SPECIAL LIBRARIES ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL LIBRARIES ASSOCIATION INC (EIN 13-5404745)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349300449
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T09:48:35-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135404745 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Special Libraries Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPEC | NameControl |
| Phone | 7036474900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 South Patrick Street | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 223143501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Janice R Lachance | Name |
| Title | CEO | Title |
| Phone | 7036474900 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank H Smith | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Deb Hunt | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 South Patrick Street | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 223143501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6121968 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sla.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | An association representing the interests of information professionals in over 75 countries. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 1129 | TotalNbrVolunteers |
| Total Gross UBI | 205957 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 27288 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 79718 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 43077 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5276169 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5081731 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 129441 | InvestmentIncomePriorYear |
| Investment Income Current Year | 119495 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 191178 | OtherRevenuePriorYear |
| Other Revenue Current Year | 64787 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5676506 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5309090 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1855920 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1573341 | 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 | 3576982 | OtherExpensePriorYear |
| Other Expenses Current Year | 3892274 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5432902 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5465615 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 243604 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -156525 | RevenuesLessExpensesCY |
| Total Assets BOY | 8365858 | TotalAssetsBOY |
| Total Assets EOY | 7965808 | TotalAssetsEOY |
| Total Liabilities BOY | 2065958 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1697961 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6299900 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6267847 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Special Libraries Association, Inc. (the Association) is a nonprofit global organization for innovative information and knowledge professionals and their strategic partners. The Association serves over 9,000 members in 75 countries in the information profession, including corporate, academic, and government information specialists. The Association promotes and strengthens its members through learning, advocacy, and networking initiatives. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1377760 | Expense |
| Revenue | 2261194 | Revenue |
| Description | Conferences and meetings - The 2012 conference was held in Chicago, IL. This was an international conference and exhibit that attracted almost 3,500 information professionals from around the world. Participants from around the world and across the United States attended the conference. At the annual conference there were: Over 340 booths in the INFO-EXPO exhibit hall with 207 of the leading companies in the industry; more than 250 sessions, panels, and workshops; tours of local libraries; author book signings; and continued networking opportunities and food and refreshments in the INFO-EXPO. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 763190 | Expense |
| Revenue | 47795 | Revenue |
| Description | Leadership - Leadership consists of several programs:a) The Leadership Summit was held in Atlanta, GA in late January with over 200 volunteer leaders from the Association. The Board of Directors also attends and holds its first meeting of the year.b) The President, President-Elect and CEO visit with chapters and divisions throughout the year to give speeches, share association news, and promote information professionals to businesses and others. c) Leadership travels to increase global awareness and participation from those outside of North America. The Association also supports the many non-government North American chapters by sending materials and speakers.d) Staff work with chapters and divisions to expand the membership base and member services. Each unit has a Board and both the staff and Board members work with the units on finance, public relations, public policy, professional development, sponsorship, management, etc.e) The Leadership Development Institute was held in Chicago, IL, in conjunction with the Annual Conference. It is a 90-minute training and professional development opportunity for the leaders of the chapters, divisions, and caucuses followed by 2-3 hours of unit governance meetings. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 450905 | Expense |
| Revenue | 1344720 | Revenue |
| Description | Membership growth and development - Membership Development is comprised of several key components:a) The monthly invoicing and dues processing for all existing members.b) Recruitment campaigns to acquire new members and reinstate former members.c) The allotment of dues to all chapters, divisions and caucuses.d) The magazine subscriptions for all members. | Description |
Activity Other ActivityOther (8 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 383057 | 61135 | Public affairs |
| 199618 | 162479 | Professional development |
| 179263 | 152789 | Publications |
| 168667 | 164988 | Marketing |
| 31502 | 35473 | Career services |
| 18377 | Research | |
| 2211 | Information center | |
| 1221156 | 880554 | Units |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2203851 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1457418 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4795706 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 0 | 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 | 0 | 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 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | 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 |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linda Broussard | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7036474900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 South Patrick Street | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 223143501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 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 |
|---|---|---|---|---|---|---|---|
| Brent Mai | |||||||
| President | 10.00 | X | X | 0 | 0 | 0 | |
| Deb Hunt | |||||||
| President-Elect | 10.00 | X | X | 0 | 0 | 0 | |
| Cindy Romaine | |||||||
| Past President | 10.00 | X | X | 0 | 0 | 0 | |
| Dan Trefethen | |||||||
| Treasurer | 10.00 | X | X | 0 | 0 | 0 | |
| Sara Tompson | |||||||
| Secretary | 10.00 | X | X | 0 | 0 | 0 | |
| Ulla de Stricker | |||||||
| Chapter Cabinet Chair | 10.00 | X | 0 | 0 | 0 | ||
| Debbie Schachter | |||||||
| Chapter Cabinet Chair-Elect | 10.00 | X | 0 | 0 | 0 | ||
| Liz Blankson-Hemans | |||||||
| Past Chapter Cabinet Chair | 10.00 | X | 0 | 0 | 0 | ||
| Richard Huffine | |||||||
| Division Cabinet Chair | 10.00 | X | 0 | 0 | 0 | ||
| Ann Koopman | |||||||
| Division Cabinet Chair-Elect | 10.00 | X | 0 | 0 | 0 | ||
| Mary Ellen Bates | |||||||
| Past Division Cabinet Chair | 10.00 | X | 0 | 0 | 0 | ||
| Marilyn Bromley | |||||||
| Director | 10.00 | X | 0 | 0 | 0 | ||
| Jill Hurst-Wahl | |||||||
| Director | 10.00 | X | 0 | 0 | 0 | ||
| Hal Kirkwood | |||||||
| Director | 10.00 | X | 0 | 0 | 0 | ||
| Linda Broussard | |||||||
| CFO | 35.00 | X | 135704 | 0 | 13200 | ||
| Janice R Lachance | |||||||
| CEO | 35.00 | X | 302558 | 0 | 32862 | ||
| Douglas Newcomb | |||||||
| Deputy CEO | 35.00 | 141981 | 0 | 14389 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 580243 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 60451 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 |
|---|---|---|---|---|---|
| CliftonLarsonAllen LLP | |||||
| 4250 N Fairfax Drive Suite 1020 | Arlington | VA | 22203 | Accounting services | 356896 |
| SAVOR - SMG Food & Beverage LLC | |||||
| 2301 South Lake Shore Drive | Chicago | IL | 60616 | Convention catering services | 271060 |
| AVMG | |||||
| 3310 Matrix Drive Suite 200 | Richardson | TX | 750822766 | Audio visual | 230534 |
| Metropolitan Pier & Exposition Authority | |||||
| 2301 South Lake Shore Drive | Chicago | IL | 60616 | Convention services | 114944 |
| The Active Network Inc | |||||
| 10182 Telesis Ct | San Diego | CA | 92121 | Convention IT services | 100113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 43077 | AllOtherContributions |
| Total Contributions | 43077 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Annual conference | 900099 | 2261194 | 1893870 | 53024 | $314,300 |
| Membership & Units | 900099 | 2225274 | 2225274 | ||
| Marketing | 900099 | 164988 | 164988 | ||
| Professional develop. | 900099 | 162479 | 162479 | ||
| Publications | 900099 | 158866 | 47307 | 105482 | $6,077 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108930 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90552 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11978 | UnrelatedBusinessRevenue |
| Exclusion | $6,400 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5081731 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103788 | TotalRevenueColumn |
| Exclusion | $103,788 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12530 | TotalRevenueColumn |
| Exclusion | $12,530 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 828585 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 812878 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15707 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15707 | TotalRevenueColumn |
| Exclusion | $15,707 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| Career services | 900004 | 35473 | 35473 | |
| Miscellaneous | 900099 | 16784 | $16,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 52257 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5309090 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4584470 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 205957 | UnrelatedBusinessRevenue |
| Exclusion | $475,586 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 484324 | Total |
| Program Services | 374449 | ProgramServices |
| Management And General | 109875 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812335 | Total |
| Program Services | 692443 | ProgramServices |
| Management And General | 119892 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70275 | Total |
| Program Services | 46271 | ProgramServices |
| Management And General | 24004 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123915 | Total |
| Program Services | 85509 | ProgramServices |
| Management And General | 38406 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82492 | Total |
| Program Services | 57558 | ProgramServices |
| Management And General | 24934 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2066 | Total |
| Management And General | 2066 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487462 | Total |
| Management And General | 487462 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23624 | Total |
| Management And General | 23624 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11190 | Total |
| Program Services | 5004 | ProgramServices |
| Management And General | 6186 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126508 | Total |
| Program Services | 126508 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371760 | Total |
| Program Services | 221322 | ProgramServices |
| Management And General | 150438 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33728 | Total |
| Management And General | 33728 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187845 | Total |
| Management And General | 187845 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90641 | Total |
| Program Services | 90641 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 989789 | Total |
| Program Services | 989789 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4174 | Total |
| Management And General | 4174 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237682 | Total |
| Management And General | 237682 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26074 | Total |
| Program Services | 8221 | ProgramServices |
| Management And General | 17853 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Chapter / unit expenses | 1221156 | 1221156 | |
| Program expense | 78575 | 78575 | |
| Allocations to programs | 0 | 798260 | -798260 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5465615 | Total |
| Program Services | 4795706 | ProgramServices |
| Management And General | 669909 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116890 | BOY |
| EOY | 52857 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2169285 | BOY |
| EOY | 1919114 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55399 | BOY |
| EOY | 21923 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154938 | BOY |
| EOY | 167057 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5902324 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2278119 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3804820 | BOY |
| EOY | 3624205 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2064286 | BOY |
| EOY | 2180652 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8365858 | BOY |
| EOY | 7965808 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464302 | BOY |
| EOY | 491483 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1483624 | BOY |
| EOY | 1084706 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118032 | BOY |
| EOY | 121772 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2065958 | BOY |
| EOY | 1697961 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5276215 | BOY |
| EOY | 5188112 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897605 | BOY |
| EOY | 953655 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126080 | BOY |
| EOY | 126080 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6299900 | BOY |
| EOY | 6267847 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8365858 | BOY |
| EOY | 7965808 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -156525 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 124472 | 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 Separate | X | FinancialStatementSeparate |
| 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 | 808548 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 91228 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 79718 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43077 | CurrentTaxYear |
| Total | 1022571 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5589283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5793764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5672845 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5276169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4905170 | CurrentTaxYear |
| Total | 27237231 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6397831 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5793764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5764073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5355887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4948247 | CurrentTaxYear |
| Total | 28259802 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | 183315 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197924 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 433478 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 207377 | CurrentTaxYear |
| Total | 1111305 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 183315 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197924 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 433478 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 207377 | CurrentTaxYear |
| Total | 1111305 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 27148497 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 218111 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 127588 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 122395 | CurrentTaxYear |
| Total | 682722 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36245 | CurrentTaxYearMinus3Years |
| Current Tax Year | 27288 | CurrentTaxYear |
| Total | 115630 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 270208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 163833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149683 | CurrentTaxYear |
| Total | 798352 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 722 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 2688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16784 | CurrentTaxYear |
| Total | 21766 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6669611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5958319 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5860955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5476321 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5114714 | CurrentTaxYear |
| Total | 29079920 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93360 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02750 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03520 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 150685 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 8438 | InvestmentEarningsOrLosses |
| End Of Year Balance | 159123 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 152818 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2133 | InvestmentEarningsOrLosses |
| End Of Year Balance | 150685 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2056695 | BeginningOfYearBalance |
| Contributions | -1908666 | Contributions |
| Investment Earnings Or Losses | 4789 | InvestmentEarningsOrLosses |
| End Of Year Balance | 152818 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1733037 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 336864 | InvestmentEarningsOrLosses |
| Other Expenditures | 13206 | OtherExpenditures |
| End Of Year Balance | 2056695 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2309520 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -552834 | InvestmentEarningsOrLosses |
| Other Expenditures | 23649 | OtherExpenditures |
| End Of Year Balance | 1733037 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.79230 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20770 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 449753 | OtherCostOrOtherBasis |
| Book Value | 449753 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4272889 | OtherCostOrOtherBasis |
| Depreciation | 1281867 | Depreciation |
| Book Value | 2991022 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1179682 | OtherCostOrOtherBasis |
| Depreciation | 996252 | Depreciation |
| Book Value | 183430 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3624205 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital lease liability | Description |
| Amount | $121,772 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 121772 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5409938 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 124472 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 124472 | RevenueNotRptdF990 |
| Revenue Subtotal | 5285466 | RevenueSubtotal |
| Investment Expenses Not Included | 23624 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 23624 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5309090 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5441991 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5441991 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 23624 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 23624 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5465615 | 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 Scholarship fund was established to support annual scholarship awards at accredited library schools. The David R. Bender Fund was established to support the Association's international activities and fellowships. The Ron Coplen Fund serves as a source of revenue for the Ron Coplen Leadership Address at the annual conference or other appropriate meeting. Earnings on these funds are considered temporarily restricted. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Association reviews and assesses all activities annually to identify any changes in the scope of the activities and revenue sources and the tax treatment thereof to identify any uncertain tax positions. For the year ended December 31, 2012, management did not identify any uncertain tax positions requiring recognition or disclosure in these financial statements. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Janice R Lachance | ||||||||||||||
| CEO | 302558 | 0 | 0 | 0 | 0 | 0 | 22675 | 0 | 10187 | 0 | 335420 | 0 | 0 | 0 |
| Douglas Newcomb | ||||||||||||||
| Deputy CEO | 141981 | 0 | 0 | 0 | 0 | 0 | 8273 | 0 | 6116 | 0 | 156370 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The CEO, Janice R. Lachance, has a spending account and sometimes flies first class (domestic only). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | The Association has one class of members. |
| Form 990, Part VI, Section A, line 7a | Election of officers and directors shall be by secret ballot sent to each voting member. |
| Form 990, Part VI, Section A, line 7b | Each voting member shall have one (1) vote on all matters submitted to a vote of the voting members. |
| Form 990, Part VI, Section B, line 11 | The federal Form 990 is completed by the Association's CFO, outside engagement team and tax accountants of our auditing firm. It is then reviewed by the CEO and then shared with the Board of Directors prior to filing with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | The Board of Directors annually reviews the conflict of interest policy at its orientation meeting and discloses any potential conflict of interest. All Board of Directors sign a Conflict of Interest Disclosure Statement and Code of Responsibility annually. The signed documents are reviewed by the Director, Executive Office Relations and kept by the CEO. The COI Policy is always taken into consideration when there is the potential for conflict, particularly when signing new contracts or beginning new relationships. Any possible appearance of conflict of interest that arises in the course of business is researched to determine the existence of a conflict. If a contract is to be made with a related party, it is disclosed to the Board of Directors and a vote is taken to reach a decision. If the Association's staff members identify a conflict of interest, the CEO or CFO shares this information with the Executive Committee of the Board for its action. Involved Board members are precluded from voting on matters for which a conflict exists. |
| Form 990, Part VI, Section B, line 15a | Key employees are evaluated yearly. The process includes the completion by the supervisor of a performance appraisal instrument, a self appraisal, and comments gathered from employees. The CEO is evaluated by the Executive Committee of the Board of Directors, lead by the current year President. An evaluation form is completed, a self appraisal, the Capacity Building Model developed by McKinsey & Company is completed, and comments gathered from all Board members and key staff. Compensation is determined using comparability data from the Washington, DC Metro area, the ASAE compensation study of similar positions, and any other available compensation reports that are current. Key employee's compensation is determined by the CEO; the CEO's compensation is determined by the President with input from the Board of Directors. |
| Form 990, Part VI, Section C, line 19 | The federal Form 990, all governing documents, conflict of interest policies, financial statements, and all policy and practice documents are available upon request. The conflict of interest policy is available on the Association's website. All Board of Director agenda and minutes are posted on the website in the governance section of the website, which is also open to the public. |