INTERNATIONAL SOCIETY OF ARBORICULTURE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SOCIETY OF ARBORICULTURE (EIN 37-1004119)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-23
- IRS object ID
- 201732969349301373
- 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 | 2017-10-23T15:24:43-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 301 N NEIL ST SUITE 205 | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371004119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY OF ARBORICULTURE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2173559411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEST PARK CT P O BOX 3129 | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618263129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAITLYN POLLIHAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2173559411 | PhoneNum |
| Signature | 2017-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHIL MUEHL | PreparerPersonNm |
| PTIN | P00622760 | PTIN |
| Phone | 2173517400 | PhoneNum |
| Preparation | 2017-10-20 | PreparationDt |
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 | 2017-10-20 | IPDt |
| IP Tm | 10:56:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A9A0EAFF0212B6139E678F851E8CE171469640BE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA054CD917D7A187929BA9896E574F1BE3D1074D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAITLYN POLLIHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEST PARK CT P O BOX 3129 | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618263129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,097,461 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ISA-ARBOR.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THROUGH RESEARCH, TECHNOLOGY, AND EDUCATION, THE INTERNATIONAL SOCIETY OF ARBORICULTURE WILL PROMOTE THE PROFESSIONAL PRACTICE OF ARBORICULTURE AND FOSTER A GREATER WORLDWIDE AWARENESS OF THE BENEFITS OF TREES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 765 | TotalVolunteersCnt |
| Total Gross UBI | $83,123 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $57,887 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,706,635 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,816,021 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,836,119 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,128,981 | CYProgramServiceRevenueAmt |
| PY Investment Income | $139,429 | PYInvestmentIncomeAmt |
| CY Investment Income | $135,367 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,166 | PYOtherRevenueAmt |
| CY Other Revenue | -$84,358 | CYOtherRevenueAmt |
| PY Total Revenue | $6,691,349 | PYTotalRevenueAmt |
| CY Total Revenue | $6,996,011 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $116,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,339,009 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,625,688 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,073,148 | PYOtherExpensesAmt |
| CY Other Expenses | $4,123,103 | CYOtherExpensesAmt |
| PY Total Expenses | $6,486,657 | PYTotalExpensesAmt |
| CY Total Expenses | $6,865,291 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $204,692 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $130,720 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,577,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,881,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,260,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,299,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,316,821 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,581,583 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH RESEARCH, TECHNOLOGY, AND EDUCATION, THE INTERNATIONAL SOCIETY OF ARBORICULTURE WILL PROMOTE THE PROFESSIONAL PRACTICE OF ARBORICULTURE AND FOSTER A GREATER WORLDWIDE AWARENESS OF THE BENEFITS OF TREES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,148,659 | ExpenseAmt |
| Revenue | $2,898,869 | RevenueAmt |
| Desc | CERTIFICATION - PROVIDE CERTIFICATION EXAMINATION SERVICES FOR POTENTIAL CANDIDATES AND RECERTIFICATION SERVICES TO EXISTING CREDENTIALS TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF THE ARBORISTS. THE CREDENTIALING PROGRAM SERVES 43,083 CREDENTIALS IN 42 COUNTRIES. ISA CERTIFICATION PROGRAMS PROCESSED 5,652 NEW CANDIDATES, 5,554 EXAMS ADMINISTERED, AND MANAGED 490,716 CONTINUING EDUCATION UNITS SUBMITTED BY VARIOUS CREDENTIAL HOLDERS. PROVIDE QUALIFICATION TRAINING WORKSHOPS AND CREDENTIAL TESTING SERVICES FOR PARTICIPANTS. CONDUCTED 71 TREE RISK WORKSHOPS WITH 1,571 PARTICIPANTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,279,635 | ExpenseAmt |
| Revenue | -$167,481 | RevenueAmt |
| Desc | EDUCATIONAL GOODS AND SERVICES - EGS MANAGES THE DEVELOPMENT AND PRODUCTION OF MONTHLY PUBLICATIONS FOR ISA MEMBERS, TO DISSEMINATE TIMELY AND RELEVANT ARTICLES, NEWS, INFORMATION, AND RESEARCH REGARDING TREES AND TREE CARE. EGS DEVELOPS AND DISTRIBUTES EDUCATIONAL MATERIALS FOR THE INDUSTRY, INCLUDING PUBLICATIONS, WORKSHOP CURRICULUM, ONLINE LEARNING COURSES, PODCASTS, AND CONSUMER AND INDUSTRY BROCHURES. 6 ISSUES OF THE ARBORIST NEWS WERE PUBLISHED AND 6 ISSUES OF THE ARBORICULTURE AND URBAN FORESTRY JOURNAL WERE PUBLISHED. 1 NEW PUBLICATIONS WERE PUBLISHED, 3 NEW TITLES WERE ADDED TO ISA'S OFFERINGS IN 2016-17, 1 NEW ONLINE COURSES WAS ADDED, 1 PUBLICATIONS WAS UPDATED AND RE-PUBLISHED, AND 44 NEW PODCASTS WERE DELIVERED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $828,599 | ExpenseAmt |
| Revenue | $1,063,819 | RevenueAmt |
| Desc | CONFERENCES - OPERATE EDUCATIONAL EVENTS, INCLUDING TRAINING WORKSHOPS, CONFERENCES, TRADESHOWS, AND SYMPOSIUMS, TO PROVIDE INFORMATION REGARDING TREE RELATED SUBJECTS TO MEMBERS AND ATTENDEES. HELD ONE ANNUAL CONFERENCE AND TRADESHOW, AND SUPPORTED A REGIONAL CONGRESS IN BRAZIL. ISA PROVIDES FOR THE NORTH AMERICAN TREE CLIMBING COMPETITION, EUROPEAN TREE CLIMBING COMPETITION, AND ASIA-PACIFIC TREE CLIMBING COMPETITION, TO HIGHLIGHT AND DEMONSTRATE THE VARIOUS SKILLS OF ARBORICULTURAL PRACTITIONERS AND TREE CLIMBING AND CREATING AWARENESS ABOUT THE IMPORTANCE OF TREES AND TREE CARE TO THE PUBLIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $867,521 | $116,500 | $90,224 | MEMBER SERVICES - TO PROVIDE SERVICES TO MEMBERS SUCH AS PRODUCING, PRINTING AND MAILING VARIOUS PUBLICATIONS, NEWSLETTERS, AND JOURNALS TO SUPPORT THE PROFESSIONAL DEVELOPMENT OF A MEMBER AND TO KEEP MEMBERS INFORMED ON TREE RELATED ISSUES. SERVED 24,300 MEMBERS IN 59 COUNTRIES. |
| $652,087 | PUBLIC RELATIONS AND MARKETING - PROVIDE PUBLIC RELATION INITIATIVES INCLUDING NEWS RELEASES, AND THE TRUE PROFESSIONAL PROGRAM, TO HIGHLIGHT AND DEMONSTRATE THE VARIOUS SKILLS OF ARBORICULTURAL PRACTITIONERS AND TREE CLIMBING, AND CREATING AWARENESS ABOUT THE IMPORTANCE OF TREES AND TREE CARE TO THE PUBLIC. COMPLETED A NEEDS ANALYSIS SURVEY FOR ISA STAKEHOLDERS, AND ATTENDED INDUSTRY/CHAPTER TRADE SHOWS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,519,608 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $116,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $90,224 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,776,501 | TotalProgramServiceExpensesAmt |
| 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 | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| 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 |
| 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 | 0 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK BLUHM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2173559411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 WEST PARK CT | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618212986 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DENNIS SWARTZELL | ||||||||
| SECRETARY | 2.69 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL RIES | ||||||||
| PRESIDENT-ELECT | 5.85 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE BEARD | ||||||||
| TREASURER | 2.02 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PEDRO MENDES CASTRO | ||||||||
| DIRECTOR | 1.92 | Yes (X) | $0 | $0 | $0 | |||
| GORDON MANN | ||||||||
| DIRECTOR | 4.27 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT PROPHETT | ||||||||
| DIRECTOR | 4.87 | Yes (X) | $0 | $0 | $0 | |||
| JIM FLOTT | ||||||||
| DIRECTOR | 3.85 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS WALSH | ||||||||
| DIRECTOR | 6.73 | Yes (X) | $0 | $0 | $0 | |||
| NICOLAAS VERLOOP | ||||||||
| DIRECTOR | 2.77 | Yes (X) | $0 | $0 | $0 | |||
| TOM WOLF | ||||||||
| DIRECTOR | 2.65 | Yes (X) | $0 | $0 | $0 | |||
| DANA KARCHER | ||||||||
| DIRECTOR | 2.31 | Yes (X) | $0 | $0 | $0 | |||
| SKIP KINCAID | ||||||||
| DIRECTOR | 2.12 | Yes (X) | $0 | $0 | $0 | |||
| PAUL JOHNSON | ||||||||
| VICE-PRESIDENT | 4.33 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE MITCHELL | ||||||||
| PRESIDENT | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN GATHRIGHT | ||||||||
| DIRECTOR | 3.58 | Yes (X) | $0 | $0 | $0 | |||
| CAITLYN POLLIHAN | ||||||||
| EXECUTIVE DIRECTOR, NON-VOTING | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK BLUHM | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $119,462 | $0 | $13,184 | Yes (X) | |||
| KEVIN MARTLAGE | ||||||||
| PROGRAM DIRECTOR | 40.00 | $104,090 | $0 | $19,197 | Yes (X) | |||
| JIM SKIERA | ||||||||
| FORMER EXECUTIVE DIRECTOR (NON-VOTING) | 40.00 | $204,178 | $0 | $14,656 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $427,730 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NCS PEARSON INC | |||||
| 13036 COLLECTION CENTER DR | CHICAGO | IL | 60693 | TEST ADMINSTRATION | $349,696 |
| TRINITY F&B | |||||
| 1201 HOUSTON ST | FORT WORTH | TX | 76102 | FOOD & BEVERAGE SERVICE | $236,421 |
| UPS | |||||
| LOCK BOX 577 | CAROL STREAM | IL | 601320577 | SHIPPING | $184,071 |
| MARTIN ONE SOURCE | |||||
| 808 N COUNTRY FAIR DR | CHAMPAIGN | IL | 61821 | PRINTING AND MAILING | $157,926 |
| WESTERN CHAPTER ISA | |||||
| 31883 SUCCESS VALEY DRIVE | PORTERVILLE | CA | 93257 | REVENUE SHARE CERTIFICATION AND OLC | $153,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,816,021 | MembershipDuesAmt |
| Total Contributions | $2,816,021 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CERTIFICATION PROGRAM | 900099 | $2,898,869 | $2,898,869 | |
| CONFERENCE REGISTRATION | 900099 | $1,063,819 | $1,063,819 | |
| MEMBER SERVICES | 900099 | $90,224 | $90,224 | |
| AFFILIATION FEES | 900099 | $76,069 | $76,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,128,981 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,629 | TotalRevenueColumnAmt |
| Exclusion | $106,629 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $219,218 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $190,480 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,738 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,738 | TotalRevenueColumnAmt |
| Exclusion | $28,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,743,489 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,910,970 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$167,481 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$167,481 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERIODICAL ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $83,123 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $83,123 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $83,123 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,996,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,885,431 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $83,123 | UnrelatedBusinessRevenueAmt |
| Exclusion | $211,436 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,500 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,190 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,476,356 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,258 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,612 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,272 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,948 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,942 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,637 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,419 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,662 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,510 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,832 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,892 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAX EXPENSE | $13,111 |
| CERTIFICATION PROGRAM | $1,422,088 |
| MEMBERSHIP SERVICES | $502,989 |
| BOARD AND COMMITTEE EXP | $196,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,629 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,865,291 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,163,402 | BOYAmt |
| EOY | $2,051,576 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,848 | BOYAmt |
| EOY | $239,309 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,900 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,486 | BOYAmt |
| EOY | $270,720 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,316 | BOYAmt |
| EOY | $524,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,348,479 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,416,817 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,946,879 | BOYAmt |
| EOY | $2,931,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,208,471 | BOYAmt |
| EOY | $3,473,534 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138 | BOYAmt |
| EOY | $390,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,577,440 | BOYAmt |
| EOY | $9,881,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,804 | BOYAmt |
| EOY | $706,907 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,901,274 | BOYAmt |
| EOY | $2,948,843 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,181 | BOYAmt |
| EOY | $1,644,177 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,260,619 | BOYAmt |
| EOY | $5,299,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,316,821 | BOYAmt |
| EOY | $4,581,583 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,316,821 | BOYAmt |
| EOY | $4,581,583 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,577,440 | BOYAmt |
| EOY | $9,881,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $130,720 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $134,042 | 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 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $485,000 | OtherCostOrOtherBasisAmt |
| Book Value | $485,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,921,103 | OtherCostOrOtherBasisAmt |
| Depreciation | $604,693 | DepreciationAmt |
| Book Value | $2,316,410 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $942,376 | OtherCostOrOtherBasisAmt |
| Depreciation | $812,124 | DepreciationAmt |
| Book Value | $130,252 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,931,662 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,041,023 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $134,042 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,910,970 | OtherRevenueAmt |
| Revenue Not Reported | $2,045,012 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,996,011 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,996,011 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,776,261 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,910,970 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,910,970 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,865,291 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,865,291 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES ON ALL RELATED BUSINESS INCOME UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. HOWEVER, THE SOCIETY IS REQUIRED TO PAY FEDERAL TAXES ON ANY UNRELATED BUSINESS INCOME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,910,970. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,910,970. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $335,089 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $197,087 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $654,367 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $5,483 |
| CENTRAL AMERICA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $395 |
| MIDDLE EAST AND NORTH AFRICA - | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP AND CERTIFICATION SERVICES, EDUCATIONAL GOODS, CONFERENCES | $1,512 |
| SUB-SAHARAN AFRICA - ANGOLA, | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP, EDUCATIONAL GOODS, CONFERENCES | $1,081 |
| RUSSIA & THE NEWLY INDEPENDENT STATES - | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP | $175 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIP | $45 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,195,189 | SubtotalSpentAmt |
| Continuation Spent | $45 | ContinuationSpentAmt |
| Total Spent | $1,195,234 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | RegionTxt |
| Purpose Of Grant | TO SPONSOR THE CONGRESS BRASILEIRO DE ABORIZACAO URBANA | PurposeOfGrantTxt |
| Cash Grant | $19,500 | CashGrantAmt |
| Manner Of Cash Disbursement | PAID BY WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | CASH VALUE | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TREE FUND | ||||||||
| 522 S WASHINGTON STREET SUITE 109 | NAPERVILLE | IL | 60540 | 371018692 | 501(C)(3) | $54,000 | $0 | UNDESIGNATED DONATION/MEMORIAL FUND/SAFETY FUND |
| TREE CARE INDUSTRY ASSOCIATION FOUNDATION | ||||||||
| 136 HARVEY RD | LONDONEMY | NH | 03053 | 593828176 | 501(C)(3) | $22,500 | $0 | SAFETY EDUCATION TRAINING/STUDENT CAREER DAYS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY MAINTAINS CONTACT WITH THE TREE FUND AND TREE CARE INDUSTRY ASSOCIATION FOUNDATION TO ENSURE THEY ARE MAINTAINING THEIR ELIGIBILITY AS A 501(C)(3) AND RECEIVE NOTICE WHAT THE ORGANIZATIONS DO WITH THE GRANTS THEY ARE AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM SKIERA | PersonNm |
| Title | FORMER EXECUTIVE DIRECTOR (NON-VOTIN | TitleTxt |
| Base Compensation Filing Org | $204,178 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,156 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,834 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS AND MAY ACT FOR THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OR AS OTHERWISE AUTHORIZED BY THE BOARD, CONSISTENT WITH APPLICABLE LAW. THE EXECUTIVE COMMITTEE SHALL NOT, HOWEVER, HAVE THE POWER TO: APPROVE A DISSOLUTION OR MERGER; SELL CORPORATE ASSETS; REMOVE A DIRECTOR OR OFFICER; FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON ANY COMMITTEE; FIX COMPENSATION RELATING TO BOARD OR COMMITTEE SERVICE; AMEND, REPEAL, OR ADOPT BYLAWS; OR AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH, BY ITS TERMS, IS NOT SO AMENDABLE OR REPEALABLE. ALL PROCEEDINGS AND ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE RECORDED AND REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ISA SHALL BE ORGANIZED AS A MEMBERSHIP ORGANIZATION UNDER THE POLICIES DETERMINED AND ESTABLISHED BY THE BOARD OF DIRECTORS. QUALIFIED PERSONS AND ORGANIZATIONS SEEKING MEMBERSHIP SHALL BE ACCEPTED AS MEMBERS OF THE SOCIETY UPON THE ACCEPTANCE OF THE REQUIRED APPLICATION, DUES, FEES, AND ASSESSMENTS, AND CONSISTENT WITH ALL CORPORATE POLICIES. ISA'S MEMBERSHIP CLASSES ARE PROFESSIONAL, LIFE, SENIOR, STUDENT, HONORARY LIFE, AND ASSOCIATE. |
| FORM 990, PART VI, SECTION A, LINE 7A | UNDER THE RELEVANT TERMS OF BYLAWS, THE STRUCTURE IS COMPOSED OF THE ISA BOARD OF DIRECTORS, COMPRISED OF FIFTEEN (15) DIRECTORS, INCLUDE: EIGHT (8) DIRECTOR POSITIONS FILLED BY DIRECT ISA MEMBERSHIP ELECTIONS; FIVE (5) DIRECTOR POSITIONS FILLED BY ELECTION OF THE COUNCIL OF COMPONENT REPRESENTATIVES; AND, A PRESIDENT/CHAIR OF THE BOARD AND A PRESIDENT/CHAIR-ELECT ELECTED BY THE BOARD OF DIRECTORS FROM THE CURRENT DIRECTORS. DIRECTORS SERVE FOR A THREE YEAR TERM. OTHER THAN THE PRESIDENT/CHAIR OF THE BOARD OF DIRECTORS, AND PRESIDENT/CHAIR ELECT IN LIMITED CIRCUMSTANCES, NO DIRECTOR SHALL BE PERMITTED TO SERVE MORE THAN TWO (2) CONSECUTIVE TERMS OF OFFICE OR SIX (6) CONSECUTIVE YEARS, WHICHEVER PERIOD IS LONGER. THE TERMS OF THE DIRECTOR SHALL BE STAGGERED. |
| FORM 990, PART VI, SECTION B, LINE 11B | INITIAL REVIEW IS COMPLETED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR. THE ISA PRESIDENT AND CHAIR OF THE FINANCE COMMITTEE IS FORWARDED A COPY. THESE FOUR HAVE FINAL APPROVAL. THE COMPLETED FORM 990 IS POSTED TO THE BOARD OF DIRECTORS WEBSITE FOR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AND REVIEW ON AN ANNUAL BASIS. A POTENTIAL CONFLICT OF INTEREST MAY EXIST ANY TIME A BOARD MEMBER'S ACTIONS MAY BE REASONABLY BELIEVED TO BE MOTIVATED BY THE POTENTIAL FOR PERSONAL GAIN, OR POTENTIAL GAIN OF THIRD PARTIES IN WHICH THE BOARD MEMBER HAS A MATERIAL INTEREST. IN THE EVENT OF SUCH A CONFLICT THE BOARD MEMBER SHOULD DISCLOSE THE CONFLICT AND ABSTAIN FROM DISCUSSION AND VOTING ON ANY ACTION RELATED TO THE CONFLICT. IF THE BOARD MEMBER DOES NOT VOLUNTARILY ABSTAIN, THE BOARD MAY VOTE TO DETERMINE WHETHER OR NOT TO REQUIRE AN ABSTENTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PERFORMANCE WILL BE DETERMINED UTILIZING A FORMAL EVALUATION FORM AND WILL INCORPORATE THE INPUT OF MEMBERS OF THE BOARD OF DIRECTORS AT A MINIMUM. THE ISA PRESIDENT WILL INITIATE AN ANNUAL REVIEW OF THE WORK PERFORMANCE OF THE ISA EXECUTIVE DIRECTOR IN ACCORDANCE WITH THIS POLICY. A SALARY RANGE WILL BE DETERMINED FOR THE POSITION OF EXECUTIVE DIRECTOR. ADJUSTMENTS TO SALARY ARE DETERMINED BASED ON EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE DURING THE PAST YEAR. THE PRESIDENT ALONG WITH THE EXECUTIVE COMMITTEE WILL DETERMINE PAY ADJUSTMENTS BASED ON THE RESULTS OF THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW. IT IS THE RESPONSIBILITY OF THE PRESIDENT AND PRESIDENT-ELECT TO COMMUNICATE THE RESULTS OF THE PERFORMANCE EVALUATION AND ANY ADJUSTMENTS TO THE SALARY. RESPONSIBILITY FOR EXECUTION OF SALARY CHANGES LIES WITH THE DIRECTOR OF HUMAN RESOURCES AS DIRECTED BY THE PRESIDENT. THE RANGE WILL BE BASED ON BENCHMARKING OF SIMILAR POSITIONS IN TERMS OF GEOGRAPHIC LOCATION, BUDGET, PERSONNEL AND JOB RESPONSIBILITIES. THE RANGE OF SALARY FOR THE EXECUTIVE DIRECTOR WILL BE SET BY BENCHMARKING AGAINST NON-PROFITS SIMILAR IN SIZE, GEOGRAPHIC AREA, BUDGET AND RESPONSIBILITIES OF THE EXECUTIVE DIRECTOR. SALARY BENCHMARKING WILL BE CONDUCTED BY A PROFESSIONAL EXECUTIVE COMPENSATION RESEARCH SERVICE EVERY FIVE YEARS OR NO SOONER THEN THREE YEARS IF NECESSARY. THE DIRECTOR OF HUMAN RESOURCES WILL ASSIST THE PRESIDENT TO ACQUIRE DATA AND SELECT AND RETAIN THE BENCHMARKING CONSULTANT IF NEEDED. PAY IS GENERALLY CENTERED ON THE MID-POINT OF THE RANGE. PAY ABOVE THE MID-POINT IS FOR CONSISTENT EXEMPLARY PERFORMANCE. SOURCES USED INCLUDE: NATIONAL EXECUTIVE COMPENSATION SURVEY FROM EMPLOYERS ASSOCIATION, ASAE ASSOCIATION COMPENSATION, AMERICAN RESEARCH COMPANY NATIONAL COMPENSATION STUDY, AND A THIRD PARTY (EMPLOYERS' ASSN) REVIEW LETTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | ISA PUTS THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ON THE ISA WEBSITE, BEHIND A MEMBER LOGIN SO ONLY MEMBERS HAVE ACCESS. CONFLICT OF INTEREST POLICY IS LISTED ON ISA INTRANET AND BOARD WEBSITE. ISA WILL MAKE COPIES OF EACH AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | ISA HAS NOT CHANGED THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE CURRENT YEAR. |