2014-05-07T11:08:19-05:00 2013-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2013-01-01 521237123 ASSOCIATION FOR GOVERNMENTAL LEASING & FINANCE ASSO 8564237222 19 MANTUA ROAD MT ROYAL NJ 08061 THAD KEMP TREASURER 8564237222 2014-04-29 1 CLINT LEHMAN P00840525 3014246800 2013 2015-11-30 17:44:51Z ERIC ESHUIS 19 MANTUA ROAD MT ROYAL NJ 08061 292620 0 X WWW.AGLF.ORG X 1981 DC TO KEEP MEMBERS INFORMED ABOUT NEW DEVELOPMENTS IN THE INDUSTRY. 18 17 0 0 0 0 61900 51000 224915 240804 20 70 761 746 287596 292620 0 0 0 0 0 0 0 0 0 306059 290004 306059 290004 -18463 2616 194041 188350 30501 22194 163540 166156 TO KEEP MEMBERS INFORMED ABOUT NEW DEVELOPMENTS IN THE INDUSTRY. 0 0 181334 143604 MEETINGS - PROVIDES A FORUM FOR MEMBERS TO DISCUSS NEW DEVELOPMENTS IN THE INDUSTRY AND SHARE IDEAS FOR IMPROVEMENTS. 1896 NEWSLETTER - INFORMS MEMBERS OF ACCOMPLISHMENTS OF THE ASSOCIATION AND NEW DEVELOPMENTS IN THE INDUSTRY. 19019 FIFTY STATE SURVEY - PROVIDES COMPREHENSIVE RESOURCES ON BOTH FEDERAL AND MUNICIPAL GOVERNMENTAL LEASING. 14411 97946 14411 97946 216660 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 18 17 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X TALLEY MANAGEMENT GROUP INC 8564237222 19 MANTUA ROAD MT ROYAL NJ 08061 X ERIC ESHUIS CHAIR 2.00 X X 0 0 0 JOSEPH O'BRIEN PRESIDENT 2.00 X X 0 0 0 MARK SKOCHDOPOLE VICE PRESIDENT 2.00 X X 0 0 0 CHRIS JONES TREASURER 2.00 X X 0 0 0 BRADLEY N RUWE SECRETARY 2.00 X X 0 0 0 HALEY BRUST EXECUTIVE DIRECTOR 2.00 X X 0 0 0 LEONARD RICE GENERAL COUNSEL 2.00 X 0 0 0 THAD KEMP ASSISTANT TREASURER 2.00 X 0 0 0 GLEN CACKOVIC DIRECTOR 2.00 X 0 0 0 ANGIE DEMING DIRECTOR 2.00 X 0 0 0 MANEESH JHUNJHUNWALA DIRECTOR 2.00 X 0 0 0 NANCY MIDDEN DIRECTOR 2.00 X 0 0 0 ROBERT C NEPTUNE DIRECTOR 2.00 X 0 0 0 RENEE PICHE DIRECTOR 2.00 X 0 0 0 DAVID ROEDER DIRECTOR 2.00 X 0 0 0 BARB WINKLER DIRECTOR 2.00 X 0 0 0 LINDA TERRIZZI DIRECTOR 2.00 X 0 0 0 DENISE BEAUCHAMP CHAIR EMERITUS 2.00 X 0 0 0 0 0 0 0 0 0 0 TALLEY MANAGEMENT GROUP INC 19 MANTUA ROAD MT ROYAL NJ 08061 MANAGEMENT SERVICES 117906 1 51000 51000 MEMBERSHIP DUES 900099 97200 97200 FALL MEETING 900099 75989 75989 SPRING MEETING 900099 67615 67615 240804 70 70 COMMISSON REVENUE 900099 746 746 746 292620 241550 0 70 117906 71865 46041 5900 5900 13316 5454 7862 1809 1104 705 4826 4826 109995 109995 22230 18229 4001 1548 352 1196 BANK AND CREDIT CARD CH 8341 3337 5004 BOARD MEETINGS 2517 2517 MISCELLANEOUS 1616 1498 118 290004 216660 73344 0 140305 87512 8372 7965 5488 5227 117000 29354 39876 87646 194041 188350 3601 18244 26900 3950 30501 22194 X 163540 166156 163540 166156 194041 188350 2616 0 X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117000 29354 87646 87646 X PART X, LINE 2: THE ASSOCIATION COMPLIES WITH THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICAITON TOPIC, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. HALEY BRUST EMPLOYEE OF TALLEY MANAGEMENT GROUP (TMG) 117906 TALLEY MANAGEMENT GROUP (TMG) OFFERS MANAGEMENT SERVICES TO AGLF. TMG RECEIVED A MONTHLY FEE FOR THESE MANAGEMENT SERVICES. 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED TO TALLEY MANAGEMENT GROUP, INC. CONTROL OVER ALL CUSTOMARILY PERFORMED MANAGEMENT DUTIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH INDIVIDUAL MEMBER CAN NOMINATE BOARD OF DIRECTOR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND OFFICER SHALL SIGN A POLICY STATEMENT AT THE BEGINNING OF HIS OR HER TERM THAT AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, AND B. HAS READ AND UNDERSTANDS THE POLICY, AND C. AGREES TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT AGLF IS A NONPROFIT CORPORATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THAT AGLF OPERATES IN A MANNER CONSISTENT WITH ITS TAX EXEMPT STATUS PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, ANNUAL REVIEWS SHALL BE CONDUCTED BY THE MANAGEMENT EVALUATIONS COMMITTEE. THE COMMITTEE CHAIRPERSON SHALL REPORT THE RESULTS OF THIS REVIEW TO THE BOARD OF DIRECTORS AT ITS FALL MEETING. THE ANNUAL REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER THE COMPENSATION ARRANGEMENTS ARE REASONABLE AND ARE THE RESULT OF ARM'S-LENGTH BARGAINING. B. WHETHER AGLF'S CONTRACTS FOR OUTSIDE SERVICES RESULT IN INUREMENT, AS DEFINED BY THE INTERNAL REVENUE CODE, OR IMPERMISSIBLE PRIVATE BENEFIT FOR INTERESTED PERSONS. C. WHETHER PARTNERING AND COOPERATION ARRANGEMENTS WITH OTHER ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER AGLF'S TAX EXEMPT PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART VII ERIC ESHUIS - 233 SOUTH WACKER DRIVE, 45TH FLOOR, CHICAGO, IL 60606. JOSEPH O'BRIEN - 461 LINDEN STREET, ALLENTOWN, PA 18102. MARK SKOCHDOPOLE - 1010 WESTLOOP PLACE, MANHATTAN, KS 66502. CHRIS JONES - 950 17TH STREET, DENVER, CO 80202. BRADLEY N. RUWE - 201 EAST 5TH STREET, SUITE 900, CINCINNATI, OH 45202. HALEY BRUST - 19 MANTUA ROAD, MT. ROYAL, NJ 08061. LEONARD RICE - 50 SOUTH SIXTH STREET, SUITE 1500, MINNEAPOLIS, MN 55402. THAD KEMP - 2553 DULLES VIEW DRIVE, SUITE 100, HERNDON, VA 20171. GLEN CACKOVIC - 231 S. SASALLE STREET, 8TH FLOOR, CHICAGO, IL 60604. ANGIE DEMING - 2525 WEST STATE ROAD 114, ROCHESTER, IN 46975. MANEESH JHUNJHUNWALA - 1111 OLD EAGLE SCHOOL ROAD, WAYNE, PA 19087. NANCY MIDDEN - 2405 GRAND BOULEVARD, SUITE 1100, KANSAS CITY, MO 64108-2521. ROBERT C. NEPTUNE - 4306 NE 58TH TERRACE, KANSAS CITY, MO 64119. RENEE PICHE - 7 OLD TOWN LANE, GRAND ISLE, VT 05458. DAVID ROEDER - 8330 BOONE BLVD., SUITE 600, TYSONS CORNER, VA 22182. BARB WINKLER - 1616 17TH STREET, SUITE 467, DENVER, CO 80202. LINDA TERRIZZI - 8330 BOONE BLVD., SUITE 600, TYSONS CORNER, VA 22182. DENISE BEAUCHAMP - 3643 SPYGLASS COURT, GREEN COVE SPRINGS, FL 32043.