2015-02-26T05:20:01-06:00 2014-06-30 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2013-07-01 611047512 AMERICAN ASSOCIATION FOR PARALEGAL EDUCATION INC AMER 8564232896 19 MANTUA ROAD MOUNT ROYAL NJ 08061 WM BRUCE DAVIS TREASURER 8564232896 2015-02-26 1 JENNIFER SOLOT CPA P00749373 2155677770 2015-02-12 2013 2016-02-25 16:41:14Z LESLIE TERIS 19 MANTUA ROAD MOUNT ROYAL NJ 08061 369447 0 X WWW.AAFPE.ORG X 1982 DE SEE PAGE 2, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1 FOR MISSION STATEMENT. 13 13 0 63 0 0 0 0 398355 365660 917 3787 0 0 399272 369447 6000 4496 0 0 0 0 0 0 0 383519 395382 389519 399878 9753 -30431 233427 189657 102890 89551 130537 100106 TO PROMOTE QUALITY PARALEGAL EDUCATION, DEVELOP EDUCATION STANDARDS, ENCOURAGE PROFESSIONAL GROWTH, AND PROVIDE A FORUM TO DISSEMINATE INFORMATION. 0 0 MEETINGS, MEMBERSHIP AND OTHER PROGRAMS: AAFPE'S MEMBERSHIP INCLUDES HUNDREDS OF UNIVERSITIES, COLLEGES AND OTHER INSTITUTIONS OF HIGHER LEARNING THROUGHOUT THE UNITED STATES AND IN CANADA. WITH OVER 400 MEMBERS, AAFPE IS THE NATION'S LARGEST AND CONTINUOUSLY OPERATING ORGANIZATION DEDICATED TO PROMOTING QUALITY PARALEGAL EDUCATION. AAFPE CONDUCTS NATIONAL AND REGIONAL MEETINGS WITH NETWORKING AND EDUCATIONAL PROGRAMS. IN ADDITION, AAFPE PUBLISHES SCHOLARLY JOURNALS, PERIODICALS, AND OTHER RESOURCE MATERIALS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X TALLEY MANAGEMENT GROUP INC 8564232896 19 MANTUA ROAD MOUNT ROYAL NJ 08061 X LORETTA CALVERT PRESIDENT JUL - NOV 1.00 X X 0 0 0 STEVE DAYTON PRESIDENT NOV - JUN 1.00 X X 0 0 0 STEVE DAYTON PRESIDENT-ELECT JUL - NOV 1.00 X X 0 0 0 PATRICIA LYONS PRESIDENT-ELECT NOV - JUN 1.00 X X 0 0 0 SCOTT A HAUERT IMMED. PAST PRESIDENT JUL - NOV 1.00 X X 0 0 0 LORETTA CALVERT IMMED. PAST PRESIDENT NOV - JUN 1.00 X X 0 0 0 ROBERT MONGUE SECRETARY 1.00 X X 0 0 0 WM BRUCE DAVIS TREASURER 1.00 X X 0 0 0 SALLIE DAVIS DIRECTOR JUL - NOV 1.00 X 0 0 0 MARCY DELESANDRI DIRECTOR JUL - NOV 1.00 X 0 0 0 DORA DYE DIRECTOR 1.00 X 0 0 0 JULIA DUNLAP DIRECTOR NOV - JUN 1.00 X 0 0 0 MARY FLAHERTY DIRECTOR 1.00 X 0 0 0 KYE HAYMORE DIRECTOR 1.00 X 0 0 0 MARY HATFIELD LOWE DIRECTOR NOV - JUN 1.00 X 0 0 0 PATRICIA LYONS DIRECTOR JUL - NOV 1.00 X 0 0 0 JUDITH MATHERS MALONEY DIRECTOR NOV - JUN 1.00 X 0 0 0 DONNA SCHOEBEL DIRECTOR 1.00 X 0 0 0 MARGARET ANN UCHNER DIRECTOR 1.00 X 0 0 0 GENE TERRY EXECUTIVE DIRECTOR JUL - APR 40.00 X 0 0 0 LESLIE TERIS EXECUTIVE DIRECTOR MAY - JUNE 20.00 X 0 0 0 0 0 0 0 0 0 0 TALLEY MANAGEMENT GROUP INC 19 MANTUA ROAD MOUNT ROYAL NJ 08061 MGT SERVICE COMPANY 112000 1 MEETINGS 900090 175475 129449 46026 MEMBERSHIP DUES 900090 153026 153026 HONOR SOCIETY 900090 35908 35908 PUBLICATIONS & OTHER 900090 1251 1251 365660 3787 3787 369447 319634 0 49813 4496 112000 16313 53831 8402 84406 103417 2176 BANK & CREDIT CARD FEES 9353 MISCELLANEOUS 5484 399878 111811 17569 106364 160147 607 455 14645 11486 233427 189657 29002 13468 73888 76083 102890 89551 X 130537 100106 130537 100106 233427 189657 -30431 0 X 1 X 0 1 0 1 1 0 0 X PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE ASSOCIATION OUTSOURCES ITS PROGRAM AND ADMINISTRATIVE FUNCTIONS TO AN INDEPENDENT MANAGEMENT COMPANY, INCLUDING THE POSITION OF EXECUTIVE DIRECTOR OF THE ASSOCIATION. THE TOTAL COMPENSATION INCURRED TO THIS MANAGEMENT COMPANY FOR THIS REPORTING YEAR WAS $112,000 AND IS REPORTED ON FORM 990, PART IX, LINE 11A. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP ORGANIZATION THE ASSOCIATION HAS ONE CLASS OF VOTING MEMBERS, REFERRED TO AS "INSTITUTIONAL MEMBERS." FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF GOVERNING BODY EACH INSTITUTIONAL MEMBER SHALL APPOINT ONE DELEGATE TO REPRESENT THE INSTITUTION FOR PURPOSES OF VOTING. FORM 990, PART VI, SECTION B, LINE 11 GOVERNING BODY REVIEW OF FORM 990 A COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY DURING THE ASSOCIATION'S FEBRUARY BOARD MEETING, THE BOARD'S POLICY AND PROCEDURES SURROUNDING THE CONFLICT OF INTEREST POLICY ARE REVIEWED AND ANY CONFLICTS ARE DISCLOSED AND ADDRESSED. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.