AMC INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMC INSTITUTE (EIN 36-6129732)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201713149349301576
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T10:14:27-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366129732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMC INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMCI | BusinessNameControlTxt |
| Phone | 8564237222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 DUKE STREET NO 200 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PAYNE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2023671100 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JACOBSON | PreparerPersonNm |
| PTIN | P01685411 | PTIN |
| Phone | 2156433900 | PhoneNum |
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 | 2017-11-08 | IPDt |
| IP Tm | 17:06:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 27888C20BFBDE38C15492DFF306DB6C3FEBB554D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E54F94374F221F7E7B33A99DBD17B932AED3BD09 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 DUKE STREET NO 200 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,113,192 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AMCINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROMOTION OF ASSOCIATION MANAGEMENT COMPANIES THROUGH EDUCATION AND TRAINING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 84 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $969,995 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,096,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,465 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,255 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $990,460 | PYTotalRevenueAmt |
| CY Total Revenue | $1,108,074 | 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 | $923,774 | PYOtherExpensesAmt |
| CY Other Expenses | $1,103,380 | CYOtherExpensesAmt |
| PY Total Expenses | $923,774 | PYTotalExpensesAmt |
| CY Total Expenses | $1,103,380 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $66,686 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,694 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,438,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,362,637 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $498,040 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $383,036 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $940,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $979,601 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROMOTION OF ASSOCIATION MANAGEMENT COMPANIES THROUGH EDUCATION AND TRAINING | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDING EDUCATION, KNOWLEDGE EXCHANGE AND PEER NETWORKING OPPORTUNITIES THAT SERVE THE BUSINESS NEEDS OF MEMBER COMPANIES AND ENHANCE THEIR ABILITY TO DELIVER QUALITY SERVICES AND VALUE TO THEIR CLIENT ORGANIZATIONS. | Desc |
| 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 |
| 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 | Yes (1) | 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 |
| 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 |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION HEADQUARTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8564390500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 ROUTE 73 SUITE 200 | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES T HALL JR | ||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG SCHULTZ | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRED STRINGFELLOW | ||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAMELA H MCKENNA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICK RUFFIN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE SHEEHY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL PAYNE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRINA CAMACHO-LONDON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JP GUILBAULT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENNETT NAPIER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN FULLER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB LEWIS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SERGE MICHELI | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE A MURPHY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN WESLOH | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA WEHMEIR | ||||||
| CHIEF EXECUTIVE DIRECTOR | 40.00 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TALLEY MANAGEMENT GROUP | |||||
| 19 MANTUA ROAD | MT ROYAL | PA | 08061 | MANAGEMENT SERVICES | $405,092 |
| ASSOCIATION HEADQUARTERS | |||||
| 1120 ROUTE 73 STE 200 | MT LAUREL | NJ | 08054 | MANAGEMENT SERVICES | $141,252 |
| NAVIGATE STRATEGIES | |||||
| 5 RIVERVIEW COURT | SECAUCUS | NJ | 07094 | BRANDING AND MARKETING SERVICES | $123,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DUES | 900099 | $829,893 | $829,893 |
| MEETINGS | 900099 | $211,544 | $211,544 |
| ACCREDITATION | 900099 | $33,000 | $33,000 |
| MARKETING | 900099 | $18,210 | $18,210 |
| BENCHMARKING | 900099 | $4,172 | $4,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,096,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,873 | TotalRevenueColumnAmt |
| Exclusion | $10,873 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,500 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,118 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382 | TotalRevenueColumnAmt |
| Exclusion | $382 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,108,074 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,096,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,255 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,344 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,200 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,391 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,984 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,488 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,172 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,697 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,914 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,883 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRANSITION EXPENSE | $131,903 |
| INTERNATIONAL INITIATIV | $25,353 |
| BANK CHARGES AND SERVIC | $22,478 |
| MEMBERSHIP | $13,085 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,488 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,380 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,091 | BOYAmt |
| EOY | $513,233 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,493 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,871 | BOYAmt |
| EOY | $7,048 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,603 | BOYAmt |
| EOY | $842,356 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,058 | BOYAmt |
| EOY | $1,362,637 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,150 | BOYAmt |
| EOY | $26,397 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,890 | BOYAmt |
| EOY | $352,434 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,040 | BOYAmt |
| EOY | $383,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,018 | BOYAmt |
| EOY | $979,601 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,018 | BOYAmt |
| EOY | $979,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,058 | BOYAmt |
| EOY | $1,362,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,694 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,889 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO CANADA AMC | Desc |
| Amt | $4,205 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,205 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,501,900 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $34,889 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $358,937 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $393,826 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,108,074 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,108,074 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,462,317 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $358,937 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $358,937 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,103,380 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,103,380 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(6) AND APPLICABLE STATE TAX STATUTES. THE INSTITUTE FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, THE INSTITUTE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE INSTITUTE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2016. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE INSTITUTE OUTSOURCES ITS GENERAL ADMINISTRATION, MEMBERSHIP AND MEETINGS SERVICES TO AN ASSOCIATION MANAGEMENT COMPANY, INCLUDING THE POSITION OF EXECUTIVE DIRECTOR OF THE INSTITUTE. THE TOTAL COMPENSATION FOR THIS ASSOCIATION MANAGEMENT COMPANY AMOUNTED TO $678,247 AND IS REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE INSTITUTE HAS MEMBERS. THE INSTITUTE'S BYLAWS PROVIDE THAT ONLY THE BOARD OF DIRECTORS SHALL HAVE THE RIGHT TO VOTE ON ANY MATTER UNDER THE BYLAWS, INCLUDING BUT NOT LIMITED TO, THE RIGHT TO VOTE FOR THE ELECTION OF A DIRECTOR OR DIRECTORS, OR ON THE DISPOSTION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS, OR ON A DISSOLUTION, OR ON ANY CHANGES TO THE ARTICLES OF INCORPORATION OR THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS ESTABLISHES THE POLICIES GOVERNING THE CONDUCT OF ELECTIONS. AT THE ANNUAL MEETING, A MAJORITY OF THE VOTING MEMBERS PRESENT AND VOTING SHALL ELECT THE NUMBER OF DIRECTORS AS NECESSARY TO FILL VACANCIES OF DIRECTORS WHOSE TERMS EXPIRE. |
| FORM 990, PART VI, SECTION A, LINE 7B | FROM TIME TO TIME, SPECIAL MEETINGS MAY BE CALLED BY THE MEMBERS OF THE ORGANIZATION TO REVIEW DECISIONS MADE BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | ELECTRONIC DRAFT COPIES ARE SENT TO THE EXECUTIVE DIRECTOR OF THE INSTITUTE FOR DISSEMINATION TO THE BOARD OF DIRECTORS WITH WRITTEN INSTRUCTIONS TO REVIEW AND APPROVE THE FORM IN ACCORDANCE WITH IRS REGULATIONS. WRITTEN COMMENTS AND QUESTIONS BY THE BOARD, IF ANY ARE SENT TO THE ACCOUNTANT FOR RESPONSE. OTHERWISE, EACH BOARD MEMBER SIGNS OFF ON THE WRITTEN INSTRUCTION SHEET INDICATING THEIR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT ANNUALLY STATING THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD DIMINSH THEIR CAPACITY TO SERVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ANY MEMBER OF THE GENERAL PUBLIC MAY REQUEST TO INSPECT COPIES OF THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AT THE MANGEMENT'S OFFICE. |