WATER ENVIRONMENT FEDERATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WATER ENVIRONMENT FEDERATION (EIN 53-0225129)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-15
- IRS object ID
- 201331969349300213
- Schema version
- 2011v1.5
- 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 | 2013-07-15T08:24:48-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SPRING HILL ROAD STE 500 | AddressLine1 |
| City | TYSONS | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530225129 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATER ENVIRONMENT FEDERATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WATE | NameControl |
| Phone | 7036842400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WYTHE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WADE RIESS | Name |
| Title | ACTING CFO | Title |
| Phone | 7036842400 | Phone |
| Date Signed | 2013-07-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN SKINNER CPA | Name |
| PTIN | P00742964 | PTIN |
| Phone | 7039700400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WADE RIESS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WYTHE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30056680 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WEF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1928 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | SEE STATEMENT O FOR ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIES: WATER ENVIRONMENT FEDERATIONS MISSION IS TO PROMOTE PUBLIC HEALTH BY PRESERVING AND ENHANCING THE GLOBAL WATER ENVIRONMENT; DEVELOP AND PROMOTE PRACTICES AND POLICIES WHICH ASSIST OUR MEMBERS TO SERVE THE PUBLIC INTEREST IN PROVIDING EFFICIENT AND ENVIRONMENTALLY PROTECTIVE WATER QUALITY AND WASTEWATER MANAGEMENT SERVICES; DELIVER HIGH-QUALITY PRODUCTS AND SERVICES TO MEMBERS AND STAKEHOLDERS; PROMOTE SCIENTIFICALLY SOUND ENVIRONMENTAL PRACTICES AND REGULATION; EDUCATE MEMBERS, THE PUBLIC AND POLICY-MAKERS; PROMOTE AND ADVANCE THE WATER QUALITY PROFESSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 103 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 3108125 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 22691 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1723505 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1055421 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19419985 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19299391 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 352432 | InvestmentIncomePriorYear |
| Investment Income Current Year | 321227 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 559461 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1449509 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22055383 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22125548 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 25000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9203220 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9146840 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11970428 | OtherExpensePriorYear |
| Other Expenses Current Year | 13181667 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21198648 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22353507 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 856735 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -227959 | RevenuesLessExpensesCY |
| Total Assets BOY | 22717445 | TotalAssetsBOY |
| Total Assets EOY | 23293428 | TotalAssetsEOY |
| Total Liabilities BOY | 15081716 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15903648 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7635729 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7389780 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE DEVELOPMENT & DISSEMINATION OF TECHNICAL INFORMATION CONCERNING THE NATURE, COLLECTION, TREATMENT & DISPOSAL OF DOMESTIC & INDUSTRIAL WATER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4485647 | Expense |
| Description | PLEASE NOTE THAT THIS STATEMENT IS CONTINUED ON SCHEDULE O: WEFTEC WAS THE WATER ENVIRONMENT FEDERATION'S 84TH ANNUAL TECHNICAL EXHIBITION AND CONFERENCE, WHERE SOME 17,000 ATTENDEES RECEIVED THE BEST TRAINING AND EDUCATION IN WATER QUALITY TODAY AND HAD THE OPPORTUNITY TO EARN CONTINUING EDUCATION UNITS FOR THEIR PARTICIPATION IN VARIOUS ACTIVITIES. THE COMPREHENSIVE FOUR-DAY MEETING INCLUDED A TECHNICAL PROGRAM OF 114 TECHNICAL SESSIONS, 27 WORKSHOPS, AND 8 FACILITY TOURS AND COVERED TOPICS RANGING FROM WASTEWATER TREATMENT FACILITY OPERATIONS AND ENVIRONMENTAL REGULATIONS TO EMERGING ISSUES AND TECHNOLOGIES LIKE STORMWATER MANAGEMENT, MEMBRANE BIOREACTORS, AND ENVIRONMENTAL SUSTAINABILITY. AND AS THE LARGEST WATER QUALITY EXHIBITION IN THE WORLD, WEFTEC ALSO PROVIDED ACCESS TO THE LATEST TECHNOLOGIES, SERVICES, AND PRODUCTS FOR THOSE LOOKING TO IMPROVE OR UPGRADE WASTEWATER FACILITIES AND PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3129721 | Expense |
| Revenue | 523332 | Revenue |
| Description | WATER ENVIRONMENT & TECHNOLOGY IS THE ASSOCIATIONS FLAGSHIP PUBLICATION AND THE PUBLICATION PROFESSIONALS READ TO LEARN ABOUT THE LATEST TECHNOLOGIES, TRENDS, AND NEWS IN WATER QUALITY. MEMBERS RECEIVE IT MONTHLY AS A MEMBERSHIP BENEFIT. IN ADDITION, THE PUBLICATION IS SOLD ON A SUBSCRIPTION BASIS TO LIBRARIES AND OTHER WATER PROFESSIONALS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2172997 | Expense |
| Grants | 25000 | Grants |
| Revenue | 3014840 | Revenue |
| Description | MEMBERSHIP SERVICES - PROVIDE TECHNICAL INQUIRY SERVICE TO MEMBER ASSOCIATIONS & AFFILIATED ORGANIZATIONS, & ADMINISTER REGIONAL MEETINGS TO UPDATE MEMBERS ON THE LATEST INDUSTRY ISSUES. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 1356807 | 1563623 | SPECIALTY CONFERENCES - AS THE LEADING SOURCE OF WATER QUALITY EXPERTISE, WEF IS COMMITTED TO ADVANCING THE WATER QUALITY PROFESSION BY PROVIDING ACCESS TO THE LATEST SCIENCE, ENGINEERING, AND TECHNICAL PRACTICES IN THE WATER ENVIRONMENT FIELD THROUGH SPECIALTY CONFERENCES THAT FOCUS ON SPECIFIC WATER QUALITY TOPICS SUCH AS COLLECTION SYSTEMS, RESIDUALS AND BISOLIDS MANAGEMENT, NUTRIENT REMOVAL AND MORE. |
| 925244 | 695122 | PUBLIC EDUCATION - THROUGH EDUCATION, CONGRESSIONAL TESTIMONY, FOCUSED CAMPAIGNS, AND GRASSROOTS GOVERNMENT AFFAIRS EFFORTS, WATER QUALITY INFORMATION IS DISSEMINATED TO PUBLIC OFFICIALS, MEDIA, AND TARGETED AUDIENCES. |
| 465848 | GRANTS - FUNDS USED TO DEVELOP & DISSEMINATE TECHNICAL INFORMATION CONCERNING VARIOUS ASPECTS OF DOMESTIC & INDUSTRIAL WASTEWATER. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2747899 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2258745 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12536264 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 95 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 103 | 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 | UK | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | LocalChapters |
| 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| 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 | WATER ENVIRONMENT FEDERATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7036842400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WYTHE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JEANETTE BROWN | |||||||||
| PAST PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |||
| CHRIS BROWNING | |||||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |||
| PAUL SCHULER | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| SANDRA RALSON | |||||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |||
| CORDELL SAMUELS | |||||||||
| PRESIDENT ELECT | 4.00 | X | X | 0 | 0 | 0 | |||
| PAUL BOWEN | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| TERRY KRAUSE | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| RICK WARNER | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| MATT BOND | |||||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |||
| KARTIK CHANDRAN | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| SCOTT CUMMINGS | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| SCOTT TROTTER | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| JOHN HART | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| CHARLES BOTT | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| FRAN BURLINGHAM | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| GARRY MACDONALD | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| KAREN PALLANSCH | |||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||||
| ARTHUR NUTTER | |||||||||
| CFO/SR. DIRECTOR FINANCE | 37.50 | X | 141294 | 0 | 22379 | ||||
| JEFF EGER | |||||||||
| EXECUTIVE DIRECTOR | 37.50 | X | 258958 | 0 | 37876 | ||||
| TIMOTHY RICKER | |||||||||
| GENERAL MANAGER | 37.50 | 202192 | 0 | 26209 | X | ||||
| EILEEN O'NEILL | |||||||||
| DEPUTY EXECUTIVE DIRECTOR | 37.50 | 172725 | 0 | 36542 | X | ||||
| JACK BENSON | |||||||||
| SR. DIRECTOR WORLD WIDE SALES & CUSTOMER SERVICE | 37.50 | 160731 | 0 | 30657 | X | ||||
| LINDA KELLY | |||||||||
| SR. DIRECTOR WEF CENTER | 37.50 | 159192 | 0 | 22689 | X | ||||
| TIMOTHY WILLIAMS | |||||||||
| SR. DIRECTOR GOVERNMENT AFFAIRS | 37.50 | 146283 | 0 | 19667 | X | ||||
| PAMELA HENRY | |||||||||
| SR. DIRECTOR CONFERENCE OPER & EXHIBITIONS | 37.50 | 128575 | 0 | 19401 | X | ||||
| PHYLLIS ROSS | |||||||||
| SR. DIRECTOR GOVERNANCE | 37.50 | 125275 | 0 | 18447 | X | ||||
| MATT RIES | |||||||||
| SR. DIRECTOR TECHNICAL & ED PROGRAMS | 37.50 | 112839 | 0 | 27781 | X | ||||
| CATHERINE L THOMSON | |||||||||
| DIRECTOR IS | 37.50 | 111301 | 0 | 17166 | X | ||||
| JAMES K SULLIVAN | |||||||||
| (FORMER) LEGAL COUNSEL | 37.50 | 110433 | 0 | 16414 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1829798 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 295228 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| BRIGHT KEY INC | |||||
| 9050 JUNCTION DRIVE | ANNAPOLIS JUNCTION | MD | 20701 | MEMBERSHIP | 639931 |
| MARKETING GENERAL INC | |||||
| 625 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | MARKETING | 631018 |
| TMA RESOURCES | |||||
| 1919 GALLOWS RD SUITE 400 | VIENNA | VA | 22182 | COMPUTER | 456151 |
| FREEMAN | |||||
| PO BOX 6500036 | DALLAS | TX | 75265 | DECORATING | 299633 |
| ARAMARK CORPORATION | |||||
| 1201 S FIGUEROA ST | LOS ANGELES | CA | 90015 | CATERING | 288829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Government Grants | 596232 | GovernmentGrants |
| All Other Contributions | 459189 | AllOtherContributions |
| Total Contributions | 1055421 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| CONFERENCES & SEMINARS | 900099 | 13093021 | 1563623 | $11,529,398 | |
| MEMBERSHIP DUES | 900099 | 3014840 | 3014840 | ||
| ADVERTISING | 541800 | 2668198 | 2668198 | ||
| SUBSCRIPTIONS | 900099 | 523332 | 523332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19299391 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 321227 | TotalRevenueColumn |
| Exclusion | $321,227 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7769794 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7769794 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 856460 | GrossSalesOfInventory |
| Cost Of Goods Sold | 161338 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 695122 | TotalRevenueColumn |
| Related Or Exempt Function Income | 695122 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| WEBPAGE ADVERTISING | 900004 | 439927 | 439927 | |
| ROYALTIES | 900099 | 134103 | $134,103 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 180357 | TotalRevenueColumn |
| Exclusion | $180,357 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 754387 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22125548 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5796917 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3108125 | UnrelatedBusinessRevenue |
| Exclusion | $12,165,085 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Program Services | 25000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1387092 | Total |
| Program Services | 806343 | ProgramServices |
| Management And General | 580749 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5876552 | Total |
| Program Services | 3788082 | ProgramServices |
| Management And General | 2088470 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531230 | Total |
| Program Services | 83344 | ProgramServices |
| Management And General | 447886 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828878 | Total |
| Program Services | 130042 | ProgramServices |
| Management And General | 698836 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523088 | Total |
| Program Services | 82067 | ProgramServices |
| Management And General | 441021 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24482 | Total |
| Program Services | 4359 | ProgramServices |
| Management And General | 20123 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32682 | Total |
| Program Services | 22 | ProgramServices |
| Management And General | 32660 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1023927 | Total |
| Program Services | 863811 | ProgramServices |
| Management And General | 160116 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2418457 | Total |
| Program Services | 1498546 | ProgramServices |
| Management And General | 919911 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 563724 | Total |
| Program Services | 264795 | ProgramServices |
| Management And General | 298929 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5892 | Total |
| Program Services | 5892 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382817 | Total |
| Management And General | 382817 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 877533 | Total |
| Program Services | 776731 | ProgramServices |
| Management And General | 100802 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2893416 | Total |
| Program Services | 2785030 | ProgramServices |
| Management And General | 108386 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73276 | Total |
| Management And General | 73276 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 923650 | Total |
| Management And General | 923650 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296044 | Total |
| Program Services | 119341 | ProgramServices |
| Management And General | 176703 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| UBI TAXES | 1883 | 1883 | |
| OUTSIDE SERVICES | 2281780 | 1295039 | 986741 |
| BAD DEBT EXPENSE | 565134 | 565134 | |
| MISCELLANEOUS | 500094 | 426896 | 73198 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316876 | Total |
| Program Services | 242920 | ProgramServices |
| Management And General | 73956 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22353507 | Total |
| Program Services | 12536264 | ProgramServices |
| Management And General | 9817243 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1024910 | BOY |
| EOY | 1003960 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4940963 | BOY |
| EOY | 6029248 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 40368 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2050659 | BOY |
| EOY | 2338548 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 837611 | BOY |
| EOY | 840623 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1787723 | BOY |
| EOY | 2193841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16525595 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11148147 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5066375 | BOY |
| EOY | 5377448 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6526751 | BOY |
| EOY | 4908911 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482453 | BOY |
| EOY | 560481 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22717445 | BOY |
| EOY | 23293428 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1514161 | BOY |
| EOY | 1213042 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12620371 | BOY |
| EOY | 13784542 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639871 | BOY |
| EOY | 450603 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307313 | BOY |
| EOY | 455461 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15081716 | BOY |
| EOY | 15903648 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7635729 | BOY |
| EOY | 7389780 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7635729 | BOY |
| EOY | 7389780 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22717445 | BOY |
| EOY | 23293428 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -227959 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -17990 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 1370382 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1057395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1455179 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1723505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1055421 | CurrentTaxYear |
| Total | 6661882 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21126376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20316673 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17831317 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19387789 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16631193 | CurrentTaxYear |
| Total | 95293348 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22496758 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21374068 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19286496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21111294 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17686614 | CurrentTaxYear |
| Total | 101955230 | 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 | 101955230 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 580674 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 530337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 381091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 352432 | CurrentTaxYearMinus1Year |
| Current Tax Year | 321227 | CurrentTaxYear |
| Total | 2165761 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 580674 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 530337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 381091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 352432 | CurrentTaxYearMinus1Year |
| Current Tax Year | 321227 | CurrentTaxYear |
| Total | 2165761 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 488504 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 350929 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 528480 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 314460 | CurrentTaxYear |
| Total | 1879540 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23565936 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22255334 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20196067 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21660893 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18322301 | CurrentTaxYear |
| Total | 106000531 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96180 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96350 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01820 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 36114 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 36114 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 22317393 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 22353507 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
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 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 7500 | CurrentYearMinus3 |
| Current Year Minus2 | 12500 | CurrentYearMinus2 |
| Current Year | 36114 | CurrentYear |
| Total | 56114 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 792248 | OtherCostOrOtherBasis |
| Book Value | 792248 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3640149 | OtherCostOrOtherBasis |
| Depreciation | 2398880 | Depreciation |
| Book Value | 1241269 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4211990 | OtherCostOrOtherBasis |
| Depreciation | 2336982 | Depreciation |
| Book Value | 1875008 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7881208 | OtherCostOrOtherBasis |
| Depreciation | 6412285 | Depreciation |
| Book Value | 1468923 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5377448 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH AT BROKERS | 287808 | C |
| FEDERAL SECURITIES/BONDS | 1425998 | F |
| CORPORATE SECURITIES/BONDS | 2069243 | F |
| MUTUAL FUNDS | 1125862 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4908911 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASES | Description |
| Amount | $455,461 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 455461 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FEDERATION FOLLOWS ACCOUNTING STANDARDS FOR DEALING WITH UNCERTAINTY IN ACCOUNTING FOR INCOME TAX PROVISIONS. FOR THE PERIOD FROM THE FEDERATION'S INCEPTION TO AUGUST 31, 2012, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | ENVIRONMENTAL MAGAZINE PUBLISHING AND CONFERENCES | SpecificServicesProvided |
| Total Expenditures | 1285837 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1285837 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1285837 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | 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 | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | WEF CANHAM GRADUATE STUDIES SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 25000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ONCE A SCHOLARSHIP RECIPIENT HAS BEEN NAMED, WEF VERIFIES WITH THE SCHOOL THAT THE STUDENT IS ENROLLED FOR THE FALL SEMESTER, THEN AGAIN VERIFIES THE ENROLLMENT PRIOR TO SENDING THE CHECK TO THE SCHOOL. IF THE STUDENT FAILS TO ATTEND, THE REFUND OF TUITION (SCHOLARSHIP) PAID BY WEF IS REFUNDED TO WEF. A NEW RECIPIENT IS CHOSEN EACH YEAR, THUS THIS PROCESS HAS TO BE REPEATED EACH YEAR. THE SCHOLARSHIP IS ALWAYS PAID DIRECTLY TO THE SCHOOL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 | 1 | 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 (8 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR NUTTER | |||||||||||||
| 141294 | 0 | 0 | 0 | 0 | 0 | 14375 | 0 | 8004 | 0 | 163673 | 0 | 0 | 0 |
| JEFF EGER | |||||||||||||
| 219958 | 0 | 39000 | 0 | 0 | 0 | 23370 | 0 | 14506 | 0 | 296834 | 0 | 0 | 0 |
| TIMOTHY RICKER | |||||||||||||
| 202192 | 0 | 0 | 0 | 0 | 0 | 19023 | 0 | 7186 | 0 | 228401 | 0 | 0 | 0 |
| EILEEN O'NEILL | |||||||||||||
| 172725 | 0 | 0 | 0 | 0 | 0 | 17431 | 0 | 19111 | 0 | 209267 | 0 | 0 | 0 |
| JACK BENSON | |||||||||||||
| 160731 | 0 | 0 | 0 | 0 | 0 | 11508 | 0 | 19149 | 0 | 191388 | 0 | 0 | 0 |
| LINDA KELLY | |||||||||||||
| 159192 | 0 | 0 | 0 | 0 | 0 | 15443 | 0 | 7246 | 0 | 181881 | 0 | 0 | 0 |
| TIMOTHY WILLIAMS | |||||||||||||
| 146283 | 0 | 0 | 0 | 0 | 0 | 13546 | 0 | 6121 | 0 | 165950 | 0 | 0 | 0 |
| JAMES K SULLIVAN | |||||||||||||
| 110433 | 0 | 0 | 0 | 0 | 0 | 11101 | 0 | 5313 | 0 | 126847 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | WEF HAS INDIVIDUAL AND CORPORATE MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | WEF OFFICERS ARE SELECTED BY A NOMINATING COMMITTEE AND RECOMMENDED TO THE HOUSE OF DELEGATES WHO APPROVE THE OFFICERS BY MAJORITY VOTE. TRUSTEES ARE NOMINATED BY THE PRESIDENT TO SERVE THREE YEAR TERMS AND ARE CONFIRMED BY A MAJORITY VOTE OF THE HOUSE OF DELEGATES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY PROPOSED CHANGES TO WEF ARTICLES OF INCORPORATION OR CONSTITUTION AND BYLAWS MUST BE RECOMMENDED BY THE BOARD OF TRUSTEES BUT MUST ALSO BE RATIFIED BY A QUORUM OF VOTING MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS DRAFTED BY WEFS OUTSIDE ACCOUNTING FIRM WITH INFORMATION AND INPUT FROM WEFS EXECUTIVE DIRECTOR AND ACCOUNTING SERVICES MANAGER. THE DRAFT FORM 990 IS REVIEWED BY WEF'S EXECUTIVE DIRECTOR AND PRESIDENT FOR ACCURACY. ONCE THE WEF MANAGEMENT TEAM HAS APPROVED THE DRAFT FORM 990, THE DOCUMENT IS SENT TO THE WEF OPERATIONS WORK GROUP, WHICH IS A BOARD OF TRUSTEES TASK FORCE, FOR ITS REVIEW. APPROVAL OF THE OPERATIONS WORK GROUP IS REQUIRED PRIOR TO SUBMITTING THE FORM 990 TO BOARD OF TRUSTEES FOR FINAL APPROVAL. ONCE THE BOARD OF TRUSTEES APPROVES THE FORM 990, IT IS THEN SUBMITTED TO THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH NEW BOARD OF TRUSTEES IS ORIENTED ON WEF CONFLICT OF INTEREST POLICY. EVERY MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT. AT THE BEGINNING OF EVERY BOARD MEETING, THE BOARD MEMBERS ARE REMINDED OF THEIR RESPONSIBILITY TO ACKNOWLEDGE CONFLICTS OF INTEREST WHEN THE AGENDA IS BEING REVIEWED. EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO DISCLOSE "OTHER INTERESTS" AS DEFINED IN THE POLICY, ANNUALLY, AND MORE FREQUENTLY IF OTHER INTERESTS ARISE. THE BOARD OR DELEGATED REPRESENTATIVES OF THE BOARD MUST DECIDE WHAT IF ANY CORRECTIVE MEASURES TO TAKE IN RESPONSE TO DISCLOSURES OF OTHER INTERESTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WEF PARTICIPATES IN SEVERAL SALARY SURVEYS IN THE WASHINGTON DC AREA. SURVEYS AND DATA ARE RECEIVED AND REVIEWED TO MAKE COMPENSATION RECOMMENDATIONS. THE ED IS REVIEWED BY THE BOARD OF TRUSTEES. DATA FOR WEF KEY EMPLOYEES IS REVIEWED BY ED, HR AND LEADERSHIP STAFF. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WEF'S FINANCIAL INFORMATION IS AVAILABLE ON THE 990 AND POSTED ON THE INTERNET THRU INFORMATION SOURCES LIKE GUIDESTAR. WEF'S POLICY ALSO MAKES COPIES OF WEF'S DOCUMENTS AVAILABLE TO DIRECT REQUESTS MADE TO WEF AT IT'S OFFICE. WEF'S CONSTITUTION AND BYLAWS ARE PRINTED ANNUALLY AS A "BOARD RESOURCE GUIDE". IN ADDITION, IT IS POSTED ON WEF'S WEBSITE IN A "MEMBER'S ONLY" SECTION. WEF VIEWS THESE DOCUMENTS AS PUBLIC DOCUMENTS AND WILL PROVIDE THEM TO ANY INTERESTED PARTY WHO SEEK THEM, HOWEVER, THERE HAVE BEEN VERY FEW REQUESTS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -17,990. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 PART IV QUESTION 12 AND PART XI QUESTION 2B | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY IN ACCORDANCE WITH GENERALLY ACCEPTED AUDITING STANDARDS AS PART OF A CONSOLIDATED GROUP. SINCE THE ORGANIZATION OWNS 100% OF A FOR-PROFIT FOREIGN SUBSIDIARY, THE ORGANIZATION IS REQUIRED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES TO ISSUE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE STAND ALONE AUDITED FINANCIAL STATEMENTS WERE NOT ISSUED FOR THE ORGANIZATION AS THE PARENT ENTITY. THE FOR-PROFIT FOREIGN ENTITY FILES FORM 5471 AS PART OF THE FORM 990-T. | AUDITED FINANCIAL STATEMENTS: |
| FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEF PUBLISHING UK LTD | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BREWERY SQUARE ST JOHN STREET | AddressLine1 |
| City | LONDON | City |
| Country | UK | Country |
| Postal Code | EC1V 4LE | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | PUBLISHING | PrimaryActivity |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountry |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 84610 | ShareOfTotalIncome |
| Share Of EOY Assets | 1479008 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | 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 |
| 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| WEF PUBLISHING UK LTD | |
| A | 23691 |
| WEF PUBLISHING UK LTD | |
| O | 93837 |
| WEF PUBLISHING UK LTD | |
| N | 246617 |
| WEF PUBLISHING UK LTD | |
| P | 152638 |