2025-08-13T15:16:57-05:00 2024-09-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2023-10-01 521134021 American Planning Association AMER 3124319100 200 E Randolph St 6900 Chicago IL 606016909 Alejandro Fuentes Encinas CFO 3124319100 2025-08-13 1 1 Rebekuh Eley P01247672 3126343400 2025-08-13 2023 2025-03-06 01:10:19Z X Joel D Albizo 200 E Randolph St 6900 Chicago IL 606016909 31289488 0 3192 X www.planning.org X 1978 DC 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. 16 16 83 250 823390 438517 506345 846454 14574996 14341849 299335 971976 3174838 3076573 18555514 19236852 323062 421972 0 0 8268248 9150785 0 188089 404264 9227251 9268994 17818561 19029840 736953 207012 25045194 26958095 8821896 8074172 16223298 18883923 X 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. 0 0 8464613 210387 12137328 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. 1581385 182108 3793011 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. 2357508 29478 419765 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. 12403506 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 102 0 1 83 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 IL X Alejandro Fuentes Encinas 3124319100 200 E Randolph St 6900 Chicago IL 606016909 Angela D Brooks FAICP President 2.00 X X 0 0 0 Sue Schwartz President-Elect 2.00 X X 0 0 0 Lauren Driscoll Treasurer 2.00 X X 0 0 0 Kristen Lynn Asp Secretary 2.00 X X 0 0 0 Linda Amato Board Director (until 12/23) 2.00 X 0 0 0 Sara Copeland FAICP Board Director 2.00 X 0 0 0 Edna Ely-Ledesma Board Director (until 12/23) 2.00 X 0 0 0 Tim Gladhill Board Director (until 12/23) 2.00 X 0 0 0 Benjamin Hitchings Board Director 2.00 X 0 0 0 Nina Idemudia Board Director 2.00 X 0 0 0 Julia Lave Johnston Board Director 2.00 X 0 0 0 Kohl Malo Board Director (until 12/23) 2.00 X 0 0 0 Bianca Mers Board Director 2.00 X 0 0 0 Wendy Moeller Board Director (until 12/23) 2.00 X 0 0 0 Allison G Mouch AICP Board Director 2.00 X 0 0 0 Chad M Nabity AICP Board Director 2.00 X 0 0 0 Wendy Shabay Board Director (until 12/23) 2.00 X 0 0 0 Bruce Stiftel Board Director 2.00 X 0 0 0 Scott D Turner AICP Board Director 2.00 X 0 0 0 Silvia E Vargas FAICP Board Director 2.00 X 0 0 0 Dawn Warrick AICP Board Director 2.00 X 0 0 0 Karen Wolf FAICP Board Director 2.00 X 0 0 0 Joel D Albizo Chief Executive Officer 35.00 X 424331 0 78422 Alejandro Fuentes Encinas Chief Financial & Member Eng Officer 35.00 X 294576 0 93192 Harriet Bogdanowicz Chief Operating Officer 35.00 X 280490 0 57738 Mark Ferguson Chief Information Officer 35.00 X 304110 0 46437 Petra Hurtado Chief Foresight & Knowledge Officer 35.00 X 193544 0 22868 Elizabeth Lang Director of Marketing 35.00 X 181394 0 13933 Felicia Braunstein Professional Practice Director 35.00 X 168882 0 33603 Randall West Technology Director 35.00 X 158731 0 22181 Eva Wilczek Meetings Director 35.00 X 185026 0 22699 Mike Welch Leadership Director 35.00 X 162562 0 23203 2353646 0 414276 18 0 1 0 RSM US LLP 5155 Paysphere Circle Chicago IL 60674 Consulting, Accounting and Tax 558901 Home Front Communications LLC DBA Team S 1201 New York Ave NW Suite 900 Washington DC 20006 Strategic Comm., Creative Contents 289331 Prometric LLC PO Box 94515 Palatine IL 60094 Professional Cert., Testing and Assessme 262090 Advocacy Associates LLC 1634 Eye St NW Ste 805 Washington DC 20006 Govt Affairs, Training, Legislative Str. 246037 ArentFox Schiff LLP 1717 K Street NW Washington DC 200065344 Legal Services 150408 9 199698 646756 846454 Membership Dues 900099 11018529 11018529 Conf., Wrkshps., Sympo 900099 3323320 3323320 14341849 718663 718663 210000 210000 12305949 12052636 253313 253313 253313 2008255 0 2008255 2008255 Career Listing Service 561300 670855 670855 Advertising Income 513120 167535 152535 15000 19928 19928 858318 19236852 16350104 823390 1216904 X 245886 245886 176086 176086 2406272 1127294 1249394 29584 4807443 4067120 712129 28194 442840 215516 225633 1691 965671 604885 352594 8192 528559 360541 164278 3740 126375 31594 94781 105848 105848 95500 95500 188089 188089 167077 167077 2665443 2092984 490526 81933 63260 63009 251 179524 34002 145195 327 851976 181826 670150 654390 9518 644872 793435 428607 364828 2099237 1912230 185149 1858 328702 141698 187004 100674 134 100540 Administrative 628768 546831 21281 60656 UBI Tax Expense 175127 175127 Printing & Postage/ship 162371 155096 7276 Office Equipment & Main 48727 8650 40077 22560 22560 19029840 12403506 6222070 404264 4249822 3275808 105530 107390 109617 134969 370736 767004 6640858 6139563 561801 501295 19310913 22019613 336775 152016 25045194 26958095 2441888 2202549 5514818 5486311 865190 385312 8821896 8074172 X 14352595 16797392 1870703 2086531 16223298 18883923 25045194 26958095 207012 2453613 0 X 0 1 X 1 0 X 12247908 13924999 12770935 11316420 11864983 62125245 2966057 3341286 5316080 5541396 5331575 22496394 15213965 17266285 18087015 16857816 17196558 84621639 8026 8337 8144 24507 0 8026 8337 8144 24507 84597132 640737 643861 837837 784077 928663 3835175 640737 643861 837837 784077 928663 3835175 144486 361582 648810 471106 438517 2064501 351559 361301 356835 149524 34928 1254147 16350747 18633029 19930497 18262523 18598666 91775462 0.92180 0.92320 0.04180 0.03780 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2019 Amount: $ 351,559. 2020 Amount: $ 361,301. 2021 Amount: $ 356,835. 2022 Amount: $ 149,524. 2023 Amount: $ 34,928. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 1500 1 24000 1 5000 0 1 45000 1 20000 0 95500 0 Part II-B, Line 1: 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. 120136 23410 143546 88010 20005 12121 120136 129870 -41860 88010 125000 500 24351 19981 129870 100000 25000 20877 20877 125000 0.00000 1.00000 0.00000 0 0 2831819 2708335 123484 2984721 2606910 377811 824318 824318 0 501295 Operating Lease Liability 385312 385312 X 21523388 2453613 2453613 19069775 167077 167077 19236852 18862763 0 18862763 167077 167077 19029840 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. X X X X X 1 Event Performance Group LLC 11305 Mollymawk Court New Port Richey FL 34654 Increase and Manage Sponsorship Revenue 1 132500 119518 12982 Reflector Lab LLC 3355 N Harding Avenue 2 Chicago IL 60618 Strategize Fundraising Goals 0 0 68571 0 132500 188089 12982 1 Planning Accreditation Board 53 W Jackson Boulevard Chicago IL 60604 421369264 501(c)(3) 177108 0 General Support APA Ohio Chapter PO Box 4085 Copley OH 44321 510150311 501(c)(3) 7250 0 General Support 2 0 Grants 4 1520 Scholarships 47 128589 Awards 69 45977 Part I, Line 2: In accordance with American Planning Association's internal control procedures, grant expenditures are reviewed and tracked on a project to date basis. X X 0 1 0 0 0 0 0 1 0 Joel D Albizo Chief Executive Officer 353285 0 40000 0 31046 0 47684 0 30738 0 502753 0 0 0 Alejandro Fuentes Encinas Chief Financial & Member Eng Officer 267421 0 10000 0 17155 0 33871 0 59321 0 387768 0 0 0 Mark Ferguson Chief Information Officer 280515 0 21615 0 1980 0 18645 0 27792 0 350547 0 0 0 Harriet Bogdanowicz Chief Operating Officer 252540 0 27500 0 450 0 17249 0 40489 0 338228 0 0 0 Petra Hurtado Chief Foresight & Knowledge Officer 189264 0 4000 0 280 0 11651 0 11217 0 216412 0 0 0 Eva Wilczek Meetings Director 169466 0 15315 0 245 0 10801 0 11898 0 207725 0 0 0 Felicia Braunstein Professional Practice Director 164506 0 3334 0 1042 0 10316 0 23287 0 202485 0 0 0 Elizabeth Lang Director of Marketing 174891 0 6118 0 385 0 10978 0 2955 0 195327 0 0 0 Mike Welch Leadership Director 158852 0 3186 0 524 0 9857 0 13346 0 185765 0 0 0 Randall West Technology Director 155372 0 3135 0 224 0 9699 0 12482 0 180912 0 0 0 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. 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.