2021-11-04T16:20:53-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2020-01-01 730934883 AMERICAN INSTITUTE OF CONSTRUCTORS INC AMER 8564237222 19 MANTUA ROAD MOUNT ROYAL NJ 08061 ETHAN GRAY EXECUTIVE DIRECTOR 8564237222 2021-11-04 1 ETHAN GRAY 999009999 WILLIAM A LOUGHERY P01603932 2156433900 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ETHAN GRAY 19 MANTUA ROAD MOUNT ROYAL NJ 08061 190183 0 X WWW.PROFESSIONALCONSTRUCTOR.ORG X 1971 OK TO PROMOTE PROFESSIONALISM AND EXCELLENCE THROUGHOUT THE RELATED FIELDS OF CONSTRUCTION. 20 20 0 20 0 0 0 11075 557616 178628 0 0 1042 480 558658 190183 0 0 0 0 0 0 0 0 0 549528 304831 549528 304831 9130 -114648 189924 125475 112076 162275 77848 -36800 X THE AMERICAN INSTITUTE OF CONSTRUCTORS (AIC) IS A PROFESSIONAL SOCIETY OF CONSTRUCTION PROFESSIONALS WHO SEEK TO PROVIDE THE INDIVIDUAL PROFESSIONAL CONSTRUCTOR WITH THE SAME STATUS AS THEIR FELLOW PROFESSIONALS IN THE A/E/C INDUSTRY. AIC MEMBERS ARE INDIVIDUALS WHO SERVE THE CONSTRUCTION INDUSTRY WITH PROFESSIONALISM AND A HIGH ETHICAL STANDARDS. 0 0 CONFERENCE - AIC HOSTS ITS ANNUAL FORUM AND MID YEAR MEETING FOR MEMBERS OF THE AIC TO NETWORK AND LEARN ABOUT NEW DEVELOPMENTS IN THE INDUSTRY. DUE TO COVID-19, AIC WAS UNABLE TO HOST EVENTS IN 2021 BUT HAS PLANS TO HOST A LIVE EVENT IN 2022. CERTIFICATION - AIC ADMINISTERS EXAMS WHICH CERTIFY INDIVIDUALS AS AN ASSOCIATE CONSTRUCTOR OR A CERTIFIED PROFESSIONAL CONSTRUCTOR. THESE DESIGNATIONS PROVIDE PERSONAL AND PROFESSIONAL GROWTH OPPORTUNITIES FOR THE INDIVIDUAL AS WELL AS SUPPORTS QUALITY CONSTRUCTION STANDARDS. MEMBERSHIP - AIC PROVIDES QUALIFIED CONSTRUCTORS WITH A WIDE RANGE OF SERVICES FOR INDIVIDUAL GROWTH AND THE ADVANCEMENT OF THEIR PROFESSION. PUBLICATION - AIC PROVIDES PUBLICATIONS FOR MEMBERS AND STUDY AIDS FOR THE CERTIFICATION PROGRAM TO SUPPORT CONSTUCTION EDUCATION AND RESEARCH. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X TALLEY MANAGEMENT GROUP INC 8564237222 19 MANTUA ROAD MOUNT ROYAL NJ 08061 X BRIAN HOLLEY PRESIDENT 1.00 X X 0 0 0 JAMES HOGAN VICE PRESIDENT 1.00 X X 0 0 0 MARK HALL TREASURER 1.00 X X 0 0 0 LANA COBLE SECRETARY 1.00 X X 0 0 0 THEODORE CHAMBERLAIN BOARD MEMBER 1.00 X 0 0 0 HUGH CRONIN BOARD MEMBER 1.00 X 0 0 0 SCOTT CUTHBERTSON BOARD MEMBER 1.00 X 0 0 0 BRUCE DEMETER BOARD MEMBER 1.00 X 0 0 0 DAVID DOMINGUEZ BOARD MEMBER 1.00 X 0 0 0 DUOAA ELDIRAOUI BOARD MEMBER 1.00 X 0 0 0 SANFORD FOSTER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER HORTON BOARD MEMBER 1.00 X 0 0 0 JASON LUCAS BOARD MEMBER 1.00 X 0 0 0 ANDREW LYONS BOARD MEMBER 1.00 X 0 0 0 BRADLEY MONSON BOARD MEMBER 1.00 X 0 0 0 JAMES NISSEN BOARD MEMBER 1.00 X 0 0 0 WAYNE ONEIL BOARD MEMBER 1.00 X 0 0 0 TRAVIS RICHARDSON BOARD MEMBER 1.00 X 0 0 0 GREGG BRADSHAW BOARD MEMBER 1.00 X 0 0 0 MURRAY PAPENDORF BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 TALLEY MANAGEMENT GROUP INC 19 MANTUA ROAD MOUNT ROYAL NJ 08061 ADMINISTRATIVE AND MANAGEMENT FEES 181608 1 11075 11075 MEMBERSHIP & CPD FEES 611430 137397 137397 EXAMS 611430 38973 38973 PUBLICATIONS 511140 2258 2258 178628 OTHER REVENUE 900099 480 480 480 190183 178628 0 480 181608 12007 20594 3308 19101 42 5318 4926 1625 2153 DUES & SUBSCRIPTIONS 19833 EXAM SOFTWARE 14418 MERCHANT PROCESSING FEE 9697 ANSI RELATED EXPENSE 7888 2313 304831 92333 95718 73275 6474 22150 22742 2166 541 189924 125475 51876 23337 60200 88938 50000 112076 162275 X 77848 -36800 77848 -36800 189924 125475 -114648 0 X 0 1 X 0 0 0 1 0 0 X 190183 0 190183 0 190183 304831 0 304831 0 304831 PART X, LINE 2: AIC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AIC FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAS NO IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. AIC'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE INSTITUTE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION A, LINE 1 THE AFFAIRS OF THE BOARD OF DIRECTORS SHALL BE CARRIED ON BETWEEN BOARD MEETINGS BY AN EXECUTIVE COMMITTEE. THE COMMITTEE SHALL BE COMPRISED OF THE FOLLOWING: (A) THE CURRENT OFFICERS (B) THE IMMEDIATE PAST PRESIDENT (NON-VOTING) (C) THE CHAIRS OF THE STANDING COMMITTEES FORM 990, PART VI, SECTION A, LINE 3 AIC CONTRACTED THE SERVICES OF TALLEY MANAGEMENT GROUP, INC. FOR ALL GENERAL MANAGEMENT SERVICES AND ALSO TESTING ADMINISTRATION. MANAGEMENT SERVICES INCLUDE, BUT ARE NOT LIMITED TO, PLANNING AND EXECUTING BUDGETS, FINANCIAL OPERATIONS, MEMBERSHIP AND EVENTS COORDINATION, AND SUPERVISION OF EXAM AND PUBLISHING ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 6 AIC HAS FOUR VOTING CLASSES OF MEMBERS: (1) PROFESSIONAL, (2) YOUNG PROFESSIONALS, (3) EDUCATORS AND (4) FELLOWS. APPLICATIONS FOR MEMBERSHIP SHALL BE MADE IN WRITING, ON A FORM PRESCRIBED BY THE MEMBERSHIP COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THE APPLICATION WILL, AT MINIMUM, CONFIRM THE SPECIFIC CRITERIA NOTED BELOW FOR THE CLASS OF MEMBERSHIP BEING APPLIED FOR IS MET. TO MAINTAIN STATUS AS A MEMBER IN GOOD STANDING, MEMBERS MUST PAY THE APPROPRIATE YEARLY MEMBERSHIP DUES FOR THEIR CLASS OF MEMBERSHIP AS SET BY THE BOARD OF DIRECTORS. SPECIFIC CRITERIA FOR EACH VOTING CLASS OF MEMBERSHIP: (1) PROFESSIONAL: (A) CURRENTLY EMPLOYED OR ACTIVELY SEEKING EMPLOYMENT IN THE CONSTRUCTION INDUSTRY AND (B) HAS AGREED TO ABIDE BY THE AIC CONSTRUCTOR CODE OF ETHICS. (2) YOUNG PROFESSIONAL: (A) CURRENTLY EMPLOYED OR ACTIVELY SEEKING EMPLOYMENT IN THE CONSTRUCTION INDUSTRY, (B) HAS AGREED TO ASPIRE TO EMBODY THE AIC CONSTRUCTOR CODE OF ETHICS AND (C) BE UNDER 30 YEARS OF AGE. (3) EDUCATOR: (A) CURRENTLY TEACHING CONSTRUCTION RELATED COURSES OR IN A CONSTRUCTION RELATED PROGRAM AND (B) HAS AGREED TO ABIDE BY THE AIC CONSTRUCTOR CODE OF ETHICS. (4) FELLOW: FELLOWSHIP IS THE HIGHEST HONOR WHICH MAY BE CONFERRED ON A MEMBER OF THE INSTITUTE. IT IS LIMITED TO THOSE PERSONS WHO HAVE ADVANCED IN THEIR CAREERS TO A POSITION OF EMINENCE BY DEMONSTRATING A CONSISTENT PATTERN OF PROFESSIONAL PERFORMANCE AND WHOSE INCLUSION IN THE COLLEGE OF FELLOWS WILL BRING ADDED DISTINCTION TO THAT BODY. THE CLASSIFICATION OF FELLOW SHALL COMPRISE THOSE PERSONS WHO HAVE BEEN DULY ELECTED INTO THAT CLASSIFICATION, SO LONG AS THEIR NAMES REMAIN ON THE REGISTER AS SUCH IN GOOD STANDING. THEY SHALL BE ELECTED BY FELLOWS IN GOOD STANDING, SUBJECT TO THE FOLLOWING REQUIREMENTS: (A) A CONSTRUCTION PRACTITIONER, EDUCATOR OR RESEARCHER OR SHALL BE RETIRED FROM ANY OF THE ABOVE; AND (B) HAVE GIVEN DISTINGUISHED SERVICE TO THE INSTITUTE, (C) BE AN AIC PROFESSIONAL MEMBER FOR NO LESS THAN 10 YEARS AND (D) NOT BE LESS THAN 40 YEARS OF AGE. ONLY FELLOW OR PROFESSIONAL MEMBERS WHO HAVE BEEN MEMBERS FOR AT LEAST 5 YEARS' TIME ARE ELIGIBLE TO NOMINATE OR SECOND A NOMINATION FOR FELLOWSHIP. MEMBERS MAY NOT NOMINATE THEMSELVES. THE INSTITUTE ALSO HAS FOUR CLASSES OF NON-VOTING MEMBERS: (1) STUDENT, (2) AFFILIATE, (3) HONORARY AND (4) LIFE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE ELECTED BY PROFESSIONAL, YOUNG PROFESSIONAL, EDUCATOR AND FELLOW MEMBERS OF AIC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE MANAGEMENT COMPANY, TALLEY MANAGEMENT GROUP, INC., PERFORMS THE REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL CONSTRUCTOR CERTIFICATION COMMISSION MEMBERS, VOLUNTEERS AND INDEPENDENT CONTRACTORS. PERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE CHAIR OF THE COMMISSION ON A FORM PROVIDED BY THE COMMISSION THEIR INTERESTS OR MATTERS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THE CHAIR OF THE COMMISSION WILL ALSO ANNUALLY SUBMIT A COMPLETED FORM, IT WILL BE SUBMITTED TO THE COMMISSION MEMBERS. THE COMMISSION SECRETARY WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE COMMISSION CHAIR OR THE COMMISSION IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. THE SECRETARY SHALL ALSO MAINTAIN AND ANNUALLY UPDATE A FILE OF DISCLOSURE STATEMENTS SIGNED BY THE INDIVIDUALS COVERED BY THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 AIC MAKES ITS BYLAWS AVAILABLE ON ITS WEBSITE. AIC DOES NOT MAKE ITS ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.