2017-11-10T07:24:40-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-01-01 136095316 AMERICAN HOTEL AND LODGING EDUCATIONAL FOUNDATION INC AMER 2022893100 1250 I STREET NW NO 1100 WASHINGTON DC 20005 KATHERINE LUGAR CHIEF EXECUTIVE OFFICER OF AH&LA 2022893100 2017-11-08 1 DAVID TRIMNER CPA P00444822 5712279500 67.137.57.251 2017-11-08 14:41:18 ES P 07CFC8338AB533BF649A2BED41BB2CAEB54A9D32 939926C07207B06E5739D7A3CC5DF497BF659E8D 2016 2017-02-10 21:41:12Z KATHERINE LUGAR 1250 I STREET NW NO 1100 WASHINGTON DC 20005 18520202 0 X WWW.AHLEF.ORG X 1953 NY HELPS PEOPLE BUILD CAREERS THAT IMPROVE LIVES AND STRENGTHENS THE LODGING INDUSTRY. 16 16 4 16 0 0 1981441 7810920 0 0 1476611 655908 -188899 -241026 3269153 8225802 1253353 1439560 0 0 259305 271928 157500 422591 612659 529480 799053 2199638 2933132 1069515 5292670 21656059 27193863 521353 488231 21134706 26705632 X THE AMERICAN HOTEL & LODGING EDUCATIONAL FOUNDATION (AH&LEF) HAS SERVED AS THE CHARITABLE ARM FOR THE HOTEL AND LODGING INDUSTRY FOR OVER 60 YEARS. WITH A MISSION DEDICATED TO HELPING PEOPLE BUILD CAREERS THAT IMPROVE THEIR LIVES AND STRENGTHEN THE LODGING INDUSTRY, THE FOUNDATION HAS DISBURSED MORE THAN $22 MILLION THROUGH ITS PROGRAMS SINCE ITS INCEPTION. IN 2016, THE FOUNDATION AWARDED MORE THAN $1.45 MILLION TOWARD SCHOLARSHIPS, EDUCATIONAL PROGRAMMING, WORKFORCE/PROFESSIONAL DEVELOPMENT, CUTTING-EDGE RESEARCH PROJECTS AND GRANTS. 0 0 1243040 1243040 GRANTS AND SCHOLARSHIPS: THE AMERICAN HOTEL & LODGING EDUCATIONAL FOUNDATION (AHLEF) AWARDED ACADEMIC SCHOLARSHIPS TO 383 PROMISING HOSPITALITY MANAGEMENT STUDENTS ATTENDING 90 COLLEGES AND UNIVERSITIES ACROSS THE COUNTRY. ADDITIONALLY, 10 HOTEL EMPLOYEES RECEIVED PROFESSIONAL DEVELOPMENT SCHOLARSHIPS FOR CERTIFICATION AND DISTANCE LEARNING. TEN SCHOLARSHIP RECIPIENTS WERE SELECTED TO ATTEND THE 2016 LODGING CONFERENCE TO NETWORK WITH INDUSTRY LEADERS AND LEARN ABOUT IMPORTANT INDUSTRY ISSUES. 116020 116020 WORKFORCE DEVELOPMENT INITIATIVE: SKILLS, TASKS, AND RESULTS TRAINING (START) IS A ONE-YEAR PROGRAM THAT PREPARES BOTH HIGH SCHOOL AND WORKFORCE DEVELOPMENT-BASED STUDENTS TO ENTER THE INDUSTRY, AND TRAINS ENTRY-LEVEL WORKERS, WELFARE-TO-WORK PARTICIPANTS, AND DISPLACED WORKERS. IT'S USED IN 450 SCHOOLS AND WORKFORCE FACILITIES. THE HOSPITALITY AND TOURISM MANAGEMENT PROGRAM (HTMP) IS THE OFFICIAL INDUSTRY-RECOGNITION CURRICULUM TO PREPARE HIGH SCHOOL STUDENTS FOR ROLES IN THE HOSPITALITY INDUSTRY AND IS OFFERED IN 656 HIGH SCHOOLS. MORE THAN 7,000 CREDENTIALS WERE AWARDED TO STUDENTS ENROLLED IN SCHOOL-TO-CAREER AND WORKFORCE DEVELOPMENT PROGRAMS THROUGH THESE PROGRAMS IN 2016. 80500 80500 RESEARCH AND PROJECT FINDING PROGRAM: EIGHT GRANTS WERE AWARDED IN 2016 TO EDUCATE THE PUBLIC IN AREAS SUCH AS LODGING TAX RATES, THE IMPACT HOTELS HAVE ON THE ECONOMY, AND SHORT-TERM ONLINE RENTALS. THE FOLLOWING IS A COMPLETE LIST:- ECONOMIC IMPACT OF THE U.S. HOTEL INDUSTRY; - FROM AIR MATTRESSES TO UNREGULATED BUSINESSES: AN ANALYSIS OF THE OTHER SIDE OF AIRBNB; - U.S. HOTEL SMALL BUSINESS OWNERSHIP STUDY;- MILLENNIALS IN THE HOTEL INDUSTRY; - HOSTS WITH MULTIPLE UNITS: A KEY DRIVER OF AIRBNB GROWTH;- U.S. LODGING TAX STUDY;- ADA TITLE RULEMAKING SUPPORT ACTIVITY GRANT AND- ANS COMMITTEE SUPPORT ACTIVITY. 1439560 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 39 0 4 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AK AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X X MIKE WILLIAMS 2022893100 1250 I STREET NW SUITE 1100 WASHINGTON DC 20005 MINAZ ABJI CHAIRMAN OF THE BOARD 1.00 2.00 X X 0 0 0 KIRK KINSELL VICE-CHAIRMAN OF THE BOARD 1.00 2.00 X X 0 0 0 PAUL KIRWIN SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 JAMES ABRAHAMSON BOARD MEMBER 1.00 2.00 X 0 0 0 GEOFF BALLOTTI BOARD MEMBER 1.00 2.00 X 0 0 0 JOE BERGER BOARD MEMBER 1.00 X 0 0 0 LYNNE DOUGHERTY BOARD MEMBER 1.00 X 0 0 0 ANTHONY A FALOR BOARD MEMBER 1.00 X 0 0 0 CHUCK FLOYD BOARD MEMBER 1.00 X 0 0 0 MARC J GORDON BOARD MEMBER 1.00 2.00 X 0 0 0 KEVIN P HANLEY BOARD MEMBER 1.00 X 0 0 0 DAVE JOHNSON BOARD MEMBER 1.00 2.00 X 0 0 0 NANCY JOHNSON CHA BOARD MEMBER 1.00 X 0 0 0 ROBERT KLINE BOARD MEMBER 1.00 X 0 0 0 ROBERT OHALLORAN BOARD MEMBER 1.00 X 0 0 0 NEIL SHAH BOARD MEMBER 1.00 X 0 0 0 JOORI JEON PRESIDENT/CEO 4.00 36.00 X 0 399039 42153 KATHERINE LUGAR CEO OF AH&LA 4.00 25.00 X 0 793432 46810 MICHELLE POINELLI SR. VP OF THE FOUNDATION 40.00 X 136895 0 35529 136895 1192471 124492 1 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 19182 CONSULTING 422591 PINEHURST INC PO BOX 63101 CHARLOTTE NC 282633101 CATERING SERVICES 304250 TOURISM ECONOMICS 303 WEST LANCASTER AVENUE WAYNE PA 19087 RESEARCH SERVICES 160500 3 521605 897610 6391705 306525 7810920 445640 445640 9834120 9623852 210268 210268 210268 429522 521605 670548 -241026 -241026 8225802 0 0 414882 592694 592694 846866 846866 214009 140680 73329 12265 8062 4203 29722 19538 10184 15932 10473 5459 1860 1860 67114 67114 422591 422591 85603 85603 22093 566 21527 61691 43985 17706 12849 12849 11659 11601 58 202557 187254 15303 6405 6405 BAD DEBT EXPENSE 280308 280308 TEMPORARY AGENCY 31021 31021 STATE SOLICITATION & RE 11278 11278 DUES AND SUBSCRIPTIONS 2021 2021 2594 2594 2933132 1439560 880913 612659 134284 176200 778061 337779 347700 5144451 56246 92632 25000 27767 6500 6500 0 0 19294689 19843503 1020079 1571531 21656059 27193863 402876 311788 71696 71696 46781 104747 521353 488231 X 13192806 18548940 3167609 3382401 4774291 4774291 21134706 26705632 21656059 27193863 5292670 278256 0 X 0 1 X 1 0 X X 1 AMERICAN HOTEL & LODGING ASSOCIATION 130432130 10 1 0 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 11G, COLUMN (VI), OTHER SUPPORT: RENT, DEPRECIATION, INSURANCE, IT OFFICE AND COMPUTER SUPPLIES/SOFTWARE, GENERAL OFFICE SUPPLIES/MAINTENANCE, AND A PORTION OF SALARIES AND TRAVEL FOR THE FOLLOWING EMPLOYEES: CFO, CEO, FINANCE ADMIN, OPERATIONS MANAGER, COMMUNICATIONS DEPARTMENT, CONVENTIONS AND MEETINGS DEPARTMENT, BUSINESS DEVELOPMENT VP, IT DEPARTMENT. PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATION IS EXEMPT UNDER SECTION 501(C)(6), SEE BELOW. PART IV, SECTION A, LINE 3B: DURING THE PREPARATION OF THE TAX RETURN, THE ORGANIZATION CALCULATED THE SUPPORT TEST DESCRIBED IN SECTION 509(A)(2) FOR THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION HAS A PUBLIC SUPPORT PERCENTAGE FOR 2016 OF 58.86% AND AN INVESTMENT INCOME PERCENTAGE FOR 2016 OF 3.68%. PART IV, SECTION A, LINE 3C: NO MONETARY SUPPORT WAS GIVEN TO THE SUPPORTED ORGANIZATION DURING 2016. PART IV, SECTION A, LINE 6: THE FOUNDATION PROVIDED SUPPORT TO OTHER ORGANIZATIONS BASED ON ALIGNMENT WITH ITS MISSION AND OPERATIONS. SEE FURTHER DETAIL ON SCHEDULE I. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7810257 1500 350662 287293 7875126 8025951 108250 -63528 260416 7810257 7770258 16850 525275 100014 186418 8025951 6663065 244697 1077183 214687 7770258 6100279 57749 720030 214993 6663065 0.60620 0.39380 0 0 6500 6500 0 0 HEDGE FUNDS 1571531 F 1571531 DUE TO AFFILIATES 104747 104747 X PART V, LINE 4: PROVIDE SCHOLARSHIPS AND GRANTS FOR EDUCATION IN THE INDUSTRY. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE CODE. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. X 1 COMMUNITY COUNSELLING SERVICE CO LLC POBOX 824885 PHILADELPHIA PA 191824885 CAPITAL CAMPAIGN FUNDRAISING 0 6484301 422591 6061710 6484301 422591 6061710 AL AK AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV GOLF CLASSIC 587853 259678 328175 31994 44598 301994 13960 BIG APPLE SILENT AUCTION 363274 261927 101347 7322 270680 951127 521605 429522 31994 44598 309316 284640 670548 -241026 1 AMERICAN FAMILY VOICES 1250 EYE STREET NW SUITE 250 WASHINGTON DC 20005 204411492 8750 ACCESSIBILITY STUDY GRANT AMERICAN HOTEL & LODGING EDUCATIONAL INSTITUTE 800 N MAGNOLIA AVENUE SUITE 300 ORLANDO FL 32803 381557821 501(C)(3) 204000 FUNDING WAS AWARDED TO SUPPORT THE EDUCATIONAL INSTITUTE'S WORKFORCE DEVELOPMENT AND HIGH SCHOOL PROGRAM INITIATIVES, WHICH PROVIDES ENTRY-LEVEL TRAINING TO A VARIETY OF INDIVIDUALS INCLUDING, YOUTH, IMMIGRANTS, AND REFUGEES, FORMERLY HOMELESS ADULTS, PRISON INMATES, PEOPLE WITH DISABILITIES, DISPLACED WORKERS AND MILITARY VETERANS. CBRE INC 3475 LENOX ROAD SUITE 725 ATLANTA GA 30316 952743174 17500 TRENDS AND TAX REVENUE OF COMMERCIAL HOSTS ON AIRBNB JOHN W O'NEILL MAI CHE PHD 567 LONGBAM ROAD STATE COLLEGE PA 16803 060420079 45000 AIRBNB DATA KALIBRI LABS 1 CHURCH STREET SUITE 101 ROCKVILLE MD 20850 454301420 18000 SUPPLY AIRBNB DATA; DISTRIBUTION CHANNEL ANALYSIS 2.0 STR INC 735 E MAIN STREET HENDERSONVILLE TN 37075 621376327 15375 AIRBNB DATA; LODGING TAX STUDY; SMALL BUSINESS STUDY TOURISM ECONOMICS LLC 303 WEST LANCASTER AVENUE SUITE 2E WAYNE PA 19087 300540227 114500 ECONOMIC IMPACT OF THE US HOTEL INDUSTRY; LODGING TAX STUDY US CONFERENCE OF MAYORS 1620 EYE STREET NW 4TH FLOOR WASHINGTON DC 20006 530196642 501(C)(3) 62500 USCM/AH&LA IMPACT OF HOTELS WAGEWATCH IN PO BOXE 15851 PHOENIX AZ 85060 900020181 16000 MILLENNIAL HOTEL SURVEY 2 7 SCHOLARSHIPS 383 846866 PART I, LINE 2: THE AMERICAN HOTEL & LODGING EDUCATIONAL FOUNDATION (AHLEF) ACADEMIC SCHOLARSHIPS ARE DISBURSED IN TWO EQUAL PAYMENTS -THE FIRST IN SEPTEMBER AND THE SECOND IN DECEMBER. THE CHECKS ARE MADE PAYABLE TO BOTH THE STUDENTS AND SCHOOLS AND MUST BE ENDORSED BY BOTH PARTIES. THE CHECKS ARE SENT DIRECTLY TO THE SCHOOLS WHICH MUST VERIFY THE STUDENT'S ENROLLMENT PRIOR TO DISBURSING THE CHECK. ALL MONIES MUST BE USED FOR THE PAYMENT OF TUITION, FEES, AND BOOKS. ANY REMAINING FUNDS MUST BE RETURNED TO AH&LEF. FUNDING AGREEMENTS ARE SIGNED FOR ALL GRANTS DISBURSED THROUGH AH&LEF'S RESEARCH AND PROJECT FUNDING PROGRAM. TYPICALLY AH&LEF WILL DISBURSE 50% OF THE GRANT UPON RECEIPT OF THE SIGNED AGREEMENT, 25% UPON RECEIPT OF THE PROGRESS REPORT, AND THE REMAINING 25% UPON RECEIPT OF THE FINAL DELIVERABLE AS DEFINED IN THE AGREEMENT. ADDITIONALLY, AH&LEF REQUESTS EACH GRANTEE TO COMPLETE A POST EVALUATION REPORT WHICH GIVES A BRIEF DESCRIPTION OF THE PROJECT AS WELL AS ITS RESULTS AND BENEFITS. 0 0 0 0 0 0 0 0 0 JOORI JEON PRESIDENT/CEO 0 369039 0 30000 0 0 0 15900 0 26253 0 441192 0 0 KATHERINE LUGAR CEO OF AH&LA 0 639351 0 150000 0 4081 0 15900 0 30910 0 840242 0 0 MICHELLE POINELLI SR. VP OF THE FOUNDATION 135395 0 1500 0 0 0 8700 0 26829 0 172424 0 0 0 PART I, LINE 3 A COMMITTEE MADE UP OF THE CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR AND TREASURER/SECRETARY OF AH&LA (A RELATED ORGANIZATION) REVIEWS THE "ASSOCIATION EXECUTIVE COMPENSATION & BENEFITS STUDY" PUBLISHED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. THIS STUDY EXAMINES THE SALARIES AND EMPLOYMENT BENEFITS OF CHIEF EXECUTIVE OFFICERS OF NON-PROFIT ORGANIZATIONS, AS WELL AS OTHER KEY POSITIONS. THE STUDY IS BROKEN DOWN INTO GEOGRAPHIC LOCATION OF NON-PROFIT ORGANIZATIONS AND BUDGET SIZE. THE COMPENSATION AND BENEFITS OF THE CEO ARE MEASURED AGAINST THE RESULTS OF THE STUDY. ADDITIONALLY, THE BOARD OF DIRECTORS OF AH&LA GIVES ITS FINAL APPROVAL IN HIRING THE CEO AND DETERMINES HIS/HER COMPENSATION. WITH RESPECT TO OTHER EMPLOYEES OF THE FOUNDATION AND RELATED ORGANIZATIONS, THE CEO SETS THEIR COMPENSATION. THE KEY EMPLOYEES OF THE FOUNDATION AND RELATED ORGANIZATIONS RECEIVE THE SAME BENEFITS THAT THE ENTIRE STAFF OF SUCH ORGANIZATIONS X VARIOUS AUCTION ITEMS 195 306525 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EACH PERSON SIGNING THE CERTIFICATE OF INCORPORATION SHALL BE A MEMBER OF THE CORPORATION. AS A RESULT OF VOLUNTARY WITHDRAWALS OF SIGNING MEMBERS, THE AMERICAN HOTEL AND LODGING ASSOCIATION IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ANY INDIVIDUAL, CORPORATION OR ASSOCIATION WHO OR WHICH IS OR AT ANY TIME HAS BEEN CONNECTED IN ANY WAY WITH THE HOTEL BUSINESS MAY BE ELECTED A MEMBER OF THE CORPORATION IF SUCH INDIVIDUAL'S, CORPORATION'S OR ASSOCIATION'S NAME BE PROPOSED AS SUCH AT ANY MEETING OF THE MEMBERS AT WHICH A QUORUM IS PRESENT, AND IF SUCH INDIVIDUAL'S, CORPORATION'S OR ASSOCIATION'S ELECTION BE APPROVED BY A MAJORITY OF THE MEMBERS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DELEGATED THE REVIEW OF FORM 990 TO THE AUDIT AND CERTIFICATION & CREDENTIALS COMMITTEE (ACC) THE RESPONSIBILITY TO REVIEW THE RETURN BEFORE FILING. THE ACC REVIEWS THE ENTIRE RETURN AND DIRECTS ANY QUESTIONS TO THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL EMPLOYEES ARE GIVEN THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SIGN THE ACKNOWLEDGMENT FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND THE POLICY AND GUIDELINES. ADDITIONALLY, THE POLICY IS IN THE EMPLOYEE HANDBOOK THAT THEY, ON AN ANNUAL BASIS, MUST REVIEW AND SIGN. SHOULD A CONFLICT OF INTEREST BE BROUGHT TO THE FOUNDATION'S ATTENTION, ALL LEGAL GUIDELINES WILL BE FOLLOWED ACCORDING TO THE POLICY SET FORTH IN THE EMPLOYEE HANDBOOK, BOARD MEMBERS ARE REQUIRED TO SIGN ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE POLICY IS ALSO INCLUDED IN THE BOARD AGENDA AT ALL GOVERNANCE MEETINGS ALONG WITH THE ANTI-TRUST LAW AS A REMINDER OF THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AMERICAN HOTEL AND LODGING EDUCATIONAL INSTITUTE 800 N MAGNOLIA AVENUE SUITE 300 ORLANDO FL 32803 381557821 HOSPITALITY TRAINING FL 501(C)(3) LINE 12A, I AMERICAN HOTEL & LODGING ASSOCIATION 0 AMERICAN HOTEL AND LODGING ASSOCIATION 1250 I STREET NW SUITE 1100 WASHINGTON DC 20005 130432130 MEMBERSHIP ORGANIZATION NY 501(C)(6) N/A 0 AMERICAS LODGING INVESTMENT SUMMIT LLC 2900 BRISTOL STREET SUITE D1010 COSTA MESA CA 92626 522313996 INDUSTRY RELATED CONFERENCING CA AMERICAN HOTEL & LODGING ASSOCIATION RELATED 0 0 AMERICAN HOTEL & LODGING ASSOCIATION DIRECTORY CORPORATION 1250 I STREET NW SUITE 1100 WASHINGTON DC 200053931 130432100 PUBLISHER NY AMERICAN HOTEL & LODGING ASSOCIATION C 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 AMERICAN HOTEL & LODGING ASSOCIATION C 897610 CASH AMERICAN HOTEL & LODGING ASSOCIATION K 500107 CASH AMERICAN HOTEL & LODGING ASSOCIATION O 212893 CASH AMERICAN HOTEL & LODGING ASSOCIATION P 239932 CASH AMERICAN HOTEL & LODGING ASSOCIATION EDUCATIONAL INSTITUTE B 204000 CASH