AMERICAN EVALUATION ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN EVALUATION ASSOCIATION (EIN 52-1463557)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-08
- IRS object ID
- 202021299349302002
- Schema version
- 2018v3.1
- 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 | 2020-05-08T14:39:06-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES MARESCA & MCQUADE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10500 LITTLE PATUXENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 770 | AddressLine2Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521463557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN EVALUATION ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2023671166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANISHA LEWIS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023671166 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JONES | PreparerPersonNm |
| PTIN | P01361002 | PTIN |
| Phone | 4108840220 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-04 | IPDt |
| IP Tm | 15:24:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C3155FC485199F728C980AB5EC5DB38AD63B029 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C3155FC485199F728C980AB5EC5DB38AD63B029 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANISHA LEWIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,359,913 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $40,069 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,465 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,495,127 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,266,232 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64,432 | PYInvestmentIncomeAmt |
| CY Investment Income | $84,104 | CYInvestmentIncomeAmt |
| PY Other Revenue | $85,000 | PYOtherRevenueAmt |
| CY Other Revenue | $2,112 | CYOtherRevenueAmt |
| PY Total Revenue | $2,684,628 | PYTotalRevenueAmt |
| CY Total Revenue | $2,359,913 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,689,737 | PYOtherExpensesAmt |
| CY Other Expenses | $2,534,416 | CYOtherExpensesAmt |
| PY Total Expenses | $2,689,737 | PYTotalExpensesAmt |
| CY Total Expenses | $2,534,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$174,503 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,742,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,669,763 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $648,867 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $610,622 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,093,616 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,059,141 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,147,487 | ExpenseAmt |
| Revenue | $1,769,741 | RevenueAmt |
| Desc | THE ANNUAL CONFERENCE: ALLOWS MEMBERS TO MEET FACE-TO-FACE WITH PEERS IN THE PROFESSION OF EVALUATION. ATTENDEES ALSO HAVE THE OPPORTUNITY TO LEARN ABOUT THE NEWEST DEVELOPMENTS AND METHODS IN THE FIELD OF EVALUATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $270,422 | ExpenseAmt |
| Revenue | $313,701 | RevenueAmt |
| Desc | INSTITUTE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,429 | ExpenseAmt |
| Revenue | $95,375 | RevenueAmt |
| Desc | INTERNSHIPS AND STUDENT PROGRAMS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $86,861 | ExpenseAmt |
| Revenue | $87,415 | RevenueAmt |
| Desc | TRAINING AND EDUCATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $86,861 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $87,415 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,628,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 | 0 | 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 | SMITHBUCKLIN CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023671166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LESLIE GOODYEAR PRESIDENT | ||||||
| UNTIL 12/18, THEN PAST-PRES. | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TESSIE CATSAMBAS PRES ELECT | ||||||
| THEN PRESIDENT AS OF 1/19 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN TUCKER | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RITA FIERRO | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH RUGG | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| VERONICA OLAZABAL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC BARELA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JARA DEAN-COFFEY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BIANCA MONTROSSE-MOORHEAD | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY NEWCOMER | ||||||
| DIRECTOR UNTIL 12/18 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TOM CHAPEL | ||||||
| DIRECTOR UNTIL 12/18 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DOMINICA MCBRIDE | ||||||
| DIRECTOR UNTIL 12/18 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HUILAN KRENN | ||||||
| DIRECTOR UNTIL 12/18 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| AIMEE WHITE | ||||||
| DIRECTOR AS OF 1/19 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LISA APONTE TOSO | ||||||
| DIRECTOR AS OF 1/19 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WANDA CASSILLAS | ||||||
| DIRECTOR AS OF 1/19 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HANIFE CAKICI | ||||||
| DIRECTOR AS OF 1/19 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANISHA LEWIS | ||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW STE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMT. INCL. EXE. DIR. COMP. | ServicesDesc |
| Compensation | $1,010,484 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,465 | AllOtherContributionsAmt |
| Total Contributions | $7,465 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE, MEETINGS | 900099 | $1,143,549 | $1,143,549 |
| MEMBERSHIP | 900099 | $626,192 | $626,192 |
| INSITUTUTE REVENUE | 900099 | $313,701 | $313,701 |
| INTERNSHIPS | 900099 | $95,375 | $95,375 |
| PUBLICATIONS | 900099 | $46,682 | $46,682 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,733 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,266,232 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,104 | TotalRevenueColumnAmt |
| Exclusion | $84,104 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REFUNDS AND REIMBURSEM | 900099 | $1,762 | $1,762 |
| MAILING LIST RENTALS | 900099 | $350 | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,112 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,359,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,266,232 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,949 | TotalAmt |
| Program Services | $518,809 | ProgramServicesAmt |
| Management And General | $539,140 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,258 | TotalAmt |
| Management And General | $11,258 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,896 | TotalAmt |
| Management And General | $12,896 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,753 | TotalAmt |
| Program Services | $212,149 | ProgramServicesAmt |
| Management And General | $213,604 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,140 | TotalAmt |
| Program Services | $65,693 | ProgramServicesAmt |
| Management And General | $48,447 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,579 | TotalAmt |
| Program Services | $72,084 | ProgramServicesAmt |
| Management And General | $20,495 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,629 | TotalAmt |
| Program Services | $744,265 | ProgramServicesAmt |
| Management And General | $41,364 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,356 | TotalAmt |
| Program Services | $3,653 | ProgramServicesAmt |
| Management And General | $4,703 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $13,101 | $13,101 | |
| MISCELLANEOUS | $12,755 | $1,209 | $11,546 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,534,416 | TotalAmt |
| Program Services | $1,628,199 | ProgramServicesAmt |
| Management And General | $906,217 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,257 | BOYAmt |
| EOY | $542,063 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,374 | BOYAmt |
| EOY | $41,227 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,623 | BOYAmt |
| EOY | $76,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,730,229 | BOYAmt |
| EOY | $3,009,799 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,483 | BOYAmt |
| EOY | $3,669,763 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,306 | BOYAmt |
| EOY | $278,694 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,561 | BOYAmt |
| EOY | $331,928 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,867 | BOYAmt |
| EOY | $610,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,093,616 | BOYAmt |
| EOY | $3,059,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,093,616 | BOYAmt |
| EOY | $3,059,141 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,483 | BOYAmt |
| EOY | $3,669,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$174,503 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $140,028 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $626,192 | CurrentTaxYearAmt |
| Total | $787,134 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,964,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,164,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,371,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,580,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,266,232 | CurrentTaxYearAmt |
| Total | $11,346,682 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,010,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,175,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,435,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,620,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,892,424 | CurrentTaxYearAmt |
| Total | $12,133,816 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,133,816 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,104 | CurrentTaxYearAmt |
| Total | $227,301 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,104 | CurrentTaxYearAmt |
| Total | $227,301 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $85,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,112 | CurrentTaxYearAmt |
| Total | $87,112 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,024,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,208,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,466,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,769,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,978,640 | CurrentTaxYearAmt |
| Total | $12,448,229 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97470 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98570 | PublicSupportPY509Pct |
| Investment Income CY | 0.01830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REFUNDS AND REIMBURSEMENTS - 2018 AMOUNT: $ 1,762. OTHER MISC INCOME - 2017 AMOUNT: $ 85,000. 2018 AMOUNT: $ 350. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,487,045 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $140,028 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $140,028 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,347,017 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,896 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,896 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,359,913 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,521,520 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,521,520 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,896 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,896 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,534,416 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AEA BELIEVES THAT IS WAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABITIES THAT NEED TO BE RECORDED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE ASSOCIATION BEGAN THE TRAINING AND EDUCATION PROGRAM SERVICE, THE INSTITUTE PROGRAM SERVICE, AND THE INTERNSHIP AND STUDENT PROGRAMS PROGRAM SERVICE. THESE WERE NOT PREVIOUSLY LISTED ON THE FORM 990. |
| FORM 990, PART III, LINE 3 | THE ASSOCIATION CEASED ITS MEMBER SERVICES PROGRAM AND ITS PROFESSIONAL DEVELOPMENT PROGRAM. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ASSOCIATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO SMITHBUCKLIN CORPORATION VIA A WRITTEN CONTRACTUAL AGREEMENT. SMITHBUCKLIN CORPORATION'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION IS A DUES-PAYING MEMBERSHIP ORGANIZATION. ANY INDIVIDUALS INTERESTED IN THE PURPOSES OF THE ASSOCIATION SHALL BE ELIGIBLE FOR MEMBERSHIP. MEMBERS ARE DEFINED AS THOSE WHO HAVE COMPLETED AN APPLICATION FORM, RECEIVED ACKNOWLEDGMENT OF MEMBERSHIP FROM THE ASSOCIATION, AND PAID THE CURRENTLY STIPULATED MEMBERSHIP DUES. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE. YEARLY, A COMMITTEE OF THE BOARD SHALL SECURE NOMINATIONS FOR TWO CANDIDATES FOR EACH EXPIRING ELECTED-OFFICE OF THE ASSOCIATION AND SHALL, WITH THE AUTHORIZATION OF THE BOARD OF DIRECTORS, SUBMIT THE SLATE OF CANDIDATES TO THE MEMBERSHIP FOR VOTE BY MAIL OR ELECTRONIC BALLOT. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON OFFICIAL MATTERS OF THE ASSOCIATION DEFINED IN THE BYLAWS, TO HOLD OFFICE IF DULY ELECTED, AND TO BE SENT ALL NOTIFICATIONS PERTAINING TO THE OFFICIAL BUSINESS OF THE ASSOCIATION AND MEMBERSHIP PUBLICATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS GIVEN TO THE EXECTIVE COMMITTEE OF THE ASSOCIATION UPON COMPLETION BY THE OUTSIDE ACCOUNTANT. ONCE IT IS REVIEWED AND ACCEPTED, THE EXECUTIVE DIRECTOR WILL SIGN BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AND SUBMIT ANNUALLY TO THE EXECUTIVE DIRECTOR THE AEA DISCLOSURE STATEMENT. THEY MUST DISCLOSE ANY OTHER EMPLOYMENT OR FINANCIAL INTEREST WHICH THEY, OR A MEMBER OF THEIR IMMEDIATE FAMILY, MAY HAVE WHICH MIGHT GIVE RISE TO A POSSIBLE COMFLICT OF INTEREST OR DUALITY OF INTEREST WITH THE AMERICAN EVALUATION ASSOCIATION. THE EXECUTIVE DIRECTOR AND THE PAST PRESIDENT/SECRETARY SHALL BECOME FAMILIAR WITH THE STATEMEMTS OF ALL BOARD MEMBERS AND OFFICERS IN ORDER TO GUIDE THEIR CONDUCT SHOULD A CONFLICT ARISE. THE SIGNED STATEMENTS WILL BE FILIED WITH THE EXECUTIVE DIRECTOR. THE AFFECTED ELECTED DIRECTOR AND/OR OFFICER SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER DISCLOSED BY HIS OR HER WRITTEN STATMENT OR NOT, AND ALL RELEVANT AND MATERIAL FACTS CONCERING THE TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE INTERESTS OF THE ASSOCIATION, AFTER ANSWERING ANY QUESTIONS THAT ARE ASKED WITH RESPECT TO THE MATTER, THE BOARD MEMBER SHALL WITHDRAW FROM THE MEETING ROOM UNTIL THE MATTER HAS BEEN FURTHER DISCUSSED AND VOTED UPON. IN THE EVENT THAT THE AFFECTED BOARD MEMBER FAILS TO WITHDRAW VOLUNTARILY, THE PRESIDENT IS EMPOWERED AND SHALL REQUIRE THAT THE BOARD MEMBER REMOVE HIMSELF OR HERSELF FROM THE MEETING DURING DISCUSSION AND VOTE ON THE MATTER. IN THE EVENT THE CONFLICT OF INTEREST AFFECTS THE PRESIDENT, THE PAST-PRESIDENT/SECRETARY IS EMPOWERED AND SHALL REQUIRE THAT THE PRESIDENT REMOVE HIMSELF OR HERSELF IN THE SAME MANNER AND, FOR THE DURATION OF DISCUSSION AND ACTION ON THE MATTER, THE PAST-PRESIDENT/SECRETARY SHALL PRESIDE. AT THE TIME THAT THE BOARD ACCEPTS THE SLATE OF CANDIDATES FOR OFFICE FOR THE SUBSEQUENT YEAR, THE EXECUTIVE DIRECTOR WILL INFORM THOSE CANDIDATES OF THE CONFLICT OF INTEREST EXPECTATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST TO THE ASSOCIATION OFFICE AND ARE PRESENTED TO THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING. |
| FORM 990, PART IX, LINE 11G | SPEAKERS: PROGRAM SERVICE EXPENSES 55,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,028. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 157,121. MANAGEMENT AND GENERAL EXPENSES 213,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 370,725. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |