AMERICAN PLANNING ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN PLANNING ASSOCIATION (EIN 52-1134021)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-13
- IRS object ID
- 202502259349302815
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T15:16:57-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S Wacker Drive Ste 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521134021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Planning Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3124319100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Randolph St 6900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606016909 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alejandro Fuentes Encinas | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3124319100 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2025-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Joel D Albizo | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Randolph St 6900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606016909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,289,488 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3192 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.planning.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $823,390 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $438,517 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $506,345 | PYContributionsGrantsAmt |
| CY Contributions Grants | $846,454 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,574,996 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,341,849 | CYProgramServiceRevenueAmt |
| PY Investment Income | $299,335 | PYInvestmentIncomeAmt |
| CY Investment Income | $971,976 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,174,838 | PYOtherRevenueAmt |
| CY Other Revenue | $3,076,573 | CYOtherRevenueAmt |
| PY Total Revenue | $18,555,514 | PYTotalRevenueAmt |
| CY Total Revenue | $19,236,852 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $323,062 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $421,972 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,268,248 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,150,785 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $188,089 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $404,264 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,227,251 | PYOtherExpensesAmt |
| CY Other Expenses | $9,268,994 | CYOtherExpensesAmt |
| PY Total Expenses | $17,818,561 | PYTotalExpensesAmt |
| CY Total Expenses | $19,029,840 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $736,953 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $207,012 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,045,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,958,095 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,821,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,074,172 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,223,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,883,923 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O"Creating great communities for all." The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,464,613 | ExpenseAmt |
| Grant | $210,387 | GrantAmt |
| Revenue | $12,137,328 | RevenueAmt |
| Desc | APA supports the professional development of planners and educates the public on planning topics through publications, conferences, and community initiatives. APA publishes Planning magazine, the Journal of the American Planning Association, and other periodicals; hosts the National Planning Conference and webinars; manages divisions and chapters; and provides career services, community assistance, and scholarship programs. These resources enhance the knowledge, skills, and engagement of planning professionals, students, and the broader community. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,581,385 | ExpenseAmt |
| Grant | $182,108 | GrantAmt |
| Revenue | $3,793,011 | RevenueAmt |
| Desc | APA promotes professional excellence in the field of planning through the American Institute of Certified Planners (AICP) certification and the accreditation of planning education programs. AICP sets and maintains ethical and professional standards, oversees certification exams, and supports continuing education through the Certification Maintenance program. APA also supports the accreditation of academic planning programs and recognizes leaders in the profession through the College of Fellows. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,357,508 | ExpenseAmt |
| Grant | $29,478 | GrantAmt |
| Revenue | $419,765 | RevenueAmt |
| Desc | APA advances sound planning practices through applied research, advocacy, and public education. APA's Government Affairs team advocates for planning-supportive policies at all levels of government, while its communications and outreach programs educate the public and media about the importance of planning in building vibrant communities. Applied research activities, supported by grants and partnerships, translate best practices and academic findings into practical guidance for planners. APA also recognizes planning excellence through its national awards program and promotes awareness through initiatives like the Housing Initiative and Planning Research Fund. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,403,506 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 83 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alejandro Fuentes Encinas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124319100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Randolph St 6900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606016909 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|---|
| Angela D Brooks FAICP | ||||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sue Schwartz | ||||||||
| President-Elect | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lauren Driscoll | ||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kristen Lynn Asp | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Linda Amato | ||||||||
| Board Director (until 12/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Copeland FAICP | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Edna Ely-Ledesma | ||||||||
| Board Director (until 12/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Tim Gladhill | ||||||||
| Board Director (until 12/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin Hitchings | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Idemudia | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Julia Lave Johnston | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kohl Malo | ||||||||
| Board Director (until 12/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Bianca Mers | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Wendy Moeller | ||||||||
| Board Director (until 12/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Allison G Mouch AICP | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Chad M Nabity AICP | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Wendy Shabay | ||||||||
| Board Director (until 12/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Stiftel | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott D Turner AICP | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Silvia E Vargas FAICP | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dawn Warrick AICP | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Wolf FAICP | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Joel D Albizo | ||||||||
| Chief Executive Officer | 35.00 | Yes (X) | $424,331 | $0 | $78,422 | |||
| Alejandro Fuentes Encinas | ||||||||
| Chief Financial & Member Eng Officer | 35.00 | Yes (X) | $294,576 | $0 | $93,192 | |||
| Harriet Bogdanowicz | ||||||||
| Chief Operating Officer | 35.00 | $280,490 | $0 | $57,738 | Yes (X) | |||
| Mark Ferguson | ||||||||
| Chief Information Officer | 35.00 | $304,110 | $0 | $46,437 | Yes (X) | |||
| Petra Hurtado | ||||||||
| Chief Foresight & Knowledge Officer | 35.00 | $193,544 | $0 | $22,868 | Yes (X) | |||
| Elizabeth Lang | ||||||||
| Director of Marketing | 35.00 | $181,394 | $0 | $13,933 | Yes (X) | |||
| Felicia Braunstein | ||||||||
| Professional Practice Director | 35.00 | $168,882 | $0 | $33,603 | Yes (X) | |||
| Randall West | ||||||||
| Technology Director | 35.00 | $158,731 | $0 | $22,181 | Yes (X) | |||
| Eva Wilczek | ||||||||
| Meetings Director | 35.00 | $185,026 | $0 | $22,699 | Yes (X) | |||
| Mike Welch | ||||||||
| Leadership Director | 35.00 | $162,562 | $0 | $23,203 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,353,646 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $414,276 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | 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 |
|---|---|---|---|---|---|
| RSM US LLP | |||||
| 5155 Paysphere Circle | Chicago | IL | 60674 | Consulting, Accounting and Tax | $558,901 |
| Home Front Communications LLC DBA Team S | |||||
| 1201 New York Ave NW Suite 900 | Washington | DC | 20006 | Strategic Comm., Creative Contents | $289,331 |
| Prometric LLC | |||||
| PO Box 94515 | Palatine | IL | 60094 | Professional Cert., Testing and Assessme | $262,090 |
| Advocacy Associates LLC | |||||
| 1634 Eye St NW Ste 805 | Washington | DC | 20006 | Govt Affairs, Training, Legislative Str. | $246,037 |
| ArentFox Schiff LLP | |||||
| 1717 K Street NW | Washington | DC | 200065344 | Legal Services | $150,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $199,698 | GovernmentGrantsAmt |
| All Other Contributions | $646,756 | AllOtherContributionsAmt |
| Total Contributions | $846,454 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership Dues | 900099 | $11,018,529 | $11,018,529 |
| Conf., Wrkshps., Sympo | 900099 | $3,323,320 | $3,323,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,341,849 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $718,663 | TotalRevenueColumnAmt |
| Exclusion | $718,663 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,000 | TotalRevenueColumnAmt |
| Exclusion | $210,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,305,949 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,052,636 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $253,313 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,313 | TotalRevenueColumnAmt |
| Exclusion | $253,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,008,255 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,008,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,008,255 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Career Listing Service | 561300 | $670,855 | $670,855 | |
| Advertising Income | 513120 | $167,535 | $152,535 | $15,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,928 | TotalRevenueColumnAmt |
| Exclusion | $19,928 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $858,318 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,236,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,350,104 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $823,390 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,216,904 | 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 | $245,886 | TotalAmt |
| Program Services | $245,886 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,086 | TotalAmt |
| Program Services | $176,086 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,406,272 | TotalAmt |
| Program Services | $1,127,294 | ProgramServicesAmt |
| Management And General | $1,249,394 | ManagementAndGeneralAmt |
| Fundraising | $29,584 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,807,443 | TotalAmt |
| Program Services | $4,067,120 | ProgramServicesAmt |
| Management And General | $712,129 | ManagementAndGeneralAmt |
| Fundraising | $28,194 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,840 | TotalAmt |
| Program Services | $215,516 | ProgramServicesAmt |
| Management And General | $225,633 | ManagementAndGeneralAmt |
| Fundraising | $1,691 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,671 | TotalAmt |
| Program Services | $604,885 | ProgramServicesAmt |
| Management And General | $352,594 | ManagementAndGeneralAmt |
| Fundraising | $8,192 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,559 | TotalAmt |
| Program Services | $360,541 | ProgramServicesAmt |
| Management And General | $164,278 | ManagementAndGeneralAmt |
| Fundraising | $3,740 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,375 | TotalAmt |
| Program Services | $31,594 | ProgramServicesAmt |
| Management And General | $94,781 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,848 | TotalAmt |
| Management And General | $105,848 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,500 | TotalAmt |
| Management And General | $95,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,089 | TotalAmt |
| Fundraising | $188,089 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,077 | TotalAmt |
| Management And General | $167,077 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,665,443 | TotalAmt |
| Program Services | $2,092,984 | ProgramServicesAmt |
| Management And General | $490,526 | ManagementAndGeneralAmt |
| Fundraising | $81,933 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,260 | TotalAmt |
| Program Services | $63,009 | ProgramServicesAmt |
| Management And General | $251 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,524 | TotalAmt |
| Program Services | $34,002 | ProgramServicesAmt |
| Management And General | $145,195 | ManagementAndGeneralAmt |
| Fundraising | $327 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851,976 | TotalAmt |
| Program Services | $181,826 | ProgramServicesAmt |
| Management And General | $670,150 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,390 | TotalAmt |
| Program Services | $9,518 | ProgramServicesAmt |
| Management And General | $644,872 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,435 | TotalAmt |
| Program Services | $428,607 | ProgramServicesAmt |
| Management And General | $364,828 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,099,237 | TotalAmt |
| Program Services | $1,912,230 | ProgramServicesAmt |
| Management And General | $185,149 | ManagementAndGeneralAmt |
| Fundraising | $1,858 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,702 | TotalAmt |
| Program Services | $141,698 | ProgramServicesAmt |
| Management And General | $187,004 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,674 | TotalAmt |
| Program Services | $134 | ProgramServicesAmt |
| Management And General | $100,540 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Administrative | $628,768 | $546,831 | $21,281 | $60,656 |
| UBI Tax Expense | $175,127 | $175,127 | ||
| Printing & Postage/ship | $162,371 | $155,096 | $7,276 | |
| Office Equipment & Main | $48,727 | $8,650 | $40,077 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,560 | TotalAmt |
| Management And General | $22,560 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,029,840 | TotalAmt |
| Program Services | $12,403,506 | ProgramServicesAmt |
| Management And General | $6,222,070 | ManagementAndGeneralAmt |
| Fundraising | $404,264 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249,822 | BOYAmt |
| EOY | $3,275,808 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,530 | BOYAmt |
| EOY | $107,390 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,617 | BOYAmt |
| EOY | $134,969 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,736 | BOYAmt |
| EOY | $767,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,640,858 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,139,563 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,801 | BOYAmt |
| EOY | $501,295 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,310,913 | BOYAmt |
| EOY | $22,019,613 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,775 | BOYAmt |
| EOY | $152,016 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,045,194 | BOYAmt |
| EOY | $26,958,095 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,441,888 | BOYAmt |
| EOY | $2,202,549 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,514,818 | BOYAmt |
| EOY | $5,486,311 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,190 | BOYAmt |
| EOY | $385,312 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,821,896 | BOYAmt |
| EOY | $8,074,172 | 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 | $14,352,595 | BOYAmt |
| EOY | $16,797,392 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,703 | BOYAmt |
| EOY | $2,086,531 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,223,298 | BOYAmt |
| EOY | $18,883,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,045,194 | BOYAmt |
| EOY | $26,958,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $207,012 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,453,613 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $12,247,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,924,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,770,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,316,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,864,983 | CurrentTaxYearAmt |
| Total | $62,125,245 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,966,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,341,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,316,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,541,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,331,575 | CurrentTaxYearAmt |
| Total | $22,496,394 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,213,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,266,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,087,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,857,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,196,558 | CurrentTaxYearAmt |
| Total | $84,621,639 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,144 | CurrentTaxYearAmt |
| Total | $24,507 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,144 | CurrentTaxYearAmt |
| Total | $24,507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $84,597,132 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $640,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $643,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $837,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $784,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $928,663 | CurrentTaxYearAmt |
| Total | $3,835,175 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $640,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $643,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $837,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $784,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $928,663 | CurrentTaxYearAmt |
| Total | $3,835,175 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $361,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $648,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $471,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $438,517 | CurrentTaxYearAmt |
| Total | $2,064,501 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $361,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,928 | CurrentTaxYearAmt |
| Total | $1,254,147 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,350,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,633,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,930,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,262,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,598,666 | CurrentTaxYearAmt |
| Total | $91,775,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92320 | PublicSupportPY509Pct |
| Investment Income CY | 0.04180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03780 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous - 2019 Amount: $ 351,559. 2020 Amount: $ 361,301. 2021 Amount: $ 356,835. 2022 Amount: $ 149,524. 2023 Amount: $ 34,928. | ExplanationTxt |
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) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Media Advertisements | $1,500 | MediaAdvertisementsAmt |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $24,000 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $5,000 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $45,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $20,000 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $95,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Part II-B, Line 1c: APA used paid social media advertising to promote and highlight the release of legislative priorities and agenda on housing and zoning reform. Part II-B, Line 1d: APA drafted letters to Members of Congress endorsing legislative positions on specific bills regarding transportation, housing, zoning reform, and related appropriations. APA produced periodic content for members and the public via the APA blog, action center and other digital outlets that urged action on targeted legislation. APA maintained an online legislative center where periodic action alerts for members were posted. Part II-B, Line 1e: APA sent a statement outlining legislative priorities and agenda to all congressional offices. APA contributed statements to congressional press releases and floor statements regarding key bill introduction and votes. APA produced printed materials for use in congressional meetings and briefings. Part II-B, Line 1g: APA retained Advocacy Associates, LLC to provide direct input to legislators and legislative staff on specific bills regarding transportation, housing, federal data, and related appropriations. Meetings with targeted congressional offices and committees by APA leaders and advocates were also conducted periodically. Part II-B, Line 1h: APA conducted a congressional fly-in with approximately 30 members meeting with congressional offices and administration officials. APA conducted a virtual Planners' Day on Capitol Hill program allowing member advocates to meet with congressional offices to promote key housing bills and programs. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $120,136 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,410 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $143,546 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,010 | BeginningYearBalanceAmt |
| Contributions | $20,005 | ContributionsAmt |
| Investment Earnings Or Losses | $12,121 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $120,136 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $129,870 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$41,860 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $88,010 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $24,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,981 | GrantsOrScholarshipsAmt |
| End Year Balance | $129,870 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,000 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $20,877 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,877 | GrantsOrScholarshipsAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,831,819 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,708,335 | DepreciationAmt |
| Book Value | $123,484 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,984,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,606,910 | DepreciationAmt |
| Book Value | $377,811 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $824,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $824,318 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $501,295 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Lease Liability | Desc |
| Amt | $385,312 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $385,312 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,523,388 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,453,613 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,453,613 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,069,775 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $167,077 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $167,077 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,236,852 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,862,763 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,862,763 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $167,077 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $167,077 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,029,840 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanently restricted net assets consist of the Judith McManus Price Fund and A. Nielson Fund endowment funds, whereby the Association cannot spend the principal. Investment returns from donor-restricted endowment funds are used for various scholarships. |
| Part X, Line 2: | The Association is exempt from income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Association and various positions related to the potential sources of unrelated business income tax (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting period presented in the financial statements. The Association files Form 990 and Form 990-T in the U.S. federal jurisdiction and the State of Illinois. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Event Performance Group LLC | ||||||||
| 11305 Mollymawk Court | New Port Richey | FL | 34654 | Increase and Manage Sponsorship Revenue | Yes (1) | $132,500 | $119,518 | $12,982 |
| Reflector Lab LLC | ||||||||
| 3355 N Harding Avenue 2 | Chicago | IL | 60618 | Strategize Fundraising Goals | 0 | $0 | $68,571 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $132,500 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $188,089 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $12,982 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Planning Accreditation Board | ||||||||
| 53 W Jackson Boulevard | Chicago | IL | 60604 | 421369264 | 501(c)(3) | $177,108 | $0 | General Support |
| APA Ohio Chapter | ||||||||
| PO Box 4085 | Copley | OH | 44321 | 510150311 | 501(c)(3) | $7,250 | $0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Grants | 4 | $1,520 |
| Scholarships | 47 | $128,589 |
| Awards | 69 | $45,977 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | In accordance with American Planning Association's internal control procedures, grant expenditures are reviewed and tracked on a project to date basis. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joel D Albizo | ||||||||||||||
| Chief Executive Officer | $353,285 | $0 | $40,000 | $0 | $31,046 | $0 | $47,684 | $0 | $30,738 | $0 | $502,753 | $0 | $0 | $0 |
| Alejandro Fuentes Encinas | ||||||||||||||
| Chief Financial & Member Eng Officer | $267,421 | $0 | $10,000 | $0 | $17,155 | $0 | $33,871 | $0 | $59,321 | $0 | $387,768 | $0 | $0 | $0 |
| Mark Ferguson | ||||||||||||||
| Chief Information Officer | $280,515 | $0 | $21,615 | $0 | $1,980 | $0 | $18,645 | $0 | $27,792 | $0 | $350,547 | $0 | $0 | $0 |
| Harriet Bogdanowicz | ||||||||||||||
| Chief Operating Officer | $252,540 | $0 | $27,500 | $0 | $450 | $0 | $17,249 | $0 | $40,489 | $0 | $338,228 | $0 | $0 | $0 |
| Petra Hurtado | ||||||||||||||
| Chief Foresight & Knowledge Officer | $189,264 | $0 | $4,000 | $0 | $280 | $0 | $11,651 | $0 | $11,217 | $0 | $216,412 | $0 | $0 | $0 |
| Eva Wilczek | ||||||||||||||
| Meetings Director | $169,466 | $0 | $15,315 | $0 | $245 | $0 | $10,801 | $0 | $11,898 | $0 | $207,725 | $0 | $0 | $0 |
| Felicia Braunstein | ||||||||||||||
| Professional Practice Director | $164,506 | $0 | $3,334 | $0 | $1,042 | $0 | $10,316 | $0 | $23,287 | $0 | $202,485 | $0 | $0 | $0 |
| Elizabeth Lang | ||||||||||||||
| Director of Marketing | $174,891 | $0 | $6,118 | $0 | $385 | $0 | $10,978 | $0 | $2,955 | $0 | $195,327 | $0 | $0 | $0 |
| Mike Welch | ||||||||||||||
| Leadership Director | $158,852 | $0 | $3,186 | $0 | $524 | $0 | $9,857 | $0 | $13,346 | $0 | $185,765 | $0 | $0 | $0 |
| Randall West | ||||||||||||||
| Technology Director | $155,372 | $0 | $3,135 | $0 | $224 | $0 | $9,699 | $0 | $12,482 | $0 | $180,912 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | The following individuals participate in a 457(f) plan and the amounts are the contributions to each plan during 2023: Joel D. Albizo: $4,008 |
| Part I, Line 7 | Overall key employee bonuses reported on Part II, column B(ii) were subject to the review and approval of the CEO and CFO. The exception being any bonus for the CEO was reviewed and approved by the Board. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | At its September 2023 meeting in Washington, D.C., the APA Board of Directors approved a phased approach to updating its bylaws, which had not been revised since December 2021. The first set of amendments was approved in December 2023 and included improved consistency in terminology, editorial changes including gender-inclusive language, clarifications to existing policies, and updates to others to reflect modern business practice. At its meeting on May 31, 2024, the Board approved a second set of amendments. While many were also editorial or clarifying changes to language, a few reflect policy changes. |
| Form 990, Part VI, Section A, line 6 | American Planning Association (APA) is organized as a not-for-profit corporation with members. |
| Form 990, Part VI, Section A, line 7a | Members of the American Planning Association have the right to elect or appoint one or more members of the organization's governing body periodically or as vacancies arise. |
| Form 990, Part VI, Section B, line 11b | The organization's management reviews the Form 990 in detail with their paid tax preparers. |
| Form 990, Part VI, Section B, line 12c | The organization's conflict of interest policy covers all officers, directors, trustees, and key employees. Annually these individuals are required to complete a conflict of interest questionnaire to disclose any potential or actual conflicts of interest they may have with the organization. Completed conflict of interest questionnaires are reviewed by the organization's Chief Executive Officer and Chief Operating Officer. If it is determined an actual conflict of interest exists, the individual with the conflict is excused from any discussion or vote on the matter for which they have a conflict. |
| Form 990, Part VI, Section B, line 15a | The Board of Directors, an independent body, meets as needed to review and approve the compensation package of the organization's top management official. In determining the compensation of the top management official, the organization's board approves the compensation and utilizes comparability data provided from a compensation survey and the Forms 990 of other organizations. The deliberations and decision making regarding the compensation package of the top management official are documented on a timely basis. The Chief Executive Officer approves the compensation for other officers. Comparability data and compensation surveys are used in the process. The deliberation and decision making regarding the compensation package of other officers are documented on a timely basis. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public via the organization's website. |
| Form 990, Part IX, line 11g | Miscellaneous: Program service expenses 2,092,984. Management and general expenses 490,526. Fundraising expenses 81,933. Total expenses 2,665,443. |