AMERICAN EVALUATION ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN EVALUATION ASSOCIATION (EIN 52-1463557)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349300832
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T08:07:53-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541383985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALVIN RIGGINS & COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 CONNECTICUT AVE NW 10TH FLOOR | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521463557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN EVALUATION ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2023671166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW | AddressLine1 |
| Address Line2 | ROOM/SUITE 800 | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE ROOSENDAAL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023671166 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T CALDWELL CPA | PreparerPersonNm |
| PTIN | P01231174 | PTIN |
| Phone | 2022962700 | PhoneNum |
| Preparation | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENISE ROOSENDAAL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,039,967 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE AMERICAN EVALUATION ASSOCIATION'S MISSION IS TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $73,354 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,167 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,739,833 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,938,224 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,974 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,576 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,758 | PYOtherRevenueAmt |
| CY Other Revenue | $30,000 | CYOtherRevenueAmt |
| PY Total Revenue | $1,863,919 | PYTotalRevenueAmt |
| CY Total Revenue | $2,039,967 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $258 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,499,988 | PYOtherExpensesAmt |
| CY Other Expenses | $1,728,311 | CYOtherExpensesAmt |
| PY Total Expenses | $1,500,246 | PYTotalExpensesAmt |
| CY Total Expenses | $1,728,311 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $363,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $311,656 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,917,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,378,772 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $459,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,917,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,919,172 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN EVALUATION ASSOCIATION'S MISSION IS TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $626,871 | ExpenseAmt |
| Revenue | $1,044,080 | RevenueAmt |
| Desc | ANNUAL MEETING: THE ANNUAL MEETING ALLOWS MEMBERS TO MEET FACE-TO-FACE WITH PEERS IN THE PROFESSION OF EVALUATION. ATTENDEES ALSO HAVE THE OPPORTUNITY TO LEARN ABOUT THE NEWEST DEVELOPMENTS AND METHODS IN THE FIELD OF EVALUATION. THIS MEETING TOOK PLACE ACROSS 4 DAYS IN WASHINGTON, DC. 2700+ PEOPLE ATTENDED, INCLUDING OVER 2000 WHO PRESENTED THEIR WORK DURING 750+ CONFERENCE SESSIONS. ON A SCALE OF 1 TO 5 RESPONDENTS ON A POST-EVENT SURVEY GAVE THE WORKSHOPS AN OVERALL RATING OF 4.29 OUT OF 5.0. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER SERVICES: THE PRIMARY FUNCTION OF MEMBER SERVICES IS TO PROVIDE ACCESS TO INFORMATION ABOUT PROFESSIONAL PRACTICE. AS PART OF THE MEMBER SERVICES CATEGORY, AREA MEMBERS RECEIVED VIA POSTAL SERVICE A YEAR'S SUBSCRIPTION TO TWO JOURNALS; THE AMERICAN JOURNAL OF EVALUATION (AJE) AND NEW DIRECTIONS FOR EVALUATION (NDE). IN ADDITION, MEMBERS RECEIVED ELECTRONIC ACCESS TO THE PAST 20+ YEARS OF ARCHIVES FOR AJE AND NDE AS WELL AS TWO OTHER JOURNALS; EVALUATION AND THE HEALTH PROFESSIONS (EHP) AND EVALUATION REVIEW (ER). ACCORDING TO THE MOST RECENT MEMBER SCAN, 84% HAD ACCESSED AND USED AJE, 77% HAD ACCESSED AND USED NDE, 40% HAD ACCESSED AND USED ER AND 23% HAD ACCESSED AND USED EHP. PLEASE NOTE THAT (A) PROVIDING ACCESS TO ER AND EHP WAS NEW FOR MEMBERS AND (B)THIS SURVEY WAS OF ALL MEMBERS, INCLUDING THOSE WHO HAD JUST JOINED - ACCESS AND USE SIGNIGICANTLY INCREASED WITH LENGTH OF MEMBERSHIP. MEMBERS ALSO RECEIVED ACCESS TO RESOURCES VIA THE AEA WEBSITE - PRODUCTION AND MAINTENANCE OF WHICH FALLS WITHIN THE MEMBER SERVICES CATEGORY - AND ACCORDING TO THE SAME SURVEY, 69% OF MEMBERS HAD ACCESSED AND USED RESOURCES AVAILABLE THROUGH THE AEA WEBSITE. AS OF THE FISCAL YEAR ENDING 6/30/14, THE ASSOCIATION HAD APPROXIMATELY 6,971 MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $201,130 | ExpenseAmt |
| Revenue | $270,795 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT: AEA HOLDS PROFESSIONAL DEVELOPMENT WORKSHOPS THAT PRECEDE AND FOLLOW ITS ANNUAL CONFERENCE. DURING 2013-2014. AEA OFFERED 55 SEPARATE WORKSHOPS WITH 1,720 SEPARATE WORKSHOP REGISTRATIONS. THE GOAL FOR THE WORKSHOPS IS TO TRANSFER THE KNOWLEDGE AND SKILLS ESSENTIAL FOR HIGH QUALITY, ETHICAL, EXEMPLARY, EVALUATION PRACTICE. FOLLOWING EACH WORKSHOP, ATTENDEES COMPLETED AN EVALUATION FORM ADDRESSING 8 CRITERIA. ACROSS ALL WORKSHOPS FOR THIS TIME PERIOD, THE AVERAGE RATING ON A 5 POINT SCALE ACROSS MULTIPLE MEASURES WAS A 4.29, EQUATING TO 'AGREEING' OR 'STRONGLY AGREEING' WITH ITEMS SUCH AS "I UNDERSTAND THE CONCEPTS PRESENTED IN THE WORKSHOP" AND "THE WORKSHOP IMPROVED MY ABILITY TO UTILIZE SKILLS RELATED TO THE TOPIC." SUMMER INSTITUTE IS A TWO AND A HALF DAY TRAINING PROGRAM FOR PEOPLE FROM ALL LEVELS, BACKGROUNDS, AND ASPECTS OF EVALUATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $151,087 | ExpenseAmt |
| Revenue | $81,167 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE PARTICIPATION ASSISTANCE, INTERNSHIPS, DATA COLLECTION TRIAL PROGRAMS, VOLUNTEER LEADERSHIP AND THE EVALUATION POLICY TASK FORCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $151,087 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $81,167 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $979,088 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | 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 | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023672395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN GARGANI | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE JULNES | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN KING | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN MORELL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN NEWCOMER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE VICINAZA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MELVIN HALL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN MILLER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA PODEMS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JODY FITZPATRICK | ||||||
| PAST. PRES. | 5.00 | $0 | $0 | $0 | Yes (X) | |
| BEVERY PARSONS | ||||||
| PRESIDENT | 5.00 | $0 | $0 | $0 | Yes (X) | |
| STEWART DONALDSON | ||||||
| PRESIDENT-EL | 5.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN TUCKER | ||||||
| TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KISTLER CONSULTING LLC | |||||
| 16 SCONTICUT NECK ROAD | FAIRHAVEN | MA | 02719 | MANAGEMENT SVCS | $402,676 |
| SMITHBUCKLIN | |||||
| 2025 M STREET 800 | WASHINGTON | DC | 20036 | MANAGEMENT SVCS | $376,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $51,167 | AllOtherContributionsAmt |
| Total Contributions | $51,167 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONFERENCES, MEETINGS, WORKSH | $1,115,785 | $1,115,785 |
| MEMBERSHIP DUES | $623,349 | $623,349 |
| INSTITUTE REVENUE | $199,090 | $199,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,938,224 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,576 | TotalRevenueColumnAmt |
| Exclusion | $20,576 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $30,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,039,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,968,224 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $20,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,889 | TotalAmt |
| Management And General | $593,889 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181 | TotalAmt |
| Management And General | $181 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,350 | TotalAmt |
| Management And General | $33,350 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,065 | TotalAmt |
| Program Services | $276,065 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,288 | TotalAmt |
| Program Services | $24,895 | ProgramServicesAmt |
| Management And General | $7,393 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,325 | TotalAmt |
| Program Services | $115,621 | ProgramServicesAmt |
| Management And General | $2,704 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,706 | TotalAmt |
| Program Services | $379,091 | ProgramServicesAmt |
| Management And General | $87,615 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,487 | TotalAmt |
| Management And General | $2,487 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AV | $119,172 | $119,172 | |
| BANK FEES | $29,976 | $29,976 | |
| BANK FEES | $25,678 | $7,775 | $17,903 |
| MSI | $10,252 | $10,252 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,942 | TotalAmt |
| Program Services | $16,241 | ProgramServicesAmt |
| Management And General | $3,701 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,728,311 | TotalAmt |
| Program Services | $979,088 | ProgramServicesAmt |
| Management And General | $749,223 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,935 | BOYAmt |
| EOY | $964,676 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,195 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,333 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,181,799 | BOYAmt |
| EOY | $2,394,568 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917,734 | BOYAmt |
| EOY | $3,378,772 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $167,356 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $292,244 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $459,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,835,206 | BOYAmt |
| EOY | $2,815,558 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,528 | BOYAmt |
| EOY | $103,614 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917,734 | BOYAmt |
| EOY | $2,919,172 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917,734 | BOYAmt |
| EOY | $3,378,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $311,656 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,874 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$340,092 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $482,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $563,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,167 | CurrentTaxYearAmt |
| Total | $1,658,724 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $936,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,062,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,172,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,773,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,968,224 | CurrentTaxYearAmt |
| Total | $6,913,222 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,419,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,550,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,736,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,846,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,019,391 | CurrentTaxYearAmt |
| Total | $8,571,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,571,946 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,576 | CurrentTaxYearAmt |
| Total | $108,943 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,576 | CurrentTaxYearAmt |
| Total | $108,943 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,462,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,564,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,749,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,863,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,039,967 | CurrentTaxYearAmt |
| Total | $8,680,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98080 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Total Rev Etc Audited Fincl Stmt | $2,069,841 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,874 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $29,874 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,039,967 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,039,967 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,728,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,728,311 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,728,311 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT AEA IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). AEA HAS BEEN DEEMED NOT TO BE A PRIVATE FOUNDATION. AEA IS SUBJECT TO TAXATION ON UNRELATED NET BUSINESS INCOME. AEA HAD NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. FEDERAL AND STATE TAX RETURNS MAY BE SUBJECT TO AUDIT FOR THREE YEARS AFTER FILING, HENCE AEA'S TAX RETURNS FOR 2011 AND ONWARD ARE OPEN TO TAX EXAMINATION. AEA HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE DISCLOSED UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE AMERICAN EVALUATION ASSOCIATION'S MISSION IS TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. |
| FORM 990, PAGE 2, PART III, LINE 4B | PLEASE NOTE THAT (A) PROVIDING ACCESS TO ER AND EHP WAS NEW FOR MEMBERS AND (B)THIS SURVEY WAS OF ALL MEMBERS, INCLUDING THOSE WHO HAD JUST JOINED - ACCESS AND USE SIGNIGICANTLY INCREASED WITH LENGTH OF MEMBERSHIP. MEMBERS ALSO RECEIVED ACCESS TO RESOURCES VIA THE AEA WEBSITE - PRODUCTION AND MAINTENANCE OF WHICH FALLS WITHIN THE MEMBER SERVICES CATEGORY - AND ACCORDING TO THE SAME SURVEY, 69% OF MEMBERS HAD ACCESSED AND USED RESOURCES AVAILABLE THROUGH THE AEA WEBSITE. AS OF THE FISCAL YEAR ENDING 6/30/14, THE ASSOCIATION HAD APPROXIMATELY 6,971 MEMBERS. |
| FORM 990, PAGE 2, PART III, LINE 4C | SUMMER INSTITUTE IS A TWO AND A HALF DAY TRAINING PROGRAM FOR PEOPLE FROM ALL LEVELS, BACKGROUNDS, AND ASPECTS OF EVALUATION. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES INCLUDE PARTICIPATION ASSISTANCE, INTERNSHIPS, DATA COLLECTION TRIAL PROGRAMS, VOLUNTEER LEADERSHIP AND THE EVALUATION POLICY TASK FORCE. |
| FORM 990, PAGE 6, PART VI, LINE 3 | SMITHBUCKLIN AN ASSOCIATION MANAGEMENT COMPANY, HANDLES ALL OPERATIONAL OVERSIGHT FOR THE ASSOCIATION WITHIN POLICIES DEFINED BY THE BOARD. SMITHBUCKLIN IS RESPONSIBLE FOR ALL OPERATIONS, AND CAN ENCUMBER THE ASSOCIATION WITHIN POLICY GUIDELINES SET BY THE BOARD, BUT HAS NO DIRECT ACCESS TO ASSOCIATION FUNDS AND IS ALWAYS UNDER THE DIRECT OVERSIGHT OF THE PRESIDENT AND TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ASSOCIATION IS A DUES-PAYING MEMBERSHIP ORGANIZATION. MEMBERSHIP TYPES ARE: STANDARD MEMBERSHIP; JOINT MEMBERSHIP FOR MEMBERS OF THE CANADIAN EVALUATION SOCIETY; FULL-TIME STUDENT MEMBERSHIP. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ALL BOARD MEMBERS ARE ELECTED VIA A GENERAL VOTE OF THE FULL MEMBERSHIP HELD EACH SUMMER. ALL MEMBERS RECEIVE AN ELECTRONIC BALLOT AND A REMINDER AND HAVE AT LEAST THREE WEEKS TO COMPLETE THE ELECTRONIC BALLOT. |
| FORM 990, PAGE 6, PART VI, LINE 7B | PUBLIC STATEMENTS MADE ON BEHALF OF THE ASSOCIATION MUST BE MEMBER VOTED AND APPROVED. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS GIVEN TO THE EXECUTIVE COMMITTEE OF THE ASSOCIATION UPON PROVISION FROM THE ACCOUNTANT. THE EXECUTIVE COMMITTEE REVIEWS IT AND RAISES QUESTIONS AS NEEDED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AND SUBMIT TO THE EXECUTIVE DIRECTOR THE AEA DISCLOSURE STATEMENT. THEY MUST DISCLOSE ANY OTHER EMPLOYEMENT OR FINANCIAL INTEREST WHICH THEY, OR A MEMBER OF THEIR IMMEDIATE FAMILY, MAY HAVE AN INTEREST IN AS EITHER AN OFFICER, DIRECTOR, TRUSTEE, PARTNER, EMPLOYEE OR AGENT OF ANY BUSINESS ORGANIZATION, WHICH MIGHT GIVE A RISE TO A POSSIBLE CONFLICT OF INTEREST OR DUALITY OF INTEREST WITH THE AMERICAN EVALUAITON ASSOCIATION. THE EXECUTIVE DIRECTOR AND THE PAST PRESIDENT/SECRETARY SHALL BECOME FAMILIAR WITH THE STATEEMENTS OF ALL BOARD MEMBERS AND OFFICERS IN ORDER TO GUIDE THEIR CONDUCT SHOULD A CONFLICT ARISE. THE SIGNED STATEMENTS WILL BE FILED WITH THE EXECUTIVE DIRECTOR. AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD IN SUCH A WAY AS TO GIVE A RISE TO A CONFLICT OF INTEREST, THE AFFECTED ELECTED DIRECTOR AND/OR OFFICER SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER DISCLOSED BY HIS OR HER WRITTEN STATEMENT OR NOT, AND ALL RELEVANT AND MATERIAL FACTS CONCERNING THE TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE INTERESTS OF THE ASSOCIATION. AFTER ANSWERING ANY QUESTIONS THAT ARE ASKED WITH RESPECT TO THE MATTER, THE BOARD MEMBER SHALL WITHDRAW FROM THE MEETING ROOM UNTIL THE MATTER HAS BEEN FURTHER DISCUSSED AND VOTED UPON. IN THE EVENT THAT THE AFFECTED BOARD MEMBER FAILS TO WITHDRAW VOLUNTARILY, THE PRESIDENT IS EMPOWERED AND SHALL REQUIRE THAT THE AFFECTED BOARD MEMBER REMOVE HIMSELF OR HERSELF FROM THE ROOM DURING BOTH THE DISCUSSION AND VOTE ON THE MATTER. IN THE EVENT THE CONFLICT OF INTEREST AFFECTS THE PRESIDENT, THE PAST-PRESIDENT/SECRETARY IS EMPOWERED AND SHALL REQUIRE THAT THE PRESIDENT REMOVE HIMSELF OR HERSELF IN THE SAME MANNER AND, FOR THE DURATION OF DISCUSSION AND ACTION ON THE MATTER, THE PAST- PRESIDENT/SECRETARY SHALL PRESIDE. AT THE TIME THAT THE BOARD ACCEPTS THE SLATE OF CANDIDATES FOR OFFICE FOR THE SUBSEQUENT YEAR, THE EXECUTIVE DIRECTOR WILL INFORM THOSE CANDIDATES OF THE CONFLICT OF INTEREST EXPECTATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ASSOCIATION DOES NOT HAVE EXECUTIVE STAFF (OUR ONLY STAFF ARE VIA AN INTERNSHIP PROGRAM). ALL MANAGEMENT SERVICES ARE CONTRACTED THROUGH AN ASSOCIATION MANAGEMENT COMPANY AND COMPARABILITY DATA WAS REVIEWED FOR ACCEPTABILITY OF THE CONTRACT. THE MOST RECENT APPROVED CONTRACT WAS REVIEWED BY BOTH THE FINANCE AND EXECUTIVE COMMITTEES OF THE ASSOCIATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE ONLINE (ASSOCIATION POLICIES), CONFLICT OF INTEREST IS ONLINE, FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST TO THE ASSOCIATION OFFICE AND ARE PRESENTED TO THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING. |
| FORM 990, PART IX, LINE 11G | STAFF SUPPORT - ANNUAL MTG 157,420 0 0 STAFF SUPPORT - PROF. DEV. 52,174 0 0 ELEARNING 7,880 0 0 AMC SEARCH & TRANSITION 58,591 0 0 |
| FORM 990, PART XI, LINE 9 | CASH TO ACCRUAL 340,092 |
| FORM 990, PAGE 12, PART XII, LINE 1 | IN ORDER TO HAVE THE TAX RETURN MATCH THE AUDITED FINANCIAL STATEMENTS, MANAGEMENT HAS DECIDED TO CHANGE FROM CASH TO ACCRUAL REPORTING FOR INCOME TAX PURPOSES. |