2021-05-06T10:01:57-05:00 2020-09-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2019-10-01 521134021 American Planning Association AMER 3124319100 205 N Michigan Avenue No 1200 Chicago IL 60601 Ann M Simms CFO/COO 3124319100 2021-04-22 1 Rebekuh Eley P01247672 3126343400 2021-04-22 2019 2022-09-23 18:48:47Z Joel Albizo 205 N Michigan Avenue No 1200 Chicago IL 60601 20853427 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. 17 17 95 50 642281 144486 318853 115849 17881142 14865415 383308 169435 1793112 1588719 20376415 16739418 272880 250602 0 0 8367139 8118745 0 0 0 12028420 7766805 20668439 16136152 -292024 603266 15354235 18386413 9163347 10786013 6190888 7600400 X See Schedule OThe 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 12542800 250602 13409675 Memberships & Educational Resources: See Schedule O for Program Service descriptionAPA is an education not-for-profit and several of our educational services are provided free of charge. APA membership is voluntary and open to any individual interested in the field of planning. Our monthly magazine focuses on information about trends, current planning practices, new approaches, reviews of books, reports, and events in both private and public sectors. The Journal of the American Planning Association is published quarterly to report on research, new thoughts, and current literature. It is edited independently through a university- based editorial team and has a worldwide subscription list. The Zoning Practice periodical is published quarterly and helps guide those who write and administer development codes; monitors all the latest trends in local land-use controls; and brings the reader current news and ordinance excerpts.Each quarter APA's Planning Advisory Service (PAS) publishes a new PAS report providing authoritative guidance on current issues and innovative practices. APA celebrates excellence in planning through our Great Places in America program. Annually, APA recognizes a total of 15 great neighborhoods, streets, and public spaces of exceptional character, quality, and planning. The neighborhoods, streets, and public spaces are suggested by residents or visitors. The National Planning Conference brings planners, planning commissioners, elected officials, educators, allied professionals, students and engaged citizens together in an assembly of sessions, workshops, and networking opportunities to gain knowledge of current community challenges and initiatives in the field of planning. The American Institute of Certified Planners' (AICP) Certification Maintenance program helps certified planners gain the knowledge and skills they need to remain current in the practice of planning. Community Planning Assistance Teams (CPATs) are a key AICP initiative. Through this program, a multidisciplinary team of expert planning professionals is paired with community members, key stakeholders, and relevant decision makers in a place-based initiative to foster community education, engagement, and empowerment.APA also produces audio conferences, webinars, training workshops, streaming videos and audio recordings to promote education about communities and planning. 1198943 987852 Certification & Accreditation: See Schedule O for Program Service descriptionAPA plays an integral role in the education and development of planners through its support for the accreditation of academic planning programs. AICP is APA's Professional Institute that is focused on the certification of planners, setting standards for professional practice, encouraging professional development, promoting pro bono services, and supporting ethical practice. 822918 700589 Policy & Outreach Services: See Schedule O for Program Service descriptionSince 1949, APA's program of independent applied research has resulted in practical, up-to-date information about best practices in urban and regional planning in the U.S. and around the world. The service translates basic university research and best practices into practical examples for both private and public sector entities. Research activities are supported by grants from foundations, non-governmental organizations, governmental agencies, and subscription revenue. APA educates planners on planning issues and advocates changes to planning practices that respond to the evolving needs of communities at all levels. The process of creating vital communities recognizes that change is inevitable. APA's communications team educates media and the public about the importance of the relationship between good governance and good planning; the impacts of planning, and the role of planners and engaged citizens in shaping our nation's communities. It also recognizes successful initiatives and projects through the annual national planning awards program. 14564661 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 98 0 1 95 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 IL X Ann M Simms 3124319100 205 N Michigan Avenue No 1200 Chicago IL 60601 Ann M Simms Chief Financial/Operating Officer 35.00 X 324252 0 53040 Joel Albizo Chief Executive Officer 35.00 X 257051 0 25056 Harriet Bogdanowicz Chief Communications Officer 35.00 X 195556 0 47616 Mark Ferguson Chief Information Officer 35.00 X 189779 0 37250 Elizabeth Lang Director of Marketing & Promotions 35.00 X 156211 0 9757 David C Rouse Former Key Employee 0.00 X 143207 0 8830 Jeffrey Soule Dir. of Outreach & Intl. Program 35.00 X 149376 0 16889 Christine Rahill Development Director 35.00 X 146319 0 21109 Eva Wilczek Meetings Director 35.00 X 143123 0 20019 Mike Welch Leadership Director 35.00 X 135272 0 20069 Kurt E Christiansen President 2.00 X X 0 0 0 Wendy E Moeller Secretary 2.00 X X 0 0 0 Courtenay D Mercer Treasurer 2.00 X X 0 0 0 Leo R Asuncion President Elect 2.00 X 0 0 0 Cynthia A Bowen Past President (until 12/31/19) 2.00 X 0 0 0 Kara W Drane Board Director (until 12/31/19) 2.00 X 0 0 0 Kristen Lynn Asp Board Director 2.00 X 0 0 0 Susan Wood Board Director (as of 1/1/20) 2.00 X 0 0 0 Veronica Escalera-Ibarra Board Director (as of 1/1/20) 2.00 X 0 0 0 Lauren M Driscoll Board Director 2.00 X 0 0 0 Benjamin G Hitchings Board Director 2.00 X 0 0 0 Fleming A El-Amin Board Director (until 12/31/19) 2.00 X 0 0 0 Mitchell Silver Board Director 2.00 X 0 0 0 Angela Brooks Board Director (as of 1/1/20) 2.00 X 0 0 0 Wendy D Shabay Board Director 2.00 X 0 0 0 Linda Amato Board Director (as of 1/1/20) 2.00 X 0 0 0 Rodger H Lentz Board Director (until 12/31/19) 2.00 X 0 0 0 Deborah A Lawlor Board Director 2.00 X 0 0 0 David Fields Board Director 2.00 X 0 0 0 Rachael Thompson Panik Board Director (until 12/31/19) 2.00 X 0 0 0 Sara Copeland Board Director (as of 1/1/20) 2.00 X 0 0 0 Marjorie P Press Board Director 2.00 X 0 0 0 1840146 0 259635 14 1 1 0 PSAV Presentation Services 55 E Ontario Street Chicago IL 60611 Event Solutions 469594 SMGMoscone Center 747 Howard St San Francisco CA 94103 Event - Convention Center 465316 Marriott Marquis (Business Services) 780 Mission St San Francisco CA 94103 Event - Business Service/Lodging 387880 RSM US LLP 5155 Paysphere Circle Chicago IL 60674 Accounting/Consulting 387158 Prometric PO Box 223608 Pittsburg PA 15251 Assessment and Testing 225816 14 115849 115849 Membership Dues 900099 12132059 12132059 Cert. Maint.&Exam Fees 900099 987852 987852 Contracts & Research 900099 700589 700589 Conf., Wrkshps., Sympo 900099 641645 641645 Subscription&Education 900099 403270 403270 14865415 278559 278559 304486 304486 57692 0 57692 57692 57692 4004885 4114009 -109124 -109124 -109124 232701 0 232701 232701 Career Listing Service 561300 393710 393710 Advertising Income 511120 243226 243226 Mailing List 511140 5345 5345 351559 351559 993840 16739418 15098116 642281 883172 211151 211151 39451 39451 800000 608231 191769 5796827 5472673 324154 1078024 991786 86238 443894 408384 35510 46653 46653 51045 51045 96056 96056 1021421 971953 49468 13780 13755 25 1298612 1172116 126496 322485 262681 59804 1076476 818991 257485 298333 283738 14595 32727 32605 122 2305397 2305397 465651 369931 95720 162824 123945 38879 Postage and Printing 279138 277216 1922 Staff Recruiting 104500 96463 8037 UBI Tax Expense 57217 57217 134490 104194 30296 16136152 14564661 1571491 0 1564671 4137962 256874 140015 408470 185801 274009 166190 7262135 5599559 1607939 1662576 11242272 12093869 15354235 18386413 2111806 2117220 5546922 5707757 0 1696764 1504619 1264272 9163347 10786013 X 4823402 5990807 1367486 1609593 6190888 7600400 15354235 18386413 603266 806246 0 X 0 1 X 1 0 X 10890549 11433567 11857937 12001949 12247908 58431910 9056534 9844793 6169462 6376534 2966057 34413380 19947083 21278360 18027399 18378483 15213965 92845290 0 0 0 92845290 723279 618071 597658 607668 640737 3187413 723279 618071 597658 607668 640737 3187413 82782 288893 291066 144486 807227 366083 431205 393911 470143 351559 2012901 21036445 22410418 19307861 19747360 16350747 98852831 0.93920 0.94620 0.03220 0.02830 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2015 Amount: $ 356,054. 2016 Amount: $ 423,900. 2017 Amount: $ 393,911. 2018 Amount: $ 470,143. 2019 Amount: $ 351,559. Postage Handling - 2015 Amount: $ 10,029. 2016 Amount: $ 7,305. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 10000 1 9000 0 1 20000 0 0 39000 0 Part II-B, Line 1: Part II-B, Line 1d: APA drafted letters to Members of Congress endorsing legislative positions on specific bills regarding transportation, housing, federal data, 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 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. 100000 25000 20877 20877 125000 100000 100000 100000 100000 100000 100000 100000 100000 0.00000 1.00000 0.00000 0 0 3321130 2510675 810455 2818975 1974600 844375 1122030 1114284 7746 1662576 Deferred Rent 1264272 1264272 X 17449608 806246 806246 16643362 96056 96056 16739418 16040096 0 16040096 96056 96056 16136152 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. 1 Planning Accreditation Board 53 W Jackson Boulevard Chicago IL 60604 421369264 501(c)(3) 170640 Educational Georgia Tech Research Corp PO Box Atlanta GA 30384 580603146 501(c)(3) 13283 Educational 2 0 Scholarships and Awards 32 39451 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 X X 0 1 0 0 0 0 0 1 0 Ann M Simms Chief Financial/Operating Officer 314772 0 7500 0 1980 0 39025 0 14015 0 377292 0 0 0 Joel Albizo Chief Executive Officer 256191 0 0 0 860 0 3600 0 21456 0 282107 0 0 0 Harriet Bogdanowicz Chief Communications Officer 192760 0 2500 0 296 0 12150 0 35466 0 243172 0 0 0 Mark Ferguson Chief Information Officer 184560 0 4000 0 1219 0 11760 0 25490 0 227029 0 0 0 Elizabeth Lang Director of Marketing & Promotions 151000 0 5000 0 211 0 9360 0 397 0 165968 0 0 0 David C Rouse Former Key Employee 137892 0 4000 0 1315 0 8530 0 300 0 152037 0 0 0 Jeffrey Soule Dir. of Outreach & Intl. Program 147920 0 0 0 1456 0 4500 0 12389 0 166265 0 0 0 Christine Rahill Development Director 141468 0 4000 0 851 0 8880 0 12229 0 167428 0 0 0 Eva Wilczek Meetings Director 138931 0 4000 0 192 0 8640 0 11379 0 163142 0 0 0 Mike Welch Leadership Director 134848 0 0 0 424 0 8220 0 11849 0 155341 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 2019: Ann M. Simms: $3,525 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 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.