STRATEGY STUDIO / PUBLIC DATA EXPLORER

AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS (EIN 36-2976274)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-10
IRS object ID
201703149349301035
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-11-10T13:59:35-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363963131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANN WEITZ & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 DEER LAKE ROAD SUITE 125AddressLine1Txt
CityDEERFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362976274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF INDIVIDUALBusinessNameLine1Txt
Business Name Line2INVESTORSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3122800170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 N MICHIGAN AVE NO 1900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BAJKOWSKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3122800170PhoneNum
Signature2017-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCY STEINDLERPreparerPersonNm
PTINP00573131PTIN
Phone8472673400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.225.221.110IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-10IPDt
IP Tm13:57:19IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0DAC9BA592CE44B801BEE1C53454AB995567C56EAtSubmissionCreationDeviceId
At Submission Filing Device Id0DAC9BA592CE44B801BEE1C53454AB995567C56EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN BAJKOWSKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 N MICHIGAN AVE NO 1900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,709,972GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AAII.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO ASSIST INDIVIDUALS TO BECOME EFFECTIVE MANAGERS OF THEIR OWN ASSETS THROUGH PROGRAMS OF EDUCATION, INFORMATION AND RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee30TotalEmployeeCnt
Total Volunteers401TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,007,482PYProgramServiceRevenueAmt
CY Program Service Revenue$6,180,154CYProgramServiceRevenueAmt
PY Investment Income$461,132PYInvestmentIncomeAmt
CY Investment Income$506,925CYInvestmentIncomeAmt
PY Other Revenue$520,326PYOtherRevenueAmt
CY Other Revenue$1,004,304CYOtherRevenueAmt
PY Total Revenue$7,988,940PYTotalRevenueAmt
CY Total Revenue$7,691,383CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,102,309PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,148,088CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,057,222PYOtherExpensesAmt
CY Other Expenses$4,607,295CYOtherExpensesAmt
PY Total Expenses$8,159,531PYTotalExpensesAmt
CY Total Expenses$7,755,383CYTotalExpensesAmt
PY Revenues Less Expenses-$170,591PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$64,000CYRevenuesLessExpensesAmt
Total Assets BOY$8,581,653TotalAssetsBOYAmt
Total Assets EOY$8,123,726TotalAssetsEOYAmt
Total Liabilities BOY$17,944,784TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,850,101TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$9,363,131NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$8,726,375NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS IS AN INDEPENDENT NONPROFIT CORPORATION FORMED IN 1978 FOR THE PURPOSE OF ASSISTING INDIVIDUALS IN BECOMING EFFECTIVE MANAGERS OF THEIR OWN ASSETS THROUGH PROGRAMS OF EDUCATION, INFORMATION AND RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,480,455ExpenseAmt
Revenue$3,199,462RevenueAmt
DescMEMBERSHIP PROGRAMS: AAII PROVIDES INVESTMENT EDUCATION, INFORMATION AND RESEARCH FOR OVER 169,000 MEMBERS. MEMBERS RECEIVE ACCESS TO THE AAII.COM WEBSITE AND ITS 19 YEAR ARCHIVE OF PERSONAL FINANCE AND INVESTING ARTICLES. MEMBERS ALSO RECEIVE MONTHLY ISSUES OF THE 36 PAGE AAII JOURNAL WITH EDUCATIONAL ARTICLES AND FEATURES, COVERING PORTFOLIO MANAGEMENT, STOCK AND MUTUAL FUND INVESTING APPROACHES, RETIREMENT PLANNING, TAXATION, INSURANCE AND FINANCIAL PLANNING. ANNUAL, AAII MEMBERS RECEIVE INVESTMENT INFORMATION GUIDES INCLUDING OUR MUTUAL FUNDS GUIDE, PERSONAL TAX GUIDE, GUIDE TO EXCHANGE TRADED FUNDS AND SEVERAL OTHER EDUCATIONAL INVESTMENT GUIDES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$676,645ExpenseAmt
Revenue$2,756,184RevenueAmt
DescSUBSCRIPTION PROGRAMS: AAII OFFERS SUBSCRIPTION PROGRAMS THAT PROVIDE MEMBERS WITH INVESTMENT INFORMATION, EDUCATION AND RESEARCH. OUR STOCK INVESTOR SOFTWARE PROGRAM ALLOWS USERS TO CONDUCT FUNDAMENTAL STOCK ANALYSIS AND RESEARCH ON OVER 6,000 PUBLICLY TRADED COMPANIES. AAII'S COMPUTERIZED INVESTING SUBSCRIPTION EDUCATES READERS ON HOW TO UTILIZE AVAILABLE WEBSITES, SOFTWARE, AND ONLINE TOOLS TO BETTER MANAGE THEIR PERSONAL INVESTING PORTFOLIOS. THE STOCK SUPERSTARS (SSR) AND DIVIDEND INVESTING (DI) WEBSITES AND CORRESPONDING PUBLICATIONS PROVIDE INFORMATION AND RESEARCH ON STOCK ANALYSIS AND PORTFOLIO CONSTRUCTION AND MANAGEMENT, THE QUARTERLY MUTUAL FUND UPDATE PROVIDES READERS WITH MUTUAL FUND INFORMATION AND DATA. OUR INDIVIDUAL INVESTOR PUBLICATION COVERS THE BASICS OF INVESTING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$212,161ExpenseAmt
Revenue$224,508RevenueAmt
DescNATIONAL PROGRAMS: THE GOAL OF OUR LOCAL CHAPTER PROGRAMS IS TO OFFER UNBIASED INVESTMENT EDUCATION AND MEMBERSHIP INTERACTION. AAII HOSTS 249 LOCAL CHAPTER MEETINGS AT 40 CHAPTERS IN 30 STATES EACH YEAR. CHAPTER MEETINGS IN 2016 FOR ALL LOCAL CHAPTER PROGRAMS HAD 14,142 ATTENDEES. AAII ALSO HOSTS A BIENNIAL 3 DAY INVESTOR CONFERENCE FEATURING EDUCATIONAL SPEAKERS. THE NEXT CONFERENCE WILL BE HELD IN NOVEMBER 2017.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,610,664ExpenseAmt
Revenue$387,403RevenueAmt
DescOTHER PROGRAM SERVICES: AAII PROVIDES PROGRAMS OF INVESTMENT EDUCATION TO THE GENERAL PUBLIC AND COLLEGE STUDENTS. FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT INVESTING, AAII MAINTAINS A FREE WEBSITE CALLED INVESTINGPATHWAYS.COM. THE SITE COVERS INVESTING BASICS, ASSET ALLOCATION AND PORTFOLIO MANAGEMENT. AAII ALSO MAINTAINS A FREE, ON-LINE INVESTMENT EDUCATION PROGRAM FOR UNIVERSITY PROFESSORS AND THEIR STUDENTS. THE PROGRAM PROVIDES PARTICIPANTS WITH ACCESS TO THE MONTHLY JOURNAL, OUR INVESTOR CLASSROOM SERIES AND MEMBERS-ONLY AREAS OF THE AAII.COM WEBSITE, ALL WITH THE GOAL OF DELIVERING INVESTMENT EDUCATION TO COLLEGE STUDENTS. BOOKS: AAII OFFERS MEMBERS SEVERAL EDUCATIONAL BOOK TITLES WITHIN OUR AAII INVESTOR LIBRARY SERIES. THESE TITLES COVER INVESTING BASICS, RETIREMENT PLANNING AND PORTFOLIO BUILDING.INVESTING AT LEVEL3: HIGHER RETURNS WITH MINIMAL RISK FOR THE LONG-TERM INDIVIDUAL INVESTOR IS A 319 PAGE HARD COVER BOOK WITH COMPANION WEBSITE. AUTHORED BY AAII FOUNDER, JAMES B. CLOONAN, THE BOOK IS DESIGNED TO SHOW INDIVIDUAL INVESTORS HOW TO THINK ABOUT INVESTMENT RISK AND INVESTMENT ALLOCATION. THE BOOK'S FOCUS IS ON IMPLEMENTING AND CONTROLLING LONG-TERM INVESTMENT STRATEGIES WITH A FOCUS ON KNOWING AND DEFINING WHAT INVESTMENT RISK MEANS TO EACH INDIVIDUAL INVESTOR.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,610,664TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$387,403TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$6,979,925TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee30EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONNA M CARONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122800170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 N MICHIGAN AVE NO 1900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES CLOONAN
CHAIRMAN32.00Yes (X)Yes (X)$164,442$0$29,937
JOHN BAJKOWSKI
PRESIDENT/CEO40.00Yes (X)Yes (X)$284,407$0$32,056
JOHN MARKESE
VICE CHAIRMAN2.00Yes (X)$14,342$0$0
BYRON POLLACK
DIRECTOR2.00Yes (X)$14,342$0$0
LLOYD SHEFSKY
DIRECTOR2.00Yes (X)$14,342$0$0
GEORGE W GAU
DIRECTOR2.00Yes (X)$14,342$0$0
HARRY MADORIN
SR VP OPERATIONS/SECRETARY40.00Yes (X)$229,798$0$27,783
ADAM PFEFFER
VP MARKETING40.00Yes (X)$198,382$0$29,027
CHARLES ROTBLUT
VP EDITOR40.00Yes (X)$193,640$0$22,727
WAYNE THORP
VP SR FIN ANALYST40.00Yes (X)$143,349$0$12,007
NICK POWELL
IS DIRECTOR40.00$127,382$0$23,220Yes (X)
DONNA CARONE
CONTROLLER40.00$141,870$0$15,575Yes (X)
PETER NGUYEN
WEB MANAGER40.00$108,428$0$17,103Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,649,066TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$209,435TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PERSONIFY
PO BOX 759470BALTIMOREMD21275COMPUTER SOFTWARE$464,899
LSC COMMUNICATIONS
PO BOX 842291BOSTONMA022842291COMMUNICATIONS$422,947
GOLDSTAR GRAPHICS
17549 W WINDHAVEN CTGRAYSLAKEIL60030PRINTING$362,457
ZELL GRAPHICS
329 W 18TH STREETCHICAGOIL60616MAILING HOUSE$216,886
THOMPSON REUTERS
PO BOX 415983BOSTONMA02241DATA SERVICES$212,468
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP PROGRAMS990009$3,199,462$3,199,462
SUBSCRIPTIONS990009$2,756,184$2,756,184
NATIONAL PROGRAMS990009$224,508$224,508
FieldValueIRS element (for citing)
Total Program Service Revenue$6,180,154TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,368TotalRevenueColumnAmt
Exclusion$101,368ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$616,901TotalRevenueColumnAmt
Exclusion$616,901ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,264,994SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$859,437SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$405,557SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$405,557TotalRevenueColumnAmt
Exclusion$405,557ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$546,555GrossSalesOfInventoryAmt
Cost Of Goods Sold$159,152CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$387,403TotalRevenueColumnAmt
Related Or Exempt Func Income$387,403RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,691,383TotalRevenueColumnAmt
Related Or Exempt Func Income$6,567,557RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,123,826ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,374,036TotalAmt
Program Services$1,236,632ProgramServicesAmt
Management And General$137,404ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,277,862TotalAmt
Program Services$1,150,076ProgramServicesAmt
Management And General$127,786ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$53,952TotalAmt
Program Services$48,557ProgramServicesAmt
Management And General$5,395ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$289,622TotalAmt
Program Services$260,660ProgramServicesAmt
Management And General$28,962ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$152,616TotalAmt
Program Services$137,354ProgramServicesAmt
Management And General$15,262ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$26,366TotalAmt
Program Services$23,729ProgramServicesAmt
Management And General$2,637ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,721TotalAmt
Program Services$30,349ProgramServicesAmt
Management And General$3,372ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,429,418TotalAmt
Program Services$1,286,476ProgramServicesAmt
Management And General$142,942ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$222,552TotalAmt
Program Services$200,297ProgramServicesAmt
Management And General$22,255ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$476,636TotalAmt
Program Services$428,972ProgramServicesAmt
Management And General$47,664ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$331,870TotalAmt
Program Services$298,683ProgramServicesAmt
Management And General$33,187ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$221,183TotalAmt
Program Services$199,065ProgramServicesAmt
Management And General$22,118ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,913TotalAmt
Program Services$12,522ProgramServicesAmt
Management And General$1,391ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$194,783TotalAmt
Program Services$175,305ProgramServicesAmt
Management And General$19,478ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,479TotalAmt
Program Services$30,131ProgramServicesAmt
Management And General$3,348ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,983TotalAmt
Program Services$20,685ProgramServicesAmt
Management And General$2,298ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PUBLICATIONS$1,101,374$991,236$110,138
MEMBER INFORMATION$233,254$209,929$23,325
CHAPTERS$201,856$181,670$20,186
MISCELLANEOUS$63,907$57,597$6,310

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,755,383TotalAmt
Program Services$6,979,925ProgramServicesAmt
Management And General$775,458ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$161BOYAmt
EOY$49EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$582,459BOYAmt
EOY$655,239EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$69,084BOYAmt
EOY$167,665EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,265BOYAmt
EOY$1,981EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$353,720BOYAmt
EOY$222,926EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$849,333LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$360,670LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$77,845BOYAmt
EOY$488,663EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,496,119BOYAmt
EOY$6,587,203EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,581,653BOYAmt
EOY$8,123,726EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$502,198BOYAmt
EOY$218,764EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$17,311,657BOYAmt
EOY$16,467,826EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$130,929BOYAmt
EOY$163,511EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,944,784BOYAmt
EOY$16,850,101EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$9,363,131BOYAmt
EOY-$8,726,375EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$9,363,131BOYAmt
EOY-$8,726,375EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,581,653BOYAmt
EOY$8,123,726EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$64,000ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$523,295NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$177,461PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,464,168CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,728,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,585,446CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,007,482CurrentTaxYearMinus1YearAmt
Current Tax Year$6,726,709CurrentTaxYearAmt
Total$32,512,215TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,464,168CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,728,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,585,446CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,007,482CurrentTaxYearMinus1YearAmt
Current Tax Year$6,726,709CurrentTaxYearAmt
Total$32,512,215TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$32,512,215PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$431,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$546,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$623,131CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$655,110CurrentTaxYearMinus1YearAmt
Current Tax Year$718,275CurrentTaxYearAmt
Total$2,974,978TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$431,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$546,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$623,131CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$655,110CurrentTaxYearMinus1YearAmt
Current Tax Year$718,275CurrentTaxYearAmt
Total$2,974,978TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,895,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,275,101CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,208,577CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,662,592CurrentTaxYearMinus1YearAmt
Current Tax Year$7,444,984CurrentTaxYearAmt
Total$35,487,193TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91620PublicSupportCY509Pct
Public Support PY5090.92220PublicSupportPY509Pct
Investment Income CY0.08380InvestmentIncomeCYPct
Investment Income PY0.07780InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,589OtherCostOrOtherBasisAmt
Depreciation$38,589DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$116,656OtherCostOrOtherBasisAmt
Depreciation$113,625DepreciationAmt
Book Value$3,031BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$694,088OtherCostOrOtherBasisAmt
Depreciation$208,456DepreciationAmt
Book Value$485,632BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$488,663TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCRUED PAYROLL EXPENSESDesc
Amt$163,511Amt
FieldValueIRS element (for citing)
Total Liability$163,511TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES CLOONAN
CHAIRMAN$164,442$0$0$0$0$0$7,568$0$22,369$0$194,379$0$0$0
JOHN BAJKOWSKI
PRESIDENT/CEO$284,407$0$0$0$0$0$13,250$0$18,806$0$316,463$0$0$0
HARRY MADORIN
SR VP OPERATIONS/SECRETARY$229,798$0$0$0$0$0$11,684$0$16,099$0$257,581$0$0$0
ADAM PFEFFER
VP MARKETING$198,382$0$0$0$0$0$10,227$0$18,800$0$227,409$0$0$0
CHARLES ROTBLUT
VP EDITOR$193,640$0$0$0$0$0$9,927$0$12,800$0$216,367$0$0$0
WAYNE THORP
VP SR FIN ANALYST$143,349$0$0$0$0$0$7,235$0$4,772$0$155,356$0$0$0
NICK POWELL
IS DIRECTOR$127,382$0$0$0$0$0$6,485$0$16,735$0$150,602$0$0$0
DONNA CARONE
CONTROLLER$141,870$0$0$0$0$0$7,235$0$8,340$0$157,445$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE TAX RETURN AND SCHEDULES ARE GIVEN TO THE PRESIDENT TO REVIEW AFTER THEY HAVE BEEN COMPLETED. COPIES ARE THEN SENT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. ANY QUESTIONS AND COMMENTS ARE SUBMITTED BY THE BOARD TO THE PRESIDENT AND CONTROLLER. IF CHANGES ARE REQUIRED, THE REVISED RETURN IS SENT AGAIN TO THE BOARD FOR FINAL APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CALL OFFICERS AND DIRECTORS ARE MONITORED BY THE CHIEF EXECUTIVE AND CHAIRMAN REGARDING ALL SIGNIFICANT TRANSACTIONS FOR ANY CONFLICT OF INTEREST. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ALSO REVIEWS THESE TRANSACTIONS.
FORM 990, PART VI, SECTION B, LINE 15THE ANNUAL NATIONAL COMPENSATION STUDY SALARY SURVEY BY THE AMERICAN RESEARCH COMPANY IS PROVIDED TO THE BOARD OF DIRECTORS. THE SURVEY IS REVIEWED BY THE INDEPENDENT BOARD DIRECTORS WHO COMPRISE THE COMPENSATION COMMITTEE. ALL OFFICER COMPENSATION IS REVIEWED BY THE COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC WITH A WRITTEN REQUEST. COPIES ARE MADE AND MAILED TO THE INTERESTED PARTY.