WATER ENVIRONMENT FEDERATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WATER ENVIRONMENT FEDERATION (EIN 53-0225129)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-15
- IRS object ID
- 201521059349300722
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T11:39:38-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SPRING HILL ROAD STE 500 | AddressLine1 |
| City | TYSONS | City |
| State | VA | State |
| ZIP Code | 221023056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530225129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATER ENVIRONMENT FEDERATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 7036842400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WYTHE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PENNY YOUNG | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7036842400 | PhoneNum |
| Signature | 2015-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN SKINNER | PreparerPersonNm |
| PTIN | P00742964 | PTIN |
| Phone | 7039700400 | PhoneNum |
| 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 | PENNY YOUNG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WYTHE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,049,458 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WEF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SEE STATEMENT O FOR ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIES: WATER ENVIRONMENT FEDERATION'S MISSION:PROVIDE BOLD LEADERSHIP, CHAMPION INNOVATION, CONNECT WATER PROFESSIONALS, AND LEVERAGE KNOWLEDGE TO SUPPORT CLEAN AND SAFE WATER WORLDWIDE.WEF ADVOCATES PROMOTING PUBLIC HEALTH BY PRESERVING AND ENHANCING THE GLOBAL WATER ENVIRONMENT; DEVELOPING AND PROMOTING PRACTICES AND POLICIES WHICH ASSIST OUR MEMBERS TO SERVE THE PUBLIC INTEREST IN PROVIDING EFFICIENT AND ENVIRONMENTALLY PROTECTIVE WATER QUALITY AND WASTEWATER MANAGEMENT SERVICES; DELIVERING HIGH-QUALITY PRODUCTS AND SERVICES TO MEMBERS AND STAKEHOLDERS; PROMOTING SCIENTIFICALLY SOUND ENVIRONMENTAL PRACTICES AND REGULATION; EDUCATING MEMBERS, THE PUBLIC, AND POLICY-MAKERS; PROMOTING AND ADVANCING THE WATER QUALITY PROFESSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 114 | TotalEmployeeCnt |
| Total Volunteers | 2609 | TotalVolunteersCnt |
| Total Gross UBI | $2,851,630 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $885,449 | PYContributionsGrantsAmt |
| CY Contributions Grants | $865,295 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,905,722 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,304,758 | CYProgramServiceRevenueAmt |
| PY Investment Income | $220,462 | PYInvestmentIncomeAmt |
| CY Investment Income | $227,949 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,164,234 | PYOtherRevenueAmt |
| CY Other Revenue | $916,538 | CYOtherRevenueAmt |
| PY Total Revenue | $22,175,867 | PYTotalRevenueAmt |
| CY Total Revenue | $22,314,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,271,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,461,501 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,340,224 | PYOtherExpensesAmt |
| CY Other Expenses | $12,605,343 | CYOtherExpensesAmt |
| PY Total Expenses | $22,636,713 | PYTotalExpensesAmt |
| CY Total Expenses | $21,091,844 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$460,846 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,222,696 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,711,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,122,425 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,870,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,825,641 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,840,919 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,296,784 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE DEVELOPMENT & DISSEMINATION OF TECHNICAL INFORMATION CONCERNING THE NATURE, COLLECTION, TREATMENT & DISPOSAL OF DOMESTIC & INDUSTRIAL WATER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,138,327 | ExpenseAmt |
| Revenue | $13,239,864 | RevenueAmt |
| Desc | PLEASE NOTE THAT THIS STATEMENT IS CONTINUED ON SCHEDULE O: ANNUAL CONFERENCE AND TRADE SHOW - WEFTEC WAS THE WATER ENVIRONMENT FEDERATION'S 86TH ANNUAL TECHNICAL EXHIBITION AND CONFERENCE, WHERE SOME 22,589 ATTENDEES RECEIVED THE BEST TRAINING AND EDUCATION IN WATER QUALITY TODAY AND HAD THE OPPORTUNITY TO EARN CONTINUING EDUCATION CREDITS FOR THEIR PARTICIPATION IN VARIOUS ACTIVITIES. THE COMPREHENSIVE FIVE-DAY MEETING INCLUDED A TECHNICAL PROGRAM OF 148 TECHNICAL SESSIONS, 27 WORKSHOPS, AND 7 FACILITY TOURS AND COVERED TOPICS RANGING FROM WASTEWATER TREATMENT FACILITY OPERATIONS AND ENVIRONMENTAL REGULATIONS TO EMERGING ISSUES AND TECHNOLOGIES LIKE STORMWATER MANAGEMENT, MEMBRANE BIOREACTORS, AND ENVIRONMENTAL SUSTAINABILITY. AS THE LARGEST WATER QUALITY EXHIBITION IN THE WORLD, WEFTEC ALSO PROVIDED ACCESS TO THE LATEST TECHNOLOGIES, SERVICES, AND PRODUCTS FOR THOSE LOOKING TO IMPROVE OR UPGRADE WASTEWATER, STORMWATER AND WATER MANAGEMENT FACILITIES, AND PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,073,475 | ExpenseAmt |
| Revenue | $2,607,528 | RevenueAmt |
| Desc | PUBLICATIONS AND SUBSCRIPTIONS - WEF PUBLISHES VARIOUS TECHNICAL MAGAZINES AND BOOKS, INCLUDING WATER ENVIRONMENT & TECHNOLOGY. WE&T IS THE FEDERATION'S FLAGSHIP PUBLICATION AND THE PUBLICATION PROFESSIONALS READ TO LEARN ABOUT THE LATEST TECHNOLOGIES, TRENDS, AND NEWS IN WATER QUALITY. MEMBERS RECEIVE IT MONTHLY AS A MEMBERSHIP BENEFIT. IN ADDITION, THE PUBLICATION IS SOLD ON A SUBSCRIPTION BASIS TO LIBRARIES AND OTHER WATER PROFESSIONALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,178,516 | ExpenseAmt |
| Revenue | $1,621,776 | RevenueAmt |
| Desc | TECHNICAL PROGRAMS, SEMINARS AND WORKSHOPS - AS THE LEADING SOURCE OF WATER QUALITY EXPERTISE, WEF IS COMMITTED TO ADVANCING THE WATER QUALITY PROFESSION BY PROVIDING ACCESS TO THE LATEST SCIENCE, ENGINEERING, AND TECHNICAL PRACTICES IN THE WATER ENVIRONMENT FIELD THROUGH SPECIALTY CONFERENCES THAT FOCUS ON SPECIFIC TOPICS SUCH AS COLLECTION SYSTEMS, UTILITY MANAGEMENT, RESIDUALS AND BIOSOLIDS MANAGEMENT, NUTRIENT REMOVAL, AND MORE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $2,425,879 | $49,192 | PUBLIC OUTREACH AND ADVOCACY - THROUGH EDUCATION, CONGRESSIONAL TESTIMONY, FOCUSED CAMPAIGNS, AND GRASSROOTS GOVERNMENT AFFAIRS EFFORTS, INFORMATION IS DISSEMINATED TO PUBLIC OFFICIALS, MEDIA, AND TARGETED AUDIENCES. | |
| $2,109,112 | $3,086,201 | MEMBERSHIP SERVICES - PROVIDE ENGAGEMENT AND TECHNICAL INQUIRY SERVICES TO MEMBER ASSOCIATIONS AND AFFILIATED ORGANIZATIONS, AND ADMINISTER REGIONAL MEETINGS TO UPDATE MEMBERS ON THE LATEST INDUSTRY ISSUES. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,534,991 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $25,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,135,393 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,925,309 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 114 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | Yes (1) | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATER ENVIRONMENT FEDERATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036842400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WYTHE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SANDRA K RALSTON | |||||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ED MCCORMICK | |||||||||
| PRESIDENT-ELECT | 6.00 | Yes (X) | Yes (X) | $2,519 | $0 | $0 | |||
| PAUL BOWEN | |||||||||
| VICE PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CORDELL SAMUELS | |||||||||
| IMMEDIATE PAST PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICK WARNER | |||||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MATT BOND | |||||||||
| PAST PRESIDENT | 6.00 | Yes (X) | Yes (X) | $3,862 | $0 | $0 | |||
| CHARLES B BOTT | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCES B BURLINGHAM | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| KARTIK CHANDRAN | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| B SCOTT CUMMINGS | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| RALPH E EXTON | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F HART | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNY HARTFELDER | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS KUNETZ | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARRY J MACDONALD | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE L MARTIN | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIN MOSLEY | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN L PALLANSCH | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT TROTTER | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| EILEEN O'NEILL | |||||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $193,754 | $0 | $41,843 | ||||
| PENNY YOUNG | |||||||||
| CHIEF FINANCIAL OFFICER | 37.50 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA J HENRY | |||||||||
| DEPUTY EXECUTIVE DIRECTOR | 37.50 | $144,469 | $0 | $23,783 | Yes (X) | ||||
| PHYLLIS O ROSS | |||||||||
| DEPUTY EXECUTIVE DIRECTOR | 37.50 | $149,752 | $0 | $22,090 | Yes (X) | ||||
| LINDA S KELLY | |||||||||
| SR. DIRECTOR, ASSOCIATION ENGAGEMENT & GOVERNANCE | 37.50 | $167,682 | $0 | $24,346 | Yes (X) | ||||
| TIMOTHY S WILLIAMS | |||||||||
| SR. DIRECTOR, GOVERNMENT AFFAIRS | 37.50 | $150,431 | $0 | $30,072 | Yes (X) | ||||
| MATTHEW P RIES | |||||||||
| CHIEF TECHNICAL OFFICER, TECHNICAL & EDUCATIONAL P | 37.50 | $129,523 | $0 | $33,254 | Yes (X) | ||||
| CARI F MCBRIDE | |||||||||
| ACCOUNT EXECUTIVE | 37.50 | $81,334 | $33,249 | $18,550 | Yes (X) | ||||
| CATHERINE L THOMSON | |||||||||
| DIRECTOR, INFORMATION SYSTEMS | 37.50 | $113,856 | $0 | $18,832 | Yes (X) | ||||
| JACK H BENSON | |||||||||
| FORMER DIRECTOR, WORLDWIDE SALES & CUSTOMER RELATI | 37.50 | $107,073 | $0 | $11,283 | Yes (X) | ||||
| JEFFERY A EGER | |||||||||
| FORMER SECRETARY & EXECUTIVE DIRECTOR | 37.50 | $370,504 | $0 | $32,538 | Yes (X) | ||||
| ARTHUR NUTTER | |||||||||
| FORMER CFO / SR. DIRECTOR, FINANCIAL MANAGEMENT | 37.50 | $108,040 | $0 | $6,011 | Yes (X) | ||||
| TIMOTHY J RICKER | |||||||||
| FORMER GENERAL MANAGER | 37.50 | $192,279 | $0 | $5,310 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,915,078 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $33,249 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $267,912 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRIGHT KEY INC | |||||
| 9050 JUNCTION DRIVE | ANNAPOLIS JUNCTION | MD | 20701 | MEMBERSHIP | $706,846 |
| MARKETING GENERAL INC | |||||
| 625 N WASHINGTON STREET SUITE 450 | ALEXANDRIA | VA | 22314 | MARKETING | $545,592 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 75265 | DECORATING | $522,952 |
| SMG | |||||
| 301 E CERMAK ROAD | CHICAGO | IL | 60616 | FACILITY RENTAL | $492,440 |
| RR DONNELLEY RECEIVABLES INC | |||||
| PO BOX 932721 | CLEVELAND | OH | 44193 | PRINTING | $488,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $865,295 | AllOtherContributionsAmt |
| Total Contributions | $865,295 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ANNUAL CONFERENCE AND TRADE SHOW | 900099 | $12,761,215 | $12,761,215 | |
| MEMBERSHIP DUES | 900099 | $3,086,201 | $3,086,201 | |
| ADVERTISING | 541800 | $2,392,551 | $2,392,551 | |
| TECHNICAL PROGRAMS/SEMINARS/WORKS | 900099 | $1,621,776 | $1,621,776 | |
| SUBSCRIPTIONS | 900099 | $393,823 | $393,823 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,192 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,304,758 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,302 | TotalRevenueColumnAmt |
| Exclusion | $226,302 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,413 | TotalRevenueColumnAmt |
| Exclusion | $84,413 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,509,837 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,508,190 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,647 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,647 | TotalRevenueColumnAmt |
| Exclusion | $1,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $526,531 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $226,728 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $299,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $299,803 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBPAGE ADVERTISING | Desc |
| Business | 900004 | BusinessCd |
| Total Revenue Column | $459,079 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $459,079 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,243 | TotalRevenueColumnAmt |
| Exclusion | $73,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $532,322 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,314,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,212,010 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,851,630 | UnrelatedBusinessRevenueAmt |
| Exclusion | $385,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,262 | TotalAmt |
| Program Services | $427,611 | ProgramServicesAmt |
| Management And General | $472,651 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,769,216 | TotalAmt |
| Program Services | $4,317,838 | ProgramServicesAmt |
| Management And General | $1,451,378 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,588 | TotalAmt |
| Program Services | $375,446 | ProgramServicesAmt |
| Management And General | $128,142 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,335 | TotalAmt |
| Program Services | $619,779 | ProgramServicesAmt |
| Management And General | $165,556 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,100 | TotalAmt |
| Program Services | $335,429 | ProgramServicesAmt |
| Management And General | $167,671 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,728 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
| Management And General | $18,728 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,138 | TotalAmt |
| Management And General | $294,138 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,993,382 | TotalAmt |
| Program Services | $2,741,527 | ProgramServicesAmt |
| Management And General | $251,855 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,452 | TotalAmt |
| Program Services | $340,655 | ProgramServicesAmt |
| Management And General | $797 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,992 | TotalAmt |
| Program Services | $1,148,045 | ProgramServicesAmt |
| Management And General | $408,947 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,544 | TotalAmt |
| Program Services | $153,661 | ProgramServicesAmt |
| Management And General | $538,883 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,507 | TotalAmt |
| Program Services | $21,507 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,670 | TotalAmt |
| Program Services | $26,500 | ProgramServicesAmt |
| Management And General | $418,170 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,419 | TotalAmt |
| Program Services | $535,424 | ProgramServicesAmt |
| Management And General | $130,995 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,165,809 | TotalAmt |
| Program Services | $4,058,744 | ProgramServicesAmt |
| Management And General | $107,065 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,653 | TotalAmt |
| Management And General | $62,653 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,798 | TotalAmt |
| Management And General | $822,798 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,163 | TotalAmt |
| Program Services | $110,292 | ProgramServicesAmt |
| Management And General | $172,871 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $86,048 | $65,303 | $20,745 |
| AWARDS | $74,934 | $34,221 | $40,713 |
| MISCELLANEOUS | $68,106 | $48,355 | $19,751 |
| INDIRECT COST ALLOCATIO | $0 | $3,527,972 | -$3,527,972 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,091,844 | TotalAmt |
| Program Services | $18,925,309 | ProgramServicesAmt |
| Management And General | $2,166,535 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,757,307 | BOYAmt |
| EOY | $5,298,176 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,282,202 | BOYAmt |
| EOY | $3,337,504 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,045 | BOYAmt |
| EOY | $14,263 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,583,137 | BOYAmt |
| EOY | $1,270,366 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,326 | BOYAmt |
| EOY | $399,468 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,279,326 | BOYAmt |
| EOY | $2,556,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,325,269 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,985,751 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,658,983 | BOYAmt |
| EOY | $5,339,518 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,025,033 | BOYAmt |
| EOY | $6,314,138 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,296 | BOYAmt |
| EOY | $592,838 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,711,655 | BOYAmt |
| EOY | $25,122,425 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,157,835 | BOYAmt |
| EOY | $1,020,429 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,745,651 | BOYAmt |
| EOY | $15,079,113 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,301 | BOYAmt |
| EOY | $19,372 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,949 | BOYAmt |
| EOY | $706,727 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,870,736 | BOYAmt |
| EOY | $16,825,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,840,919 | BOYAmt |
| EOY | $8,296,784 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,840,919 | BOYAmt |
| EOY | $8,296,784 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,711,655 | BOYAmt |
| EOY | $25,122,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,222,696 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $233,169 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,455,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,723,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,055,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $885,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $865,295 | CurrentTaxYearAmt |
| Total | $5,984,849 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,831,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,387,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,631,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,108,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,912,207 | CurrentTaxYearAmt |
| Total | $88,871,326 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,286,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,111,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,686,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,994,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,777,502 | CurrentTaxYearAmt |
| Total | $94,856,175 | 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 | $94,856,175 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $381,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $312,362 | CurrentTaxYearAmt |
| Total | $1,587,574 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $381,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $312,362 | CurrentTaxYearAmt |
| Total | $1,587,574 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $528,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $314,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $401,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,243 | CurrentTaxYearAmt |
| Total | $1,514,928 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,196,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,660,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,322,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,616,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,163,107 | CurrentTaxYearAmt |
| Total | $97,958,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96440 | PublicSupportPY509Pct |
| Investment Income CY | 0.01620 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01790 | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $62,391 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $62,391 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,029,452 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,091,843 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $36,114 | CurrentYearMinus2Amt |
| Current Year Minus1 | $50,692 | CurrentYearMinus1Amt |
| Current Year | $62,391 | CurrentYearAmt |
| Total | $149,197 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $792,248 | OtherCostOrOtherBasisAmt |
| Book Value | $792,248 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,640,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,580,888 | DepreciationAmt |
| Book Value | $1,059,261 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,884,118 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,501,465 | DepreciationAmt |
| Book Value | $2,382,653 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,008,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,903,398 | DepreciationAmt |
| Book Value | $1,105,356 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,339,518 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AT BROKERS | $1,648,491 | C |
| FEDERAL SECURITIES/BONDS | $2,094,856 | F |
| CORPORATE SECURITIES/BONDS | $839,299 | F |
| MUTUAL FUNDS | $1,731,492 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,314,138 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASES | Desc |
| Amt | $706,727 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $706,727 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FEDERATION FOLLOWS ACCOUNTING STANDARDS FOR DEALING WITH UNCERTAINTY IN ACCOUNTING FOR INCOME TAX PROVISIONS. FOR THE PERIOD FROM THE FEDERATION'S INCEPTION TO AUGUST 31, 2014, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WEF CANHAM GRADUATE STUDIES SCHOLARSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $25,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONCE A SCHOLARSHIP RECIPIENT HAS BEEN NAMED, WEF VERIFIES WITH THE SCHOOL THAT THE STUDENT IS ENROLLED FOR THE FALL SEMESTER, THEN AGAIN VERIFIES THE ENROLLMENT PRIOR TO SENDING THE CHECK TO THE SCHOOL. IF THE STUDENT FAILS TO ATTEND, THE REFUND OF TUITION (SCHOLARSHIP) PAID BY WEF IS REFUNDED TO WEF. A NEW RECIPIENT IS CHOSEN EACH YEAR, THUS THIS PROCESS HAS TO BE REPEATED EACH YEAR. THE SCHOLARSHIP IS ALWAYS PAID DIRECTLY TO THE SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EILEEN O'NEILL | ||||||||||||||
| EXECUTIVE DIRECTOR | $193,754 | $0 | $0 | $0 | $0 | $0 | $19,062 | $0 | $22,781 | $0 | $235,597 | $0 | $0 | $0 |
| PAMELA J HENRY | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $144,469 | $0 | $0 | $0 | $0 | $0 | $14,778 | $0 | $9,005 | $0 | $168,252 | $0 | $0 | $0 |
| PHYLLIS O ROSS | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $149,752 | $0 | $0 | $0 | $0 | $0 | $13,080 | $0 | $9,010 | $0 | $171,842 | $0 | $0 | $0 |
| LINDA S KELLY | ||||||||||||||
| SR. DIRECTOR, ASSOCIATION ENGAGEMENT | $167,682 | $0 | $0 | $0 | $0 | $0 | $15,710 | $0 | $8,636 | $0 | $192,028 | $0 | $0 | $0 |
| TIMOTHY S WILLIAMS | ||||||||||||||
| SR. DIRECTOR, GOVERNMENT AFFAIRS | $150,431 | $0 | $0 | $0 | $0 | $0 | $13,835 | $0 | $16,237 | $0 | $180,503 | $0 | $0 | $0 |
| MATTHEW P RIES | ||||||||||||||
| CHIEF TECHNICAL OFFICER, TECHNICAL & | $129,523 | $0 | $0 | $0 | $0 | $0 | $13,462 | $0 | $19,792 | $0 | $162,777 | $0 | $0 | $0 |
| JACK H BENSON | ||||||||||||||
| FORMER DIRECTOR, WORLDWIDE SALES & C | $103,326 | $0 | $0 | $0 | $3,747 | $0 | $3,066 | $0 | $8,217 | $0 | $118,356 | $0 | $0 | $0 |
| JEFFERY A EGER | ||||||||||||||
| FORMER SECRETARY & EXECUTIVE DIRECTO | $203,772 | $0 | $4,300 | $0 | $162,432 | $0 | $20,763 | $0 | $11,775 | $0 | $403,042 | $0 | $0 | $0 |
| ARTHUR NUTTER | ||||||||||||||
| FORMER CFO / SR. DIRECTOR, FINANCIAL | $36,840 | $0 | $0 | $0 | $71,200 | $0 | $3,695 | $0 | $2,316 | $0 | $114,051 | $0 | $0 | $0 |
| TIMOTHY J RICKER | ||||||||||||||
| FORMER GENERAL MANAGER | $40,579 | $0 | $0 | $0 | $151,700 | $0 | $3,849 | $0 | $1,461 | $0 | $197,589 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | WEF PAID COMMISSIONS ON ADVERTISEMENT SALES TO ITS SALES PERSONNEL. WEF'S WHOLLY OWNED SUBSIDIARY WEFP ALSO PAID COMMISSIONS ON ADVERTISEMENT SALES THROUGH WEF. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | WEF HAS INDIVIDUAL AND CORPORATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | WEF OFFICERS ARE SELECTED BY A NOMINATING COMMITTEE AND RECOMMENDED TO THE HOUSE OF DELEGATES, WHICH APPROVES THE OFFICERS BY MAJORITY VOTE. TRUSTEES ARE NOMINATED BY THE PRESIDENT TO SERVE THREE-YEAR TERMS AND ARE CONFIRMED BY A MAJORITY VOTE OF THE HOUSE OF DELEGATES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY PROPOSED CHANGES TO WEF ARTICLES OF INCORPORATION OR CONSTITUTION AND BYLAWS MUST BE RECOMMENDED BY THE BOARD OF TRUSTEES BUT MUST ALSO BE RATIFIED BY A QUORUM OF VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS DRAFTED BY WEF'S OUTSIDE ACCOUNTING FIRM WITH INFORMATION AND INPUT FROM WEF'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. THE DRAFT FORM 990 IS REVIEWED BY WEF'S TREASURER, EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER FOR ACCURACY. ONCE THE MANAGEMENT TEAM HAS APPROVED THE DRAFT FORM 990, IT IS FILED WITH THE IRS. THE FORM 990 IS POSTED TO THE BOT WEBSITE FOR THEIR REVIEW AND REFERENCE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH NEW BOARD OF TRUSTEES IS ORIENTED ON WEF CONFLICT OF INTEREST POLICY. EVERY MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT. AT THE BEGINNING OF EVERY BOARD MEETING, THE BOARD MEMBERS ARE REMINDED OF THEIR RESPONSIBILITY TO ACKNOWLEDGE CONFLICTS OF INTEREST WHEN THE AGENDA IS BEING REVIEWED. EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO DISCLOSE "OTHER INTERESTS" AS DEFINED IN THE POLICY, ANNUALLY, AND MORE FREQUENTLY IF OTHER INTERESTS ARISE. THE BOARD OR DELEGATED REPRESENTATIVES OF THE BOARD MUST DECIDE WHAT IF ANY CORRECTIVE MEASURES TO TAKE IN RESPONSE TO DISCLOSURES OF OTHER INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | WEF PARTICIPATES IN SEVERAL SALARY SURVEYS IN THE WASHINGTON, D.C., AREA. SURVEYS AND DATA ARE RECEIVED AND REVIEWED TO MAKE COMPENSATION RECOMMENDATIONS. THE ED IS REVIEWED BY THE BOARD OF TRUSTEES. DATA FOR WEF KEY EMPLOYEES ARE REVIEWED BY ED, HR, AND LEADERSHIP STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | WEF'S FINANCIAL INFORMATION IS AVAILABLE ON THE 990 AND POSTED ON THE INTERNET THROUGH INFORMATION SOURCES SUCH AS GUIDESTAR. WEF'S POLICY ALSO MAKES COPIES OF WEF'S DOCUMENTS AVAILABLE TO DIRECT REQUESTS MADE TO WEF AT ITS OFFICE. WEF'S CONSTITUTION AND BYLAWS ARE PRINTED ANNUALLY AS A "BOARD RESOURCE GUIDE". IN ADDITION, IT IS POSTED ON WEF'S WEBSITE IN A "MEMBER'S ONLY" SECTION. WEF VIEWS THESE DOCUMENTS AS PUBLIC DOCUMENTS AND WILL PROVIDE THEM TO ANY INTERESTED PARTY WHO SEEK THEM; HOWEVER, THERE HAVE BEEN VERY FEW REQUESTS. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 125,853. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,853. EQUIPMENT RENTAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 98,447. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,447. INFORMATION / COMMUNICATION SERVICES: PROGRAM SERVICE EXPENSES 211,343. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,343. MEMBERSHIP SERVICES: PROGRAM SERVICE EXPENSES 714,110. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 714,110. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,277. PRINTING SERVICES: PROGRAM SERVICE EXPENSES 345,034. MANAGEMENT AND GENERAL EXPENSES 146. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 345,180. PUBLICATION / SUBSCRIPTION SERVICES: PROGRAM SERVICE EXPENSES 23,768. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,768. PUBLICATION PRODUCTION RELATED SERVICES: PROGRAM SERVICE EXPENSES 196,861. MANAGEMENT AND GENERAL EXPENSES 132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 196,993. SALES COMMISSIONS / SERVICES: PROGRAM SERVICE EXPENSES 1,136,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,136,185. SHIPPING / HANDLING SERVICES: PROGRAM SERVICE EXPENSES 114,226. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,226. |
| FORM 990 PART IV, QUESTION 12 AND PART XII, QUESTION 2B | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY IN ACCORDANCE WITH GENERALLY ACCEPTED AUDITING STANDARDS AS PART OF A CONSOLIDATED GROUP. SINCE THE ORGANIZATION OWNS 100% OF A FOR-PROFIT FOREIGN SUBSIDIARY, THE ORGANIZATION IS REQUIRED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES TO ISSUE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE STAND-ALONE AUDITED FINANCIAL STATEMENTS WERE NOT ISSUED FOR THE ORGANIZATION AS THE PARENT ENTITY. THE FOR-PROFIT FOREIGN ENTITY FILES FORM 5471 AS PART OF THE FORM 990-T. |
| FORM 990, PART XII, LINE 2C: | FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEF PUBLISHING UK LTD | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BREWERY SQUARE ST JOHN STREET | AddressLine1 |
| City | LONDON | City |
| Country | UK | Country |
| Postal Code | EC1V 4LE | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PUBLISHING | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $20,543 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,343,851 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| WEF PUBLISHING UK LTD | |
| P | $81,371 |
| WEF PUBLISHING UK LTD | |
| O | $180,494 |
| WEF PUBLISHING UK LTD | |
| Q | $162,893 |