STRATEGY STUDIO / PUBLIC DATA EXPLORER

AMERICAN EVALUATION ASSOCIATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AMERICAN EVALUATION ASSOCIATION (EIN 52-1463557)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-20
IRS object ID
202121109349301142
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-20T14:57:02-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521853933PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES MARESCA & MCQUADE PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110500 LITTLE PATUXENT PARKWAY SUITEAddressLine1Txt
Address Line2770AddressLine2Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21044ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521463557EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN EVALUATION ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2023671166PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW NO 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANISHA LEWISPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2023671166PhoneNum
Signature2021-04-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSEAN MCELWANEYPreparerPersonNm
PTINP01608821PTIN
Phone4108840220PhoneNum
Preparation2021-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerANISHA LEWISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW NO 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,018,176GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EVAL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,465PYContributionsGrantsAmt
CY Contributions Grants$8,700CYContributionsGrantsAmt
PY Program Service Revenue$2,266,232PYProgramServiceRevenueAmt
CY Program Service Revenue$2,503,102CYProgramServiceRevenueAmt
PY Investment Income$84,104PYInvestmentIncomeAmt
CY Investment Income$83,992CYInvestmentIncomeAmt
PY Other Revenue$2,112PYOtherRevenueAmt
CY Other Revenue$2,644CYOtherRevenueAmt
PY Total Revenue$2,359,913PYTotalRevenueAmt
CY Total Revenue$2,598,438CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,534,416PYOtherExpensesAmt
CY Other Expenses$2,406,988CYOtherExpensesAmt
PY Total Expenses$2,534,416PYTotalExpensesAmt
CY Total Expenses$2,406,988CYTotalExpensesAmt
PY Revenues Less Expenses-$174,503PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$191,450CYRevenuesLessExpensesAmt
Total Assets BOY$3,669,763TotalAssetsBOYAmt
Total Assets EOY$3,818,691TotalAssetsEOYAmt
Total Liabilities BOY$610,622TotalLiabilitiesBOYAmt
Total Liabilities EOY$437,914TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,059,141NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,380,777NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,225,581ExpenseAmt
Revenue$2,298,116RevenueAmt
DescTHE ANNUAL CONFERENCE: ALLOWS MEMBERS TO MEET FACE-TO-FACE WITH PEERS IN THE PROFESSION OF EVALUATION. ATTENDEES ALSO HAVE THE OPPORTUNITY TO LEARN ABOUT THE NEWEST DEVELOPMENTS AND METHODS IN THE FIELD OF EVALUATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$112,465ExpenseAmt
Revenue$120,296RevenueAmt
DescINTERNSHIPS AND STUDENT PROGRAMS: THE GRADUATE EDUCATION DIVERSITY INTERNSHIP PROGRAM PROVIDES PAID INTERNSHIP AND TRAINING OPPORTUNITIES DURING THE ACADEMIC YEAR. THE GEDI PROGRAM WORKS TO ENGAGE AND SUPPORT STUDENTS FROM GROUPS TRADITIONALLY UNDER-REPRESENTED IN THE FIELD OF EVALUATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$103,550ExpenseAmt
Revenue$84,690RevenueAmt
DescTRAINING AND EDUCATION: AMERICAN EVALUATION ASSOCIATION PROVIDES YEAR-ROUND OPPORTUNITIES TO ADVANCE IN THE FIELD OF EVALUATION AND PROGRAMS TO SUPPORT THE DEVELOPMENT OF EVALUATION PROFESSIONALS. TRAINING AND EDUCATION ARE OFFERED IN THE FORMS OF WEBINARS, E-LEARNING SELF-DIRECTED ONLINE SESSIONS AND CONFERENCE SESSIONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$63,848ExpenseAmt
DescINSTITUTE: THE OVERALL PURPOSE OF THE INITIATIVE IS TO INCREASE THE PARTICIPATION OF EVALUATORS AND ACADEMICS FROM UNDERREPRESENTED GROUPS IN THE PROFESSION OF EVALUATION AND IN THE AMERICAN EVALUATION ASSOCIATION. THE MSI FACULTY INITIATIVE IDENTIFIES THIS GROUP OF POTENTIAL AND PRACTICING EVALUATORS BY DRAWING FROM FACULTY AT MSIS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$63,848TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,505,444TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document58IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITHBUCKLIN CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023671166PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW NO 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
AIMEE WHITE
PRESIDENT AS OF 1/202015.00Yes (X)Yes (X)$0$0$0
LESLIE GOODYEAR
PRESIDENT UNTIL 12/20195.00Yes (X)Yes (X)$0$0$0
TESSIE CATSAMBAS
PAST PRESIDENT5.00Yes (X)Yes (X)$0$0$0
TOM GRAYSON
PRESIDENT ELECT AS OF 1/20205.00Yes (X)Yes (X)$0$0$0
FELICIA BOHANON
TREASURER AS OF 1/20205.00Yes (X)Yes (X)$0$0$0
SUSAN TUCKER
TREASURER UNTIL 12/20195.00Yes (X)Yes (X)$0$0$0
ERIC BARLEA
DIRECTOR5.00Yes (X)$0$0$0
JARA DEAN-COFFEY
DIRECTOR5.00Yes (X)$0$0$0
BIANCA MONTROSSE-MOOREHEAD
DIRECTOR5.00Yes (X)$0$0$0
LISA APONTE-SOTO
DIRECTOR5.00Yes (X)$1,000$0$0
HANIFE CAKICI
DIRECTOR5.00Yes (X)$0$0$0
WANDA CASILLAS
DIRECTOR5.00Yes (X)$0$0$0
KAREN JACKSON
DIRECTOR AS OF 1/20205.00Yes (X)$0$0$0
LIBBY SMITH
DIRECTOR AS OF 1/20205.00Yes (X)$0$0$0
DEBORAH RUGG
DIRECTOR UNTIL 12/20195.00Yes (X)$0$0$0
VERONICA OLAZABAL
DIRECTOR UNTIL 12/20195.00Yes (X)$0$0$0
RITA FIERRO
DIRECTOR UNTIL 12/20195.00Yes (X)$0$0$0
ANISHA LEWIS
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITHBUCKLIN CORPORATIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMT. INCL. EXE. DIR. COMP.ServicesDesc
Compensation$1,012,831CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,700AllOtherContributionsAmt
Total Contributions$8,700TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONFERENCE, MEETINGS900099$1,646,900$1,646,900
MEMBERSHIP900099$651,216$651,216
INTERSHIPS900099$120,296$120,296
JOB BANK900099$44,138$44,138
PUBLICATIONS900099$40,552$40,552
FieldValueIRS element (for citing)
Total Program Service Revenue$2,503,102TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,730TotalRevenueColumnAmt
Exclusion$83,730ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$420,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$419,738SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$262SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$262TotalRevenueColumnAmt
Exclusion$262ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREFUNDS AND REIMBURSEMDesc
Business900099BusinessCd
Total Revenue Column$2,644TotalRevenueColumnAmt
Exclusion$2,644ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,644OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,598,438TotalRevenueColumnAmt
Related Or Exempt Func Income$2,503,102RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$86,636ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,069,317TotalAmt
Program Services$517,246ProgramServicesAmt
Management And General$552,071ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$892TotalAmt
Management And General$892ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,100TotalAmt
Management And General$10,100ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,863TotalAmt
Management And General$13,863ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$427,615TotalAmt
Program Services$207,172ProgramServicesAmt
Management And General$220,443ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$109,042TotalAmt
Program Services$72,218ProgramServicesAmt
Management And General$36,824ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,219TotalAmt
Program Services$32,205ProgramServicesAmt
Management And General$14ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$705,592TotalAmt
Program Services$663,367ProgramServicesAmt
Management And General$42,225ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,748TotalAmt
Management And General$6,748ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DUES AND SUBSCRIPTIONS$16,856$16,856
MISCELLANEOUS$14,744$1,508$13,236

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,406,988TotalAmt
Program Services$1,505,444ProgramServicesAmt
Management And General$901,544ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$542,063BOYAmt
EOY$432,883EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$41,227BOYAmt
EOY$103,059EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$76,674BOYAmt
EOY$72,219EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,009,799BOYAmt
EOY$3,210,530EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,669,763BOYAmt
EOY$3,818,691EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$278,694BOYAmt
EOY$89,113EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$331,928BOYAmt
EOY$348,801EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$610,622BOYAmt
EOY$437,914EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,059,141BOYAmt
EOY$3,380,777EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,059,141BOYAmt
EOY$3,380,777EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,669,763BOYAmt
EOY$3,818,691EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$191,450ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$130,186NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,252CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,407CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,069CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$626,192CurrentTaxYearMinus1YearAmt
Current Tax Year$659,916CurrentTaxYearAmt
Total$1,401,836TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,164,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,371,181CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,580,127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,640,040CurrentTaxYearMinus1YearAmt
Current Tax Year$1,851,886CurrentTaxYearAmt
Total$10,607,525TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,175,543CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,435,588CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,620,196CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,266,232CurrentTaxYearMinus1YearAmt
Current Tax Year$2,511,802CurrentTaxYearAmt
Total$12,009,361TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$12,009,361PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,035CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,868CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,432CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,104CurrentTaxYearMinus1YearAmt
Current Tax Year$83,730CurrentTaxYearAmt
Total$296,169TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,035CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,868CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,432CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,104CurrentTaxYearMinus1YearAmt
Current Tax Year$83,730CurrentTaxYearAmt
Total$296,169TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$85,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,112CurrentTaxYearMinus1YearAmt
Current Tax Year$2,644CurrentTaxYearAmt
Total$89,756TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,208,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,466,456CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,769,628CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,352,448CurrentTaxYearMinus1YearAmt
Current Tax Year$2,598,176CurrentTaxYearAmt
Total$12,395,286TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96890PublicSupportCY509Pct
Public Support PY5090.97470PublicSupportPY509Pct
Investment Income CY0.02390InvestmentIncomeCYPct
Investment Income PY0.01830InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationREFUNDS AND REIMBURSEMENTS - 2018 AMOUNT: $ 1,762. 2019 AMOUNT: $ 2,644. OTHER MISC INCOME - 2017 AMOUNT: $ 85,000. 2018 AMOUNT: $ 350.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,714,761TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$130,186NetUnrealizedGainsInvstAmt
Revenue Not Reported$130,186RevenueNotReportedAmt
Revenue Subtotal$2,584,575RevenueSubtotalAmt
Investment Expenses Not Incld$13,863InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,863RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,598,438TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,393,125TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,393,125ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,863InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,863ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,406,988TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAEA BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABITIES THAT NEED TO BE RECORDED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ASSOCIATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO SMITHBUCKLIN CORPORATION VIA A WRITTEN CONTRACTUAL AGREEMENT. SMITHBUCKLIN CORPORATION'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF THE ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 6THE ASSOCIATION IS A DUES-PAYING MEMBERSHIP ORGANIZATION. ANY INDIVIDUALS INTERESTED IN THE PURPOSES OF THE ASSOCIATION SHALL BE ELIGIBLE FOR MEMBERSHIP. MEMBERS ARE DEFINED AS THOSE WHO HAVE COMPLETED AN APPLICATION FORM, RECEIVED ACKNOWLEDGMENT OF MEMBERSHIP FROM THE ASSOCIATION, AND PAID THE CURRENTLY STIPULATED MEMBERSHIP DUES.
FORM 990, PART VI, SECTION A, LINE 7AALL MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE. YEARLY, A COMMITTEE OF THE BOARD SHALL SECURE NOMINATIONS FOR TWO CANDIDATES FOR EACH EXPIRING ELECTED-OFFICE OF THE ASSOCIATION AND SHALL, WITH THE AUTHORIZATION OF THE BOARD OF DIRECTORS, SUBMIT THE SLATE OF CANDIDATES TO THE MEMBERSHIP FOR VOTE BY MAIL OR ELECTRONIC BALLOT.
FORM 990, PART VI, SECTION A, LINE 7BALL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON OFFICIAL MATTERS OF THE ASSOCIATION DEFINED IN THE BYLAWS, TO HOLD OFFICE IF DULY ELECTED, AND TO BE SENT ALL NOTIFICATIONS PERTAINING TO THE OFFICIAL BUSINESS OF THE ASSOCIATION AND MEMBERSHIP PUBLICATIONS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS GIVEN TO THE EXECUTIVE DIRECTOR, WHO PRESENTS IT TO THE EXECUTIVE COMMITTEE (WHICH INCLUDES THE TREASURER) FOR A PRELIMINARY REVIEW. THE FINAL REPORT IS THEN PRESENTED TO THE BOARD OF DIRECTORS. ONCE IT IS REVIEWED AND ACCEPTED, THE EXECUTIVE DIRECTOR WILL SIGN BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AND SUBMIT ANNUALLY TO THE EXECUTIVE DIRECTOR THE AEA DISCLOSURE STATEMENT. THEY MUST DISCLOSE ANY OTHER EMPLOYMENT OR FINANCIAL INTEREST WHICH THEY, OR A MEMBER OF THEIR IMMEDIATE FAMILY, MAY HAVE WHICH MIGHT GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST OR DUALITY OF INTEREST WITH THE AMERICAN EVALUATION ASSOCIATION. THE EXECUTIVE DIRECTOR AND THE PAST PRESIDENT/SECRETARY SHALL BECOME FAMILIAR WITH THE STATEMENTS OF ALL BOARD MEMBERS AND OFFICERS IN ORDER TO GUIDE THEIR CONDUCT SHOULD A CONFLICT ARISE. THE SIGNED STATEMENTS WILL BE FILED WITH THE EXECUTIVE DIRECTOR. THE AFFECTED ELECTED DIRECTOR AND/OR OFFICER SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER DISCLOSED BY HIS OR HER WRITTEN STATMENT OR NOT, AND ALL RELEVANT AND MATERIAL FACTS CONCERNING THE TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE INTERESTS OF THE ASSOCIATION, AFTER ANSWERING ANY QUESTIONS THAT ARE ASKED WITH RESPECT TO THE MATTER, THE BOARD MEMBER SHALL WITHDRAW FROM THE MEETING ROOM UNTIL THE MATTER HAS BEEN FURTHER DISCUSSED AND VOTED UPON. IN THE EVENT THAT THE AFFECTED BOARD MEMBER FAILS TO WITHDRAW VOLUNTARILY, THE PRESIDENT IS EMPOWERED AND SHALL REQUIRE THAT THE BOARD MEMBER REMOVE HIMSELF OR HERSELF FROM THE MEETING DURING DISCUSSION AND VOTE ON THE MATTER. IN THE EVENT THE CONFLICT OF INTEREST AFFECTS THE PRESIDENT, THE PAST-PRESIDENT/SECRETARY IS EMPOWERED AND SHALL REQUIRE THAT THE PRESIDENT REMOVE HIMSELF OR HERSELF IN THE SAME MANNER AND, FOR THE DURATION OF DISCUSSION AND ACTION ON THE MATTER, THE PAST-PRESIDENT/SECRETARY SHALL PRESIDE. AT THE TIME THAT THE BOARD ACCEPTS THE SLATE OF CANDIDATES FOR OFFICE FOR THE SUBSEQUENT YEAR, THE EXECUTIVE DIRECTOR WILL INFORM THOSE CANDIDATES OF THE CONFLICT OF INTEREST EXPECTATIONS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST TO THE ASSOCIATION OFFICE AND ARE PRESENTED TO THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING.
FORM 990, PART IX, LINE 11GSPEAKERS: PROGRAM SERVICE EXPENSES 58,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,860. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 148,312. MANAGEMENT AND GENERAL EXPENSES 220,443. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 368,755.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.