SOCIETY OF CORPORATE COMPLIANCE AND ETHICS & HEALTH CARE COMPLIANCE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF CORPORATE COMPLIANCE AND ETHICS & HEALTH CARE COMPLIANCE (EIN 90-0778759)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202001329349300145
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T10:11:21-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900778759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF CORPORATE COMPLIANCE AND | BusinessNameLine1Txt |
| Business Name Line2 | ETHICS & HEALTH CARE COMPLIANCE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 9529880141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 BARRIE ROAD NO 250 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GILJE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9529880141 | PhoneNum |
| Signature | 2020-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2020-05-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-08 | IPDt |
| IP Tm | 16:21:20 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 09842EB2DF7C71C47475DFC5AECCACD6E5A88552 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3248A6B659E87D482384C49F03B8D3F5693FBE55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCCE & HCCA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERARD ZACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 BARRIE ROAD NO 250 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,566,960 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HCCA-INFO.ORG; WWW.CORPORATECOMPLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE QUALITY COMPLIANCE AND ETHICS PROGRAMS IN HEALTH CARE AND OTHER INDUSTRIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $599,205 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $336,912 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,622,978 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,812,308 | CYProgramServiceRevenueAmt |
| PY Investment Income | $307,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,107,224 | CYInvestmentIncomeAmt |
| PY Other Revenue | $844,646 | PYOtherRevenueAmt |
| CY Other Revenue | $719,081 | CYOtherRevenueAmt |
| PY Total Revenue | $25,774,688 | PYTotalRevenueAmt |
| CY Total Revenue | $29,638,613 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,677 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,387 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,642,637 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,782,828 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,225,809 | PYOtherExpensesAmt |
| CY Other Expenses | $19,722,580 | CYOtherExpensesAmt |
| PY Total Expenses | $25,894,123 | PYTotalExpensesAmt |
| CY Total Expenses | $27,517,795 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$119,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,120,818 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,376,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,157,820 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,956,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,810,090 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,420,602 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,347,730 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CHAMPION ETHICAL PRACTICE AND COMPLIANCE STANDARDS; TO PROVIDE THE NECESSARY RESOURCES FOR ETHICS AND COMPLIANCE PROFESSIONALS AND OTHERS WHO SHARE THESE PRINCIPLES; AND TO PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES TO COMPLIANCE AND ETHICS PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | OUR CONFERENCE PROGRAM WHICH INCLUDES DOZENS OF EVENTS EACH YEAR RANGING FROM 90-MINUTE WEB CONFERENCES TO MULTI-DAY EVENTS PROVIDE ATTENDEES A VARIETY OF EDUCATIONAL OPPORTUNITIES RANGING FROM A BASIC UNDERSTANDING OF THE COMPLIANCE AND ETHICS PROFESSION TO SPECIFIC INFORMATION ABOUT NEW RULES AND REGULATIONS GOVERNING COMPLIANCE AND ETHICS, AS WELL AS CERTIFICATION AS A COMPLIANCE AND ETHICS PROFESSIONAL. OUR CONFERENCE PROGRAM EVENTS ARE OPEN TO BOTH MEMBERS AND NON-MEMBERS SEEKING COMPLIANCE EVENTS AND CONTINUING EDUCATION UNITS TO MAINTAIN COMPLIANCE CERTIFICATIONS. OVER 100 ON-SITE CONFERENCES AND OVER 100 WEB CONFERENCES WERE HELD DURING 2019.AS OF YEAREND 2019, TOTAL MEMBERSHIP WAS 20,300.THE ASSOCIATION BELIEVES THAT THE ROLE OF COMPLIANCE AND ETHICS WILL PLAY AN EVER MORE IMPORTANT ROLE IN OUR SOCIETY AS A WHOLE. IT IS CRITICAL THAT THE RESOURCES TO ADEQUATELY PREPARE THE PEOPLE WORKING IN THE PROFESSION ARE READILY AVAILABLE AND OF THE HIGHEST QUALITY. THE ASSOCIATION WILL CONTINUE TO STRIVE TO MEET THESE SPECIFIC NEEDS OF THIS GROWING PROFESSION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE COMPLIANCE CERTIFICATION BOARD (CCB) HAS DEVELOPED CRITERIA TO DETERMINE COMPETENCE IN THE PRACTICE OF COMPLIANCE AND ETHICS ACROSS VARIOUS INDUSTRIES AND SPECIALTY AREAS INCLUDING HEALTHCARE AND NON-HEALTH CARE PROFESSIONS, AND RECOGNIZES INDIVIDUALS MEETING THESE CRITERIA THROUGH ITS COMPLIANCE CERTIFICATION PROGRAMS. WE PROVIDE THE ONLY COMPLIANCE CERTIFICATION PROGRAM OF ITS KIND WHICH IS OPEN TO BOTH MEMBERS AND NON-MEMBERS SEEKING COMPLIANCE CERTIFICATION PROGRAMS. THE PURPOSE OF CERTIFICATION IS TO PROMOTE COMPLIANCE AND ETHICS THROUGH THE CERTIFICATION OF QUALIFIED COMPLIANCE PROFESSIONALS.ADDITIONALLY, CERTIFICATION:-ENHANCES CERTIFICATE HOLDERS' CREDIBILITY WITHIN THEIR ORGANIZATIONS AND AMONG THEIR PEERS.-ENCOURAGES CONTINUED PERSONAL AMD PROFESSIONAL GROWTH IN THE PRACTICE OF COMPLIANCE AND ETHICS.-PROVIDES A NATIONAL STANDARD OF REQUISITE KNOWLEDGE REQUIRED FOR CERTIFICATION.THE TOTAL NUMBER OF PROFESSIONAL CERTIFIED AS COMPLIANCE AND ETHICS PROFESSIONALS BY THE CCB PROGRAM INCLUDED THE FOLLOWING: IN 2019 (TOTAL OF 14,489):HEALTHCARE PROFESSIONAL CERTIFICATIONS: 9,369NON-HEALTHCARE PROFESSIONAL CERTIFICATIONS: 5,120IN 2018 (TOTAL OF 13,552):HEALTHCARE PROFESSIONAL CERTIFICATIONS: 8,661NON-HEALTHCARE PROFESSIONAL CERTIFICATIONS: 4,891MORE THAN 12,500 PEOPLE ACTIVELY HOLD AT LEASE ONE OF THE COMPLIANCE AND ETHICS PROFESSIONAL CERTIFICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATIONS, WEBSITES, AND SOCIAL NETWORK SITE: THE ASSOCIATION OFFERS TWO FREE MONTHLY PUBLICATIONS TO ITS MEMBERSHIP. THERE IS A MONTHLY MAGAZINE SPECIFICALLY FOR THE HEALTH CARE COMPLIANCE INDUSTRY. A SECOND MONTHLY MAGAZINE IS PUBLISHED FOR THE COMPLIANCE AND ETHICS INDUSTRY OUTSIDE OF HEALTH CARE.OUT WEBSITES PROVIDE A WIDE RANGE OF INFORMATION ABOUT THE COMPLIANCE AND ETHICS PROFESSION AND THE ASSOCIATION TO PEOPLE VISITING THE WEBSITESTHE SOCIAL NETWORK SITE PROVIDES IMPORTANT EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR VISITORS TO THAT SITE.THESE MAGAZINES, WEBSITES, AND THE ASSOCIATION'S SOCIAL NETWORK SITE PROVIDE VITAL INFORMATION ON WHAT IS HAPPENING IN THE COMPLIANCE AND ETHICS PROFESSION. THERE ARE MANY ARTICLES INFORMING AND EDUCATING OUR MEMBERSHIP ABOUT NEW RULES, REGULATIONS, AND LEGAL REQUIREMENTS ESTABLISHED BY THE STATE AND FEDERAL GOVERNMENTS. THERE ARE ALSO ARTICLES ABOUT INFLUENTIAL PEOPLE WITHIN THE COMPLIANCE AND ETHICS PROFESSION. IT IS CRITICAL THAT THE RESOURCES TO ADEQUATELY PREPARE THE PEOPLE WORKING IN THE PROFESSION ARE READILY AVAILABLE AND OF THE HIGHEST QUALITY. THE ASSOCIATION WILL CONTINUE TO STRIVE TO MEET THESE SPECIFIC NEEDS OF THIS GROWING PROFESSION.IN ADDITION, THE ASSOCIATION MAINTAINS AND PROMOTES TWO JOB BOARDS CONTAINING LISTINGS OF AVAILABLE PAID AND VOLUNTEER POSITIONS IN THE COMPLIANCE SECTORS SERVED BY THE ASSOCIATION. THESE JOB BOARDS ARE OPEN TO USE BY ANYONE WITHIN THE SECTORS SERVED BY THE ASSOCIATION. THEY ARE FOCUSED EXCLUSIVELY ON JOBS RELATED TO COMPLIANCE. THE JOB BOARDS ARE REGULARLY PROMOTED VIA EMAIL AND THE ASSOCIATION'S WEBSITE WITH EDUCATIONAL CONTENT TO PERSONS WHO HAVE EXPRESSED INTEREST IN THE ASSOCIATION'S EDUCATIONAL PUBLICATIONS, AND TO PEOPLE WHO HAVE TAKEN ADVANTAGE OF THE ASSOCIATION'S EDUCATIONAL PROGRAMS TO IMPROVE THEIR UNDERSTANDING OF COMPLIANCE'S IMPORTANT ROLE IN SOCIETY. THE JOB BOARD ACTIVTY AND REVENUE IS NOT AS SIGNIFICANT AS OTHER ACTIVITIES AND REVENUE OF THE ASSOCIATION, BUT IT IS IMPORTANT TO THE ACCOMPLISHMENT OF THE ASSOCIATION'S EXEMPT PURPOSES ON MANY LEVELS. FIRST, IT SERVES AS A METHOD OF PROMOTING AND EVALUATING THE ROLE OF COMPLIANCE POSITIONS WITHIN THE SECTORS SERVED BY THE ASSOCIATION. SECOND, IT PROVIDES A METHOD BY WHICH EMPLOYERS UNFAMILIAR WITH COMPLIANCE PROFESSIONAL POSITIONS CAN BECOME FAMILIAR WITH COMPLIANCE PROFESSIONAL POSITIONS AND FIND A COMPLIANCE PROFESSIONAL OR INTERN TO SUPPORT THEIR WORK. THIRD, IT PROMOTES AND IMPROVES THE BUSINESS ENVIRONMENT OF COMPLIANCE PROFESSIONALS GENERALLY WHEN COMPLIANCE-RELATED JOBS ARE REGULARLY AND CONSISTENTLY PROMOTED TO THOSE PERSONS WHO HAVE PARTICIPATED IN AND BENEFITTED FROM AN ASSOCIATION EDUCATIONAL PROGRAM, INCLUDING A CONFERENCE, SEMINAR OR LISTSERVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUR PRODUCT PROGRAM MAKES AVAILABLE FOR SALE TO MEMBERS AND NON-MEMBERS EDUCATIONAL RESOURCES INCLUDING COMPLIANCE MANUALS, COMPLIANCE AND ETHICS HANDBOOKS, TRAINING VIDEOS, AND OTHER PUBLICATIONS RELATED TO THE COMPLIANCE AND ETHICS INDUSTRIES. THE ASSOCIATION AUTHORS MANY OF THE PUBLICATIONS WHICH ARE UTILIZED IN OUR CONFERENCE AND CERTIFICATION PROGRAMS AS WELL AS MAKES AVAILABLE OTHER RELATED COMPLIANCE PUBLICATIONS AUTHORED OUTSIDE THE ASSOCIATION. THESE PRODUCTS AND PUBLICATIONS DETAIL HOW TO BECOME A PART OF THE COMPLIANCE AND ETHICS INDUSTRY, HOW TO DEVELOP AND GROW YOUR COMPLIANCE DEPARTMENT, HOW TO ADDRESS THE SPECIFIC RULES, REGULATIONS AND LEGAL REQUIREMENTS ESTABLISHED BY STATE AND FEDERAL GOVERNMENTS, AND PROVIDE REGULATORY UPDATES. IT IS CRITICAL THAT THE RESOURCES TO ADEQUATELY PREPARE AND PROVIDE UPDATES FOR THE PEOPLE WORKING IN THE PROFESSION ARE READILY AVAILABLE AND OF THE HIGHEST QUALITY. THE ASSOCIATION WILL CONTINTUE TO STRIVE TO MEET THESE SPECIFIC NEEDS OF THIS GROWING PROFESSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 82 | 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 |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GILJE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9529880141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 BARRIE ROAD NO 250 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| GERARD ZACK | ||||||||
| CEO | 40.00 | Yes (X) | $501,310 | $0 | $35,477 | |||
| ROY SNELL | ||||||||
| STRATEGIC ADVISOR | 40.00 | $410,908 | $0 | $40,475 | Yes (X) | |||
| ADAM TURTELTAUB | ||||||||
| VP | 40.00 | $304,612 | $0 | $24,646 | Yes (X) | |||
| APRIL KIEL | ||||||||
| COO | 40.00 | $239,483 | $0 | $41,312 | Yes (X) | |||
| JOHN GILJE | ||||||||
| CFO | 40.00 | Yes (X) | $174,405 | $0 | $39,135 | |||
| YOHENDRAN ARUMAINAYAGAM | ||||||||
| PUBLISHING DIRECTOR | 40.00 | $161,696 | $0 | $4,822 | Yes (X) | |||
| AMIE MAYO | ||||||||
| CMO | 40.00 | $152,727 | $0 | $33,505 | Yes (X) | |||
| DEBBIE TROKLUS | ||||||||
| DIRECTOR | 15.00 | $138,236 | $0 | $0 | Yes (X) | |||
| NICK BIETER | ||||||||
| MGR OF PRODUCTS AND PLATFORM | 40.00 | $108,930 | $0 | $29,667 | Yes (X) | |||
| THERESA DEFINO | ||||||||
| WRITER | 40.00 | $105,295 | $0 | $28,058 | Yes (X) | |||
| NINA YOUNGSTROM | ||||||||
| WRITER | 40.00 | $104,684 | $0 | $26,666 | Yes (X) | |||
| SHERYL VACCA | ||||||||
| DIRECTOR | 10.00 | $41,761 | $0 | $0 | Yes (X) | |||
| GREG TRIGUBA | ||||||||
| DIRECTOR | 10.00 | $37,550 | $0 | $0 | Yes (X) | |||
| ART WEISS | ||||||||
| PRESIDENT | 10.00 | Yes (X) | $34,600 | $0 | $0 | Yes (X) | ||
| GABRIEL IMPERATO | ||||||||
| DIRECTOR | 10.00 | $30,446 | $0 | $0 | Yes (X) | |||
| ODELL GUYTON | ||||||||
| DIRECTOR | 10.00 | $19,200 | $0 | $0 | Yes (X) | |||
| LOUIS PEROLD | ||||||||
| DIRECTOR | 10.00 | $16,800 | $0 | $0 | Yes (X) | |||
| R BRETT SHORT | ||||||||
| SECRETARY | 10.00 | Yes (X) | $12,991 | $0 | $0 | Yes (X) | ||
| URTON ANDERSON | ||||||||
| DIRECTOR | 10.00 | $10,600 | $0 | $0 | Yes (X) | |||
| WALTER JOHNSON | ||||||||
| 2ND VICE PRESIDENT | 3.00 | Yes (X) | $2,000 | $0 | $0 | Yes (X) | ||
| SHIN JAE KIM | ||||||||
| DIRECTOR | 3.00 | $1,000 | $0 | $0 | Yes (X) | |||
| LORI STRAUSS | ||||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT BOND | ||||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SAMANTHA KELEN | ||||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KRISTY GRANT-HART | ||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| MARGARET HAMBLETON | ||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| JENNY O'BRIEN | ||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| JUDY RINGHOLZ | ||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| DAN ROACH | ||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,609,234 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $303,763 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| CONTEMPORARY IMAGES | |||||
| 839 MEANDER COURT | MEDINA | MN | 55340 | PRINTING SERVICES | $2,662,159 |
| LEVY RESTAURANTS | |||||
| 980 N MICHIGAN AVE | CHICAGO | IL | 60611 | CONFERENCE FOOD & BEVERAGE | $858,236 |
| GAYLORD NATIONAL RESORT | |||||
| 201 WATERFRONT ST | NATIONAL HARBOR | MD | 20745 | CONFERENCE FACILITIES | $790,574 |
| PSAV | |||||
| 23918 NETWORK PLACE | CHICAGO | IL | 60673 | AUDIO VISUAL SERVICES | $569,541 |
| PSI SERVICES INC | |||||
| 18000 W 105TH ST | OLATHE | KS | 66061 | EXAM SERVICES | $433,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 541900 | $15,951,430 | $15,951,430 |
| MEMBERSHIP DUES | 541900 | $5,011,293 | $5,011,293 |
| CERTIFICATION REVENUE | 541900 | $1,675,823 | $1,675,823 |
| EXHIBITORS | 541900 | $1,087,751 | $1,087,751 |
| SUBSCRIPTIONS | 541900 | $755,778 | $755,778 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,330,233 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,731,028 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $599,205 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,812,308 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $656,527 | TotalRevenueColumnAmt |
| Exclusion | $656,527 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $380,428 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $186,738 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,690 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,690 | TotalRevenueColumnAmt |
| Exclusion | $193,690 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,009,527 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $558,830 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,450,697 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,450,697 | TotalRevenueColumnAmt |
| Exclusion | $1,450,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $698,003 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $182,779 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $515,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $515,224 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,167 | TotalRevenueColumnAmt |
| Exclusion | $10,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,167 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,638,613 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,728,327 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $599,205 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,311,081 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,387 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,156,947 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,306,235 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,772 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,277 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,597 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,791 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,942 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,063 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,980 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,603 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,534 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,208 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,624 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,120 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,695,237 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,177 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,614 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PERIODICAL EXPENSE | $940,639 |
| CERTIFICATION EXAMS & M | $583,425 |
| STAFF RECRUITING, TRAIN | $327,183 |
| TAX EXPENSE | $90,413 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,027 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,517,795 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,940,673 | BOYAmt |
| EOY | $4,332,109 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,907 | BOYAmt |
| EOY | $270,180 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,634 | BOYAmt |
| EOY | $33,320 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,974 | BOYAmt |
| EOY | $1,208,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,305,564 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,847,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,130,273 | BOYAmt |
| EOY | $1,457,768 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,194,136 | BOYAmt |
| EOY | $18,694,750 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,211 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,904,634 | BOYAmt |
| EOY | $1,888,517 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,555 | BOYAmt |
| EOY | $272,958 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,376,997 | BOYAmt |
| EOY | $28,157,820 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,592,188 | BOYAmt |
| EOY | $1,607,651 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,167,652 | BOYAmt |
| EOY | $6,929,481 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,555 | BOYAmt |
| EOY | $272,958 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,956,395 | BOYAmt |
| EOY | $8,810,090 | 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 | $17,420,602 | BOYAmt |
| EOY | $19,347,730 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,420,602 | BOYAmt |
| EOY | $19,347,730 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,376,997 | BOYAmt |
| EOY | $28,157,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,120,818 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$193,690 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $388,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $292,360 | DepreciationAmt |
| Book Value | $95,643 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,917,561 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,555,436 | DepreciationAmt |
| Book Value | $1,362,125 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,457,768 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION LIABILITY | Desc |
| Amt | $272,958 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $272,958 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,632,672 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $658,314 | OtherRevenueAmt |
| Revenue Not Reported | $658,314 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,974,358 | RevenueSubtotalAmt |
| Other Revenues Not Included | $664,255 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $664,255 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,638,613 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,408,284 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $443,020 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $443,020 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,965,264 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $552,531 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $552,531 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,517,795 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AND COMPARABLE STATE LAW. HOWEVER, THEY ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ON ADVERTISING INCOME. THE ASSOCIATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. AS A RESULT OF THE APPLICATION, THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019. THE ASSOCIATION USES THE ASSET AND LIABILITY APPROACH TO DETERMINE DEFERRED INCOME TAXES. THE ASSET AND LIABILITY APPROACH REQUIRES RECOGNITION OF DEFERRED TAX LIABILITIES AND ASSETS FOR THE EXPECTED FUTURE CONSEQUENCES OF TEMPORARY DIFFERENCES BETWEEN THE FINANCIAL REPORTING BASIS AND THE TAX BASIS OF ASSETS AND LIABILITIES. A VALUATION ALLOWANCE IS PROVIDED WHEN REALIZATION OF A DEFERRED TAX ASSET IS UNLIKELY. THE ASSOCIATION HAS NO MATERIAL DEFERRED TAXES AT DECEMBER 31, 2019 OR 2018. THE ASSOCIATION HAS ACCRUED TAXES PAYABLE OF $48,044 AND $20,000 AT DECEMBER 31, 2019 AND 2018, RESPECTIVELY. THE ASSOCIATION RECORDED $90,413 AND $198,839 UBI TAX EXPENSE FOR THE YEARS ENDED 2019 AND 2018, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 182,779. HCCA PROPERTIES REVENUE 475,535. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY ELIMINATIONS 470,565. NET RENTAL INCOME FROM PARTNERSHIP 193,690. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 182,779. HCCA PROPERTIES EXPENSES 260,241. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY ELIMINATIONS 552,531. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $249,383 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $596,064 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $321,007 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $136,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,302,639 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,302,639 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE ORGANIZATION USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES OUTSIDE THE UNITED STATES. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERARD ZACK | ||||||||||||||
| CEO | $418,018 | $0 | $82,500 | $0 | $792 | $0 | $8,400 | $0 | $27,077 | $0 | $536,787 | $0 | $0 | $0 |
| ROY SNELL | ||||||||||||||
| STRATEGIC ADVISOR | $302,157 | $0 | $88,959 | $0 | $19,792 | $0 | $8,400 | $0 | $32,075 | $0 | $451,383 | $0 | $0 | $0 |
| ADAM TURTELTAUB | ||||||||||||||
| VP | $260,402 | $0 | $43,694 | $0 | $516 | $0 | $8,400 | $0 | $16,246 | $0 | $329,258 | $0 | $0 | $0 |
| APRIL KIEL | ||||||||||||||
| COO | $215,413 | $0 | $23,950 | $0 | $120 | $0 | $7,494 | $0 | $33,818 | $0 | $280,795 | $0 | $0 | $0 |
| JOHN GILJE | ||||||||||||||
| CFO | $146,258 | $0 | $17,861 | $0 | $10,286 | $0 | $5,526 | $0 | $33,609 | $0 | $213,540 | $0 | $0 | $0 |
| YOHENDRAN ARUMAINAYAGAM | ||||||||||||||
| PUBLISHING DIRECTOR | $139,057 | $0 | $22,363 | $0 | $276 | $0 | $4,176 | $0 | $646 | $0 | $166,518 | $0 | $0 | $0 |
| AMIE MAYO | ||||||||||||||
| CMO | $130,032 | $0 | $22,575 | $0 | $120 | $0 | $4,171 | $0 | $29,334 | $0 | $186,232 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ASSOCIATION'S EXECUTIVE COMMITTEE CONSISTS OF SEVEN MEMBERS OF THE BOARD INCLUDING THE OFFICERS, THE ASSOCIATION CEO, AND ONE ADDITIONAL MEMBER. THE EXECUTIVE COMMITTEE HAS THE FULL AUTHORITY OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | ROY SNELL AND DANIEL ROACH - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED IN DETAIL BY THE CEO AND MEMBERS OF MANAGEMENT. ONCE THE RETURN HAS BEEN APPROVED BY THE CEO AND MANAGEMENT, THE ASSOCIATION'S FINANCE AND AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN. THE FULL BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS REQUIRED THAT THE CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY BY THE FULL BOARD OF DIRECTORS. ALL EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY AT THE TIME OF EMPLOYMENT. MEETINGS ARE HELD, AT LEAST ANNUALLY, TO DISCUSS THE SUBJECT WITH BOARD MEMBERS AND EMPLOYEES TO ENSURE THAT EVERYONE INVOLVED IS CLEAR ON THEIR RESPONSIBILITY REGARDING CONFLICTS OF INTEREST. ANYONE SUSPECTING A POSSIBLE CONFLICT OF INTEREST IS REQUIRED TO REPORT IT TO EITHER THE COMPLIANCE OFFICER, THE CEO OR THE CHAIR OF THE FINANCE & AUDIT COMMITTEE. ANYONE HAVING ANY DEALINGS WITH THE ASSOCIATION IS COVERED BY THE CONFLICT OF INTEREST POLICY. THE FINANCE & AUDIT COMMITTEE DETERMINES WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. THIS COMMITTEE IS RESPONSIBLE FOR REVIEWING ANY ACTUAL CONFLICTS OF INTEREST. IF THE DECISION IS MADE THAT A CONFLICT OF INTEREST IS DETRIMENTAL TO THE ASSOCIATION THEN IT MUST BE TERMINATED. ALL PROCEEDINGS RELATED TO CONFLICTS ARE NOTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF EXECUTIVE COMPENSATION. IT IS MADE UP ENTIRELY OF PERSONS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION BEING SET. THE COMMITTEE RELIES ON INDEPENDENT, THIRD PARTY DATA (INCLUDING SALARY SURVEYS AND OTHER COMPENSATION STUDIES) OF COMPENSATION PAID TO EXECUTIVES IN SIMILAR ORGANIZATIONS PERFORMING SIMILAR WORK IN MAKING ITS DECISIONS RELATED TO EXECUTIVE COMPENSATION. THERE IS A WRITTEN CONTRACT. THE CEO'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE WITH THE AID OF AN INDEPENDENT CONSULTANT WITH EXPERTISE IN ASSOCIATION CEO'S COMPENSATION AND THE RECOMMENDATION IS APPROVED BY THE FULL BOARD. THE CEO SETS THE COMPENSATION OF OTHER EXECUTIVES. THIS PROCESS WAS MOST RECENTLY COMPLETED IN 2017 FOR THE CURRENT CEO AND 2019 FOR THE OTHER EXECUTIVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990 PART VII COMPENSATION REPORTING | FOR CERTAIN BOARD MEMBERS, "REPORTABLE COMPENSATION FROM THE ORGANIZATION" INCLUDED IN PART VII INCLUDES AMOUNTS PAID TO THE BOARD MEMBER'S EMPLOYER FOR CERTAIN SPEAKING SERVICES PROVIDED BY THE BOARD MEMBER. |
| FORM 990, PART XI, LINE 9: | BOOK TO TAX DIFFERENCE: PARTNERSHIP INCOME REPORTED IN FORM 990 -193,690. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCCA PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 BARRIE ROAD SUITE 250 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203357104 | EIN |
| Primary Activities | RENTAL PROPERTY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CARE COMPLIANCE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $242,113 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $915,881 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.80000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HCCA PROPERTIES LLC | ||
| K | $475,536 | CASH |
| HCCA PROPERTIES LLC | ||
| S | $168,000 | CASH |