AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS (EIN 13-5675095)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201411289349302231
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-08T15:38:05-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581763570 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES AND KOLB | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3475 PIEDMONT ROAD SUITE 1500 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135675095 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY OF HEATING | BusinessNameLine1 |
| Business Name Line2 | REFRIGERATING AND A-C ENGINEERS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 4046368400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1791 TULLIE CIRCLE NE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30329 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF LITTLETON | Name |
| Title | SECRETARY | Title |
| Phone | 4046368400 | Phone |
| Date Signed | 2014-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G BLISS JONES | Name |
| PTIN | P00087087 | PTIN |
| Phone | 4042627920 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFF LITTLETON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1791 TULLIE CIRCLE NE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30329 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33648477 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASHRAE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1894 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING ENGINEERS, INC. ("ASHRAE") IS TO ADVANCE THE ARTS AND SCIENCES OF HEATING, VENTALATING AND REFRIGERATING TO SERVE HUMANITY AND PROMOTE A SUSTAINABLE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 117 | TotalNbrEmployees |
| Total Nbr Volunteers | 3900 | TotalNbrVolunteers |
| Total Gross UBI | 4401454 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1866593 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1738133 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19307151 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17938330 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 250348 | InvestmentIncomePriorYear |
| Investment Income Current Year | 890176 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5050838 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4564994 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26474930 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25131633 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 65000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 92546 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9100892 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9626968 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 515500 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17410739 | OtherExpensePriorYear |
| Other Expenses Current Year | 16105527 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26576631 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25825041 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -101701 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -693408 | RevenuesLessExpensesCY |
| Total Assets BOY | 28711677 | TotalAssetsBOY |
| Total Assets EOY | 28104612 | TotalAssetsEOY |
| Total Liabilities BOY | 12406710 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11362802 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16304967 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16741810 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING ENGINEERS, INC. ("ASHRAE") IS TO ADVANCE THE ARTS AND SCIENCES OF HEATING, VENTALATING AND REFRIGERATING TO SERVE HUMANITY AND PROMOTE A SUSTAINABLE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8408900 | Expense |
| Revenue | 6131062 | Revenue |
| Description | PUBLISHING AND EDUCATION - INCLUDING ELECTRONIC COMMUNICATIONS, HANDBOOK, PROFESSIONAL DEVELOPMENT, PUBLICATIONS AND SOCIETY PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4678700 | Expense |
| Revenue | 7221857 | Revenue |
| Description | MEMBERS' COUNCIL - INCLUDING ADMISSIONS AND ADVANCEMENT, REGIONAL CHAPTERS, HONORS & AWARDS AND MEETINGS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4300211 | Expense |
| Grants | 92546 | Grants |
| Revenue | 519266 | Revenue |
| Description | RESEARCH - INCLUDING ALTERNATIVE REFRIGERANTS, INDOOR AIR QUALITY, ENERGY CONSERVATION, DESING TOOLS, HEALTH & SAFETY, REFRIGERATION AND FOOD PROCESSING AND PRESERVATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1739100 | Expense |
| Description | TECHNOLOGY - INCLUDING THE FOLLOWING AREA: ENVIRONMENTAL HEALTH, REFRIGERATION, RESEARCH ADMINISTRATION, STANDARDS AND TECHNICAL ACTIVITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1739100 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 19126911 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 101 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 117 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHRAE INC CO CINDY SIMMONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4046368400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1791 TULLIE CIRCLE NE | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303292305 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| THOMAS E WATSON | |||||||
| PRESIDENT | 1.00 | X | X | 23719 | 0 | 0 | |
| WILLIAM P BAHNFLETH | |||||||
| PRESIDENT - ELECT | 1.00 | X | X | 13992 | 0 | 0 | |
| THOMAS H PHOENIX | |||||||
| TREASURER | 1.00 | X | X | 3384 | 0 | 0 | |
| CONSTANTINOS A BALARAS | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| DANIEL C PETTWAY | |||||||
| VICE PRESIDENT | 1.00 | X | X | 3722 | 0 | 0 | |
| TIMOTHY G WENTZ | |||||||
| VICE PRESIDENT | 1.00 | X | X | 8010 | 0 | 0 | |
| THOMAS E WERKEMA JR | |||||||
| VICE PRESIDENT | 1.00 | X | X | 2741 | 0 | 0 | |
| JEFF H LITTLETON | |||||||
| SECRETARY | 1.00 | X | X | 295606 | 0 | 23375 | |
| JOSEPH L FURMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ISABELLE LAVOIE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL E PETRILLI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| T RANDALL JONES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| R LEE MILLES JR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TINA M BRUECKNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFF GATLIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN L HARROD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD J BOWMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL T BURGESS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN L MARPLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM W MALPHUS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WICHAI LAKSANAKORN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ASHOK K VIRMANI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERTO R AGUILO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HUGH F CROWTHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES H CULP III | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA T GRAEF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ECKHARD A GROLL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES EGULLEDGE III | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN D KENNEDY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KIRK T MESCHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DENNIS J WESSEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CINDY SIMMONS | |||||||
| DIRECTOR OF ADMINISTRATIVE | 40.00 | X | 149104 | 0 | 11775 | ||
| W STEPHEN COMSTOCK | |||||||
| DIRECTOR OF PUBLICATIONS & | 40.00 | X | 196332 | 0 | 16626 | ||
| CAROLYN KETTERING | |||||||
| DIRECTOR OF MEMBER SERVICE | 40.00 | X | 117192 | 0 | 10067 | ||
| DOUG READ | |||||||
| PROGRAM DIRECTOR - GOVT AF | 40.00 | X | 155142 | 0 | 13756 | ||
| CLAIRE RAMSPECK | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | X | 146690 | 0 | 12908 | ||
| JOYCE ABRAMS | |||||||
| GROUP MANANGER EDUCATION | 40.00 | 112620 | 0 | 10741 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1228254 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 99248 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KING AND SPALDING LLP | |||||
| 1180 PEACHTREE STREET | ATLANTA | GA | 30309 | LEGAL REPRESENTATION | 1720852 |
| LANE PRESS | |||||
| PO BOX 130 | BURLINGTON | VT | 05402 | PRINTING AND MAILING JOURNALS | 1308750 |
| AETNA | |||||
| 11675 GREAT OAKS WAY 130 | ALPHARETTA | GA | 30022 | INSURANCE | 963904 |
| ACCESS WORLDWIDE | |||||
| 6402 ARLINGTON BLVD 4TH FLOOR | FALLS CHURCH | VA | 22042 | MARKETING | 634177 |
| THE UNIVERSITY OF TEXAS SYSTEM | |||||
| 601 COLORADO STREET | AUSTIN | TX | 787012982 | RESEARCH AND EDUCATION | 535549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 1738133 | AllOtherContributions |
| Total Contributions | 1738133 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | 7221857 | 7221857 |
| EXPOSITION INCOME | 541900 | 4066145 | 4066145 |
| PUBLICATION SALES | 541900 | 3323356 | 3323356 |
| MEETING AND SEMINAR | 541900 | 2807706 | 2807706 |
| SPECIAL PROJECTS | 541900 | 519266 | 519266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17938330 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 399883 | TotalRevenueColumn |
| Exclusion | $399,883 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9007137 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8516844 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 490293 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 490293 | TotalRevenueColumn |
| Exclusion | $490,293 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ADVERTISING | 541800 | 4400854 | 4400854 | |
| OTHER INCOME | 541900 | 164140 | 600 | 163540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4564994 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25131633 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18101870 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4401454 | UnrelatedBusinessRevenue |
| Exclusion | $890,176 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47279 | Total |
| Program Services | 47279 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45267 | Total |
| Program Services | 45267 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1096351 | Total |
| Program Services | 697769 | ProgramServices |
| Management And General | 368753 | ManagementAndGeneral |
| Fundraising | 29829 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6232419 | Total |
| Program Services | 3966601 | ProgramServices |
| Management And General | 2096247 | ManagementAndGeneral |
| Fundraising | 169571 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489746 | Total |
| Program Services | 321945 | ProgramServices |
| Management And General | 155814 | ManagementAndGeneral |
| Fundraising | 11987 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1808452 | Total |
| Program Services | 1181553 | ProgramServices |
| Management And General | 581686 | ManagementAndGeneral |
| Fundraising | 45213 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 708823 | Total |
| Program Services | 562642 | ProgramServices |
| Management And General | 146181 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53150 | Total |
| Program Services | 42189 | ProgramServices |
| Management And General | 10961 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43331 | Total |
| Management And General | 43331 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1768196 | Total |
| Program Services | 1403539 | ProgramServices |
| Management And General | 364657 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1718341 | Total |
| Program Services | 1325141 | ProgramServices |
| Management And General | 353100 | ManagementAndGeneral |
| Fundraising | 40100 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501588 | Total |
| Program Services | 36788 | ProgramServices |
| Management And General | 464800 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1743510 | Total |
| Program Services | 905410 | ProgramServices |
| Management And General | 745900 | ManagementAndGeneral |
| Fundraising | 92200 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1791511 | Total |
| Program Services | 1721411 | ProgramServices |
| Management And General | 58600 | ManagementAndGeneral |
| Fundraising | 11500 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695641 | Total |
| Program Services | 88041 | ProgramServices |
| Management And General | 607600 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COST OF PUBLICATIONS | 3640473 | 3554073 | 41000 | 45400 |
| RESEARCH PROJECTS AND G | 2192244 | 2185244 | 7000 | |
| OTHER EXPENSES | 588029 | 485229 | 66000 | 36800 |
| SPECIAL PROJECTS | 466165 | 466165 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194525 | Total |
| Program Services | 90625 | ProgramServices |
| Management And General | 71000 | ManagementAndGeneral |
| Fundraising | 32900 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25825041 | Total |
| Program Services | 19126911 | ProgramServices |
| Management And General | 6182630 | ManagementAndGeneral |
| Fundraising | 515500 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4820962 | BOY |
| EOY | 3769314 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1859472 | BOY |
| EOY | 663789 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496846 | BOY |
| EOY | 552462 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180047 | BOY |
| EOY | 299058 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14018157 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6715694 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7830977 | BOY |
| EOY | 7302463 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13522373 | BOY |
| EOY | 15516526 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28711677 | BOY |
| EOY | 28104612 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5288188 | BOY |
| EOY | 4301264 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6333989 | BOY |
| EOY | 6287979 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 784533 | BOY |
| EOY | 773559 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12406710 | BOY |
| EOY | 11362802 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16304967 | BOY |
| EOY | 16741810 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16304967 | BOY |
| EOY | 16741810 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28711677 | BOY |
| EOY | 28104612 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -693408 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1130251 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8187691 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8033320 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8544495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8924321 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8959990 | CurrentTaxYear |
| Total | 42649817 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10844827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10178114 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12185492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12981918 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10880613 | CurrentTaxYear |
| Total | 57070964 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19032518 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18211434 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20729987 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21906239 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19840603 | CurrentTaxYear |
| Total | 99720781 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 99720781 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 131854 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 376463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 290150 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250348 | CurrentTaxYearMinus1Year |
| Current Tax Year | 890176 | CurrentTaxYear |
| Total | 1938991 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3467203 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3454578 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3992806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4318343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4400854 | CurrentTaxYear |
| Total | 19633784 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3599057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3831041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4282956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4568691 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5291030 | CurrentTaxYear |
| Total | 21572775 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22631575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22042475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25012943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26474930 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25131633 | CurrentTaxYear |
| Total | 121293556 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.82210 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98540 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.17790 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01460 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6900 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6900 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28294398 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28301298 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 9900 | CurrentYearMinus3 |
| Current Year Minus2 | 13400 | CurrentYearMinus2 |
| Current Year Minus1 | 6400 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 1029700 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,544,550 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 9900 | CurrentYearMinus3 |
| Current Year Minus2 | 13400 | CurrentYearMinus2 |
| Current Year Minus1 | 6400 | CurrentYearMinus1 |
| Current Year | 6900 | CurrentYear |
| Total | 36600 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6580918 | BeginningOfYearBalance |
| Contributions | 443127 | Contributions |
| End Of Year Balance | 7024045 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6219614 | BeginningOfYearBalance |
| Contributions | 361304 | Contributions |
| End Of Year Balance | 6580918 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5901009 | BeginningOfYearBalance |
| Contributions | 318605 | Contributions |
| End Of Year Balance | 6219614 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5502601 | BeginningOfYearBalance |
| Contributions | 278408 | Contributions |
| Investment Earnings Or Losses | 120000 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5901009 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5032444 | BeginningOfYearBalance |
| Contributions | 311325 | Contributions |
| Investment Earnings Or Losses | 158832 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5502601 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.42000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.58000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 400000 | OtherCostOrOtherBasis |
| Book Value | 400000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8167070 | OtherCostOrOtherBasis |
| Depreciation | 2593132 | Depreciation |
| Book Value | 5573938 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1798621 | OtherCostOrOtherBasis |
| Depreciation | 862039 | Depreciation |
| Book Value | 936582 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3652466 | OtherCostOrOtherBasis |
| Depreciation | 3260523 | Depreciation |
| Book Value | 391943 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7302463 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTRETIREMENT BENEFIT | $688,981 |
| CAPITAL LEASE OBLIGATION | $84,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 773559 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 26218553 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1130251 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1130251 | RevenueNotRptdF990 |
| Revenue Subtotal | 25088302 | RevenueSubtotal |
| Investment Expenses Not Included | 43332 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 43332 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25131634 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25781710 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25781710 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 43332 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 43332 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25825042 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE HELD AND AMDINISTERED BY THE ASHRAE FOUNDATION, A RELATED ORGANIZATION, TO PROVIDE AWARDS TO PEOPLE WHO HAVE MADE CONTRIBUTIONS OF THEIR ENLIGHTENED KNOWLEDGE IN THE HVAC FIELD AND TO GIVE SCHOLARSHIPS TO STUDENTS OF EXCELLENCE IN THE HVAC FIELD. EARNINGS FROM THE ENDOWMENT FUNDS ARE UNRESTRICTED AND ARE USED TO FUND VARIOUS GRANTS AND AWARDS. DURING FISCAL 2012-13, NET INVESTMENT INCOME TOTALED $228,358, UNREALIZED GAINS ON INVESTMENTS TOTALED $856,649 AND GRANTS, AWARDS TOTALED $209,695. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | IN MANAGEMENT'S OPINION, THE SOCIETY HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT COULD RESULT IN A MATERIAL INCOME TAX LIABILITY. THE SOCIETIES TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS") FOR A THREE-YEAR PERIOD AFTER THE FILING DATE. IN ADDITION, FOR FORM 990-T, TAX YEARS GENERATING NET OPERATING LOSSES ARE SUBJECT TO IRS EXAMINATION FOR A PERIOD UP TO THREE YEARS FROM THE YEAR IN WHICH THE NET OPERATING LOSS IS UTILIZED TO OFFSET TAXABLE INCOME. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIPS | NORTH AMERICA | 3 | 13967 | CASH DISBURSED THROUGH CHECKS |
| SOUTH AMERICA | 1 | 5000 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 5000 | ||
| EAST ASIA AND THE PACIFIC - | 2 | 9900 | ||
| MIDDLE EAST | 1 | 4900 | ||
| SOUTH ASIA | 1 | 5000 | ||
| WEST AFRICA | 1 | 1500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | RESEARCH GRANTS | TypeOfGrant |
| Number Of Recipients | 11 | NumberOfRecipients |
| Amount Of Cash Grant | 47279 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF H LITTLETON | ||||||||||||||
| SECRETARY | 286402 | 0 | 8058 | 0 | 1146 | 0 | 23375 | 0 | 0 | 0 | 318981 | 0 | 0 | 0 |
| CINDY SIMMONS | ||||||||||||||
| DIRECTOR OF ADMINISTRATIVE | 147766 | 0 | 0 | 0 | 1338 | 0 | 11775 | 0 | 0 | 0 | 160879 | 0 | 0 | 0 |
| W STEPHEN COMSTOCK | ||||||||||||||
| DIRECTOR OF PUBLICATIONS & | 193606 | 0 | 0 | 0 | 2726 | 0 | 16626 | 0 | 0 | 0 | 212958 | 0 | 0 | 0 |
| DOUG READ | ||||||||||||||
| PROGRAM DIRECTOR - GOVT AF | 153775 | 0 | 0 | 0 | 1367 | 0 | 13756 | 0 | 0 | 0 | 168898 | 0 | 0 | 0 |
| CLAIRE RAMSPECK | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | 146241 | 0 | 0 | 0 | 449 | 0 | 12908 | 0 | 0 | 0 | 159598 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ASHRAE IS A MEMBERSHIP ORGANIZATION |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF ASHRAE NOMINATE AND ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGES TO ASHRAE'S BYLAWS ARE SUBJECT TO MEMBER APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 FOR REVIEW. ANY COMMENTS ARE TAKEN UNDER CONSIDERATION PRIOR TO FILING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE COMMITTEE MONITORS THE POLICY FOR THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARY ADMINISTRATION COMMITTEE MEETS EACH YEAR TO DETERMINE THE SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASHRAE FOUNDATION | |||||||||||
| 1791 TULLIE CIRCLE NE | ATLANTA | GA | 303292305 | 586274320 | TO SUPPORT AND BENEFIT ASHRAE BY GIVING AWARDS AND SCHOLARSHIPS. | GA | 501(C)(3) | 11(A) | N/A | 0 | |
| ASHRAE RESEARCH CANADA | |||||||||||
| 1791 TULLIE CIRCLE NE | ATLANTA | GA | 303292305 | TO BENEFIT THE CANADIAN MEMBERS OF ASHRAE | N/A | 0 | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHRAE RESEARCH CANADA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionType |