TAX EXECUTIVES INSTITUTE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TAX EXECUTIVES INSTITUTE INC (EIN 52-0239291)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-20
- IRS object ID
- 201530799349300033
- 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 | 2015-03-20T12:54:29-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | 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 | 520239291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX EXECUTIVES INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAXE | BusinessNameControlTxt |
| Phone | 2026385601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET NW NO 300 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELI J DICKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2026385601 | PhoneNum |
| Signature | 2015-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUBRINA WOOD | PreparerPersonNm |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | 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 | TERILEA J WIELENGA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET NW NO 300 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,644,604 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.TEI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE AND IMPROVE THE TAX SYSTEM AND TO SERVE ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 72 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 72 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 127 | TotalVolunteersCnt |
| Total Gross UBI | $359,790 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,560 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,509,803 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,920,477 | CYProgramServiceRevenueAmt |
| PY Investment Income | $126,281 | PYInvestmentIncomeAmt |
| CY Investment Income | $168,259 | CYInvestmentIncomeAmt |
| PY Other Revenue | $549,053 | PYOtherRevenueAmt |
| CY Other Revenue | $545,616 | CYOtherRevenueAmt |
| PY Total Revenue | $10,185,137 | PYTotalRevenueAmt |
| CY Total Revenue | $10,634,352 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,939,215 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,980,427 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,032,500 | PYOtherExpensesAmt |
| CY Other Expenses | $6,910,227 | CYOtherExpensesAmt |
| PY Total Expenses | $9,971,715 | PYTotalExpensesAmt |
| CY Total Expenses | $9,895,754 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $213,422 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $738,598 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,063,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,100,342 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,307,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,299,747 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,755,834 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,800,595 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF TAX EXECUTIVES INSTITUTE IS TO ENHANCE AND IMPROVE THE TAX SYSTEM AND TO SERVE ITS MEMBERS, THEIR EMPLOYERS, AND SOCIETY GENERALLY BY FACILITATING INTERACTION AMONG, AND THE TRAINING OF, MEMBERS AND THEIR STAFFS, BY EFFECTIVELY ADVOCATING ITS MEMBERS' VIEWS, AND BY PROMOTING COMPETENCE AND PROFESSIONALISM IN BOTH THE PRIVATE AND GOVERNMENT SECTORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONTINUING EDUCATION - THE TAX EXECUTIVES INSTITUTE (THE INSTITUTE) OPERATES NUMEROUS EDUCATION PROGRAMS THROUGHOUT THE YEAR; THESE PROGRAMS ARE AVAILABLE BOTH AT THE INSTITUTE AND THE CHAPTER LEVEL, AND SATISFY STATE OR COUNTRY REQUIREMENTS FOR CONTINUING PROFESSIONAL EDUCATION. TEI ALSO PROVIDES EDUCATIONAL RESOURCES SUCH AS FORUMS FOR THE EXCHANGE OF INFORMATION ON AUDIT DEVELOPMENTS, AND OTHER ISSUES AFFECTING THE CORPORATE TAX COMMUNITY. ALSO AVAILABLE TO MEMBERS IS A SOPHISTICATED BUT USER-FRIENDLY ELECTRONIC COMMUNICATIONS SYSTEM, FEATURING SPECIALIZED AND PRIVATE ONLINE BULLETIN BOARDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMITTEE AND LIAISON - TEI PROVIDES EXCELLENT ANALYSES OF PROPOSED TAX LEGISLATION, REGULATIONS, AND OTHER ADMINISTRATIVE PRONOUNCEMENTS. TEI ALSO WORKS WITH LEGISLATIVE AND REGULATORY BODIES BY PROVIDING COMMENTARY ON POLICY AND THE ADMINISTATIVE ASPECTS OF LEGISLATIVE AND REGULATORY PROPOSALS. TEI'S LEGISLATIVE AND ADVOCACY FUNCTIONS ARE CARRIED ON LARGELY THROUGH THE VOLUNTEER EFFORTS OF ITS MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP SERVICES AND DEVELOPMENT - TEI HAS NEARLY 7,000 MEMBERS WHO REPRESENT 3,200 OF THE LEADING BUSINESSES IN THE UNITED STATES, CANADA, EUROPE, AND ASIA. THROUGH TEI AND ITS 55 CHAPTERS WORLDWIDE, TAX EXECUTIVES HAVE ACCESS TO THE FINEST, MOST COST-EFFECTIVE TAX TRAINING AVAILABLE; THE CAMARADERIE OF THEIR FELLOW TAX PROFESSIONALS-WHO WILLINGLY SHARE THEIR INSIGHTS, IDEAS, AND EXPERIENCES; AND THE ABILITY TO WORK COLLECTIVELY TO IMPROVE TAX POLICY AND ADMINISTRATION. TEI MEMBERS RECEIVE A BI-MONTHLY JOURNAL, THE TAX EXECUTIVE, AND A MEMBERSHIP ROSTER. THEY ALSO HAVE ACCESS TO TEI'S WEBSITE AT WWW.TEI.ORG, FOR NETWORKING AND EDUCATION OPPORTUNITIES. TEI MEMBERS MAY ENHANCE THEIR PERSONAL LEADERSHIP, COMMUNICATION, AND MENTORING SKILLS BY VOLUNTEERING LOCALLY OR AT THE INSTITUTE LEVEL. TEI ALSO PROVIDES MEMBERS THE OPPORTUNITY TO PARTICIPATE IN SURVEYS AND TO DEVELOP BENCHMARKING TOOLS FOR TAX EXECUTIVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | 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 | CA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 72 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 72 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH C GIESEY | PersonNm |
| Phone | 2026385601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET NW SUITE 300 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200053814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (80 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| TERILEA J WIELENGA | |||||||||
| PRESIDENT | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK C SILBIGER | |||||||||
| SR. VICE PRESIDENT | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CN MACFARLANE | |||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JANICE LUCCHESI | |||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHIRAZ J NAZERALI | |||||||||
| VP - REGION I | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS V MAGALDI | |||||||||
| VP - REGION II | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY R GARAHAN | |||||||||
| VP - REGION III | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE R THOMPSON | |||||||||
| VP - REGION IV | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RITA M MAKARIS | |||||||||
| VP - REGION V | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN K MUSCH | |||||||||
| VP - REGION VI | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WALTER B DOGGETT III | |||||||||
| VP - REGION VII | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONALD J RATH | |||||||||
| VP - REGION VIII | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTER T BELL | |||||||||
| VP - REGION IX | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID E STEVENS | |||||||||
| ALASKA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J MAYNARD | |||||||||
| ARIZONA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WEISNER | |||||||||
| ASIA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L HOWREN | |||||||||
| ATLANTA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS J MESTIER | |||||||||
| AUSTIN CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA J YOUNG | |||||||||
| BALTIMORE-WASHINGTON CHAPT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A RIZZO | |||||||||
| BUFFALO-NIAGARA CHAPT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM N BERJIAN | |||||||||
| CALGARY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCUS S SHORE | |||||||||
| CAROLINAS CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHLEEN STEVENS | |||||||||
| CHICAGO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE R THOMPSON | |||||||||
| CINCINNATI CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TONI M MITCHELL-BENES | |||||||||
| CLEVELAND CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN B DEVAUX JR | |||||||||
| CONNECTICUT VALLEY CHAPTER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATRINA H WELCH | |||||||||
| DALLAS CHAPTER REP | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A KENNEDY | |||||||||
| DENVER CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE C CASTILLO | |||||||||
| DETROIT CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR LUIS M FARGAS MAS | |||||||||
| EMEA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY PEES | |||||||||
| FLORIDA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH D KEYES | |||||||||
| FORT WORTH CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM F VAUPEL | |||||||||
| HARRISBURG CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KORIE SK ISHII | |||||||||
| HAWAII CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J DEGEORGIO | |||||||||
| HOUSTON CHAPTER REP | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW A PETERS | |||||||||
| INDIANA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J BIRCH | |||||||||
| IOWA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MAXWELL | |||||||||
| KANSAS CITY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE G BAUERNFEIND | |||||||||
| KENTUCKY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CALEB B STANDAFER JR | |||||||||
| LOS ANGELES CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CONSTANCE M KOTULA | |||||||||
| MINNESOTA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE DERIGER | |||||||||
| MONTREAL CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R STEPHEN MILLER | |||||||||
| NASHVILLE CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY M WINGERT | |||||||||
| NEBRASKA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN E MILLER | |||||||||
| NEW ENGLAND CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P SILVESTRI | |||||||||
| NEW JERSEY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH M LESTELLE | |||||||||
| NEW ORLEANS CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HELLER | |||||||||
| NEW YORK CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL G PAPROCKI | |||||||||
| NORTHEAST WISCONSIN CHAPTE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD A DOLTON | |||||||||
| OKLAHOMA CITY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACI N SNOW | |||||||||
| ORANGE COUNTY CHAPTER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY J GOLDEN | |||||||||
| PHILADELPHIA CHAPTER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M BIGLEY | |||||||||
| PITTSBURGH CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE MONFRIES | |||||||||
| PORTLAND CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY P STEINBERG | |||||||||
| ROCHESTER CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENDALL D COYNE | |||||||||
| ST. LOUIS CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM H JENSEN | |||||||||
| SALT LAKE CITY CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE NOBLE | |||||||||
| SAN DIEGO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY S HOOK | |||||||||
| SAN FRANCISCO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL R GOFF | |||||||||
| SANTA CLARA VALLEY CHAPTER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONNELL QUARRIE | |||||||||
| SEATTLE CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WINSTON C K WOO | |||||||||
| TORONTO CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNEST N GATES | |||||||||
| TULSA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRASER E REID | |||||||||
| VANCOUVER CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HERBERT M SMITH | |||||||||
| VIRGINIA CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH P CORASANITI | |||||||||
| WESTCHESTER-FAIRFIELD CHAP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R DUYCK | |||||||||
| WESTERN MICHIGAN CHAPTER R | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET L KREILEIN | |||||||||
| WISCONSIN CHAPTER REP | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SOL COFFINO | |||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARITA R TWINEM | |||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH P ZELISKO | |||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL O'CONNOR | |||||||||
| PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELI J DICKER | |||||||||
| EXECUTIVE DIRECTOR | 35.00 | 1.00 | Yes (X) | $314,220 | $0 | $30,153 | |||
| DEBORAH C GIESEY | |||||||||
| DIRECTOR OF ADMINISTRATION | 35.00 | 0.00 | Yes (X) | $129,179 | $0 | $21,597 | |||
| W PATRICK EVANS | |||||||||
| CHIEF TAX COUNSEL | 35.00 | 0.00 | $228,014 | $0 | $46,472 | Yes (X) | |||
| JEFFERY P RASMUSSEN | |||||||||
| SENIOR TAX COUNSEL | 35.00 | 0.00 | $213,641 | $0 | $41,254 | Yes (X) | |||
| BENJAMIN R SHRECK | |||||||||
| TAX COUNSEL | 35.00 | 0.00 | $203,172 | $0 | $30,675 | Yes (X) | |||
| DANIEL B DE JONG | |||||||||
| TAX COUNSEL | 35.00 | 0.00 | $173,325 | $0 | $41,869 | Yes (X) | |||
| DEBORAH K LICHTER | |||||||||
| DIRECTOR OF CONFERENCE PLANNING | 35.00 | 0.00 | $133,821 | $0 | $40,697 | Yes (X) | |||
| TIMOTHY J MCCORMALLY | |||||||||
| FORMER EXECUTIVE DIRECTOR | 0.00 | 0.00 | $251,198 | $0 | $26,595 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,646,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $279,312 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| CHAPTERS AND REGIONS | 900099 | $4,102,630 | $4,102,630 | ||
| SPONSORSHIP | 541800 | $2,003,650 | $2,003,650 | ||
| CONTINUING EDUCATION | 900099 | $1,694,150 | $1,694,150 | ||
| MEMBERSHIP DUES | 900099 | $1,570,507 | $1,570,507 | ||
| PUBLICATION INCOME | 541800 | $406,865 | $47,075 | $359,790 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,675 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,675 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,920,477 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $178,511 | TotalRevenueColumnAmt |
| Exclusion | $178,511 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $535,000 | TotalRevenueColumnAmt |
| Exclusion | $535,000 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,252 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,252 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,252 | TotalRevenueColumnAmt |
| Exclusion | -$10,252 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,616 | TotalRevenueColumnAmt |
| Exclusion | $10,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,616 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,634,352 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,557,037 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $359,790 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,717,525 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,100 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,423 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,913 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,948 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,141 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,002 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,916 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,643 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,787 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,273 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,197 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,950 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,144 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,392 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,815 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,423,874 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,321 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,934 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBIT AND DC FRANCHISE T | $250 |
| CHAPTER AND REGION DISB | $3,591,078 |
| CHAPTER REBATES & REP. | $210,258 |
| PUBLICATIONS | $202,692 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,703 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,895,754 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,227,768 | BOYAmt |
| EOY | $1,135,706 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,151,710 | BOYAmt |
| EOY | $4,722,686 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,754 | BOYAmt |
| EOY | $31,288 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,364 | BOYAmt |
| EOY | $69,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,020,316 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $893,086 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,388 | BOYAmt |
| EOY | $127,230 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,374,140 | BOYAmt |
| EOY | $8,021,087 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,930 | BOYAmt |
| EOY | -$7,548 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,063,194 | BOYAmt |
| EOY | $14,100,342 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,793 | BOYAmt |
| EOY | $192,392 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,819,415 | BOYAmt |
| EOY | $2,836,359 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,152 | BOYAmt |
| EOY | $270,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,307,360 | BOYAmt |
| EOY | $3,299,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,755,834 | BOYAmt |
| EOY | $10,800,595 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,755,834 | BOYAmt |
| EOY | $10,800,595 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,063,194 | BOYAmt |
| EOY | $14,100,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $738,598 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $261,352 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $44,810 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,856 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,669 | DepreciationAmt |
| Book Value | $28,187 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $718,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $629,078 | DepreciationAmt |
| Book Value | $89,645 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $224,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,339 | DepreciationAmt |
| Book Value | $9,398 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $127,230 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET FUNDS | $56,840 | F |
| CERTIFICATE OF DEPOSIT | $3,162,244 | F |
| INVST. TRADE PENDING REC. | $194,000 | F |
| CORPORATE BONDS | $461,668 | F |
| MUTUAL FUNDS-FIXED INCOME | $2,883,245 | F |
| EQUITY FUNDS | $1,027,227 | F |
| ALTERNATIVE STRATEGIES FUNDS | $235,863 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,021,087 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $270,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $270,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,781,677 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $261,352 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$9,916 | OtherRevenueAmt |
| Revenue Not Reported | $251,436 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,530,241 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,104,111 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,104,111 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,634,352 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,294,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,294,760 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,600,994 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,600,994 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,895,754 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MANAGEMENT FEES -9,916. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST RECEIVED BY CHAPTERS 1,481. INCOME EARNED BYCHAPTERS AND REGIONS 4,102,630. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES INCURRED BY CHAPTERS AND REGIONS 3,591,078. MANAGEMENT FEES 9,916. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELI J DICKER | ||||||||||||||
| EXECUTIVE DIRECTOR | $288,157 | $0 | $25,000 | $0 | $1,063 | $0 | $30,153 | $0 | $6,028 | $0 | $350,401 | $0 | $0 | $0 |
| DEBORAH C GIESEY | ||||||||||||||
| DIRECTOR OF ADMINISTRATION | $124,650 | $0 | $3,500 | $0 | $1,029 | $0 | $12,855 | $0 | $12,988 | $0 | $155,022 | $0 | $0 | $0 |
| W PATRICK EVANS | ||||||||||||||
| CHIEF TAX COUNSEL | $220,950 | $0 | $6,500 | $0 | $564 | $0 | $21,062 | $0 | $31,335 | $0 | $280,411 | $0 | $0 | $0 |
| JEFFERY P RASMUSSEN | ||||||||||||||
| SENIOR TAX COUNSEL | $205,810 | $0 | $6,000 | $0 | $1,831 | $0 | $21,325 | $0 | $26,741 | $0 | $261,707 | $0 | $0 | $0 |
| BENJAMIN R SHRECK | ||||||||||||||
| TAX COUNSEL | $196,612 | $0 | $6,000 | $0 | $560 | $0 | $20,511 | $0 | $15,901 | $0 | $239,584 | $0 | $0 | $0 |
| DANIEL B DE JONG | ||||||||||||||
| TAX COUNSEL | $166,983 | $0 | $6,000 | $0 | $342 | $0 | $17,358 | $0 | $28,687 | $0 | $219,370 | $0 | $0 | $0 |
| DEBORAH K LICHTER | ||||||||||||||
| DIRECTOR OF CONFERENCE PLANNING | $128,650 | $0 | $3,500 | $0 | $1,671 | $0 | $13,415 | $0 | $31,814 | $0 | $179,050 | $0 | $0 | $0 |
| TIMOTHY J MCCORMALLY | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | $0 | $0 | $200,000 | $0 | $51,198 | $0 | $25,055 | $0 | $1,742 | $0 | $277,995 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 20 YEAR EMPLOYEES RECEIVE A GIFT OF A TRIP AND MAY BE ACCOMPANIED BY THEIR SPOUSE. THE AMOUNT IS GROSSED-UP FOR TAX PURPOSES AND TREATED AS INCOME TO THE EMPLOYEE. THE EMPLOYEE SUBMITS THE RECEIPTS AFTER THE TRIP AND RECEIVES THE FUNDS AT THAT TIME. IN ADDITION, THE EXPENSES OF THE SPOUSES OF THE INSTITUTE PRESIDENT, EXECUTIVE DIRECTOR, AND CHIEF TAX COUNSEL ARE REIMBURSED IN RESPECT OF THEIR ATTENDANCE AT CERTAIN BONA FIDE BUSINESS MEETINGS INVOLVING A SIGNIFICANT NUMBER OF SPOUSES AND FORMAL COMPANION PROGRAMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP SECTION 1. MEMBERSHIP SHALL BE OPEN TO PERSONS NOT ENGAGED IN PUBLIC TAX PRACTICE WHO ARE EMPLOYED BY CORPORATIONS AND OTHER BUSINESSES IN AN EXECUTIVE, ADMINISTRATIVE, OR MANAGERIAL CAPACITY AND WHO MEET THE FOLLOWING QUALIFICATIONS: (1)IN AN ORGANIZATION HAVING AN INTEGRATED SEPARATE TAX DEPARTMENT, THE HEAD OF THAT DEPARTMENT AND ANY OTHER PERSONS THE DEPARTMENT HEAD SHALL DESIGNATE, PROVIDING THEIR WORK CONSISTS PRINCIPALLY OF ADMINISTERING TAXES ON AN EXECUTIVE OR MANAGEMENT LEVEL. (2)IN AN ORGANIZATION HAVING A NONINTEGRATED TAX DEPARTMENT WHERE THE TAX FUNCTION MAY BE DIVIDED BETWEEN THE LEGAL, ACCOUNTING, OR OTHER DEPARTMENTS, THOSE PERSONS WHO DEVOTE THEIR PRINCIPAL TIME TO THE TAX FUNCTIONS OR WHOSE PRINCIPAL RESPONSIBILITIES ARE THE HANDLING OF THE TAX FUNCTIONS IN THEIR RESPECTIVE DEPARTMENTS AT AN EXECUTIVE, ADMINISTRATIVE OR MANAGEMENT LEVEL, AND ANY OTHERS WHOM SUCH PERSONS SHALL DESIGNATE, PROVIDING THEIR WORK CONSISTS PRINCIPALLY OF ADMINISTERING TAXES ON AN EXECUTIVE OR MANAGEMENT LEVEL. (3)IN AN ORGANIZATION HAVING NEITHER AN INTEGRATED, SEPARATE TAX DEPARTMENT NOR ANY PERSON ON AN EXECUTIVE OR MANAGEMENT LEVEL WHOSE FULL TIME IS DEVOTED TO THE TAX FUNCTION, THOSE PERSONS CHARGED WITH THE RESPONSIBILITY OF ADMINISTERING THE TAX AFFAIRS OF THE ORGANIZATION ON AN EXECUTIVE OR MANAGEMENT LEVEL. |
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE II, SECTION 4 OF THE INSTITUTE'S BY-LAWS PROVIDES THAT EACH OF THE TEI CHAPTERS "SHALL HAVE THE RIGHT, ONCE EVERY TWO YEARS, TO ELECT A DIRECTOR (CHAPTER REPRESENTATIVE) TO A TWO-YEAR TERM [ON THE INSTITUTE BOARD OF DIRECTORS]. THE TERMS OF OFFICE WITH RESPECT TO DIRECTORS FROM THE CHAPTERS SHALL BE STAGGERED SO THAT THE NUMBER OF DIRECTORS ELECTED FROM THE CHAPTERS EACH YEAR SHALL BE ONE-HALF OF THE NUMBER OF CHAPTERS OF THE INSTITUTE.". IN RESPECT OF THE FOUR SENIOR OFFICERS AND NINE REGIONAL VICE PRESIDENTS, ARTICLE V, SECTION 2 OF THE BY-LAWS PROVIDES THAT EACH YEAR, THE INSTITUTE'S NOMINATING COMMITTEE "SHALL MAKE NOMINATIONS FOR OFFICERS, EXCEPT THAT THE SENIOR VICE PRESIDENT SHALL AUTOMATICALLY SUCCEED TO THE OFFICE OF PRESIDENT AT THE NEXT ANNUAL MEETING OF MEMBERS BY OPERATION OF THESE BY-LAWS." UNDER SECTIONS 3 AND 5 OF THAT ARTICLE, IF NO OTHER NOMINATIONS ARE MADE BY 25 OR MORE MEMBERS WITHIN THE PRESCRIBED TIME PERIOD, THE OFFICERS ARE DEEMED ELECTED BY OPERATION OF THE BY-LAWS. IF THERE ARE OTHER NOMINATIONS, THE NAMES ARE PLACED ON THE BALLOT FOR SELECTION BY THE MEMBERSHIP. IN RESPECT OF PAST PRESIDENTS, ARTICLE II, SECTION 5 PROVIDES THAT "PAST PRESIDENTS OF THE INSTITUTE WHO REMAIN IN GOOD STANDING AND CONSENT TO SERVE SHALL BE NOMINATED TO SERVE ON THE BOARD FOR UP TO THREE CONSECUTIVE ONE-YEAR TERMS FOLLOWING THEIR SERVICE AS PRESIDENT. IN ADDITION, ALL QUALIFYING PAST PRESIDENTS WHO SERVED ON THE BOARD AS OF THE 2006 ANNUAL MEETING OF MEMBERS SHALL BE NOMINATED TO SERVE ON THE BOARD AS LONG AS THEY CONTINUE THEIR MEMBERSHIP AND CONSENT TO SERVE AS DIRECTORS." THE NAMES OF THOSE QUALIFYING PAST PRESIDENTS ARE PLACED ON THE BALLOT FOR ELECTION BY THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ARTICLE X OF THE INSTITUTE'S BY-LAWS PROVIDES THAT AMENDMENTS TO THE BY-LAWS MUST BE APPROVED BY THE MEMBERSHIP. IN ADDITION, UNDER NEW YORK LAW, DIRECTORS ELECTED BY THE MEMBERSHIP (OR BY A CLASS OF MEMBERS) MAY ONLY BE REMOVED BY VOTE OF THOSE MEMBERS OR CLASS OF MEMBERS. NEW YORK LAW ALSO REQUIRES THE MEMBERSHIP TO APPROVE MERGERS OR CONSOLIDATIONS AND DISSOLUTION OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | ONCE TATE AND TRYON HAS COMPLETED THE FORM 990 PREPARATION, A COPY IS SENT TO TEI'S MANAGEMENT FOR APPROVAL. ONE OF THE INSTITUTE'S FOUR SENIOR OFFICERS REVIEWS THE RETURN AFTER MANAGEMENT HAS APPROVED IT. THE RETURN IS PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNING BOARD IS ASKED TO SIGN THE CONFLICT OF INTEREST FORMS EACH YEAR AND TEI FOLLOWS UP SEVERAL TIMES TO ENSURE THAT THE FORMS ARE RECEIVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS INCLUDES ALL OF THESE ELEMENTS: - REVIEW AND APPROVAL BY THE INSTITUTE'S EXECUTIVE COMMITTEE; - USE OF DATA AS TO COMPARABLE COMPENSATION; AND - CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING 1.DEVELOPMENT OF RECOMMENDATIONS. THE EXECUTIVE DIRECTOR DEVELOPS RECOMMENDATIONS WITH RESPECT TO ALL MEMBERS OF THE STAFF OTHER THAN HIMSELF OR HERSELF, AND FORWARDS THEM TO THE INSTITUTE'S CURRENT AND INCOMING PRESIDENTS FOR REVIEW AND DISCUSSION. THOSE RECOMMENDATIONS ARE THEN REFERRED TO THE INSTITUTE'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE CURRENT AND INCOMING PRESIDENTS DEVELOP A RECOMMENDATION WITH RESPECT TO THE EXECUTIVE DIRECTOR. 2.REVIEW AND APPROVAL. THE RECOMMENDATIONS REFERRED TO IN ITEM 1 ARE REVIEWED, ADJUSTED, AND APPROVED BY THE EXECUTIVE COMMITTEE, WITH THE EXECUTIVE DIRECTOR NOT BEING INVOLVED IN A DISCUSSION OF HIS OR HER OWN COMPENSATION; THE RECOMMENDATION IN RESPECT OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS. HENCE, PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 3.USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF ALL STAFF MEMBERS ARE REVIEWED AND APPROVED USING DATA ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. AMONG THE SOURCES OF SUCH COMPARABLE INFORMATION IS THE ASAE'S ASSOCIATION COMPENSATION AND BENEFITS SURVEY. 4.CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE POSTED ON THE WEBSITE. FINANCIAL STATEMENTS ARE POSTED ON THE WEBSITE ON AN ANNUAL BASIS. |
| FORM 990, PART XI, LINE 9: | CHAPTER FOREIGN CURRENCY VARIANCE 44,810. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR REVIEW HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEI EDUCATION FUND | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET SUITE 300 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541402262 | EIN |
| Primary Activities | SPONSOR CONTINUING EDUCATION/FURTHER TEI'S EDUCATIONAL OBJECTIVES | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX EXECUTIVE INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |