershipDuesAmt |
| Related Organizations | $2,853,864 | RelatedOrganizationsAmt |
| All Other Contributions | $41,500 | AllOtherContributionsAmt |
| Total Contributions | $4,404,984 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EXAMINATIONS | 611600 | $14,624,599 | $14,624,599 | |
| STUDY MATERIALS | 611600 | $16,657,669 | $16,657,669 | |
| TESTING SERVICES | 611600 | $332,235 | $332,235 | |
| EVENT RELATED | 900099 | $1,051,101 | $1,051,101 | |
| ADVERTISING | 541800 | $369,340 | $369,340 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,835,702 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,835,702 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,870,646 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,250,794 | TotalRevenueColumnAmt |
| Exclusion | $4,250,794 | 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 | $90,022,846 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,653,946 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,368,900 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,368,900 | TotalRevenueColumnAmt |
| Exclusion | $5,368,900 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $367,361 | $367,361 |
| SHARED RESOURCES | 900099 | $20,870,963 | $20,870,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,238,324 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,133,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,739,630 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $369,340 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,619,694 | 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 | $160,300 | TotalAmt |
| Program Services | $160,300 | ProgramServicesAmt |
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 | $6,025,176 | TotalAmt |
| Program Services | $5,928,773 | ProgramServicesAmt |
| Management And General | $96,403 | ManagementAndGeneralAmt |
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 | $17,080,830 | TotalAmt |
| Program Services | $16,807,537 | ProgramServicesAmt |
| Management And General | $273,293 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,372,589 | TotalAmt |
| Program Services | $2,334,628 | ProgramServicesAmt |
| Management And General | $37,961 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,671 | TotalAmt |
| Program Services | $2,315,028 | ProgramServicesAmt |
| Management And General | $37,643 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,300 | TotalAmt |
| Program Services | $1,530,415 | ProgramServicesAmt |
| Management And General | $24,885 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,879,437 | TotalAmt |
| Program Services | $1,849,366 | ProgramServicesAmt |
| Management And General | $30,071 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,559 | TotalAmt |
| Program Services | $223,918 | ProgramServicesAmt |
| Management And General | $3,641 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,592 | TotalAmt |
| Program Services | $238,711 | ProgramServicesAmt |
| Management And General | $3,881 | ManagementAndGeneralAmt |
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 | $464,648 | TotalAmt |
| Program Services | $457,214 | ProgramServicesAmt |
| Management And General | $7,434 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,896 | TotalAmt |
| Program Services | $703,458 | ProgramServicesAmt |
| Management And General | $11,438 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,192 | TotalAmt |
| Program Services | $84,813 | ProgramServicesAmt |
| Management And General | $1,379 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,264 | TotalAmt |
| Program Services | $2,159,156 | ProgramServicesAmt |
| Management And General | $35,108 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,305,545 | TotalAmt |
| Program Services | $2,268,656 | ProgramServicesAmt |
| Management And General | $36,889 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,925 | TotalAmt |
| Program Services | $361,054 | ProgramServicesAmt |
| Management And General | $5,871 | ManagementAndGeneralAmt |
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 | $1,024,509 | TotalAmt |
| Program Services | $1,008,117 | ProgramServicesAmt |
| Management And General | $16,392 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,904 | TotalAmt |
| Program Services | $435,818 | ProgramServicesAmt |
| Management And General | $7,086 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,409,272 | TotalAmt |
| Program Services | $6,306,954 | ProgramServicesAmt |
| Management And General | $2,102,318 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,238 | TotalAmt |
| Program Services | $624,090 | ProgramServicesAmt |
| Management And General | $10,148 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATIONAL RELATED | $5,393,376 | $5,393,376 | |
| OFFICE AND ADMINISTRATIVE | $917,430 | $902,751 | $14,679 |
| TESTING SERVICES COSTS | $79,855 | $79,855 | |
| RESEARCH | $43,700 | $43,700 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,013,000 | TotalAmt |
| Management And General | $2,013,000 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,987,208 | TotalAmt |
| Program Services | $52,217,688 | ProgramServicesAmt |
| Management And General | $4,769,520 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,276,129 | BOYAmt |
| EOY | $6,299,745 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,925,697 | BOYAmt |
| EOY | $6,221,724 | 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 | $43,568,806 | BOYAmt |
| EOY | $53,211,205 | 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 | $270,784 | BOYAmt |
| EOY | $258,275 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,652 | BOYAmt |
| EOY | $1,538,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $109,783,824 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,542,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,468,896 | BOYAmt |
| EOY | $48,240,910 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,259,550 | BOYAmt |
| EOY | $147,221,363 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $52,904,437 | BOYAmt |
| EOY | $28,838,551 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,648 | BOYAmt |
| EOY | $338,628 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,480,599 | BOYAmt |
| EOY | $292,168,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,439,167 | BOYAmt |
| EOY | $4,800,240 | 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 | $6,891,532 | BOYAmt |
| EOY | $6,316,617 | 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 | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,269,030 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,604,265 | BOYAmt |
| EOY | $27,758,320 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,934,964 | BOYAmt |
| EOY | $43,144,207 | 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 | $245,545,635 | BOYAmt |
| EOY | $248,883,605 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $140,966 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,545,635 | BOYAmt |
| EOY | $249,024,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,480,599 | BOYAmt |
| EOY | $292,168,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,146,440 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,303,921 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$19,971,425 | 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $619,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,278,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,479,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,404,984 | CurrentTaxYearAmt |
| Total | $7,975,324 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,589,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,770,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,585,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,631,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,739,630 | CurrentTaxYearAmt |
| Total | $277,316,501 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,208,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,964,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,863,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,110,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,144,614 | CurrentTaxYearAmt |
| Total | $285,291,825 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,439,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,511,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,007,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,324,637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,482,027 | CurrentTaxYearAmt |
| Total | $96,766,112 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,439,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,511,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,007,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,324,637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,482,027 | CurrentTaxYearAmt |
| Total | $96,766,112 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $188,525,713 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,208,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,415,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,903,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,981,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,250,794 | CurrentTaxYearAmt |
| Total | $22,760,494 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,299,927 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,299,927 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,208,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,415,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,203,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,981,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,250,794 | CurrentTaxYearAmt |
| Total | $24,060,421 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,417,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,379,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,067,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,092,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,395,408 | CurrentTaxYearAmt |
| Total | $309,352,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.60942 | PublicSupportCY509Pct |
| Public Support PY509 | 0.60576 | PublicSupportPY509Pct |
| Investment Income CY | 0.07778 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07934 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $558,919 | OtherCostOrOtherBasisAmt |
| Book Value | $558,919 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,641,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,877,582 | DepreciationAmt |
| Book Value | $6,764,070 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,200,958 | OtherCostOrOtherBasisAmt |
| Depreciation | $692,288 | DepreciationAmt |
| Book Value | $508,670 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,382,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,973,044 | DepreciationAmt |
| Book Value | $40,409,251 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,240,910 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACC. RETIREE HEALTH BENEFITS | $1,204,564 |
| REVOLVING LINE OF CREDIT | $26,500,000 |
| ACCRUED INTEREST PAYABLE | $53,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,758,320 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | RegionTxt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | CONFERENCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $12,979 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $12,979 | SubtotalSpentAmt |
| Total Spent | $12,979 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS | 5 | $25,000 | FMV | N/A |
| INTERNSHIPS | 70 | $133,300 | FMV | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY (GRANT RECIPIENT) PROVIDES A FOLLOW-UP REPORT AFTER FUNDS HAVE BEEN DISTRIBUTED. THE FOLLOW-UP REPORT IS IN THE FORM OF A SURVEY TO LET US KNOW HOW THEY WERE ABLE TO MEET THEIR GOALS, WERE THEY ABLE TO SECURE ADDITIONAL FUNDING, HOW MANY STUDENTS HAVE BEEN RECRUITED, ETC. THIS SURVEY IS COMPARED AGAINST THE APPLICATION TO ENSURE THAT FUNDS ARE BEING SPENT AS PLANNED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER L MILLER | ||||||||||||||
| PRESIDENT/CEO | $795,290 | $0 | $754,597 | $0 | $5,914 | $0 | $45,600 | $0 | $141,042 | $0 | $1,742,443 | $0 | $0 | $0 |
| JEFFREY A SCHEIDT | ||||||||||||||
| TREASURER | $244,728 | $0 | $67,950 | $0 | $5,670 | $0 | $40,895 | $0 | $16,051 | $0 | $375,294 | $0 | $0 | $0 |
| ELIZABETH A SPRINKEL | ||||||||||||||
| SENIOR VICE PRESIDENT | $301,026 | $0 | $35,244 | $0 | $5,645 | $0 | $45,600 | $0 | $13,314 | $0 | $400,829 | $0 | $0 | $0 |
| KATHERINE HOROWITZ | ||||||||||||||
| CHIEF ADMIN. OFFICER | $301,627 | $0 | $92,418 | $0 | $1,828 | $0 | $41,700 | $0 | $14,946 | $0 | $452,519 | $0 | $0 | $0 |
| RUBEN CARRIEDO | ||||||||||||||
| SVP AND CHIEF CUSTOMER OFFICER | $340,769 | $0 | $99,551 | $0 | $2,614 | $0 | $38,453 | $0 | $16,201 | $0 | $497,588 | $0 | $0 | $0 |
| ROBERT HARACZ | ||||||||||||||
| SVP AND CIO | $288,168 | $0 | $76,333 | $0 | $827 | $0 | $39,188 | $0 | $16,201 | $0 | $420,717 | $0 | $0 | $0 |
| MICHAEL MORRISSEY | ||||||||||||||
| PRESIDENT/CEO IIS | $444,028 | $0 | $0 | $0 | $10,193 | $0 | $37,500 | $0 | $12,734 | $0 | $504,455 | $0 | $0 | $0 |
| CHRISTOPHER MCDANIEL | ||||||||||||||
| PRESIDENT OF RSC | $305,837 | $0 | $62,800 | $0 | $1,282 | $0 | $34,913 | $0 | $16,087 | $0 | $420,919 | $0 | $0 | $0 |
| VALERIE CAMMISO | ||||||||||||||
| EXEC. DIRECTOR, SOCIETY & GRIF | $183,687 | $0 | $21,900 | $0 | $13,715 | $0 | $26,966 | $0 | $6,680 | $0 | $252,948 | $0 | $0 | $0 |
| ANNE BLUME | ||||||||||||||
| CEO CLM & CLAIM PAGES | $386,185 | $0 | $82,940 | $0 | $0 | $0 | $34,200 | $0 | $16,279 | $0 | $519,604 | $0 | $0 | $0 |
| MATTHEW KAHN | ||||||||||||||
| PRESIDENT OF RISK & INSURANCE | $300,240 | $0 | $0 | $0 | $0 | $0 | $37,500 | $0 | $16,352 | $0 | $354,092 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | TRAVEL FOR COMPANIONS IS ALLOWED TO BOARD MEETINGS TWICE A YEAR. |
| FORM 990, SCHEDULE J, PART I, LINE 3 | INSTITUTES' BOARD OF TRUSTEES UTILIZES THE FOLLOWING PROCESS: THE COMPENSATION ARRANGEMENT MUST BE APPROVED BY THE ORGANIZATION AND COMPENSATION COMMITTEE OF THE INSTITUTES COMPOSED ENTIRELY OF INDIVIDUALS WHO DON'T HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. IT ALSO MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. THE ORGANIZATION AND COMPENSATION COMMITTEE MUST DOCUMENT HOW IT REACHED ITS DECISIONS INCLUDING THE DATA ON WHICH IT RELIED. FORM 990, SCHEDULE J, PART I, LINE 4B PETER MILLER ACCRUED A BENEFIT OF $125,000 UNDER A SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN AND THAT AMOUNT IS INCLUDED ON SCHEDULE J, PART II. |
| FORM 990, SCHEDULE J, PART I, LINE 7 | THE ORGANIZATION ACCRUES BONUSES BASED ON PERFORMANCE REVIEWS RELATED TO MEETING CERTAIN GOALS OF THE INSTITUTES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF TRUSTEES FUNCTIONS BETWEEN MEETINGS THROUGH AN EXECUTIVE COMMITTEE WHICH HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD IN BETWEEN MEETINGS EXCEPT THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE THE POWERS TO: 1) FILL VACANCIES IN THE BOARD OF TRUSTEES; 2) ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS; OR 3) AMEND OR REPEAL ANY RESOLUTIONS ADOPTED BY THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A THIRD-PARTY ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT AND OUTSIDE LEGAL COUNSEL. THE FORM 990 WAS PROVIDED TO THE AUDIT AND ORGANIZATION AND COMPENSATION COMMITTEES OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTES' CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL TRUSTEES ON AN ANNUAL BASIS. TRUSTEES MUST COMPLETE AND RETURN THE DISCLOSURE FORM EACH YEAR. THE DISCLOSURE FORM IS REVIEWED BY THE CORPORATE SECRETARY FOR POTENTIAL CONFLICTS OF INTEREST. ADDITIONALLY, TRUSTEES ARE REMINDED OF THEIR DISCLOSURE OBLIGATIONS AT BOARD MEETINGS. |
| FORM 990, PART VI SECTION B, LINES 15A AND 15B | THE INSTITUTES AND ITS ORGANIZATION AND COMPENSATION COMMITTEE (THE "COMMITTEE") APPROVE EXECUTIVE STAFF COMPENSATION, PERFORMANCE MEASURES USED IN COMPENSATION PLANS, AND THE APPROPRIATE LEVELS OF EXECUTIVE REMUNERATION. THE COMMITTEE REVIEWS AND ADOPTS INNOVATIONS IN ORGANIZATION AND COMPENSATION ARRANGEMENTS AND USES INDEPENDENT, PROFESSIONAL CONSULTANTS TO SUPPORT ITS DECISIONS. COMMITTEE MEMBERS ARE NOT COMPENSATED, NOR DO THEY HAVE CONFLICTS WITH ANY TRANSACTIONS REVIEWED. ALL MEMBERS ARE SENIOR-LEVEL BUSINESS LEADERS CAPABLE OF REVIEWING AND EVALUATING COMPENSATION ARRANGEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, HEADING BOX C | FICTITIOUS NAME REGISTRATIONS: THE INSTITUTES, AMERICAN INSTITUTE FOR CPCU, AICPCU, INSURANCE INSTITUTE OF AMERICA, IIA, INSURANCE INSTITUTE OF AMERICA, INC., AMERICAN INSTITUTE FOR PROPERTY & LIABILITY UNDERWRITERS, INC., CEU.COM, CPCU - LOMAN EDUCATION FOUNDATION, LOMAN FOUNDATION, CPCU HARRY J. LOMAN EDUCATION FOUNDATION, INSURANCE RESEARCH COUNCIL, AND IRC. |
| FORM 990, PART XI, LINE 9 | EQUITY TRANSFER TO A SUBSIDIARY: $ (19,821,458) NET UNREALIZED ACTUARIAL LOSS: (149,967) _______________ $ (19,971,425) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUGARTOWN HOLDINGS LLC | |||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 201997621 | HOLDING CO. | PA | $0 | $0 | AICPCU |
| THE INSTITUTES LLC | |||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 830933436 | EDUCATION | PA | $0 | $19,038,575 | AICPCU |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOCIETY OF CHARTERED PROPERTY & CASUALTY | ||||||||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 231552247 | MEMBER ASSOC. | PA | 501(C)(6) | N/A | AICPCU | Yes (true) | ||||
| GRIFFITH INSURANCE EDUCATION FOUNDATION | ||||||||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 316052801 | EDUCATIONAL | PA | 501(C)(3) | 10 | AICPCU | Yes (true) | ||||
| THE INSTITUTES RISKSTREAM COLLABORATIVE | ||||||||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 822367323 | MEMBER ASSOC. | DE | 501(C)(6) | N/A | AICPCU | Yes (true) | ||||
| INTERNATIONAL INSURANCE SOCIETY INC | ||||||||||||||
| 101 ASTOR PLACE SUITE 202 | NEW YORK | NY | 10003 | 310749196 | INSURANCE ED. | DE | 501(c)(3) | 10 | AICPCU | Yes (true) | ||||
| THE PACIFIC INSURANCE CONFERENCE LTD | ||||||||||||||
| EDUCATION | AICPCU | Yes (true) | 18 CHATER ROAD | CENTRAL HONG KONG | HK | HK | ||||||||
| INSURANCE INFORMATION INSTITUTE INC | ||||||||||||||
| 110 WILLIAM STREET | NEW YORK | NY | 10038 | 131912455 | INSURANCE ED. | NY | 501(C)(6) | N/A | AICPCU | Yes (true) | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 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 | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RISK KNOWLEDGE GROUP | ||||||||||||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 844623544 | EDUCATION | DE | AICPCU | C CORP | $0 | $20,703,947 | 1.00000 | Yes (true) | ||||||
| IIS LONDON LTD | ||||||||||||||||||
| EDUCATIONAL | IIS | THE ST BOTOLPH BUILDING | HOUNDSDITCH | LONDON | UK | EC3A 7AR | UK | |||||||||||
| IIS GLOBAL INSURANCE LTD | ||||||||||||||||||
| EDUCATIONAL | IIS | 9 TEMASEK BOULEVARD | SUNTEC TOWER TWO | SN | 038989 | SN | ||||||||||||
| RISKSTREAM GLOBAL INITIATIVES | ||||||||||||||||||
| 720 PROVIDENCE ROAD SUITE 100 | MALVERN | PA | 19355 | 844685676 | INSURANCE | DE | AICPCU | C CORP | $0 | $0 | 1.00000 | Yes (true) | ||||||
| RISKSTREAM LABS | ||||||||||||||||||
| 720 PROVIDENCE ROAD SUITE 100 | MALVERN | PA | 19355 | 844706483 | INSURANCE | DE | NA | C CORP | ||||||||||
| TI TRAVEL INC | ||||||||||||||||||
| 720 PROVIDENCE ROAD SUITE 100 | MALVERN | PA | 19355 | 844623544 | INSURANCE | DE | AICPCU | C CORP | $0 | $0 | 1.00000 | Yes (true) | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | 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 | false | 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 | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOCIETY OF CPCU | ||
| S | $6,000,000 | FMV |
| GRIFFITH INSURANCE EDUCATION FOUNDATION | ||
| S | $1,050,000 | FMV |
| THE INSTITUTES RISKSTREAM COLLABORATIVE INC | ||
| A,S | $7,283,897 | FMV |
| INTERNATIONAL INSURANCE SOCIETY | ||
| S | $2,700,000 | FMV |
| RISK KNOWLEDGE GROUP | ||
| B | $4,797,370 | FMV |
| INSURANCE INFORMATION INSTITUTE | ||
| S | $678,673 | FMV |