2021-11-12T12:09:31-06:00 2020-12-31 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2020-01-01 522262136 APA Services Inc % THE ORGANIZATION APAS 2023365913 750 First Street NE Washington DC 200024242 Archie L Turner COO/CFO 2023366190 2021-11-09 true Archie L Turner 999009999 Jacob Cook P01240455 7038930600 2 2020 2022-09-23 18:48:47Z DR ARTHUR C EVANS JR 750 First Street NE Washington DC 200024242 6307120 false X WWW.APASERVICES.ORG X 2001 DC SEE SCHEDULE O 12 12 0 0 74681 36170 93675 83679 5450092 5069030 121004 148359 149468 365238 5814239 5666306 344856 327483 0 0 0 0 0 0 0 6173328 4796394 6518184 5123877 -703945 542429 3645279 3908577 3963321 3666654 -318042 241923 X TO PROMOTE THE MUTUAL PROFESSIONAL, SCIENTIFIC AND TRAINING INTERESTS OF PSYCHOLOGISTS INCLUDING ADVANCING PSYCHOLOGYS ROLES AND INTERESTS IN UNDERSTANDING BEHAVIOR AND ADVANCING HEALTH, SCIENCE, EDUCATION AND HUMAN WELFARE. false false STATE ADVOCACY PROGRAM PROVIDES FUNDS AND STAFFING FOR THE SPTA GRANT PROGRAM AND ACTIVITIES OF THE COUNCIL OF EXECUTIVES OF STATE AND PROVINCIAL PSYCHOLOGICAL ASSOCIATIONS (CESPPA) INCLUDING ITS ACTIVITIES AT THE ANNUAL CONVENTION. IT INCLUDES AN ALLOTMENT FOR EMERGENCY GRANTS, ORGANIZATIONAL DEVELOPMENT GRANTS AND LEGISLATIVE GRANTS. The Legal & Regulatory Affairs program works on legal and regulatory issues to advance and protect the practice of psychology and the ability of psychologists to work at the top of their license. Specific issues include mental health parity compliance and enforcement, insurance company practices including reimbursement, and professional practice in integrated care and innovative practice settings. (Continued on Schedule O) The APASI Executive Office Lobbying program provides funds and staffing to engage in lobbying on behalf of the discipline of psychology and the professions of psychologists in scientific, educational, public interest, health service practice and applied practice settings. false false false true false false false false false false false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false true false false true 20 0 0 true true false false false true true false false false X 12 12 false false false false true true true true true false false true true true true true true false false false X X THE ORGANIZATION 2023365827 750 FIRST STREET NE WASHINGTON DC 20002 X Dr Arthur C Evans Jr CEO 1.0 36.5 X 0 821654 146515 Jaime L Diaz-Granados Deputy CEO 4.65 32.85 X 0 564909 122956 Archie L Turner COO/CFO 1.0 36.5 X 0 548602 122756 Doug B Walter Deputy Chief Advocacy Officer 10.29 27.21 X 0 384817 17476 Brian D Smedley Chief of Public Interest 1.0 36.5 X 0 318838 34408 Catherine Grus Chief Education Officer 1.0 36.5 X 0 310207 34532 Jared L Skillings Chief of Profess Practice 11.3 26.2 X 0 289759 41840 Katherine B McGuire Chief Advocacy Officer 17.25 20.2 X 0 300254 20333 Russell D Shilling Chief Scientific Officer 0.5 37.0 X 0 295131 7745 Sandra Shullman PhD President 1.0 18.0 X 0 78000 0 Jean Carter PhD Treasurer 1.0 16.0 X 0 36000 0 Jennifer Kelly PhD ABPP President-Elect 1.0 11.0 X 0 33000 0 Rosie Davis PhD ABPP Past President 1.0 11.0 X 0 25000 0 Diana Prescott PhD Recording Secretary 1.0 11.0 X 0 25000 0 Anthony Chambers PhD ABPP Member-at-Large 1.0 9.0 X 0 15000 0 Le Ondra Clark Harvey PhD Member-at-Large 1.0 9.0 X 0 15000 0 Susan Clayton PhD Member-at-Large 1.0 9.0 X 0 15000 0 Mitchell Prinstein PhD Member-at-Large 1.0 9.0 X 0 15000 0 Pamela Scott-Johnson PhD Member-at-Large 1.0 9.0 X 0 15000 0 Shannon Wiltsey Stirman PhD Member-at-Large 1.0 9.0 X 0 15000 0 Roseann Fish Getchell PsyD APAGS Member 1.0 9.0 X 0 15000 0 0 4136171 548561 0 false true false Cavarocchi Ruscio Dennis Associates 60 Maryland Ave SW WASHINGTON DC 20024 LOBBYING & CONSULT 162172 The Potomac Group 3412 P St NW WASHINGTON DC 20007 LOBBYING & CONSULT 136512 West Front Strategies LLC 1201 Pennsylvania Ave NW WASHINGTON DC 20004 LOBBYING & CONSULT 122400 3 83679 83679 PRACTICE ORGANIZATION DUES 611710 4991607 4991607 JOURNAL ADVERTISING 541800 75492 12812 62680 CERTIFICATION REVENUE 900099 1691 1691 REGISTRATION FEES 900099 240 240 5069030 27373 27373 0 27819 27819 0 0 0 630000 131800 640814 -10814 131800 120986 131800 -10814 0 0 0 0 0 0 0 0 0 COMMISSIONS/REBATES 900099 275501 275501 INCOME TAX REFUND 900099 49917 49917 MAILING LIST RENTAL 541800 12001 12001 337419 5666306 5413651 74681 94295 327483 0 0 0 0 0 0 0 0 0 0 7717 23345 532103 0 2350 383454 9643 29763 0 0 0 10871 0 240859 0 3312789 0 34675 BANKING & ECOMMERCE FEES 131845 MAILING LIST RENTAL EXPENSE 18294 OTHER EXPENSES 58686 5123877 2069568 2929785 0 0 0 0 14229 109772 0 0 0 0 0 0 0 0 33660 6674 0 0 1527822 862346 0 0 0 0 0 0 0 0 3645279 3908577 124236 178711 0 0 3526326 3198750 0 0 0 0 0 0 0 0 0 0 312759 289193 3963321 3666654 X -374709 185156 56667 56767 -318042 241923 3645279 3908577 542429 17536 X false true X true false false false false 4991607 1059189 -627072 432117 1031473 -599356 0 DUE TO APA/DIVISIONS 289193 289193 X SCHEDULE D, PART X, LINE 2 APASI is a nonprofit organization and is exempt from federal income taxes under Section 501(c)(6) of the IRC on income other than unrelated business income. APASI is subject to income tax in the District of Columbia on its unrelated business income. APASI had no significant unrelated taxable business income during 2020 and therefore no provision for income taxes has been recorded in the accompanying consolidated financial statements. APASI recognizes tax liabilities when, despite management's belief that tax return positions are supportable, APASI believes that certain positions may not be fully sustained upon review by tax authorities. Benefits from tax positions are measured at the largest amount of benefit that is greater than 50% likely of being realized upon settlement. To the extent that the final tax outcome of these matters is different than the amounts recorded, such differences impact income tax expense in the period in which such determination is made. Interest and penalties, if any, related to accrued liabilities for potential tax assessments are included in income tax expense. APASI is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years ended December 31, 2016 and prior. Management has evaluated APASI's tax positions and has concluded that APASI has taken no material uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of the guidance. true Alabama Psychological Assoc PO Box 97 Montgomery AL 36101 261590685 501(c)(6) 8500 Organizational Alaska Psychological Assoc PO Box 241292 Anchorage AK 99524 920132352 501(c)(6) 14000 Organizational Arkansas Psychological Assoc 9 Shackleford Plz Little Rock AR 72211 710494381 501(c)(6) 14000 Organizational Connecticut Psychological Assoc PO Box 915 North Haven CT 06473 060919890 501(c)(6) 9000 Organizational Delaware Psychological Assoc 6 Hilton Rd Wilmington DE 19810 510255015 501(c)(6) 6000 Organizational Florida Psychcological Assoc 408 Office Dr Tallahassee FL 32301 237017357 501(c)(6) 7500 Legislative Idaho Psychological Assoc PO Box 1347 Eagle ID 83616 943032584 501(c)(6) 13000 Organizational Iowa Psychological Assoc 220 Northland Ct NE Cedar Rapids IA 52402 237154108 501(c)(6) 10000 Organizational Kansas Psychological Assoc PO Box 1448 Cedar Park TX 78630 480694969 501(c)(6) 10000 Organizational Louisiana Psychological Assoc 4626 Jamestown Ave Baton Rouge LA 70808 720926943 501(c)(6) 12000 Organizational Maine Psychological Assoc 69 Sewall St Augusta ME 04332 010486021 501(c)(6) 14500 Org/Legis Minnesota Psychological Assoc 4248 Park Glen Rd Minneapolis MN 55416 237269832 501(c)(6) 10000 Legislative Mississippi Psychological Assoc PO Box 16826 Jackson MS 39236 570897059 501(c)(6) 14000 Organizational Missouri Psychological Assoc 1051 S Fremont Ave Springfield MO 65808 237437312 501(c)(6) 12000 Organizational Nebraska Psychological Assoc 1141B H St Lincoln NE 68508 470590388 501(c)(6) 23000 Org/Legis Nevada Psychological Assoc 216 St Rose Pkwy Reno NV 89509 880239924 501(c)(6) 14000 Organizational New Hampshire Psychological Assoc PO Box 934 Concord NH 03302 222533250 501(c)(6) 21000 Org/Legis Oklahoma Psychological Assoc PO Box 1585 Norman OK 73070 730983274 501(c)(6) 13000 Organizational Pennsylvania Psychological Assoc 5925 Stevenson Ave Harrisburg PA 17112 236289382 501(c)(6) 10000 Legislative Rhode Island Psychological Assoc 2400 Post Rd Warwick RI 02886 050371623 501(c)(6) 15000 Org/Legis South Carolina Psychological Assoc 1215 Anthony Ave Columbia SC 29201 570640341 501(c)(6) 13000 Organizational Vermont Psychological Assoc PO Box 1017 Montpelier VT 05601 237225391 501(c)(6) 15500 Org/Legis Washington State Psychological Assoc 9 S Washington St Spokane WA 99201 916060480 501(c)(6) 10000 Org/Legis West Virginia Psychological Assoc PO Box 11599 Charleston WV 25339 311000180 501(c)(6) 20000 Org/Legis Wyoming Psychological Assoc PO BOX 543 Cody WY 82414 800378726 501(c)(6) 8000 Organizational 25 SCHEDULE I, PART I, LINE 2 INDIVIDUALS AND/OR ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THE ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFYING RECIPIENTS. PROCEDURES ARE FOLLOWED TO CONFIRM THAT DISCRIMINATION DOES NOT FACTOR IN ASSIGNING GRANTS. SCHEDULE I, PART II, COLUMN H GRANTS WERE TO SUPPORT PROJECTS DEVELOPED BY AFFILIATED STATE, PROVINCIAL, AND TERRITORIAL PSYCHOLOGICAL ASSOCIATIONS (SPTA), AIMED AT PROTECTING, ADVANCING AND PROMOTING THE INTERESTS OF PROFESSIONAL PRACTITIONER PSYCHOLOGISTS ON THE STATE AND NATIONAL LEVEL. true true false Dr Arthur C Evans Jr CEO 0 754920 0 60000 0 6734 0 97269 0 49246 0 968169 0 0 Jaime L Diaz-Granados Deputy CEO 0 526302 0 36225 0 2382 0 75492 0 47464 0 687865 0 0 Archie L Turner COO/CFO 0 538075 0 661 0 9866 0 74976 0 47780 0 671358 0 0 Doug B Walter Deputy Chief Advocacy Officer 0 173574 0 22500 0 188743 0 8500 0 8976 0 402293 0 0 Brian D Smedley Chief of Public Interest 0 295018 0 21859 0 1961 0 17100 0 17308 0 353246 0 0 Catherine Grus Chief Education Officer 0 305403 0 2998 0 1806 0 17100 0 17432 0 344739 0 0 Jared L Skillings Chief of Profess Practice 0 288115 0 715 0 929 0 17100 0 24740 0 331599 0 0 Katherine B McGuire Chief Advocacy Officer 0 297106 0 715 0 2433 0 16902 0 3431 0 320587 0 0 Russell D Shilling Chief Scientific Officer 0 294377 0 0 0 754 0 6577 0 1168 0 302876 0 0 SCHEDULE J, PART I, LINE 4A - SEVERANCE $187,788 - DOUG B. WALTER SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN The bonus and incentive compensation that is reflected in Schedule J, Part II, Section B(ii) consist of an executive supplemental compensation and transitional benefit allowance to eligible employees. Amount from APA: Dr. Arthur C. Evans Jr. - $80,169 Jaime L. Diaz-Granados - $58,392 Archie L. Turner - $57,876 SCHEDULE J, PART II, SECTION B(II) The bonus and incentive compensation that is reflected in Schedule J, Part II, Section B(ii) consist of performance bonuses and contract signing bonuses. FORM 990, PART I, LINE 1 MISSION STATEMENT: To promote the mutual professional, scientific and training interests of psychologists including advancing psychology's roles and interests in understanding behavior and advancing health, science, education and human welfare. FORM 990, PART III, LINE 4B (CONT'D) This program coordinates and collaborates with SPTAs to impact legislation and regulation at the state level by drafting and analyzing statutory and regulatory language and developing effective advocacy strategy. This program administers and manages the State Legislative Grants to SPTAs, with oversight by the Committee of State Leaders, that are used for legislative advocacy at the state level. FORM 990, PART VI, SECTION A, LINE 6 APASI consists of the same members of the APA. FORM 990, PART VI, SECTION A, LINE 7A APASI MEMBERS ARE PSYCHOLOGISTS WHO ARE ALSO MEMBERS OF APA. AS MEMBERS OF APA THEY PARTICIPATE IN ELECTING THE PRESIDENT OF APA WHO ALSO SERVES AS THE PRESIDENT OF APASI. FORM 990, PART VI, SECTION A, LINE 7B APASI BYLAW CHANGES MUST BE APPROVED BY THE APA COUNCIL OF REPRESENTATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER PERFORMS A THOROUGH REVIEW OF A DRAFT OF THE IRS FORM 990, ALONG WITH MANAGEMENT. SUBSEQUENT TO THEIR REVIEW, THE RETURN IS FINALIZED AND FORWARDED, VIA EMAIL, TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C APASI HAS A CONFLICT OF INTEREST POLICY GOVERNING ITS BOARD OF DIRECTORS. EACH YEAR NEW BOARD MEMBERS RECEIVE TRAINING FROM APA LEGAL COUNSEL REGARDING THE POLICY, HOW TO IDENTIFY A CONFLICT OF INTEREST AND HOW TO HANDLE POSSIBLE CONFLICTS OF INTEREST WHEN THEY ARISE. IN ADDITION, EACH YEAR ALL GOVERNANCE MEMBERS RECEIVE AN EDUCATIVE SET OF MATERIALS REGARDING CONFLICTS OF INTEREST AND SELF EVALUATION WORKSHEETS TO TEST AWARENESS. ANNUALLY, EACH GOVERNANCE MEMBER IS REQUIRED TO COMPLETE A WRITTEN CONFIRMATION THAT SHE OR HE WILL ABIDE BY THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE INTEREST OR RELATIONSHIPS THAT MAY POSE CONFLICTS. FORM 990, PART VI, SECTION B, LINES 15A AND 15B APASI PAYS ITS AFFILIATE, APA, FOR STAFF TIME FOR AFFILIATE EMPLOYEES. THE AFFILIATE SUPPLIES THE CEO, THE COO/CFO AND OTHER STAFF. FOR OFFICERS OF APASI, APA ROUTINELY UTILIZES BENCHMARK STUDIES AND INDEPENDENT REVIEW OF MARKET COMPENSATION DATA FROM BOTH TAX-EXEMPT AND NONEXEMPT ORGANIZATIONS PROVIDED BY INDEPENDENT COMPENSATION SOURCES AT THE TIME OF HIRING OR WHEN ADJUSTMENTS ARE MADE. NO PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT WERE INVOLVED IN THE APPROVAL PROCESS. APASI MAINTAINS DOCUMENTATION REGARDING THE PROCESS, WHICH WAS LAST UNDERTAKEN IN 2018. FORM 990, PART VI, LINE 19 THE BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, UPON REQUEST, AND ON APASI'S WEBSITE. FORM 990, PART VII, SECTION A THE PERSONS LISTED AS PRESIDENT, TREASURER, PAST PRESIDENT, PRESIDENT ELECT, AND RECORDING SECRETARY ARE MEMBERS OF THE BOARD OF DIRECTORS WHO HAVE LEADERSHIP ROLES WITH THE BOARD. THEY ARE NOT OFFICERS UNDER THE BYLAWS AND THEIR SERVICES TO APASI ARE PROVIDED SOLELY AS PART OF THEIR BOARD LEADERSHIP RESPONSIBILITIES. FORM 990, PART VII, SECTION A, LINE 2 ALL EMPLOYEES ARE PAID BY APA, A RELATED ORGANIZATION. NONE ARE PAID DIRECTLY BY APASI. AMERICAN PSYCHOLOGICAL ASSOCIATION 750 FIRST STREET NE WASHINGTON DC 20002 530205890 MEMBERSHIP DC 501(C)(3) 9 NA false Psychology PAC of American Asoc Svcs Inc PO BOX 65353 WASHINGTON DC 20035 000522094 MEMBERSHIP DC 527 N/A NA false false false false false false false false false false false false false false true true true false true false