2017-10-17T11:04:17-05:00 2017-03-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-04-01 850211201 THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS ASSO 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 E LANDER MEDLIN EXECUTIVE VICE PRESIDENT 7036841446 2017-10-16 1 DAVID TRIMNER P00444822 5712279500 67.137.57.251 2017-10-16 13:25:01 ED P A1F046B953991414D17544BCF233C1AB5D570FBA 939926C07207B06E5739D7A3CC5DF497BF659E8D 2016 2021-01-29 14:40:06Z E LANDER MEDLIN 1643 PRINCE STREET ALEXANDRIA VA 22314 5560269 0 X WWW.APPA.ORG X 1914 DC MAINTAIN, PROTECT AND PROMOTE THE QUALITY OF EDUCATIONAL FACILITIES. 22 22 15 22 512407 -1000 244041 212888 4722475 4595661 4811 4039 653391 725809 5624718 5538397 0 0 0 0 1808878 2078456 0 0 0 3782540 3476863 5591418 5555319 33300 -16922 4526778 4578703 2113715 2182562 2413063 2396141 X THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE 0 0 1409130 1649139 CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPANDED SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT. 878644 996461 ANNUAL CONFERENCE TO ADDRESS RECENT CHANGES AND PROVIDE INDUSTRY UPDATES. 778506 125439 PUBLICATIONS DISTRIBUTED CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS 1260826 1924521 OTHER PROGRAM SERVICES INCLUDE, RESEARCH AND DEVELOPMENT, MEMBERSHIP, APPANET, FMEP. 1260826 1924521 4327106 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 15 1 1 1 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X JOHN BERNHARDS AVP 7036841446 1643 PRINCE STREET ALEXANDRIA VA 223142818 PETER STRAZDAS PRESIDENT -FIRST HALF OF YEAR 5.00 X X 6138 0 0 CHUCK SCOTT PRESIDENT-SECOND HALF OF YEAR 5.00 X X 3836 0 0 RANDOLPH HARE IMMEDIATE PAST PRESIDENT 5.00 X X 897 0 0 JERRY CARLSON SECRETARY-TREASURER 3.00 X X 0 0 0 NORM YOUNG VP, INFORMATION & RESEARCH 3.00 X X 0 0 0 PAUL WUEBOLD VP, PROFESSIONAL AFFAIRS 3.00 X X 0 0 0 RUTHANN MANLET VP, PROFESSIONAL DEVELOPMENT 2.00 2.00 X X 1332 0 0 MICHELLE FREDERICK CHAIR, REP TO EXEC CMTE 2.00 X X 3450 0 0 KRISTIE KOWALL VICE CHAIR, REP TO EXEC CMTE 2.00 X X 0 0 0 WILLIAM C JOHNSON AT-LARGE BOARD MEMBER 2.00 X X 0 0 0 LINDSAY WAGNER AT-LARGE BOARD MEMBER 2.00 X X 8851 0 0 SHELTON RILEY CAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 DAVID HANDWORK CAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 DALE DEBLOIS ERAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 BETH CLARK ERAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 LOWELL BROMANDER MAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 DAVID WOODSON PCAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 CHUCK DAVIS PCAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 BRIAN JOHNSON RMA REGIONAL BOARD MBR 2.00 X 0 0 0 EMMET BOYLE VICE CHAIR, REP TO EXEC CMTE 0.00 X 0 0 0 WAYNE GOODWIN SRAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 JAY WILLIAMS SRAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 GLEN HAUBOLD CAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 STEVE PEARY ERAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 JODIE SWEAT SRAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 DAVID TURNQUIST RMA REGIONAL BOARD MBR 2.00 X 0 0 0 TONY ICHSAN PCAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 MIKE HAMILTON MAPPA REGIONAL BOARD MBR 2.00 X 0 0 0 CHRIS KOPACH PRESIDENT - ELECT 5.00 X X 2493 0 0 E LANDER MEDLIN EX-OFFICIO - APPA EXECUTIVE VP 40.00 2.00 X 287520 0 61458 JOHN BERNHARDS APPA ASSOCIATE VP 40.00 X 217832 0 44449 STEVE GAZNER DIRECTOR OF KNOWLEDGE MANAGEMENT 40.00 X 142160 0 36986 SUZANNE HEALY DIRECTOR OF PROFESSIONAL DEVELOPMENT 40.00 X 128275 0 28432 CHRISTINA HILLS DIRECTOR OF CREDENTIALING & BENCHMARKING 40.00 X 103673 0 19836 906457 0 191161 5 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 HOTEL SERVICES FOR MEETING 733791 ACGI SOFTWARE 11000 BROKEN LAND PARKWAY 450 COLUMBIA MD 21044 CONVERSION OF DATABASE 275797 ONSTAGE 567 OCOEE BUSINESS PARKWAY OCOEE FL 34761 SERVICES FOR MEETING 230384 CENTERPLATE 201 FIFTH AVENUE SOUTH NASHVILLE TN 37203 CATERING FOR ANNUAL CONFERENCE 197484 CORPORATE PRESS 9700 PHILADELPHIA COURT LANHAM MD 20706 PRINT & MAIL MAGAZINE 105188 6 212888 212888 MEMBERSHIP DUES 900099 1794836 1794836 SEMINARS 900099 1312073 1312073 ANNUAL MEETING 900099 996461 996461 PRESENTATION/REGIONAL 900099 241737 241737 FMEP EVALUATION 900099 129685 129685 120869 120869 4595661 4039 4039 1317 1317 121771 21872 99899 99899 JOB EXPRESS/RESUME BAN 900004 334697 334697 ADVERTISING 541800 177710 177710 112186 112186 624593 5538397 4695560 512407 117542 619604 291214 328390 1086888 819911 266977 85437 75151 10286 181807 117860 63947 104720 71050 33670 21532 21532 75033 75033 546611 450187 96424 480816 379705 101111 40024 40024 109591 109591 689695 395654 294041 1138533 993807 144726 68459 63589 4870 35038 11554 23484 PUBLICATION PRODUCTION 412235 346567 65668 G&A ALLOCATED TO PROGRA 0 270833 -270833 REIMBURSED PAYROLL -140704 -140704 5555319 4327106 1228213 0 86233 78006 1664087 1156325 1156095 1289919 128780 174283 254922 228724 2535572 1213511 942313 1322061 294348 329385 4526778 4578703 335765 358081 1303817 782976 584664 474133 456841 2113715 2182562 X 2403314 2386392 4449 4449 5300 5300 2413063 2396141 4526778 4578703 -16922 0 X 0 1 X 1 0 X 248344 263984 334164 244041 212888 1303421 3797397 4251942 4301442 4886620 4717432 21954833 4045741 4515926 4635606 5130661 4930320 23258254 0 0 0 23258254 6191 5852 5067 4811 5356 27277 652147 157879 199192 0 0 1009218 658338 163731 204259 4811 5356 1036495 28697 92723 121420 2276 11647 112186 126109 4706355 4708354 4932588 5147119 5047862 24542278 0.94770 0.92400 0.04220 0.07430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9749 9749 9360 389 9749 9360 9360 9360 9360 9360 9360 0.54000 0.46000 0 0 189830 189830 1099971 516189 583782 1245771 697322 548449 1322061 TIAA-CREF ANNUITIES 329385 F 329385 DEFERRED COMPENSATION 329385 DUES COLLECTED FOR REGIONS 127456 456841 X 5560270 0 5560270 -21873 -21873 5538397 5577192 21873 21873 5555319 0 5555319 PART V, LINE 4: ENDOWMENT FUNDS ARE FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS. PART X, LINE 2: THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2017 OR 2016. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -21,873. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 21,873. X 1 1 X X X 0 1 0 0 0 0 0 0 0 E LANDER MEDLIN EX-OFFICIO - APPA EXECUTIVE VP 287520 0 0 0 0 0 42056 0 19402 0 348978 0 0 0 JOHN BERNHARDS APPA ASSOCIATE VP 217832 0 0 0 0 0 21882 0 22567 0 262281 0 0 0 STEVE GAZNER DIRECTOR OF KNOWLEDGE MANAGEMENT 142160 0 0 0 0 0 14541 0 22445 0 179146 0 0 0 SUZANNE HEALY DIRECTOR OF PROFESSIONAL DEVELOPMENT 128275 0 0 0 0 0 12828 0 15604 0 156707 0 0 0 PART I, LINE 1A MEMBERS OF THE GOVERNING BODY AND THE EXECUTIVE VICE PRESIDENT HAVE RECEIVED AMOUNTS FOR THE TRAVEL FOR COMPANIONS. THESE AMOUNTS ARE INCLUDED IN THE TAXABLE INCOME OF THE APPLICABLE INDIVIDUALS. PART I, LINE 1B E. LANDER MEDLIN - TRAVEL FOR COMPANIONS - INCLUDED IN TAXABLE COMPENSATION - $6,995 PART I, LINE 4B E. LANDER MEDLIN $13,813 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS OF THE ASSOCIATION SHALL HAVE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHIEF PAID EXECUTIVE (NON-VOTING), PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, VICE PRESIDENT FOR INFORMATION & RESEARCH, VICE PRESIDENT FOR PROFESSIONAL AFFAIRS, VICE PRESIDENT FOR PROFESSIONAL DEVELOPMENT, SECRETARY-TREASURER, AND A DESIGNATED SENIOR REGIONAL REPRESENTATIVE OF THE ASSOCIATION. ANY OTHER MEMBER OF THE BOARD OF DIRECTORS SHALL BE ELIGIBLE FOR MEMBERSHIP ON THE EXECUTIVE COMMITTEE BY A MAJORITY OF THE BOARD OF DIRECTORS. EACH REGION NEED NOT BE REPRESENTED ON THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS AND THE MANAGEMENT OF THE ASSOCIATION TO THE EXTENT PROVIDED IN THE RESOLUTION, AND SHALL ADVISE THE BOARD AND MAKE POLICY INTERPRETATIONS ON BEHALF OF THE BOARD AS THE BOARD BY RESOLUTION MAY SO PROVIDE. THE PRESIDENT AND SECRETARY-TREASURER OF THE BOARD OF DIRECTORS SHALL ACT AS THE CHAIR AND SECRETARY OF THE EXECUTIVE COMMITTEE, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CATEGORIES OF VOTING MEMBERS - EDUCATIONAL INSTITUTIONAL MEMBERS, AFFILIATE MEMBERS AND INTERNATIONAL MEMBERS. EDUCATIONAL INSTITUTION MEMBERS MUST HAVE AN INDEPENDENT FACILITIES MANAGEMENT ORGANIZATION, OR MUST MAINTAIN CONTROL OVER THE POSITION OF A PRINCIPAL ADMINISTRATOR IN DIRECT CHARGE OF THE FACILITIES MANAGEMENT ORGANIZATION FOR SUCH INSTITUTION. AFFILIATE MEMBERS OF THE ASSOCIATION SHALL ALSO CONSIST OF ORGANIZATIONS THAT ARE NOT A FOR-PROFIT ORGANIZATION THAT WOULD BE ELIGIBLE AS A BUSINESS PARTNER, SUCH AS NON-PROFIT INSTITUTIONS INCLUDING GOVERNMENT OR QUASI-GOVERNMNET AGENCIES, OR THE PROFESSIONAL INDIVIDUALS EMPLOYED BY THE SAME, ENGAGED IN WORK RELATED TO FACILITIES MANAGEMENT AND HAVING AN INTEREST IN THE PURPOSE AND ACTIVITIES OF THE ASSOCIATION. INTERNATIONAL MEMBERSHIP SHALL CONSIST OF INSTITUTIONS OF HIGHER EDUCATION OR SYSTEMS AS DEFINED UNDER EDUCATIONAL INSTITUTION MEMBERES WHOSE INSTITUTIONS ARE LOCATED ELSEWHERE THAN THE UNITED STATES OF AMERICA, CANADA, AND MEXICO. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE ASSOCIATION, WITH THE EXCEPTION OF THE PRESIDENT AND IMMEDIATE PAST PRESIDENT, SHALL BE ELECTED FROM AMONG THE REGULAR AND AFFILIATE MEMBERS OF THE ASSOCIATION BY A MAJORITY OF THE AFFIRMATIVE VOTES CAST. MEMBERS WITHIN EACH REGION WILL ALSO VOTE FOR TWO REGIONAL REPRESENTATIVES PER REGION TO BE PART OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER OF THE ASSOCIATION SHALL BE ENTITLED TO ONE VOTE AT MEETINGS OF THE REGULAR MEMBERSHIP OR BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE OUTSOURCED ACCOUNTANT AND THE EXECUTIVE VP BEFORE FILING THE FORM. IT IS THEN SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD FORM 990, PART VI, SECTION B, LINE 12C APPA ADMINISTRATIVE POLICIES AND PROCEDURES DESCRIBE THE POLICY: THIS POLICY DEFINES REQUIREMENTS FOR OFFICERS, EMPLOYEES AND IMMEDIATE FAMILY MEMBERS. ALL OFFICERS AND EMPLOYEES SHOULD AVOID ANY CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES IT MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE CURRENT PRESIDENT, PRESIDENT ELECT, AND IMMEDIATELY PAST PRESIDENT REVIEW PERFORMANCES AND MAKE DECISION FOR COMPENSATION OF THE EXECUTIVE VICE PRESIDENT. THE EXECUTIVE VICE PRESIDENT MAKES THE DECISION FOR COMPENSATION FOR THE OTHER KEY EMPLOYEES AND OFFICERS. IN ALL CASES, THE ORGANIZATION USES COMPARIBILITY DATA AND CONTEMPORANEOUSLY DOCUMENTS THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE THROUGH MEMBERSHIP JOURNAL AND WEBSITE.