NEW ENGLAND ASSOCIATION OF SCHOOLS & COLLEGES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND ASSOCIATION OF SCHOOLS & COLLEGES INC (EIN 04-6112618)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-04-08
- IRS object ID
- 201520989349300717
- Schema version
- 2013v4.0
- 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 B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-08T13:08:08-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043000523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFC PK SUITE 102 | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046112618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND ASSOCIATION OF SCHOOLS AND | BusinessNameLine1 |
| Business Name Line2 | COLLEGES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 7814257700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BURLINGTON WOODS DRIVE NO 100 | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 018034514 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMERON C STAPLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7814257700 | PhoneNum |
| Signature | 2015-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A DIIULIS | PreparerPersonNm |
| PTIN | P00303577 | PTIN |
| Phone | 6174711120 | PhoneNum |
| Preparation | 2015-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAMERON C STAPLES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BURLINGTON WOODS DRIVE NO 100 | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,842,798 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEASC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION IS TO ADVANCE THE CAUSE OF EDUCATION IN THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. IN ADDITION, THE ASSOCIATION IS TO ACT AS A REGIONAL ACCREDITING ORGANIZATION DEDICATED TO THE ESTABLISHMENT OF COOPERATIVE RELATIONS AMONG THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE ASSOCIATION STRIVES TO DEVELOP, MAINTAIN, AND IMPROVE SOUND EDUCATIONAL STANDARDS, AND TO PROMOTE THE INTERESTS IN COMMON TO BOTH COLLEGES AND SCHOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 7245 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,760,252 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,280,159 | CYProgramServiceRevenueAmt |
| PY Investment Income | $160,133 | PYInvestmentIncomeAmt |
| CY Investment Income | $286,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,627 | PYOtherRevenueAmt |
| CY Other Revenue | $8,249 | CYOtherRevenueAmt |
| PY Total Revenue | $8,968,012 | PYTotalRevenueAmt |
| CY Total Revenue | $9,611,602 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $5,290,028 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,739,437 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,743,843 | PYOtherExpensesAmt |
| CY Other Expenses | $2,546,923 | CYOtherExpensesAmt |
| PY Total Expenses | $8,033,871 | PYTotalExpensesAmt |
| CY Total Expenses | $8,286,360 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $934,141 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,325,242 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,408,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,196,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,287,965 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,793,780 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,120,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,402,375 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION IS TO ADVANCE THE CAUSE OF EDUCATION IN THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. IN ADDITION, THE ASSOCIATION IS TO ACT AS A REGIONAL ACCREDITING ORGANIZATION DEDICATED TO THE ESTABLISHMENT OF COOPERATIVE RELATIONS AMONG THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE ASSOCIATION STRIVES TO DEVELOP, MAINTAIN, AND IMPROVE SOUND EDUCATIONAL STANDARDS, AND TO PROMOTE THE INTERESTS IN COMMON TO BOTH COLLEGES AND SCHOOLS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,397,129 | ExpenseAmt |
| Revenue | $9,009,329 | RevenueAmt |
| Desc | THE ASSOCIATION PROVIDES ACCREDITATIONS AND EVALUATIONS OF MEMBER AND CANDIDATE SCHOOLS. THE ASSOCIATION ACCREDITED AND/OR EVALUATED OVER 1,800 SCHOOLS DOMESTICALLY AND INTERNATIONALLY. THE ACCREDITATIONS AND EVALUATIONS WERE PERFORMED BY APPROXIMATELY 7,245 VOLUNTEERS, PROVIDING AN ESTIMATED 170,000 HOURS OF SERVICE TO THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $206,372 | ExpenseAmt |
| Revenue | $185,112 | RevenueAmt |
| Desc | THE ASSOCIATION HOLDS WORKSHOPS FOR MEMBER SCHOOLS, INCLUDING SELF-STUDY, CHAIR PREPARATION, FOLLOW-UP WORKSHOPS, AND OTHER WORKSHOPS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $83,271 | ExpenseAmt |
| Revenue | $87,500 | RevenueAmt |
| Desc | THE ASSOCIATION PROMOTES EDUCATIONAL STANDARDS INTERNATIONALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,686,772 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMERON C STAPLES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7814257707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BURLINGTON WOODS DRIVE SUITE 100 | AddressLine1 |
| City | BURLINGTON | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CAMERON STAPLES | ||||||||
| PRESIDENT/CEO | 35.00 | Yes (X) | Yes (X) | $292,539 | $0 | $30,497 | ||
| JAMES J BROSNAN CPS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA MAGUIRE MESERVEY CIHE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM MACMULLEN CIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE L MCGRATH CIE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL M FOCHTMAN CIE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY CARRIUOLO CIHE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ZORICA PANTIC CIHE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CELESTE BOWLER CPS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E LITTLEFIELD CPS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM FITZGERALD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE SERGI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN ELLIOTT | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CONTOMPASIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE N SCONTRAS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY LYONS | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BURKE III | ||||||||
| SECRETARY-TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNETH K QUIGLEY JR | ||||||||
| IMMEDIATE PAST CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA E BRITTINGHAM | ||||||||
| PRESIDENT/DIRECTOR CIHE | 35.00 | $289,530 | $0 | $40,081 | Yes (X) | |||
| JANET ALLISON | ||||||||
| DIRECTOR CPS | 35.00 | $195,462 | $0 | $27,921 | Yes (X) | |||
| WILLIAM BENNETT | ||||||||
| DIRECTOR CIS | 35.00 | $190,545 | $0 | $36,264 | Yes (X) | |||
| PETER MOTT | ||||||||
| DIRECTOR CIE | 35.00 | $185,480 | $0 | $20,569 | Yes (X) | |||
| PATRICIA O'BRIEN | ||||||||
| SENIOR VICE PRESIDENT CIHE | 35.00 | $198,762 | $0 | $29,128 | Yes (X) | |||
| PAULA HARBECKE | ||||||||
| VICE PRESIDENT CIHE | 35.00 | $162,086 | $0 | $25,211 | Yes (X) | |||
| CAROL ANDERSON | ||||||||
| VICE PRESIDENT CIHE | 35.00 | $159,250 | $0 | $31,674 | Yes (X) | |||
| TALA KHUDAIRI | ||||||||
| VICE PRESIDENT CIHE | 35.00 | $158,100 | $0 | $37,014 | Yes (X) | |||
| MICHAEL POPINCHALK | ||||||||
| ASSOCIATE DIRECTOR CIE | 35.00 | $129,550 | $0 | $14,383 | Yes (X) | |||
| MARK STAPLETON | ||||||||
| DIRECTOR OF EXTERNAL AFFAIRS | 21.00 | $112,914 | $0 | $12,536 | Yes (X) | |||
| KATHY WILLIS | ||||||||
| OFFICE MANAGER | 35.00 | $100,121 | $0 | $30,420 | Yes (X) | |||
| MARY ULLIANI | ||||||||
| BUSINESS MANAGER | 35.00 | $100,270 | $0 | $27,993 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,274,609 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $363,691 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVID STEWART | |||||
| 19 BURCH STREET | ARLINGTON | MA | 02474 | SOFTWARE ENGINEER | $110,450 |
| HOLLAND & KNIGHT LLP | |||||
| 10 SAINT JAMES AVENUE | BOSTON | MA | 02116 | LEGAL | $102,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $37,000 | GovernmentGrantsAmt |
| Total Contributions | $37,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACCREDATION AND EVALUATIONS | 611710 | $8,684,511 | $8,684,511 |
| ANNUAL MEETINGS | 611710 | $323,036 | $323,036 |
| WORKSHOPS | 611710 | $185,112 | $185,112 |
| CONTRACT REVENUE | 611710 | $87,500 | $87,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,280,159 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,011 | TotalRevenueColumnAmt |
| Exclusion | $158,011 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,356,822 | SecuritiesAmt |
| Other | $200 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,228,403 | SecuritiesAmt |
| Other | $436 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,419 | SecuritiesAmt |
| Other | -$236 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$236 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $128,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,375 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,357 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,018 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALE OF PRINTED MATERIAL | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $6,231 | TotalRevenueColumnAmt |
| Exclusion | $6,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,231 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,611,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,281,941 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $292,661 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,274,609 | TotalAmt |
| Program Services | $1,798,423 | ProgramServicesAmt |
| Management And General | $476,186 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,184,688 | TotalAmt |
| Program Services | $1,727,327 | ProgramServicesAmt |
| Management And General | $457,361 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,212 | TotalAmt |
| Program Services | $348,675 | ProgramServicesAmt |
| Management And General | $95,537 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,676 | TotalAmt |
| Program Services | $383,000 | ProgramServicesAmt |
| Management And General | $167,676 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,252 | TotalAmt |
| Program Services | $226,871 | ProgramServicesAmt |
| Management And General | $58,381 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,241 | TotalAmt |
| Management And General | $89,241 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,313 | TotalAmt |
| Management And General | $26,313 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,621 | TotalAmt |
| Program Services | $18,621 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,553 | TotalAmt |
| Management And General | $27,553 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,019 | TotalAmt |
| Management And General | $5,019 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,563 | TotalAmt |
| Program Services | $24,058 | ProgramServicesAmt |
| Management And General | $10,505 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,810 | TotalAmt |
| Management And General | $114,810 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,496 | TotalAmt |
| Management And General | $426,496 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,902 | TotalAmt |
| Program Services | $144,700 | ProgramServicesAmt |
| Management And General | $55,202 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,592 | TotalAmt |
| Program Services | $539,563 | ProgramServicesAmt |
| Management And General | $60,029 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,575 | TotalAmt |
| Management And General | $134,575 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,988 | TotalAmt |
| Management And General | $156,988 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| WORKSHOP EXPENSE | $206,372 | $206,372 | |
| PRINTING & POSTAGE | $109,354 | $95,373 | $13,981 |
| CONSULTING | $98,868 | $17,817 | $81,051 |
| DIRECT GRANT EXPENDITUR | $83,271 | $83,271 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,385 | TotalAmt |
| Program Services | $72,701 | ProgramServicesAmt |
| Management And General | $142,684 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,286,360 | TotalAmt |
| Program Services | $5,686,772 | ProgramServicesAmt |
| Management And General | $2,599,588 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,874 | BOYAmt |
| EOY | $277,924 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,335,299 | BOYAmt |
| EOY | $1,640,996 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,177 | BOYAmt |
| EOY | $180,712 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,003 | BOYAmt |
| EOY | $16,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,383 | BOYAmt |
| EOY | $123,336 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,099,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $583,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,081 | BOYAmt |
| EOY | $515,896 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,202,882 | BOYAmt |
| EOY | $13,432,255 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898 | BOYAmt |
| EOY | $8,389 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,672 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,408,269 | BOYAmt |
| EOY | $16,196,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,039 | BOYAmt |
| EOY | $599,948 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,833,327 | BOYAmt |
| EOY | $7,406,662 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,599 | BOYAmt |
| EOY | $787,170 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,287,965 | BOYAmt |
| EOY | $8,793,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,086,675 | BOYAmt |
| EOY | $7,370,180 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,629 | BOYAmt |
| EOY | $12,195 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,120,304 | BOYAmt |
| EOY | $7,402,375 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,408,269 | BOYAmt |
| EOY | $16,196,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,325,242 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$43,171 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule 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 | $6,849,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,276,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,848,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,207,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,721,511 | CurrentTaxYearAmt |
| Total | $38,903,830 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $601,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $539,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $633,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $603,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606,254 | CurrentTaxYearAmt |
| Total | $2,983,281 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,451,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,815,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,481,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,811,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,327,765 | CurrentTaxYearAmt |
| Total | $41,887,111 | 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 | $41,887,111 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,011 | CurrentTaxYearAmt |
| Total | $708,494 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,011 | CurrentTaxYearAmt |
| Total | $708,494 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $97 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,097 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,615,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,928,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,614,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,955,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,485,776 | CurrentTaxYearAmt |
| Total | $42,599,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98120 | PublicSupportPY509Pct |
| Investment Income CY | 0.01660 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01820 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $18,621 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $18,621 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES INCLUDE CONGRESSIONAL MEETINGS TO PROMOTE AND SUPPORT THE MISSION OF THE ASSOCIATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,285,270 | BeginningYearBalanceAmt |
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | $170,959 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,071 | OtherExpendituresAmt |
| End Year Balance | $3,855,158 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,176,575 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $134,838 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $815 | OtherExpendituresAmt |
| Administrative Expenses | $25,328 | AdministrativeExpensesAmt |
| End Year Balance | $3,285,270 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,675,396 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $226,311 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,786 | OtherExpendituresAmt |
| Administrative Expenses | $23,346 | AdministrativeExpensesAmt |
| End Year Balance | $3,176,575 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,392,739 | BeginningYearBalanceAmt |
| Contributions | $287 | ContributionsAmt |
| Investment Earnings Or Losses | $282,370 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,675,396 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,167,547 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $227,292 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,100 | OtherExpendituresAmt |
| End Year Balance | $2,392,739 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $190,411 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $33,191 | DepreciationAmt |
| Book Value | $157,220 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $909,317 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $550,641 | DepreciationAmt |
| Book Value | $358,676 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $515,896 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED POST RETIREMENT MEDICAL BENEFITS | Desc |
| Amt | $787,170 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $787,170 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,543,471 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$43,171 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$43,171 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,586,642 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,553 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,593 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $24,960 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,611,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,243,546 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,593 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,593 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,240,953 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,553 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $17,854 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $45,407 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,286,360 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE ASSOCIATION. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" ("MLTN") SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES, WILL BE CLASSIFIED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSE IN THE STATEMENT OF ACTIVITIES. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS, ETC.); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. THE ASSOCIATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ASSOCIATION HAS INDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ASSOCIATION DOES NOT EXPECT ANY MATERIAL CHANGES IN ITS POSITION REGARDING THIS MATTER IN THE NEXT TWELVE MONTHS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -2,357. LOSS ON SALE OF FIXED ASSETS -236. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,357. LOSS ON SALE OF FIXED ASSETS 236. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RETIREMENT MEDICAL BENEFITS 17,854. |
| PART XII LINE 4B - OTHER ADJUSTMENTS: | ACTUARIAL LOSS LESS AMORTIZATION OF NET TRANSITION OBLIGATION RELATED TO POST-RETIREMENT MEDICAL BENEFIT: $17,854 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| VARIOUS | 0 | 0 | PROGRAM SERVICES | OVERSEAS SCHOOL VISITS | $262,446 |
| VARIOUS | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $47,946 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | EMPLOYEE MAINTAINED FOR SCHOOL CONTRACT | $152,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $463,253 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $463,253 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL EXPENSES ARE TRACKED BY THE ASSOCIATION WHEN INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAMERON STAPLES | ||||||||||||||
| PRESIDENT/CEO | $292,539 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,497 | $0 | $323,036 | $0 | $0 | $0 |
| BARBARA E BRITTINGHAM | ||||||||||||||
| PRESIDENT/DIRECTOR CIHE | $289,530 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,081 | $0 | $329,611 | $0 | $0 | $0 |
| JANET ALLISON | ||||||||||||||
| DIRECTOR CPS | $195,462 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,921 | $0 | $223,383 | $0 | $0 | $0 |
| WILLIAM BENNETT | ||||||||||||||
| DIRECTOR CIS | $190,545 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $36,264 | $0 | $226,809 | $0 | $0 | $0 |
| PETER MOTT | ||||||||||||||
| DIRECTOR CIE | $185,480 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,569 | $0 | $206,049 | $0 | $0 | $0 |
| PATRICIA O'BRIEN | ||||||||||||||
| SENIOR VICE PRESIDENT CIHE | $198,762 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $29,128 | $0 | $227,890 | $0 | $0 | $0 |
| PAULA HARBECKE | ||||||||||||||
| VICE PRESIDENT CIHE | $162,086 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,211 | $0 | $187,297 | $0 | $0 | $0 |
| CAROL ANDERSON | ||||||||||||||
| VICE PRESIDENT CIHE | $159,250 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,674 | $0 | $190,924 | $0 | $0 | $0 |
| TALA KHUDAIRI | ||||||||||||||
| VICE PRESIDENT CIHE | $158,100 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $37,014 | $0 | $195,114 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB LUDES III | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER EXECUTIVE DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $50,000 | TransactionAmt |
| Transaction | CONSULTANT. MR. LUDES III, FORMER EXECUTIVE DIRECTOR, HAS ENTERED INTO A CONSULTING AGREEMENT REGARDING ENHANCEMENT OF THE EDUCATIONAL PROCESS FOR MEMBER INSTITUTIONS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOLS WHO ARE ACCREDITED BY THE ASSOCIATION ARE CONSIDERED MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS MAY ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING FORM 990, AN ELECTRONIC COPY IS EMAILED TO EACH BOARD OF TRUSTEES MEMBER FOR HIS/HER REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, KEY EMPLOYEE, AND TRUSTEE IS ASKED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. MANAGEMENT REVIEWS AND FOLLOWS UP ON EVERY QUESTIONNAIRE. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE COMPENSATION COMMITTEE AND IS DOCUMENTED IN HIS EMPLOYMENT CONTRACT. COMPENSATION FOR CIHE KEY EMPLOYEES IS DETERMINED BY THE COMMISSION USING COMPARABILITY DATA AND IS DOCUMENTED FOR ALL OTHER KEY EMPLOYEES. THE CEO USES OUTSIDE ORGANIZATIONS FOR COMPARABILITY DATA AND RECOMMENDS SALARY TO THE PERSONNEL COMMITTEE WHICH RECOMMENDS IT TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE BUDGET, INCLUDING SALARIES, TO THE BOARD OF TRUSTEES. ALL IS DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS OF THE ASSOCIATION ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2 C | THERE HAVE BEEN NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE CURRENT YEAR. |