US TRAVEL ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- US TRAVEL ASSOCIATION (EIN 53-0231139)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349307846
- 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 B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:40:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 530231139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRAVEL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USTR | BusinessNameControlTxt |
| Phone | 2024088422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NEW YORK AVE NW SUITE 450W | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER J DOW | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2024088422 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | DOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROGER J DOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NEW YORK AVE NW SUITE 450W | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,741,863 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.USTRAVEL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE U.S. TRAVEL ASSOCIATION IS TO INCREASE TRAVEL TO AND WITHIN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 187 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 187 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 188 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,787,006 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,638,229 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,651,659 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,009,312 | CYProgramServiceRevenueAmt |
| PY Investment Income | $686,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $204,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $867,132 | PYOtherRevenueAmt |
| CY Other Revenue | $12,010,357 | CYOtherRevenueAmt |
| PY Total Revenue | $33,991,811 | PYTotalRevenueAmt |
| CY Total Revenue | $30,862,690 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $104,188 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,061,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,430,529 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,562,917 | PYOtherExpensesAmt |
| CY Other Expenses | $12,348,780 | CYOtherExpensesAmt |
| PY Total Expenses | $33,728,242 | PYTotalExpensesAmt |
| CY Total Expenses | $25,797,809 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $263,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,064,881 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,221,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,313,968 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,730,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,732,940 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,490,823 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,581,028 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION IS ORGANIZED PRINCIPALLY TO REPRESENT THE WHOLE OF THE UNITED STATES TRAVEL INDUSTRY AND TO PROMOTE AND FACILITATE INCREASED TRAVEL TO AND WITHIN THE UNITED STATES. ACTIVITIES INCLUDE TRADE EVENTS, ADVOCATING ON BEHALF OF THE TRAVEL INDUSTRY, RESEARCH PROJECTS, PUBLICATIONS AND EDUCATIONAL MEETINGS TO SERVICE THE TRAVEL INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | RESEARCH -- U.S. TRAVEL ASSOCIATION IS THE BEST SOURCE OF KNOWLEDGE ON TRAVEL RESEARCH. THE RESEARCH PRODUCTS CATALOG CONTAINS A LISTING OF REPORTS THAT HIGHLIGHT MARKETING RESEARCH, ECONOMIC RESEARCH AND ANALYSIS AVAILABLE BY SUBSCRIPTION. DOMESTIC TRAVEL - AMERICANS TRAVELING WITHIN THE U.S. ON LEISURE OR BUSINESS TRIPS ARE CRUCIAL TO OUR NATIONAL, STATE AND LOCAL ECONOMIES. AMERICANS TRAVEL FOR A VARIETY OF REASONS AND VARY WIDELY IN DEMOGRAPHIC CHARACTERISTICS AND TRAVEL BEHAVIOR. UNDERSTANDING YOUR TARGET AUDIENCE IS A KEY TO SUCCESSFUL MARKETING AND CAPTURING YOUR SHARE OF THE DOMESTIC TRAVEL MARKET. INTERNATIONAL TRAVEL - THE U.S. TRAVEL ASSOCIATION'S INTERNATIONAL VISITOR INFORMATION SYSTEM PROVIDES A WEALTH OF INFORMATION ON THE HIGHLY LUCRATIVE INTERNATIONAL TRAVEL MARKET. WITH AVERAGE SPENDING FIVE TIMES HIGHER THAN DOMESTIC TRAVELERS, INTERNATIONAL VISITORS ARE A HIGHLY LUCRATIVE MARKET FOR THE U.S. AND ITS DESTINATIONS AND ATTRACTIONS. ECONOMIC RESEARCH - ECONOMIC RESEARCH CONDUCTED BY THE U.S. TRAVEL ASSOCIATION IS DESIGNED TO PROVIDE USERS WITH WAYS IN WHICH TO GAUGE THE VALUE OF TRAVEL AND TOURISM TO THE NATION AND DETERMINE THE DIRECTION IN WHICH TRENDS ARE HEADING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INDUSTRY CAMPAIGNS -- U.S. TRAVEL ASSOCIATION LAUNCHED THE LET'S GO THERE COALITION. THE COALITION IS A BROAD COLLECTION OF BUSINESSES AND ORGANIZATIONS THAT SPAN PRACTICALLY EVERY SEGMENT OF THE AMERICAN TRAVEL INDUSTRY. THESE ORGANIZATIONS HAVE COME TOGETHER TO ADDRESS THE EXTREME DECLINES IN TRAVEL RELATED TO THE CORONAVIRUS PANDEMIC, FIRST BY CHAMPIONING SAFETY-FIRST MESSAGING THROUGH THE #TRAVELCONFIDENTLY CAMPAIGN, AND SUBSEQUENTLY, BY FORGING A PLAN TO REIGNITE AMERICAN'S SENSE OF WANDERLUST AND INSPIRE THEM TO PLAN, BOOK AND TAKE THEIR NEXT GETAWAY. MEETINGS MEAN BUSINESS IS AN INDUSTRY-WIDE COALITION TO SHOWCASE THE UNDENIABLE VALUE THAT BUSINESS MEETINGS, TRADE SHOWS, INCENTIVE TRAVEL, EXHIBITIONS, CONFERENCES AND CONVENTIONS BRING TO PEOPLE, BUSINESSES AND COMMUNITIES. BY RALLYING INDUSTRY ADVOCATES, WORKING WITH STAKEHOLDERS, CONDUCTING ORIGINAL RESEARCH, ENGAGING WITH OUTSIDE VOICES AND MORE, THE COALITION BRINGS THE INDUSTRY TOGETHER TO EMPHASIZE ITS IMPORTANCE. COMPRISED OF OVER 60 MEMBERS, THE COALITION UNITES THE MEETINGS INDUSTRY WITH ONE STRONG AND POWERFUL VOICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOVERNMENT AFFAIRS -- U.S. TRAVEL ASSOCIATION'S NATIONAL ADVOCACY AGENDA FOCUSED ON CORONAVIRUS-RELATED ECONOMIC RELIEF TO TRAVEL-DEPENDENT BUSINESSES AND ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 187 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 187 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER J DOW | PersonNm |
| Phone | 2024088422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NEW YORK AVE NW SUITE 450W | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (197 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ELLIOTT FERGUSON | ||||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE DUFFY | ||||||||
| FIRST VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIKE DOMINGUEZ | ||||||||
| SECOND VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOE LOPANO | ||||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CASANDRA MATEJ | ||||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN TISCH | ||||||||
| CHAIRMAN EMERITUS | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LARRY ALEXANDER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHANDRA ALLISON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARC ANDERSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROLE ANGEL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY BECKER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE BETETA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DOUG BOURGEOIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CORRINE BRINDLEY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PHIL BROWN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ADAM BURKE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAY BURRESS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JADE BUTAY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROCHELLE L CAMERON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GREGG CAREN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE CARLSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAUL CASH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA CASSOTIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| VICTORIA CIMINO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JULIE COKER GRAHAM | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SANTIAGO CORRADA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOE D'ALESSANDRO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TODD DAVIDSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG DAVIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIM DAY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRAD DEAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DE FRIES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| FRED DIXON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SEAN DONOHUE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SHEETAL DOSHI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DOROTHY DOWLING | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KYLE EDMINSTON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN ERBACCI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARK EZELL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KARLA FLANNERY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS FLATT | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHAD FLETCHER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA FLOOD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DONALD FOSTE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN GALLAGHER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LINSEY GALLAGHER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ADRIAN GANE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SOURAV GHOSH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JASON GLASCOCK | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ERICA GORDAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JEFF GUARACINO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D HAGEN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE HAYES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HECKMAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| NANCY HELM | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| HELEN HILL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE HILL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AL HUTCHINSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L JAMESON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KATHY JANEGA-DYKES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARK JARONSKI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JORDAN JILOTY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE JOHNSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN KANE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MISTI KERNS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AYESHA KHANNA MOLINO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TOM KIELY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BETH KINERK | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MATT KRUPNICK | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LAFORTUNE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LORENZ | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MONYA MANDICH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MANGEOT | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| OMAR MARCHI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RITA MCCLENNY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JEFF MILLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DT MINICH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MOORE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SARAH MUROV | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TOM MURRAY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TOM NOONAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TOM NORWALK | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DREW OLSEN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DUANE PARRISH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PATE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| J STEPHEN PERRY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TAMARA PIGOTT | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN POTTER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANNA MARIE PRESUTTI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RON PRICE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN REVETRIA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE RHEE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KAREN RIORDAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CATHY RITTER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STACY RITTER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL SACCO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEN SANDERS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| IVAR SATERO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SCHARF | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA SCOLARI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CARYN SEIDMAN BECKER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAIGE SHEPHERD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA SHERIDAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GARY SHERWIN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DIANE SHOBER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SHARON SISKIE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RICKY SMITH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRAD SMYTH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LESTER SOLA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BUTCH SPYRIDON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA STAVROULLAKIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ESSA SULAIMAN AHMAD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TED STIMPSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM TALBERT III | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARK THEIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM TUTTELL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| VICKI VARELA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROSEMARY A VASSILIADIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARK WATERMAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAT WATERMAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT WHITE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| XIOMARA WILEY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DANA YOUNG | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ZIELKE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BURGESS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY CONNAGHAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN CORDA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD CUTTING-MILLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DARREN DUNN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AMIR EYLON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ERIN FRANCIS-CUMMINGS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA HITE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CREE LAWSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN O'LEARY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MASSARI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH PERSONS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CLAYTON REID | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN RISSI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAN SURETTE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MIKAEL THYGESEN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROB TORRES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID AUDRAIN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TOM BENE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LIZ BITTNER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE BOVA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AMY CALVERT | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN CAWLEY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KELLY CRAIGHEAD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A DUBOIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES FLATEMAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JASON GAMEL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER GLYNN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SHERRIF KARAMAT | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE MASON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BILL MILLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BARB NEWTON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN ROBERTSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHIP ROGERS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIM SABOW | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CECIL STATON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAUL VAN DEVENTER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TINA WEHMEIR | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DON WELSH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARGOT AMELIA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KATE BIRCHLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BILL CONNORS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GERRIT DE VOS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CAMILLE FERGUSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE GIZLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARY HAMMOND | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RUSS HEDGE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DEB HICKOK | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ABIGAIL JAMES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE LYONS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CRISTY MORRISON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS MYLES III | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN PERCY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD PETERSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| IBIS ROMERO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GARY SCHLUTER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA SCHWARTZMAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MILTON SEGARRA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JEFF SEIFRIED | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS SMALL | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MONICA SMITH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CANDACE STRAUSS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ELLIE WESTMAN CHIN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROGER DOW | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $2,294,413 | $0 | $505,100 | |||
| VICTORIA BARNES | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $825,213 | $0 | $192,586 | Yes (X) | |||
| ADAM VANCE | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $451,313 | $0 | $50,854 | Yes (X) | |||
| MALCOLM SMITH | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $402,826 | $0 | $28,394 | Yes (X) | |||
| DJENANE MARCHAND | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $331,051 | $0 | $36,935 | Yes (X) | |||
| ERIK HANSEN | ||||||||
| VICE PRESIDENT | 40.00 | $311,266 | $0 | $33,665 | Yes (X) | |||
| CHARLES STALEY | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $262,911 | $0 | $24,770 | Yes (X) | |||
| XIAOHUA TIAN | ||||||||
| VICE PRESIDENT | 40.00 | $257,066 | $0 | $34,874 | Yes (X) | |||
| DELISA SELWITZ | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $249,102 | $0 | $13,768 | Yes (X) | |||
| ERIC WEBER | ||||||||
| VICE PRESIDENT | 40.00 | $233,475 | $0 | $45,396 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,618,636 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $966,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCGARRYBOWEN | |||||
| 601 W 26TH ST STE 1150 | NEW YORK | NY | 10001 | MEDIA | $794,843 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 19170 | CONSULTING | $273,467 |
| 360 LIVE MEDIA LLC | |||||
| PO BOX 775939 | CHICAGO | IL | 606775939 | CONSULTING | $236,337 |
| TUFFIN PLLC | |||||
| 1300 I STREET NW | WASHINGTON | DC | 20005 | LEGAL | $213,000 |
| HIGH LANTERN GROUP | |||||
| 685 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 100178406 | CONSULTING | $210,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,638,229 | AllOtherContributionsAmt |
| Noncash Contributions | $206,000 | NoncashContributionsAmt |
| Total Contributions | $6,638,229 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $11,411,642 | $11,411,642 |
| RESEARCH CONTRACTS | 900099 | $523,200 | $523,200 |
| RESEARCH/PUBS./SUBS. | 900099 | $73,495 | $73,495 |
| OTHER TRADE SHOWS | 900099 | $975 | $975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,009,312 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $499,477 | TotalRevenueColumnAmt |
| Exclusion | $499,477 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,584,488 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,879,173 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$294,685 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$294,685 | TotalRevenueColumnAmt |
| Exclusion | -$294,685 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE RECOVERY | 900099 | $11,121,534 | $11,121,534 |
| SPONSORSHIP & MISC. | 900099 | $888,823 | $888,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,010,357 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,862,690 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,009,312 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,215,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,500 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,118,685 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,647,764 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,497 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,943 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,640 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,233 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,802 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,513 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,932 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,239,022 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,612 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,544 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,324,853 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,133 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $969,562 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,241 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,151 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TAX | $286,344 |
| DUES & SUBSCRIPTIONS | $158,284 |
| CC FEES | $63,986 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,797,809 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,009 | BOYAmt |
| EOY | $1,970,031 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,465,161 | BOYAmt |
| EOY | $23,757,991 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,477 | BOYAmt |
| EOY | $3,883,605 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,813 | BOYAmt |
| EOY | $1,005,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,384,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,733,095 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,136,343 | BOYAmt |
| EOY | $1,651,551 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,637,104 | BOYAmt |
| EOY | $951,084 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,750 | BOYAmt |
| EOY | $93,750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,221,657 | BOYAmt |
| EOY | $33,313,968 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,936,008 | BOYAmt |
| EOY | $4,946,410 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,298,365 | BOYAmt |
| EOY | $3,575,510 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,818 | BOYAmt |
| EOY | $19,967 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,450,643 | BOYAmt |
| EOY | $2,191,053 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,730,834 | BOYAmt |
| EOY | $10,732,940 | 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 | $17,490,823 | BOYAmt |
| EOY | $20,138,323 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,442,705 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,490,823 | BOYAmt |
| EOY | $22,581,028 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,221,657 | BOYAmt |
| EOY | $33,313,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,064,881 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,324 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $11,411,642 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $3,506,028 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $125,683 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $3,631,711 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $4,108,191 | AggregateReportedDuesNtcAmt |
| Taxable | -$476,480 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,691,006 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,484,153 | DepreciationAmt |
| Book Value | $1,206,853 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,693,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,248,942 | DepreciationAmt |
| Book Value | $444,698 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,651,551 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $2,191,053 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,191,053 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,874,407 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,324 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $51,325 | OtherRevenueAmt |
| Revenue Not Reported | $76,649 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,797,758 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $64,932 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $64,932 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,862,690 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,884,240 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $151,363 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $151,363 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,732,877 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $64,932 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $64,932 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,797,809 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNDER THE PROVISIONS OF SECTIONS 501(C)(6) AND 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE APPLICABLE INCOME TAX REGULATIONS OF THE DISTRICT OF COLUMBIA, THE ASSOCIATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ASSOCIATION'S NET OPERATING LOSS (NOL) TOTALED APPROXIMATELY $334,000 AS OF DECEMBER 31, 2020 AND 2019, AND WILL BEGIN TO EXPIRE IN 2027. THE ASSOCIATIONS NOLS ARE AVAILABLE TO OFFSET UNRELATED BUSINESS TAXABLE INCOME ASSOCIATED WITH ASSOCIATION PUBLICATIONS ADVERTISING ACTIVITY. THE ASSOCIATION HAS RECORDED A FULL VALUATION ALLOWANCE AGAINST THESE POTENTIAL DEFERRED TAX ASSETS BASED UPON CONSIDERATION OF ALL AVAILABLE EVIDENCE. THE PAC IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 527, EXCEPT FOR INVESTMENT INCOME, WHICH IS SUBJECT TO TAX AS UNRELATED BUSINESS INCOME. THE PAC DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019. MANAGEMENT EVALUATED THE ASSOCIATIONS TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. IN DECEMBER 2017, THE TAX CUTS AND JOBS ACT WAS PASSED, WHICH RESULTED IN REVISIONS TO THE TAX CODE RELATED TO TAX-EXEMPT ORGANIZATIONS INCLUDING EXCISE TAX PAYMENTS FOR EXECUTIVE COMPENSATION OVER $1,000,000 AND CHANGES IN UNRELATED BUSINESS INCOME TAX OFFSETTING ACTIVITIES AND RELATED TAXES. UNDER THE REMAINING PROVISIONS, THE ASSOCIATION HAS ACCRUED $273,818 AND $344,536 FOR EXCISE TAX PAYMENTS AS OF DECEMBER 31, 2020 AND 2019, RESPECTIVELY. THESE AMOUNTS ARE INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE CONSOLIDATED BALANCE SHEETS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PAC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 51,325. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PAC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 151,363. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN HEART ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7272 GREENVILLE AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 135613797 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | EVENT SPONSOR RAISING MONEY FOR THE AMERICAN HEART ASSOCIATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SENIOR MANAGEMENT REVIEWS THE ORIGINAL REQUEST FOR CONTRIBUTIONS TO DETERMINE IF THE RECIPIENT ORGANIZATION'S MISSION SUPPORTS THE ASSOCIATION'S BENEVOLENT EFFORTS TO PROVIDE FUNDS FOR COMMUNITY FOCUSED PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROGER DOW | ||||||||||||||
| PRESIDENT & CEO | $1,230,084 | $0 | $590,947 | $0 | $473,382 | $0 | $477,696 | $0 | $27,404 | $0 | $2,799,513 | $0 | $446,756 | $0 |
| VICTORIA BARNES | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $567,567 | $0 | $181,129 | $0 | $76,517 | $0 | $164,821 | $0 | $27,765 | $0 | $1,017,799 | $0 | $75,000 | $0 |
| ADAM VANCE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $332,155 | $0 | $116,739 | $0 | $2,419 | $0 | $14,879 | $0 | $35,975 | $0 | $502,167 | $0 | $0 | $0 |
| MALCOLM SMITH | ||||||||||||||
| SENIOR VICE PRESIDENT | $330,010 | $0 | $71,522 | $0 | $1,294 | $0 | $13,363 | $0 | $15,031 | $0 | $431,220 | $0 | $0 | $0 |
| DJENANE MARCHAND | ||||||||||||||
| SENIOR VICE PRESIDENT | $276,743 | $0 | $50,596 | $0 | $3,712 | $0 | $12,239 | $0 | $24,696 | $0 | $367,986 | $0 | $0 | $0 |
| ERIK HANSEN | ||||||||||||||
| VICE PRESIDENT | $246,210 | $0 | $64,550 | $0 | $506 | $0 | $11,706 | $0 | $21,959 | $0 | $344,931 | $0 | $0 | $0 |
| XIAOHUA TIAN | ||||||||||||||
| VICE PRESIDENT | $225,180 | $0 | $24,742 | $0 | $7,144 | $0 | $9,977 | $0 | $24,897 | $0 | $291,940 | $0 | $0 | $0 |
| CHARLES STALEY | ||||||||||||||
| SENIOR VICE PRESIDENT | $213,153 | $0 | $48,516 | $0 | $1,242 | $0 | $11,077 | $0 | $13,693 | $0 | $287,681 | $0 | $0 | $0 |
| ERIC WEBER | ||||||||||||||
| VICE PRESIDENT | $200,321 | $0 | $31,912 | $0 | $1,242 | $0 | $9,844 | $0 | $35,552 | $0 | $278,871 | $0 | $0 | $0 |
| DELISA SELWITZ | ||||||||||||||
| SENIOR VICE PRESIDENT | $211,508 | $0 | $36,300 | $0 | $1,294 | $0 | $10,212 | $0 | $3,556 | $0 | $262,870 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS AIRFARE WAS PROVIDED TO ROGER DOW ON A LIMITED BASIS WHERE IN COMPLIANCE WITH THE US TRAVEL ASSOCIATION POLICY ON TRAVEL. EMPLOYEES IN CERTAIN LIMITED SITUATIONS AND ON A CASE BY CASE BASIS MAY TRAVEL AT A CLASS OTHER THAN COACH. THE AMOUNTS ARE NONTAXABLE TO THE EMPLOYEE. SPOUSAL TRAVEL IS PROVIDED TO EXECUTIVE VP'S A FEW TIMES DURING THE YEAR IF THE SPOUSE IS EXPECTED TO TAKE PART IN BUSINESS ACTIVITIES. THESE AMOUNTS ARE TAXABLE TO THE EMPLOYEE. |
| PART I, LINE 4B | THE EMPLOYMENT AGREEMENT WITH ITS PRESIDENT INCLUDES A DEFERRED COMPENSATION PLAN FOR WHICH THE ASSOCIATION CONTRIBUTES A PERCENTAGE OF THE PRESIDENTS BASE SALARY ANNUALLY, THE AMOUNT OF WHICH IS DEPOSITED WITH THE ASSOCIATIONS INVESTMENTS. TOTAL EMPLOYER CONTRIBUTIONS FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, WERE $460,605 AND $446,756, RESPECTIVELY. DURING 2020 AND 2019, THE ASSOCIATION DISTRIBUTED $461,508 AND $454,455, RESPECTIVELY, TO THE PRESIDENT. FOUR OTHER EMPLOYEES ALSO ARE PARTICIPANTS IN THE DEFERRED COMPENSATION PLAN (COLLECTIVELY THE DC PLAN) BEGINNING IN 2013, AND THE ASSOCIATION AND THE RESPECTIVE EMPLOYEES CONTRIBUTED $169,500 AND $191,960 FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, RESPECTIVELY. A PORTION OF THE EMPLOYER CONTRIBUTIONS TO THE DC PLAN WILL VEST OVER THE NEXT TWO YEARS. THE DC PLANS CUMULATIVE DEFERRED COMPENSATION LIABILITY BALANCE AT DECEMBER 31, 2020 AND 2019, IS $399,442 AND $476,323, RESPECTIVELY. THE DC PLAN ASSETS ARE INCLUDED IN INVESTMENTS IN THE AUDITED FINANCIAL STATEMENTS. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | INDUSTRY RELATED ITEMS | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $206,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | U.S. TRAVEL ASSOCIATION HAS MORE THAN 1,100 MEMBER ORGANIZATIONS WITHIN THE CATEGORIES OF TRAVEL SERVICE PROVIDERS, DESTINATIONS, ALLIED/AFFILIATES AND TRAVEL ASSOCIATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE SUPPORTING SCHEDULES AND DOCUMENTATION FOR THE FORM 990 ARE PREPARED BY THE CONTROLLER AND THEN REVIEWED BY THE VICE PRESIDENT OF FINANCE. THE NEXT REVIEW IS CONDUCTED BY THE EXECUTIVE VICE PRESIDENT OF OPERATIONS AND THEN REVIEWED AND SIGNED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE FINAL VERSION IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL BE REQUIRED ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY AND (D) UNDERSTANDS THE ORGANIZATION IS A NON-PROFIT TRADE ASSOCIATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING AND (B) WHETHER PARTNERSHIPS, JOINT VENTURES, CONTRACTS AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS OR VENDORS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER THE ORGANIZATION'S TAX-EXEMPT PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL EMPLOYEES IS SUBJECT TO A PERIODIC COMPARISON TO INDUSTRY STANDARDS BASED ON POSITION AND EXPERIENCE. THIS COMPARISON IS DONE ON AN EMPLOYEE BY EMPLOYEE BASIS FOR ALL ASSOCIATION EMPLOYEES. THE RESULTS ARE THEN REVIEWED AND APPROVED BY UPPER-LEVEL MANAGEMENT. ALL COMPENSATION IS REVIEWED BY A COMPENSATION COMMITTEE COMPOSED OF MEMBERS FROM THE BOARD OF DIRECTORS WHO HAVE NO ASSOCIATION OR TIES TO EMPLOYEES OTHER THAN THEIR CAPACITY AS ASSOCIATION BOARD MEMBERS. THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE VICE PRESIDENTS ARE THE ONLY EMPLOYEES WITH EMPLOYMENT CONTRACTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES 6,239,022. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| TRAVEL INDUSTRY ASSOCIATION OF AMERICA FOUNDATION | ||||||||||
| 1100 NEW YORK AVE NW SUITE 450W | WASHINGTON | DC | 20005 | 520231139 | TRAVEL INDUSTRY GRANTS AND RESEARCH | DC | 501(C)(3) | LINE 12A, I | US TRAVEL ASSOCIATION | Yes (1) |
| US TRAVEL ASSOCIATION POLITICAL ACTION COMMITTEE | ||||||||||
| 1100 NEW YORK AVE NW SUITE 450W | WASHINGTON | DC | 20005 | 263860851 | PAC | DC | 527 | US TRAVEL ASSOCIATION | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |