CONNEX: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CONNEX (EIN 75-2611922)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-04-16
- IRS object ID
- 201201079349301000
- Schema version
- 2010v3.4
- 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 | 2012-04-16T11:31:28-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N GREENVILLE AVENUE SUITE 150 | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752611922 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL RETAIL STORE MAINTENANCE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROF | NameControl |
| Phone | 9722319810 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14850 QUORUM DRIVE NO 120 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75254 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA DAMERON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9722319810 | Phone |
| Date Signed | 2012-04-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARRINE REILLY | Name |
| Phone | 9726443167 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICIA DAMERON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14850 QUORUM DRIVE NO 120 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5865509 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | HTTP://WWW.PRSM.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | PRSM COMMITS TO SERVE FACILITIES MANAGEMENT PROFESSIONALS AND TO LEAD THE INDUSTRY BY PROVIDING RESOURCES, SOLUTIONS NETWORKING AND KNOWLEDGE SHARING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 258 | TotalNbrVolunteers |
| Total Gross UBI | 66763 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -934 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3121055 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3378055 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 119911 | InvestmentIncomePriorYear |
| Investment Income Current Year | 197675 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9504 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16137 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3250470 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3591867 | 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 | 823164 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 958137 | 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 | 1990169 | OtherExpensePriorYear |
| Other Expenses Current Year | 1942847 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2813333 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2900984 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 437137 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 690883 | RevenuesLessExpensesCY |
| Total Assets BOY | 4203454 | TotalAssetsBOY |
| Total Assets EOY | 5244366 | TotalAssetsEOY |
| Total Liabilities BOY | 1005928 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1522578 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3197526 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3721788 | NetAssetsOrFundBalancesEOY |
| Mission Description | PRSM COMMITS TO SERVE FACILITIES MANAGEMENT PROFESSIONALS AND TO LEAD THE INDUSTRY BY PROVIDING RESOURCES, SOLUTIONS NETWORKING AND KNOWLEDGE SHARING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 0 | Expense |
| Description | TO EDUCATE MEMBERS IN DIFFERENT AREAS OF RETAIL STORE MAINTENANCE AND TO PROVIDE EVENTS AND PROGRAMS. THIS YEAR THE ORGANIZATION HAD 769 COMPANY MEMBERS, AS WELL AS 2,270 INDIVIDUAL MEMBERS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | 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 | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA DAMERON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9722319810 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14850 QUORUM DRIVE NO 120 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75254 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| BILL PIETRYKOWSKI | |||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| ROBERT FAZAKERLEY | |||||||
| 1ST VICE-PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| SHANNON PUCKETT | |||||||
| 2ND VICE-PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| CHRISTOPHER SLOCUM | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| STAN SCHMIDT | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| PAUL WALSH | |||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | X | 0 | 0 | 0 | ||
| CHARISSE T LUCKEY | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JOHN CATANESE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| KELLIE D'ANDREA | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ANN MORAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MARYELLA PEGNATO | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MARK WARREN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| SHAWN BROWNING | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| STEVEN GOTTFRIED | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| TIMOTHY BACKSTROM | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PAUL BURKE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| RON GILCREASE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PATRICIA DAMERON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 147500 | 0 | 11354 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WYNDHAM JADE | |||||
| 6400 INTERNATIONAL PKWY STE 2500 | PLANO | TX | 75093 | MEETING PLANNING | 220801 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | MEETING SERVICES & ACCOMODATIONS | 184292 |
| FIVE STAR SPEAKERS & TRAINERS LLC | |||||
| 8685 W 96TH ST OVERLAND PARK | SHAWNEE MISSION | KS | 66212 | CONVENTION SPEAKING | 135850 |
| RESULTS DIRECT | |||||
| 5210 E WILLIAMS CIRCLE STE 640 | TUCSON | AZ | 75711 | WEBSITE & WEB SERVICE | 108950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| CONFERENCE/MEETINGS | 611710 | 2644373 | 2644373 | ||
| MEMBERSHIP DUES | 453000 | 606295 | 606295 | ||
| ADVERTISING | 541800 | 66763 | 66763 | ||
| MAGAZINE | 900099 | 60624 | $60,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3378055 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90442 | TotalRevenueColumn |
| Exclusion | $90,442 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2380875 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2273642 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 107233 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107233 | TotalRevenueColumn |
| Exclusion | $107,233 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. REVENUE | Description |
| Business Code | 453000 | BusinessCode |
| Total Revenue Column | 16137 | TotalRevenueColumn |
| Exclusion | $16,137 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 16137 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3591867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3250668 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 66763 | UnrelatedBusinessRevenue |
| Exclusion | $274,436 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158853 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 723309 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75975 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1726 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76658 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24409 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31161 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98193 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232229 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62819 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78198 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66743 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1081268 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42704 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12895 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| SUSTAINABILITY INITIATI | 84535 |
| MISC. EXPENSES | 33330 |
| INTERNATIONAL | 12521 |
| DUES & SUBSCRIPTIONS | 3458 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2900984 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1560662 | BOY |
| EOY | 883024 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1536333 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40345 | BOY |
| EOY | 73099 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 169749 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 72462 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31231 | BOY |
| EOY | 97287 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2564961 | BOY |
| EOY | 2648786 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5837 | BOY |
| EOY | 5837 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4203454 | BOY |
| EOY | 5244366 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175190 | BOY |
| EOY | 208663 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 830738 | BOY |
| EOY | 1313915 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1005928 | BOY |
| EOY | 1522578 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3197526 | BOY |
| EOY | 3721788 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3197526 | BOY |
| EOY | 3721788 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4203454 | BOY |
| EOY | 5244366 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 690883 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -166621 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 1 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 169749 | OtherCostOrOtherBasis |
| Depreciation | 72462 | Depreciation |
| Book Value | 97287 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 97287 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBS INVESTMENTS- EQUITY SECURITIES | Description |
| Book Value | 2648786 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2648786 | TotalOfBookValueSecurities |
| Total Revenue | 3591867 | TotalRevenue |
| Total Expenses | 2900984 | TotalExpenses |
| Excess Or Deficit For Year | 690883 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -166621 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -166621 | TotalAdjustments |
| Excess Or Deficit Per FS | 524262 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3425246 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -166621 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -166621 | RevenueNotRptdF990 |
| Revenue Subtotal | 3591867 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3591867 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2900984 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2900984 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2900984 | TotalExpensesPerForm990 |
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 | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES: MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FASB ASC 740-10 WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | CONFERENCES & MEMBERSHIP DUES | SpecificServicesProvided |
| Total Expenditures | 37511 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 37511 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 37511 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THERE SHALL BE TWO CLASSES OF MEMBERSHIP IN THE ASSOCIATION: PROFESSIONAL CORPORATE AND ALLIED CORPORATE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING DESIGNEE OF THE PROFESSIONAL CORPORATE MEMBER SHALL HAVE THE RIGHT TO VOTE AND HOLD ANY APPOINTIVE AND ELECTIVE OFFICE. THE DESIGNATED VOTING DESIGNEE OF THE ALLIED CORPORATE MEMBER SHALL HAVE THE RIGHT AND ALLIED CORPORATE MEMBER CAN ONLY HAVE ONE VOTING MEMBER TO VOTE AND HOLD ANY APPOINTIVE AND ELECTIVE POSITION, INCLUDING AS A MEMBER OF THE BOARD BUT EXCLUDING AS AN OFFICE OF THE ASSOCIATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, REVIEWED BY THE ORGANIZATION'S MANAGEMENT TEAM AND A COPY WILL BE PROVIDED TO THE BOARD PRIOR TO FILING WITH IRS. | |
| THE ORGANIZATION'S BOARD MEMBERS SHALL SIGN THIS CONFLICT OF INTEREST AGREEMENT BEFORE TAKING OFFICE. ALL BOARD MEMBERS MUST ABIDE BY THIS AGREEMENT AND SIGN IT ANNUALLY. THE ORGANIZATION REQUIRES BOARD MEMBERS TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTERESTS INVOLVING BUSINESS TRANSACTIONS, OTHER ASSOCIATION RELATIONSHIPS OR ANY OTHER RELATED ACTIVITIES. DIRECTORS WHO MAY BE THE SUBJECT OF A CONFLICT OF INTEREST WITH PRSM BUSINESS SHOULD REPORT IT TO THE BOARD AT THE EARLIEST APPROPRIATE TIME (USUALLY THE NEXT SCHEDULED BOARD MEETING). IF A DIRECTOR DOES NOT DO SO, THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ADDRESSING THIS ISSUE WITH THE RESPECTIVE BOARD MEMBER. OR, IF AN EXECUTIVE COMMITTEE MEMBER IS THE SUBJECT, THE BOARD WILL DETERMINE A RESOLUTION. A DIRECTOR SHOULD RECUSE HIMSELF/HERSELF FROM ANY VOTING OR BUSINESS DECISIONS THAT COULD CREATE A CONFLICT OF INTEREST. IT IS THE RESPONSIBILITY OF THE DIRECTOR TO ENSURE THAT HIS OR HER ABSTENTION IS RECORDED IN THE BOARD MINUTES. THE CONSEQUENCES FOR A BOARD MEMBER KNOWINGLY PARTICIPATING IN A SITUATION INVOLVING A CONFLICT OF INTEREST AND NOT DISCLOSING IT MAY SUBJECT THE DIRECTOR TO REMOVAL FROM OFFICE. THE BOARD WILL ADDRESS ANY POTENTIAL INSTANCES AT THEIR NEXT MEETING. | FORM 990, PART VI, SECTION B, LINE 12C | |
| SALARY ADMINISTRATION PROCESS STEPS: 1. DURING THE ANNUAL BUDGET PROCESS, RECOMMENDATIONS WILL BE MADE FOR SALARY INCREASES BASED ON GENERAL COST OF LIVING INCREASES FOR COMPARABLE POSITIONS, AND THE SALARY ADMINISTRATION GUIDELINES. 2. AT THE END OF EACH FISCAL YEAR, PERFORMANCE EVALUATIONS WILL BE COMPLETED FOR EACH PRSM STAFF MEMBER BY THE EXECUTIVE DIRECTOR OR IMMEDIATE SUPERVISOR. BASED ON THESE EVALUATIONS, THE RATINGS WILL BE USED TO ESTABLISH THE SALARY INCREASE AMOUNT FOR THE CURRENT YEAR. 3. SALARY INCREASES, WHEN WARRANTED, WILL BE EFFECTIVE ON OCTOBER 1. THIS DATE COINCIDES WITH THE BEGINNING OF THE FISCAL YEAR AND ENABLES ANY SALARY INCREASES TO BE RETROACTIVE TO THE BEGINNING OF THE FISCAL YEAR. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -166,621. | FORM 990, PART XI, LINE 5: |