AMERICAN MANAGEMENT ASSOCIATION INT: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MANAGEMENT ASSOCIATION INT (EIN 23-7259445)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2016-02-23
- IRS object ID
- 201620549349300122
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-23T11:42:12-06:00 | ReturnTs |
| Tax Period End | 2015-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237259445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Management Association International | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Catherine Liberty C/O AMA In | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2125868100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 Broadway | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100197420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | vivianna guzman | PersonNm |
| Person Title | EVP/CFO/Treasurer | PersonTitleTxt |
| Phone | 2125868100 | PhoneNum |
| Signature | 2016-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | devin l duncan | PreparerPersonNm |
| PTIN | P01249521 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Edward Reilly | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 Broadway | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100197420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,299,916 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.amanet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE ASSOCIATION IS A MEMBERSHIP-BASED MANAGEMENT EDUCATION ORGANIZATION. AMA OFFERS A FULL RANGE OF BUSINESS EDUCATION & MANAGEMENT DEVELOPMENT PROGRAMS FOR INDIVIDUALS AND ORGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 429 | TotalEmployeeCnt |
| Total Volunteers | 292 | TotalVolunteersCnt |
| Total Gross UBI | $838,476 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,935,794 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,032,590 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,639,971 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,446,685 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,506,853 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,978,346 | PYOtherRevenueAmt |
| CY Other Revenue | $8,334,732 | CYOtherRevenueAmt |
| PY Total Revenue | $84,457,621 | PYTotalRevenueAmt |
| CY Total Revenue | $85,481,556 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,270,214 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,319,320 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,236,615 | PYOtherExpensesAmt |
| CY Other Expenses | $56,597,682 | CYOtherExpensesAmt |
| PY Total Expenses | $86,520,329 | PYTotalExpensesAmt |
| CY Total Expenses | $89,929,002 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,062,708 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,447,446 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,154,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,364,750 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,317,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,470,508 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,836,992 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,894,242 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL (THE "ASSOCIATION") IS A MEMBERSHIP-BASED MANAGEMENT EDUCATION ORGANIZATION. THE ASSOCIATION OFFERS A FULL RANGE OF BUSINESS EDUCATION AND MANAGEMENT DEVELOPMENT PROGRAMS. FOR MORE INFORMATION, SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $70,183,975 | ExpenseAmt |
| Grant | $12,000 | GrantAmt |
| Revenue | $64,951,875 | RevenueAmt |
| Desc | EDUCATIONAL ACTIVITIES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,171,760 | ExpenseAmt |
| Revenue | $6,315,356 | RevenueAmt |
| Desc | MANAGEMENT PUBLICATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,601,334 | ExpenseAmt |
| Revenue | $4,372,740 | RevenueAmt |
| Desc | MEMBERSHIP ACTIVITIES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $80,957,069 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 884 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 429 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Liberty CO AMA In | PersonNm |
| Phone | 5188911500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 Broadway | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100197420 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JED BECKER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES M CORGEL | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES R CRAIG | ||||||||||
| CHAIRMAN/TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LEW CRAMER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF DAVIS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD D HOROWITZ | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS W MCCORMICK | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAIME DE PINIES | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| E JOHN RICE JR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA GRUNDER SHEIFFER | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES H WALL | ||||||||||
| VICE CHAIRMAN/TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DIANE C YU | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD T REILLY | ||||||||||
| PRESIDENT/CEO/TRUSTEE | 50.0 | 10.0 | Yes (X) | $790,545 | $0 | $47,546 | Yes (X) | |||
| VIVIANNA GUZMAN | ||||||||||
| EVP/CFO/TREASURER | 50.0 | 10.0 | $345,588 | $0 | $24,275 | Yes (X) | ||||
| ARTHUR LEVY | ||||||||||
| GENERAL COUNSEL/SECRETARY | 50.0 | 10.0 | $270,831 | $0 | $35,768 | Yes (X) | ||||
| RICHARD BARTON | ||||||||||
| CHIEF INFORMATION OFFICER | 50.0 | 10.0 | $254,319 | $0 | $47,317 | Yes (X) | ||||
| MANOS AVRAMIDIS | ||||||||||
| SVP/CHIEF HR OFFICER | 50.0 | 10.0 | $208,984 | $0 | $40,663 | Yes (X) | ||||
| CHERYL STERN | ||||||||||
| REGIONAL DIRECTOR | 50.0 | 0.0 | $471,051 | $0 | $19,862 | Yes (X) | ||||
| ROBERT SMITH | ||||||||||
| SVP, MARKETING & MEMBERSHIP | 50.0 | 0.0 | $224,730 | $0 | $17,784 | Yes (X) | ||||
| SAMUEL DAVIS | ||||||||||
| VP, GOVT & MIDMARKET SALES | 50.0 | 0.0 | $218,254 | $0 | $38,245 | Yes (X) | ||||
| ROBERT MORALES | ||||||||||
| VP, INTERNAL AUDIT | 50.0 | 0.0 | $200,689 | $0 | $13,056 | Yes (X) | ||||
| DIANE LAURENZO | ||||||||||
| SVP, PRODUCT DEVELOPMENT | 50.0 | 0.0 | $198,242 | $0 | $41,993 | Yes (X) | ||||
| MARC DELLAERT | ||||||||||
| FORMER EXEC. DIRECTOR, EUROPE | 0.0 | 0.0 | $51,279 | $153,836 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,234,512 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $153,836 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,509 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 62 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|
| RR Donnelley | |||||||
| 35 West Wacker Drive | Chicago | IL | 60601 | Printing Services | $1,930,258 | ||
| Google Inc | |||||||
| 1600 Amphitheater Parkway | Mountain View | CA | 94043 | Marketing Services | $1,690,500 | ||
| Restaura | |||||||
| Catering Services | $1,198,252 | RUE CHARLES LEMAIRE 1 1160 | BE | ||||
| Infogroup Inc | |||||||
| 1020 E 1st Street | Papillion | NE | 68046 | Marketing Services | $988,634 | ||
| St Joseph Digital Solutions | |||||||
| Printing Services | $833,548 | 1165 KENASTON STREET | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL ACTIVITY | 611600 | $64,951,875 | $64,951,875 |
| MANAGEMENT PUBLICATIONS | 611600 | $6,315,356 | $6,315,356 |
| MEMBERSHIP ACTIVITIES | 611600 | $4,372,740 | $4,372,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,639,971 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,205,503 | TotalRevenueColumnAmt |
| Exclusion | $1,205,503 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,297,256 | TotalRevenueColumnAmt |
| Exclusion | $2,297,256 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,722,563 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,818,360 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,904,203 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,904,203 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $838,476 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,065,727 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $301,350 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $301,350 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $301,350 | TotalRevenueColumnAmt |
| Exclusion | $301,350 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| SHARED SERVICES | 611600 | $818,118 | $818,118 | |
| OTHER MISCELLANEOUS REVENUE | 900099 | $268,887 | $268,887 | |
| LIST RENTALS | 525990 | $46,268 | $46,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,133,273 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,481,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,458,089 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $838,476 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,184,991 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,053,525 | TotalAmt |
| Program Services | $298,436 | ProgramServicesAmt |
| Management And General | $1,755,089 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,068,296 | TotalAmt |
| Program Services | $22,264,722 | ProgramServicesAmt |
| Management And General | $2,803,574 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,980 | TotalAmt |
| Program Services | $4,475 | ProgramServicesAmt |
| Management And General | $557,505 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,927,963 | TotalAmt |
| Program Services | $3,469,022 | ProgramServicesAmt |
| Management And General | $458,941 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,707,556 | TotalAmt |
| Program Services | $1,475,046 | ProgramServicesAmt |
| Management And General | $232,510 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,522 | TotalAmt |
| Management And General | $381,522 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,651 | TotalAmt |
| Program Services | $20,152 | ProgramServicesAmt |
| Management And General | $256,499 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,576 | TotalAmt |
| Management And General | $92,576 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,234,277 | TotalAmt |
| Program Services | $2,530,142 | ProgramServicesAmt |
| Management And General | $704,135 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,046,309 | TotalAmt |
| Program Services | $10,046,309 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,151,051 | TotalAmt |
| Program Services | $2,814,370 | ProgramServicesAmt |
| Management And General | $336,681 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,970 | TotalAmt |
| Program Services | $1,554,927 | ProgramServicesAmt |
| Management And General | $12,043 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,282,273 | TotalAmt |
| Program Services | $1,282,254 | ProgramServicesAmt |
| Management And General | $19 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,386,410 | TotalAmt |
| Program Services | $8,905,035 | ProgramServicesAmt |
| Management And General | $481,375 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,537 | TotalAmt |
| Program Services | $381,302 | ProgramServicesAmt |
| Management And General | $217,235 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,287,120 | TotalAmt |
| Program Services | $20,196,340 | ProgramServicesAmt |
| Management And General | $90,780 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,909 | TotalAmt |
| Program Services | $709,192 | ProgramServicesAmt |
| Management And General | $4,717 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,539 | TotalAmt |
| Program Services | $3,124,304 | ProgramServicesAmt |
| Management And General | $153,235 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,228 | TotalAmt |
| Program Services | $383,949 | ProgramServicesAmt |
| Management And General | $57,279 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| New Program Development | $521,125 | $521,125 | |
| VALUATION RESERVES | $204,201 | $204,201 | |
| OUTSIDE AGENTS | $199,561 | $188,782 | $10,779 |
| BAD DEBT EXPENSE | $153,682 | $153,675 | $7 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,741 | TotalAmt |
| Program Services | $417,309 | ProgramServicesAmt |
| Management And General | $365,432 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,929,002 | TotalAmt |
| Program Services | $80,957,069 | ProgramServicesAmt |
| Management And General | $8,971,933 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,764,921 | BOYAmt |
| EOY | $4,368,284 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,969 | BOYAmt |
| EOY | $3,048 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,977,036 | BOYAmt |
| EOY | $6,381,396 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,381 | BOYAmt |
| EOY | $1,544,918 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,975,479 | BOYAmt |
| EOY | $6,020,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $73,757,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,973,665 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,046,655 | BOYAmt |
| EOY | $16,783,571 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,408,028 | BOYAmt |
| EOY | $5,256,428 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,439,889 | BOYAmt |
| EOY | $48,006,530 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,154,358 | BOYAmt |
| EOY | $88,364,750 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,198,009 | BOYAmt |
| EOY | $19,291,929 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,304,151 | BOYAmt |
| EOY | $13,026,518 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,397,957 | BOYAmt |
| EOY | $7,298,960 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,417,249 | BOYAmt |
| EOY | $27,853,101 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,317,366 | BOYAmt |
| EOY | $67,470,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,836,992 | BOYAmt |
| EOY | $20,894,242 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,836,992 | BOYAmt |
| EOY | $20,894,242 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,154,358 | BOYAmt |
| EOY | $88,364,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,447,446 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $163,531 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,658,835 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,326,180 | OtherCostOrOtherBasisAmt |
| Book Value | $3,326,180 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,512,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,302,688 | DepreciationAmt |
| Book Value | $10,210,145 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,056,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,976,253 | DepreciationAmt |
| Book Value | $2,080,565 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,861,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,694,724 | DepreciationAmt |
| Book Value | $1,166,681 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $16,783,571 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| IMACAN MANAGEMENT CENTRE | $24,084,901 |
| MGMT CENTER DE MEXICO AC | $7,245,146 |
| AMA EUROPE SA | $1,898,684 |
| PAID IN CAPITAL-AMA EUROPE SA | $12,776,056 |
| SECURITY DEPOSIT | $2,001,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $48,006,530 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $6,308,560 |
| OTHER LIABILITIES | $21,544,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,853,101 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| UNCERTAINTIES IN INCOME TAXES | SCHEDULE D, PART X, LINE 2 THE ASSOCIATION FOLLOWS THE GUIDANCE OF ASC 740-10, INCOME TAXES OVERALL, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. ASC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. THE ASSOCIATION UTILIZES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION DID NOT RECOGNIZE ANY UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED MARCH 31, 2015 AND 2014. |
| CONSOLIDATED FINANCIAL STATEMENT | SCHEDULE D, PART XI AND XII AMERICAN MANAGEMENT ASSOCIATION IS PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT IN COMBINATION WITH ITS RELATED ORGANIZATIONS. THE CONSOLIDATED FINANCIAL STATEMENTS ISSUED FOR THE FISCAL YEAR ENDED MARCH 31, 2015 WERE PREPARED IN ACCORDANCE WITH GAAP. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | SCHEDULE E, PART I, LINE 3 AMA PUBLICIZES ITS NONDISCRIMINATORY POLICY THROUGH ITS PROMOTIONAL MATERIALS AND IN NATIONAL NEWSPAPER MEDIA. THE AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL DOES NOT DISCRIMINATE IN EMPLOYMENT, ADMISSION TO MEMBERSHIP, OR ADMISSION OF SPEAKERS OR REGISTRANTS TO ITS PROGRAMS ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, AGE, SEXUAL ORIENTATION, DISABILITY, NATIONAL OR ETHNIC ORIGIN, VETERAN STATUS, OR ANY OTHER BASIS PROHIBITED BY STATE OR LOCAL LAW. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 3 | Program Services | EDUCATIONAL ACTIVITIES | $15,959 | |
| East Asia and the Pacific | 13 | Program Services | EDUCATIONAL ACTIVITIES | $182,921 | |
| Europe (Including Iceland and Greenland) | 58 | Program Services | EDUCATIONAL ACTIVITIES | $7,287,286 | 1 |
| Middle East and North Africa | Program Services | EDUCATIONAL ACTIVITIES | $5,874 | ||
| North America | 12 | Program Services | EDUCATIONAL ACTIVITIES | $96,170 | |
| Russia and the Newly Independent States | 1 | Program Services | EDUCATIONAL ACTIVITIES | $3,771 | |
| South America | 4 | Program Services | EDUCATIONAL ACTIVITIES | $31,705 | |
| South Asia | 3 | Program Services | EDUCATIONAL ACTIVITIES | $42,058 | |
| Sub-Saharan Africa | 1 | Program Services | EDUCATIONAL ACTIVITIES | $18,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 95 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Subtotal Spent | $7,684,005 | SubtotalSpentAmt |
| Total Spent | $7,684,005 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| EXPENDITURES PER REGION | SCHEDULE F, PART I, LINE 3, COLUMN F THE ORGANIZATION REPORTS EXPENDITURES PER REGION ON AN ACCRUAL BASIS WHICH IS CONSISTENT WITH THE ACCOUNTING METHOD USED FOR THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| BOYCOTTING COUNTRIES | SCHEDULE F, PART IV, LINE 6 THE ORGANIZATION CONDUCTED A LIMITED NUMBER OF EDUCATIONAL ACTIVITIES IN SAUDI ARABIA DURING THE TAX YEAR. IN ADDITION, DURING THE TAX YEAR AMERICAN MANAGEMENT ASSOCIATION EUROPE SA, A RELATED ORGANIZATION TAXABLE AS A CORPORATION, ESTABLISHED IN BELGIUM, ALSO HELD A FEW EDUCATIONAL ACTIVITIES IN SAUDI ARABIA AND THE UNITED ARAB EMIRATES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $12,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURES FOR MONITORING GRANTS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2 AMA AWARDS A LIMITED AMOUNT OF SCHOLARSHIPS ANNUALLY IN THE AMOUNT OF $1,500 EACH TO ASSIST CHILDREN OF ELIGIBLE STAFF MEMBERS IN PURSUING THEIR COLLEGE EDUCATION. THESE AWARDS ARE FOR STUDENTS BEGINNING THEIR FRESHMAN YEAR OF COLLEGE AND ARE RENEWABLE THE FOLLOWING THREE YEARS OF SCHOOL, PROVIDING THAT THE STUDENT MAINTAINS A CUMULATIVE GRADE POINT AVERAGE OF 3.00 (B) OR ABOVE FOR THE ACADEMIC YEAR. WINNERS ARE SELECTED BY A SCHOLARSHIP COMMITTEE COMPRISED OF PROMINENT EDUCATORS FROM DIFFERENT FIELDS OF KNOWLEDGE. THE SCHOLARSHIPS ARE AWARDED BASED UPON SCHOLASTIC ACHIEVEMENT, EXTRA-CURRICULAR ACTIVITIES AND PERSONAL CHARACTER. SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE RECIPIENT'S ACCREDITED COLLEGE OR UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD T REILLY | ||||||||||||||
| PRESIDENT/CEO/TRUSTEE | $761,812 | $0 | $0 | $0 | $28,733 | $0 | $7,800 | $0 | $39,746 | $0 | $838,091 | $0 | $0 | $0 |
| VIVIANNA GUZMAN | ||||||||||||||
| EVP/CFO/TREASURER | $344,040 | $0 | $0 | $0 | $1,548 | $0 | $7,800 | $0 | $16,475 | $0 | $369,863 | $0 | $0 | $0 |
| ARTHUR LEVY | ||||||||||||||
| GENERAL COUNSEL/SECRETARY | $269,009 | $0 | $0 | $0 | $1,822 | $0 | $7,800 | $0 | $27,968 | $0 | $306,599 | $0 | $0 | $0 |
| RICHARD BARTON | ||||||||||||||
| CHIEF INFORMATION OFFICER | $253,712 | $0 | $0 | $0 | $607 | $0 | $7,800 | $0 | $39,517 | $0 | $301,636 | $0 | $0 | $0 |
| MANOS AVRAMIDIS | ||||||||||||||
| SVP/CHIEF HR OFFICER | $208,780 | $0 | $0 | $0 | $204 | $0 | $6,600 | $0 | $34,063 | $0 | $249,647 | $0 | $0 | $0 |
| CHERYL STERN | ||||||||||||||
| REGIONAL DIRECTOR | $87,960 | $0 | $49,381 | $0 | $333,710 | $0 | $7,800 | $0 | $12,062 | $0 | $490,913 | $0 | $0 | $0 |
| ROBERT SMITH | ||||||||||||||
| SVP, MARKETING & MEMBERSHIP | $142,325 | $0 | $0 | $0 | $82,405 | $0 | $4,749 | $0 | $13,035 | $0 | $242,514 | $0 | $0 | $0 |
| SAMUEL DAVIS | ||||||||||||||
| VP, GOVT & MIDMARKET SALES | $217,311 | $0 | $0 | $0 | $943 | $0 | $6,789 | $0 | $31,456 | $0 | $256,499 | $0 | $0 | $0 |
| ROBERT MORALES | ||||||||||||||
| VP, INTERNAL AUDIT | $198,372 | $0 | $0 | $0 | $2,317 | $0 | $6,060 | $0 | $6,996 | $0 | $213,745 | $0 | $0 | $0 |
| DIANE LAURENZO | ||||||||||||||
| SVP, PRODUCT DEVELOPMENT | $197,072 | $0 | $0 | $0 | $1,170 | $0 | $6,300 | $0 | $35,693 | $0 | $240,235 | $0 | $0 | $0 |
| MARC DELLAERT | ||||||||||||||
| FORMER EXEC. DIRECTOR, EUROPE | $0 | $0 | $0 | $0 | $51,279 | $153,836 | $0 | $0 | $0 | $0 | $51,279 | $153,836 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL: ------------------------------ IN ACCORDANCE WITH COMPANY POLICY AND HIS EMPLOYMENT CONTRACT, FIRST CLASS/CHARTER TRAVEL IS PROVIDED FOR THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE SHALL BE ENTITLED TO USE UP TO, AND INCLUDING, FIRST CLASS TRAVEL WHEN IT (A) IS PRUDENT OR DICTATED BY BUSINESS NECESSITY, AND (B) IS SUPPORTED BY THE COMPANY'S FINANCIAL CONDITION (AS DETERMINED BY THE BOARD). CHARTER FLIGHTS FOR OFFICERS AND KEY EMPLOYEES ARE ALSO PERMITTED PER COMPANY POLICY. BUSINESS RELATED TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION. TRAVEL FOR COMPANIONS: ---------------------- IN ACCORDANCE WITH COMPANY POLICY AND HIS EMPLOYMENT CONTRACT, WHEN ENGAGED IN ACTIVITIES IN FURTHERANCE OF, OR ON BEHALF OF THE ASSOCIATION, THE CHIEF EXECUTIVE OFFICER'S SPOUSE IS ENTITLED TO HAVE ALL APPROPRIATE TRAVEL EXPENSES INCURRED DURING SUCH ACTIVITIES REIMBURSED BY THE ASSOCIATION UPON THE PRESENTATION OF PROPER DOCUMENTATION OF SUCH EXPENSES. THE CEO RECEIVED A DE MINIMIS AMOUNT OF SUCH TAXABLE REIMBURSEMENT IN THE 12/31/14 TAX YEAR. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: ---------------------------------------------- IN ACCORDANCE WITH HIS EMPLOYMENT CONTRACT, CERTAIN SOCIAL CLUB DUES ARE PROVIDED FOR THE CHIEF EXECUTIVE OFFICER. ADDITIONALLY, THE COMPANY CONTRIBUTES $200 ANNUALLY (AS A TAXABLE FRINGE BENEFIT) IN HEALTH CLUB DUES ON BEHALF OF INDIVIDUALS WISHING TO PARTICIPATE. |
| SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2014: ROBERT SMITH $ 68,654 MARC DELLAERT $205,115 |
| SCHEDULE J, PART I, LINE 5 | THE ORGANIZATION PAYS COMMISSIONS TO ITS REGIONAL SALES DIRECTORS BASED UPON THEIR ACHIEVEMENT OF CERTAIN SALES QUOTAS AND SUCH AMOUNTS ARE INCLUDED AS TAXABLE COMPENSATION IN COLUMN (B)(III). AMOUNTS EARNED BUT NOT YET PAID ARE ACCRUED ACCORDINGLY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL (THE "ASSOCIATION" OR "AMA") IS A MEMBERSHIP-BASED MANAGEMENT EDUCATION ORGANIZATION. THE ASSOCIATION OFFERS A FULL RANGE OF BUSINESS EDUCATION AND MANAGEMENT DEVELOPMENT PROGRAMS FOR INDIVIDUALS AND ORGANIZATIONS, WORLDWIDE. THE ASSOCIATION, INCORPORATED BY THE REGENTS OF THE UNIVERSITY OF THE STATE OF NEW YORK, IS EXEMPT FROM UNITED STATES FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| CONSOLIDATED FINANCIAL STATEMENTS | FORM 990, PART IV, LINE 12 AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL IS AUDITED IN COMBINATION WITH ITS BRANCH IN BELGIUM AND ITS AFFILIATED ENTITIES IN CANADA AND MEXICO. ALTHOUGH SEPARATE AUDITED FINANCIAL STATEMENTS ARE NOT ISSUED FOR AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL, A CONSOLIDATED AUDITED FINANCIAL STATEMENT WAS ISSUED FOR THE FISCAL YEAR ENDED MARCH 31, 2015 WHICH WAS PREPARED IN ACCORDANCE WITH GAAP. MANAGEMENT DUTIES FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION DELEGATES THE DAY-TO-DAY MANAGEMENT OF ITS EUROPEAN OPERATIONS TO AN INDEPENDENT CONTRACTOR EMPLOYED BY THE GLOBAL DYNAMIC SOLUTIONS COMPANY. THIS INDIVIDUAL WORKS UNDER THE DIRECT SUPERVISION OF THE ASSOCIATION'S OFFICERS. MR. RUDI PLETTINX OVERSEES THE OPERATIONS OF THE ASSOCIATION'S BRANCH OFFICE IN BELGIUM, AS WELL AS AMERICAN MANAGEMENT ASSOCIATION EUROPE SA, A RELATED ORGANIZATION. HIS RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: DIRECTING BUSINESS ACTIVITIES; PLANNING AND EXECUTING THE EUROPEAN BUDGET; GENERAL HUMAN RESOURCES DUTIES SUCH AS HIRING, FIRING AND SUPERVISING PERSONNEL. ALL ACTIONS AND DECISIONS ARE SUBJECT TO PARENT COMPANY OVERSIGHT AND MUST ADHERE TO THE ASSOCIATION'S CORPORATE POLICIES AND PROCEDURES. FOR THE YEAR ENDED DECEMBER 31, 2014, THE ASSOCIATION PAID MR. PLETTINX 225,000 EUROS FOR SERVICES, AND A DE MINIMUS AMOUNT FOR BUSINESS EXPENSE REIMBURSEMENTS. |
| CHANGES TO BY-LAWS | FORM 990, PART VI, SECTION A, LINE 4 THE ASSOCIATION'S BY-LAWS WERE AMENDED IN JULY 2014 TO REFLECT RECENT CHANGES IN THE NEW YORK NON-PROFIT REVITALIZATION ACT, AS WELL AS THE ASSOCIATION'S UPDATED CONFLICT OF INTEREST POLICIES. IN JULY 2014, A SEPARATE AND DISTINCT CONFLICT OF INTEREST POLICY WAS ESTABLISHED FOR THE ASSOCIATION'S TRUSTEES, OFFICERS AND KEY EMPLOYEES. THE PREVIOUS POLICY WAS ALSO REVISED TO SPECIFY ITS RELEVANCE TO ALL EMPLOYEES OF THE ASSOCIATION, EXCLUDING THOSE INDIVIDUALS COVERED BY THE NEW POLICY. |
| ORGANIZATION MEMBERS | FORM 990, PART VI, SECTION A, LINE 6-7B AMA IS A MEMBER-BASED ORGANIZATION. MEMBERS OF THE ASSOCIATION ELECT THE BOARD OF TRUSTEES AT THE ANNUAL MEETING. CERTAIN TRANSACTIONS OF THE CORPORATION, ACCORDING TO THE BY-LAWS AND/OR ARTICLES OF INCORPORATION, ARE APPROVED BY THE MEMBER ASSOCIATES. |
| APPROVAL PROCESS OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S FORM 990 IS INITIALLY PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S FINANCE DEPARTMENT IN CONSULTATION WITH VARIOUS STAFF. THE DRAFT RETURN IS FIRST REVIEWED BY THE ASSOCIATION'S FINANCE DEPARTMENT AND EXECUTIVES. IT IS THEN PROVIDED TO THE ASSOCIATION'S BOARD OF TRUSTEES AND AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. |
| MONITORING AND COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C ALL NEW EMPLOYEES AND TRUSTEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE TIME OF HIRING OR PRIOR TO ELECTION TO THE BOARD, RESPECTIVELY, MAKING KNOWN ANY OUTSIDE AFFILIATIONS WHICH MAY POTENTIALLY CAUSE A CONFLICT OF INTEREST. ALL CURRENT EMPLOYEES (OTHER THAN OFFICERS AND KEY EMPLOYEES) ARE REQUIRED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT TO THE GENERAL COUNSEL, DISCLOSING ALL SUCH POTENTIAL CONFLICTS. ALL CURRENT TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT TO THE BOARD SECRETARY, DISCLOSING ALL OUTSIDE AFFILIATIONS WHICH MAY POTENTIALLY CAUSE A CONFLICT OF INTEREST. IN ADDITION, EMPLOYEES ARE REQUIRED TO DISCLOSE TO THE PRESIDENT/CEO OR THE GENERAL COUNSEL, AND TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE TO THE AUDIT COMMITTEE CHAIRMAN, RESPECTIVELY, ANY POTENTIAL CONFLICTS OF INTEREST OR VIOLATIONS OF THE CONFLICT OF INTEREST POLICY AS THEY ARISE. IF NECESSARY, APPROPRIATE ACTION IS TAKEN TO RESOLVE ANY SUCH CONFLICTS OR VIOLATIONS. |
| EXECUTIVE COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINE 15 A/B AMA'S EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED BY ITS COMPENSATION & BENEFITS COMMITTEE (THE "COMMITTEE") AND BOARD OF TRUSTEES (THE "BOARD"). THE PROCESS INCLUDES THE INDEPENDENT COMMITTEE SEEKING THE ADVICE OF AN OUTSIDE COMPENSATION FIRM. THE OUTSIDE FIRM BENCHMARKS EXECUTIVE COMPENSATION USING VALIDATED SURVEY DATA THAT FOCUSES ON THE MARKETPLACE THAT THEY AND THE COMMITTEE HAVE DEFINED AS APPROPRIATE. THE COMMITTEE MEETS AT LEAST ONCE A YEAR. THE COMMITTEE REVIEWS AND APPROVES ALL EXECUTIVE COMPENSATION WITH THE EXCEPTION OF THE CEO AND CFO/TREASURER, WHOSE COMPENSATION REVIEW REQUIRES ADDITIONAL APPROVAL STEPS. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE FULL BOARD ALL COMPENSATION MATTERS RELATED TO THE CEO AND CFO/TREASURER. THE FULL BOARD THEN REVIEWS AND APPROVES THE COMPENSATION OF THE CEO AND CFO/TREASURER. THE APPROVALS ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE MAINTAINED BY THE OFFICE OF THE SECRETARY AND GENERAL COUNSEL. THIS PROCESS WAS MOST RECENTLY COMPLETED IN JULY 2015. |
| PUBLIC AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BY-LAWS, CERTIFICATE OF INCORPORATION, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ALSO THE FEDERAL FORM 990, WHICH INCLUDES FINANCIAL AND OTHER DISCLOSURES, IS AVAILABLE ON GUIDESTAR AND UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 CUMULATIVE TRANSLATION: $(1,158,531) CURRENT YEAR MOVEMENT - SFAS 158: $ (840,676) CURRENT YEAR MOVEMENT - SFAS 106: $ 340,372 ------------ TOTAL OTHER CHANGES IN NET ASSETS $(1,658,835) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN MANAGEMENT ASSN HOLDINGS LLC | ||||||||
| 1601 BROADWAY | NEW YORK | NY | 10019 | 900449647 | HOLDING COMP | DE | $12,775,160 | AMA |
| AMA HOLDINGS ASIA LLC | ||||||||
| 1601 BROADWAY | NEW YORK | NY | 10019 | 611615525 | DORMANT | DE | $0 | AMA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|
| IMACAN MANAGEMENT CENTRE | ||||
| EDUCATION ACT | CA | AMA | Yes (true) | |
| MANAGEMENT CENTER DE MEXICO AC | ||||
| EDUCATION ACT | AMA | Yes (true) | MX | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMA EUROPE SA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | rue de lAqueduc 118 | AddressLine1Txt |
| City | 1050 Brussels | CityNm |
| Country | BE | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATION ACT | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | BE | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMA HOLDINGSLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $9,106,770 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,476,538 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IMACAN MANAGEMENT CENTRE | ||
| A | $1,634,746 | COST |
| MANAGEMENT CENTRE DE MEXICO AC | ||
| A | $72,673 | COST |
| AMA EUROPE SA | ||
| A | $1,153,494 | COST |
| IMACAN MANAGEMENT CENTRE | ||
| L | $701,954 | COST |
| AMA EUROPE SA | ||
| L | $116,175 | COST |
| AMA EUROPE SA | ||
| M | $1,340,558 | COST |
| AMA EUROPE SA | ||
| O | $253,786 | COST |
| AMA EUROPE SA | ||
| P | $117,041 | COST |
| IMACAN MANAGEMENT CENTRE | ||
| Q | $55,590 | COST |
| MANAGEMENT CENTER DE MEXICO AC | ||
| Q | $23,486 | COST |
| AMA EUROPE SA | ||
| Q | $412,337 | COST |
| MANAGEMENT CENTER DE MEXICO AC | ||
| R | $250,000 | COST |
| AMA EUROPE SA | ||
| R | $1,544,568 | COST |
| IMACAN MANAGEMENT CENTRE | ||
| S | $942,517 | COST |