APPA-ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- APPA-ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS (EIN 85-0211201)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2017-02-14
- IRS object ID
- 201710459349301031
- Schema version
- 2015v3.0
- 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 | 2017-02-14T09:07:38-06:00 | ReturnTs |
| Tax Period End | 2016-03-31 | 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 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850211201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION OF HIGHER EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | FACILITIES OFFICERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 7036841446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 PRINCE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E LANDER MEDLIN | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 7036841446 | PhoneNum |
| Signature | 2017-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | E LANDER MEDLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 PRINCE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,682,493 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1914 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | MAINTAIN, PROTECT AND PROMOTE THE QUALITY OF EDUCATIONAL FACILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $535,374 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $334,164 | PYContributionsGrantsAmt |
| CY Contributions Grants | $244,041 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,301,442 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,710,828 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,811 | CYInvestmentIncomeAmt |
| PY Other Revenue | $573,923 | PYOtherRevenueAmt |
| CY Other Revenue | $665,038 | CYOtherRevenueAmt |
| PY Total Revenue | $5,213,758 | PYTotalRevenueAmt |
| CY Total Revenue | $5,624,718 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,500 | 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 | $1,659,504 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,808,878 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,475,018 | PYOtherExpensesAmt |
| CY Other Expenses | $3,782,540 | CYOtherExpensesAmt |
| PY Total Expenses | $5,147,022 | PYTotalExpensesAmt |
| CY Total Expenses | $5,591,418 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $66,736 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,491,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,526,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,111,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,113,715 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,379,763 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,413,063 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,484,449 | ExpenseAmt |
| Revenue | $1,759,122 | RevenueAmt |
| Desc | CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPANDED SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $846,380 | ExpenseAmt |
| Revenue | $982,473 | RevenueAmt |
| Desc | ANNUAL CONFERENCE TO ADDRESS RECENT CHANGES AND PROVIDE INDUSTRY UPDATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $902,534 | ExpenseAmt |
| Revenue | $847,391 | RevenueAmt |
| Desc | PUBLICATIONS DISTRIBUTED CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,137,823 | ExpenseAmt |
| Revenue | $1,239,859 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE MEMBERSHIP,PLANNING AND GOVERNANCE, APPANET, RESEARCH AND CFAR, FMEP, APPA/ASHRAE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,137,823 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,239,859 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,371,186 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | Yes (1) | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | 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 | 0 | ForeignFinancialAccountInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 0 | 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 |
| 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 | JOHN BERNHARDS AVP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036841446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 PRINCE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142818 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PETER STRAZDAS | |||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $3,329 | $0 | $0 | |||
| CHUCK SCOTT | |||||||||
| PRESIDENT-ELECT | 5.00 | Yes (X) | Yes (X) | $3,702 | $0 | $0 | |||
| RANDOLPH HARE | |||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $1,252 | $0 | $0 | |||
| JERRY CARLSON | |||||||||
| SECRETARY-TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| NORM YOUNG | |||||||||
| VP FOR INFORMATION & RESEARCH | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAUL WUEBOLD | |||||||||
| VP FOR PROFESSIONAL AFFAIRS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RUTHANN MANLET | |||||||||
| VP FOR PROFESSIONAL DEVELOPMENT | 2.00 | Yes (X) | Yes (X) | $1,587 | $0 | $0 | 2.00 | ||
| MICHELLE FREDERICK | |||||||||
| CHAIR, SENIOR REP TO THE EXEC COMMITTEE | 2.00 | Yes (X) | Yes (X) | $3,900 | $0 | $0 | |||
| KRISTIE KOWALL | |||||||||
| VICE CHAIR, SENIOR REP TO THE EXEC COMMITTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C JOHNSON | |||||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LINDSAY WAGNER | |||||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | Yes (X) | $10,063 | $0 | $0 | |||
| SHELTON RILEY | |||||||||
| SENIOR CAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HANDWORK | |||||||||
| JUNIOR CAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DALE DEBLOIS | |||||||||
| SENIOR ERAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETH CLARK | |||||||||
| JUNIOR ERAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOWELL BROMANDER | |||||||||
| JUNIOR MAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID WOODSON | |||||||||
| SENIOR PCAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHUCK DAVIS | |||||||||
| JUNIOR PCAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN JOHNSON | |||||||||
| SENIOR RMA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMMET BOYLE | |||||||||
| JUNIOR RMA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WAYNE GOODWIN | |||||||||
| SENIOR SRAPPA REGIONAL BOARD MEMEBR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY WILLIAMS | |||||||||
| JUNIOR SRAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GLEN SMITH | |||||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRI KING | |||||||||
| VICE PRESIDENT - INORMATION AND RESEARCH | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOG ECKLES | |||||||||
| SR CAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE FREDERICK | |||||||||
| SR ERAPPA BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRANDON BASWELL | |||||||||
| SR MAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOB ANDREWS | |||||||||
| SR PCAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS KOPACH | |||||||||
| SR RMA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN YOUNG | |||||||||
| SR SRAPPA REGIONAL BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| E LANDER MEDLIN | |||||||||
| EX-OFFICIO - APPA EXECUTIVE VP | 40.00 | Yes (X) | $259,982 | $0 | $59,506 | 2.00 | |||
| JOHN BERNHARDS | |||||||||
| APPA ASSOCIATE VP | 40.00 | $204,256 | $0 | $43,271 | Yes (X) | ||||
| STEVE GLAZNER | |||||||||
| DIRECTOR OF KNOWLEDGE MANAGEMENT | 40.00 | $139,712 | $0 | $36,295 | Yes (X) | ||||
| SUZANNE HEALY | |||||||||
| DIRECTOR OF PROFESSIONAL DEVELOPMENT | 40.00 | $121,825 | $0 | $28,131 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $749,608 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $167,203 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHERATON CHICAGO HOTEL & TOWERS | |||||
| 301 E WATER STREET | CHICAGO | IL | 60611 | HOTEL SERVICES FOR MEETING | $590,260 |
| JW MARRIOTT SCOTTSDALE CAMELBACK INN | |||||
| 5402 EAST LINCOLN DRIVE | SCOTTSDALE | AZ | 85253 | HOTEL SERVICES FOR MEETING | $315,406 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 403003 | ATLANTA | GA | 30384 | HOTEL SERVICES FOR MEETING | $291,060 |
| CORPORATE PRESS | |||||
| 9700 PHILADELPHIA COURT | LANHAM | MD | 20706 | PRINT & MAIL MAGAZINE | $116,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $244,041 | AllOtherContributionsAmt |
| Total Contributions | $244,041 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,857,682 | $1,857,682 |
| SEMINARS | 900099 | $1,362,720 | $1,362,720 |
| ANNUAL MEETING | 900099 | $850,473 | $850,473 |
| FMEP EVALUATION | 900099 | $253,791 | $253,791 |
| PRESENTATION/REGIONAL | 900099 | $231,527 | $231,527 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154,635 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,710,828 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,811 | TotalRevenueColumnAmt |
| Exclusion | $4,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $175,792 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $57,775 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,017 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| JOB EXPRESS/RESUME BAN | 900004 | $301,798 | $301,798 |
| ADVERTISING | 541800 | $233,576 | $233,576 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,647 | TotalRevenueColumnAmt |
| Exclusion | $11,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $547,021 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,624,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,828,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $535,374 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,500 | TotalAmt |
| Program Services | $423,501 | ProgramServicesAmt |
| Management And General | $52,999 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,009 | TotalAmt |
| Program Services | $816,730 | ProgramServicesAmt |
| Management And General | $79,279 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,700 | TotalAmt |
| Program Services | $114,466 | ProgramServicesAmt |
| Management And General | $14,234 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,545 | TotalAmt |
| Program Services | $164,470 | ProgramServicesAmt |
| Management And General | $52,075 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,124 | TotalAmt |
| Program Services | $78,387 | ProgramServicesAmt |
| Management And General | $12,737 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,338 | TotalAmt |
| Program Services | $1,560 | ProgramServicesAmt |
| Management And General | $23,778 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,948 | TotalAmt |
| Management And General | $64,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,691 | TotalAmt |
| Program Services | $577,949 | ProgramServicesAmt |
| Management And General | $59,742 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,890 | TotalAmt |
| Program Services | $42,513 | ProgramServicesAmt |
| Management And General | $59,377 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,344 | TotalAmt |
| Program Services | $275,010 | ProgramServicesAmt |
| Management And General | $49,334 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,754 | TotalAmt |
| Program Services | $103,944 | ProgramServicesAmt |
| Management And General | $21,810 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,406 | TotalAmt |
| Program Services | $51,406 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,575 | TotalAmt |
| Program Services | $3,892 | ProgramServicesAmt |
| Management And General | $113,683 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,600 | TotalAmt |
| Program Services | $697,332 | ProgramServicesAmt |
| Management And General | $15,268 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,150 | TotalAmt |
| Program Services | $1,272,385 | ProgramServicesAmt |
| Management And General | $3,765 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482 | TotalAmt |
| Management And General | $482 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,069 | TotalAmt |
| Program Services | $18,063 | ProgramServicesAmt |
| Management And General | $9,006 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,586 | TotalAmt |
| Program Services | $12,106 | ProgramServicesAmt |
| Management And General | $14,480 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UBIT TAX PAYMENTS | $49,862 | $49,862 | |
| USE TAX PAYMENTS | $5,819 | $5,819 | |
| G&A ALLOCATED TO PROGRA | $0 | $396,097 | -$396,097 |
| PUBLICATION PRODUCTION | $267,186 | $267,186 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$32,160 | TotalAmt |
| Program Services | -$1,492 | ProgramServicesAmt |
| Management And General | -$30,668 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,591,418 | TotalAmt |
| Program Services | $5,371,186 | ProgramServicesAmt |
| Management And General | $220,232 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,255 | BOYAmt |
| EOY | $86,233 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,073 | BOYAmt |
| EOY | $1,664,087 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $970,139 | BOYAmt |
| EOY | $1,156,095 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,277 | BOYAmt |
| EOY | $128,780 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,282 | BOYAmt |
| EOY | $254,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,060,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,118,308 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,750 | BOYAmt |
| EOY | $942,313 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,795 | BOYAmt |
| EOY | $294,348 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,491,571 | BOYAmt |
| EOY | $4,526,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,942 | BOYAmt |
| EOY | $335,765 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,327,675 | BOYAmt |
| EOY | $1,303,817 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,191 | BOYAmt |
| EOY | $474,133 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,111,808 | BOYAmt |
| EOY | $2,113,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,370,014 | BOYAmt |
| EOY | $2,403,314 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,449 | BOYAmt |
| EOY | $4,449 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,300 | BOYAmt |
| EOY | $5,300 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,379,763 | BOYAmt |
| EOY | $2,413,063 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,491,571 | BOYAmt |
| EOY | $4,526,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,300 | ReconcilationRevenueExpnssAmt |
| 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $347,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $248,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $334,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,041 | CurrentTaxYearAmt |
| Total | $1,438,416 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,785,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,797,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,251,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,454,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,886,620 | CurrentTaxYearAmt |
| Total | $21,176,017 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,133,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,045,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,515,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,788,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,130,661 | CurrentTaxYearAmt |
| Total | $22,614,433 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,614,433 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,811 | CurrentTaxYearAmt |
| Total | $33,590 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $643,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $652,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,766 | CurrentTaxYearAmt |
| Total | $1,784,591 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $655,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,577 | CurrentTaxYearAmt |
| Total | $1,818,181 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $11,647 | CurrentTaxYearAmt |
| Total | $40,773 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,815,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,706,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,679,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,992,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,278,885 | CurrentTaxYearAmt |
| Total | $24,473,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89750 | PublicSupportPY509Pct |
| Investment Income CY | 0.07430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09600 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,360 | BeginningYearBalanceAmt |
| End Year Balance | $9,690 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,360 | BeginningYearBalanceAmt |
| End Year Balance | $9,360 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,360 | BeginningYearBalanceAmt |
| End Year Balance | $9,360 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,360 | BeginningYearBalanceAmt |
| End Year Balance | $9,360 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,360 | BeginningYearBalanceAmt |
| End Year Balance | $9,360 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.56630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.43370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $189,830 | OtherCostOrOtherBasisAmt |
| Book Value | $189,830 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,099,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $491,745 | DepreciationAmt |
| Book Value | $608,226 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $770,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $626,563 | DepreciationAmt |
| Book Value | $144,257 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $942,313 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIAA-CREF ANNUITIES | Desc |
| Book Value | $294,348 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $294,348 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $294,348 |
| DUES COLLECTED FOR REGIONS | $179,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $474,133 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,682,493 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,682,493 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$57,775 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$57,775 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,624,718 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,649,193 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $57,775 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $57,775 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,591,418 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,591,418 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2015. THE ASSOCIATION'S 2012, 2013 AND 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ASSOCIATION FILES AS A TAX EXEMPT ORGANIZATION; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -57,775. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 57,775. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS GIVES SCHOLARSHIPS TO MEMBERS TO ATTEND APPA EDUCATIONAL PROGRAMS. THE CANDIDATES ARE RECOMMENDED BY APPA REGIONS. THEY NEED TO GO THROUGH REGIONAL SELECTION PROCESSES. |
| SCH I, PART I, LINE 2 | THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS GIVES SCHOLARSHIPS TO MEMBERS TO ATTEND APPA EDUCATIONAL PROGRAMS. THE CANDIDATES ARE RECOMMENDED BY APPA REGIONS. THEY NEED TO GO THROUGH THE REGIONAL SELECTION PROCESS. |
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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E LANDER MEDLIN | ||||||||||||||
| EX-OFFICIO - APPA EXECUTIVE VP | $256,179 | $0 | $0 | $0 | $3,803 | $0 | $12,783 | $0 | $46,723 | $0 | $319,488 | $0 | $0 | $0 |
| JOHN BERNHARDS | ||||||||||||||
| APPA ASSOCIATE VP | $204,256 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $43,271 | $0 | $247,527 | $0 | $0 | $0 |
| STEVE GLAZNER | ||||||||||||||
| DIRECTOR OF KNOWLEDGE MANAGEMENT | $139,712 | $0 | $0 | $0 | $0 | $0 | $13,971 | $0 | $22,324 | $0 | $176,007 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 - $3,213 |
| PART I, LINE 4B | E. LANDER MEDLIN $12,783 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 B, LINE 11 | 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. |
| FORM 990, PART IX, LINE 11G | TEMPORARIES & HIRING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,893. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,893. HONORARIA: PROGRAM SERVICE EXPENSES 208,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 208,153. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 345,296. MANAGEMENT AND GENERAL EXPENSES 29,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 374,603. PROGRAM DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,542. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,542. SPEAKER FEE: PROGRAM SERVICE EXPENSES 24,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,500. |