PROFESSIONAL EXAMINATION SERVICES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PROFESSIONAL EXAMINATION SERVICES (EIN 23-7097173)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-11
- IRS object ID
- 201201939349300900
- Schema version
- 2011v1.2
- 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 | 2012-07-11T15:00:03-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road | AddressLine1 |
| Address Line2 | Suite 400 | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237097173 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL EXAMINATION SERVICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROF | NameControl |
| Phone | 2123674200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY MOHN | Name |
| Title | CFO | Title |
| Date Signed | 2012-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00041562 | PTIN |
| Phone | 5023263996 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S BLOCK | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20816960 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PROEXAM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | PES PROMOTES PUBLIC WELFARE BY COMMUNICATING AND DEMONSTRATING THE VALUE OF CREDENTIALING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 107 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17136166 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17285108 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 160132 | InvestmentIncomePriorYear |
| Investment Income Current Year | 400563 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17296298 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17685671 | 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 | 12105054 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12261318 | 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 | 5122541 | OtherExpensePriorYear |
| Other Expenses Current Year | 4918951 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17227595 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17180269 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 68703 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 505402 | RevenuesLessExpensesCY |
| Total Assets BOY | 11109577 | TotalAssetsBOY |
| Total Assets EOY | 11236863 | TotalAssetsEOY |
| Total Liabilities BOY | 2416400 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2288604 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8693177 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8948259 | NetAssetsOrFundBalancesEOY |
| Mission Description | PES IS A NONPROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO PROMOTE THE PUBLIC GOOD BY PROVIDING SERVICES TO THOSE ORGANIZATIONS WHO HAVE A STAKE IN THE DEVELOPMENT AND MAINTENANCE OF SOUND LICENSURE, CERTIFICATION AND CREDENTIALING PROGRAMS AND PRACTICES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 13279546 | Expense |
| Grants | 0 | Grants |
| Revenue | 16357344 | Revenue |
| Description | EXAMINATION SERVICES: DEVELOPMENT OF CERTIFICATION AND LICENSURE EXAMINATIONS AND ANCILLARY SERVICES FOR 49 NON- PROFIT ORGANIZATIONS SPONSORING VOLUNTARY CERTIFICATION PROGRAMS AND/ OR REGULATORY AUTHORITIES SPONSORING LICENSURE PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 833984 | Expense |
| Grants | 0 | Grants |
| Revenue | 927764 | Revenue |
| Description | RESEARCH & ADVISORY SERVICES: IMPLEMENTATION OF APPLIED RESEARCH METHODS TO ENSURE THAT THE CERTIFICATION AND LICENSURE EXAMINATIONS ASSESS THE KNOWLEDGE, SKILLS, AND/ OR ABILITIES REQUIRED FOR THE ATTAINMENT OF EACH PROFESSION'S LICENSE OR CERTIFICATION THESE SERVICES WERE FURNISHED TO 17 CLIENTS, INCLUDING BOTH REGULATORY AUTHORITIES SPONSORING LICENSURE PROGRAMS AND NON-PROFIT ORGANIZATIONS SPONSORING VOLUNTARY CERTIFICATION PROGRAMS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 196778 | Expense |
| Description | EDUCATIONAL SERVICES: INFORMATION OUTREACH TO THE CREDENTIALING COMMUNITY REGARDING ADVANCES IN THE CREDENTIALING PROCESS VIA FINANCIAL AND STAFF CONTRIBUTIONS TO CREDENTIALING ORGANIZATIONS, SELECTED STAFF PUBLICATIONS AVAILABLE TO THE PUBLIC AND EDUCATIONAL PRESENTATIONS THAT FOCUS ON MEASUREMENT AND POLICY ISSUES IN CREDENTIALING-ALL WITH THE INTENT THAT SUCH CONTRIBUTIONS WILL HAVE A POSITIVE IMPACT ON THE UNDERSTANDING, EVALUATION, AND IMPLEMENTATION OF THE CREDENTIALING PROCESS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14310308 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1215 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 107 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | 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 | JEFFREY MOHN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2123674221 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 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 |
|---|---|---|---|---|---|---|---|
| PHILIP ROSS SMITH | |||||||
| SECRETARY | 4.00 | X | X | 1200 | 0 | 0 | |
| ROBERT F SCHERER | |||||||
| CHAIR OF THE BOARD | 4.00 | X | X | 0 | 0 | 0 | |
| WENDELL B ALCORN JR JD | |||||||
| VICE CHAIR & TREASURER | 4.00 | X | X | 1200 | 0 | 0 | |
| A JAMES DUNSDON | |||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||
| C REX CORLETT | |||||||
| BOARD MEMBER-PARTIAL YEAR | 4.00 | X | 600 | 0 | 0 | ||
| KENNETH F GARRISON JR | |||||||
| BOARD MEMBER | 4.00 | X | 1200 | 0 | 0 | ||
| MARIO MOUSSA | |||||||
| BOARD MEMBER | 4.00 | X | 1200 | 0 | 0 | ||
| MICHAEL D AKERS | |||||||
| BOARD MEMBER | 4.00 | X | 1200 | 0 | 0 | ||
| MIRIAM A MOBLEY SMITH | |||||||
| BOARD MEMBER | 4.00 | X | 1200 | 0 | 0 | ||
| NATHAN PERRINE | |||||||
| BOARD MEMBER | 4.00 | X | 1200 | 0 | 0 | ||
| PAUL W HOLLAND | |||||||
| BOARD MEMBER | 4.00 | X | 600 | 0 | 0 | ||
| SHARIF M SHAKRANI PHD | |||||||
| BOARD MEMBER | 4.00 | X | 1200 | 0 | 0 | ||
| I LEON SMITH PHD | |||||||
| PRESIDENT & CEO | 40.00 | X | 253107 | 0 | 34073 | ||
| JEFFREY P MOHN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 121805 | 0 | 9197 | ||
| DANIEL LEOCADI | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | 178923 | 0 | 8067 | X | ||
| JOHN L SCHULTZ | |||||||
| VICE PRESIDENT OPERATIONS | 40.00 | 122274 | 0 | 33302 | X | ||
| KENNETH DOUCET | |||||||
| VICE PRES BUS DEVELOP | 40.00 | 127133 | 0 | 10822 | X | ||
| SANDRA GREENBERG | |||||||
| VICE PRESIDENT R&D | 40.00 | 128317 | 0 | 17487 | X | ||
| STEVEN T PELUSO | |||||||
| GENERAL COUNSEL | 40.00 | 127972 | 0 | 24089 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1070331 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 137037 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PROMETRIC | |||||
| 1501 SOUTH CLINTON STREET 1400 | BALTIMORE | MD | 21224 | COMPUTER BASED TESTING VENDOR | 1567653 |
| ROBERT HALF TECHNOLOGY | |||||
| 245 PARK AVE 25TH FLOOR | NEW YORK | NY | 10167 | TEMPORARY STAFFING | 128750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EXAMINATION SERVICES | 561000 | 17273531 | 17273531 |
| SCORE AND TRANSCRIPT SERVICES | 561000 | 11577 | 11577 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17285108 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 122793 | TotalRevenueColumn |
| Exclusion | $122,793 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100465 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100465 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3308594 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3030824 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 277770 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 277770 | TotalRevenueColumn |
| Exclusion | $277,770 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17685671 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17285108 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $400,563 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428982 | Total |
| Program Services | 161531 | ProgramServices |
| Management And General | 267451 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10433276 | Total |
| Program Services | 9368017 | ProgramServices |
| Management And General | 1065259 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266907 | Total |
| Program Services | 209973 | ProgramServices |
| Management And General | 56934 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 670750 | Total |
| Program Services | 527672 | ProgramServices |
| Management And General | 143078 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461403 | Total |
| Program Services | 362981 | ProgramServices |
| Management And General | 98422 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44300 | Total |
| Management And General | 44300 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83250 | Total |
| Management And General | 83250 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60619 | Total |
| Program Services | 28942 | ProgramServices |
| Management And General | 31677 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1394741 | Total |
| Program Services | 1032035 | ProgramServices |
| Management And General | 362706 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1642343 | Total |
| Program Services | 1433708 | ProgramServices |
| Management And General | 208635 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389565 | Total |
| Program Services | 327755 | ProgramServices |
| Management And General | 61810 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110524 | Total |
| Program Services | 49074 | ProgramServices |
| Management And General | 61450 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2030 | Total |
| Management And General | 2030 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646111 | Total |
| Program Services | 593823 | ProgramServices |
| Management And General | 52288 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171569 | Total |
| Management And General | 171569 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ITEM WRITER CONSULTANTS | 146264 | 146264 | |
| RECRUITING COST | 121477 | 121477 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106158 | Total |
| Program Services | 68533 | ProgramServices |
| Management And General | 37625 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17180269 | Total |
| Program Services | 14310308 | ProgramServices |
| Management And General | 2869961 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1632195 | BOY |
| EOY | 980789 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1595995 | BOY |
| EOY | 2037669 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2812521 | BOY |
| EOY | 3400681 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119079 | BOY |
| EOY | 131116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7002232 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5074939 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1888320 | BOY |
| EOY | 1927293 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3061467 | BOY |
| EOY | 2759315 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11109577 | BOY |
| EOY | 11236863 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2416400 | BOY |
| EOY | 2288604 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2416400 | BOY |
| EOY | 2288604 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8693177 | BOY |
| EOY | 8948259 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8693177 | BOY |
| EOY | 8948259 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11109577 | BOY |
| EOY | 11236863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 505402 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -250320 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 Minus2 Years | 117026 | CurrentTaxYearMinus2Years |
| Total | 117026 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15630113 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17490308 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15942371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17136166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17285108 | CurrentTaxYear |
| Total | 83484066 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15630113 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17490308 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16059397 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17136166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17285108 | CurrentTaxYear |
| Total | 83601092 | 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 | 7380361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8636437 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8933118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9459207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9520872 | CurrentTaxYear |
| Total | 43929995 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7380361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8636437 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8933118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9459207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9520872 | CurrentTaxYear |
| Total | 43929995 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 39671097 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 124717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 225936 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 261878 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191210 | CurrentTaxYearMinus1Year |
| Current Tax Year | 223258 | CurrentTaxYear |
| Total | 1026999 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 124717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 225936 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 261878 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191210 | CurrentTaxYearMinus1Year |
| Current Tax Year | 223258 | CurrentTaxYear |
| Total | 1026999 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15754830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17716244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16321275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17327376 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17508366 | CurrentTaxYear |
| Total | 84628091 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.46880 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.49350 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01120 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1744290 | OtherCostOrOtherBasis |
| Depreciation | 1744290 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2807284 | OtherCostOrOtherBasis |
| Depreciation | 2422497 | Depreciation |
| Book Value | 384787 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2450658 | OtherCostOrOtherBasis |
| Depreciation | 908152 | Depreciation |
| Book Value | 1542506 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1927293 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 17685671 | TotalRevenue |
| Total Expenses | 17180268 | TotalExpenses |
| Excess Or Deficit For Year | 505403 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -250321 | NetUnrealizedGLOnInvestments |
| Other | $0 | OtherAmount |
| Total Adjustments | -250321 | TotalAdjustments |
| Excess Or Deficit Per FS | 255082 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17435350 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -250321 | NetUnrealizedGainsInvestments |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | -250321 | RevenueNotRptdF990 |
| Revenue Subtotal | 17685671 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17685671 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17180269 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17180269 | ExpensesSubtotal |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17180269 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 (ASC 740) footnote | Identifier |
| Return Reference | Schedule D, Part X, Line 2 | ReturnReference |
| Explanation | PES IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE AND LOCAL INCOME TAXES UNDER COMPARABLE LAWS AND IS NOT SUMJECT TO INCOME TAXES UNLESS SUCH INCOME GENEREATED IS UNRELATED TO ITS MISSION MANAGEMENT BELIEVES PES HAS NO MATEREIAL UNRECOGNIZED INCOME TAX BENEFITS OR LIABILILTIES, INCLUDING ANY POTENTIAL LOSS OF ITS TAX-EXEMPT STATUS. PES WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS PART OF OTHER OPERATING EXPENSES AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE STATEMENT OF FINANCIAL POSITION SHOULD THEY BE INCURRED. PES HAS NOT INCURRED ANY PENALTIESS OR INTEREST AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2011 OR 2010. PES IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE TAXING AUTHORITIES FOR THE YEARS BEFORE THE YEAR ENDED DECEMBER 31, 2008. PES DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I LEON SMITH PHD | |||||||||||||
| 253107 | 0 | 0 | 0 | 0 | 0 | 17021 | 0 | 17052 | 0 | 287180 | 0 | 0 | 0 |
| DANIEL LEOCADI | |||||||||||||
| 178923 | 0 | 0 | 0 | 0 | 0 | 6753 | 0 | 1314 | 0 | 186990 | 0 | 0 | 0 |
| JOHN L SCHULTZ | |||||||||||||
| 122274 | 0 | 0 | 0 | 0 | 0 | 8553 | 0 | 24749 | 0 | 155576 | 0 | 0 | 0 |
| STEVEN T PELUSO | |||||||||||||
| 127972 | 0 | 0 | 0 | 0 | 0 | 6759 | 0 | 17330 | 0 | 152061 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | IN 2011, THE BOARD ESTABLISHED AN AUDIT COMMITTEE. THE DRAFT 990 IS CIRCULATED FIRST TO THE AUDIT COMMITTEE FOR REVIEW, COMMENTS, ADVICE AND SUGGESTIONS. AFTER INCORPORATING CHANGES, IF ANY, THE FORM 990 IS THEN CIRCULATED VIA E-MAIL TO ALL MEMBERS OF THE BOARD FOR A SECOND REVIEW PRIOR TO THE RETURN BEING FILED WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | BOARD CANDIDATES ARE VETTED FOR POSSIBLE CONFLICTS PRIOR TO DECLARED BEING ELIGIBLE FOR ELECTION TO THE BOARD. ANNUAL SIGNING OF THE DISCLOSURE STATEMENT IS REQUIRED AND THE STATEMENTS ARE REVIEWED BY THE BOARD CHAIR ANNUALLY. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE BOARD OF DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF IT IS DETERMINED THAT AN INTERESTED PERSON HAS A CONFLICT THE ORGANIZATION TAKES ACTION TO ENSURE THAT APPROPRIATE RESTRICTIONS ARE PUT IN PLACE SUCH AS PROHIBITING THEM FROM ANY RELATED DISCUSSION, VOTE OR SIMILAR ACTION ON THE MATTER. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE ORGANIZATION CONTINUES TO UTILIZE MARKET DATA FROM OTHER COMPARABLE ORGANIZATIONS IN BOTH OUR GEOGRAPHICAL AREA, AND FROM SIMILAR TYPES OF ORGANIZATIONS. HR ROUTINELY USES BOTH ON-LINE AND PRINTED SALARY SURVEYS TO PROVIDE APPROPRIATE RANGES OF COMPENSATION FOR EMPLOYEES AND TOP MANAGEMENT. SOME EXAMPLES OF THE SURVEYS WHICH ARE USED ARE COMPDATA SURVEYS (ALL POSITIONS), ERI (NON-FOR-PROFIT SURVEY -ALL POSITIONS), GUIDESTAR (NON-FOR-PROFITALL POSITIONS), BUREAU OF LABOR STATISTICS (ALL POSITIONS), WATSON WYATT (ALL POSITIONS), JANCO (IT POSITIONS) AND ROBERT HALF SALARY SURVEYS (FINANCE AND IT POSITIONS). OUTSIDE DIRECTORS ARE VOLUNTEERS AND RECEIVE A DE MINIMIS HONORARIUM FOR THEIR SERVICES. THE BOARD ALSO APPROVES THE COMPENSATION. THE BOARD LAST APPROVED THE COMPENSATION OF THE PRESIDENT DURING THE YEAR AND DOCUMENTED THE DECISION IN THE BOARD MEETING MINUTES. |
| PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS | FORM 990, PART VI, LINE 15B | THE ORGANIZATION'S PRESIDENT REVIEWS AND APPROVED THE COMPENSATION OF THE OTHER OFFICERS. THE ORGANIZATION CONTINUES TO UTILIZE MARKET DATA FROM OTHER COMPARABLE ORGANIZATIONS IN BOTH OUR GEOGRAPHICAL AREA, AND FROM SIMILAR TYPES OF ORGANIZATIONS. HR ROUTINELY USES BOTH ON-LINE AND PRINTED SALARY SURVEYS TO PROVIDE APPROPRIATE RANGES OF COMPENSATION FOR THE OTHER OFFICERS OF THE ORGANIZATION. SOME EXAMPLES OF THE SURVEYS WHICH ARE USED ARE COMPDATA SURVEYS (ALL POSITIONS), ERI (NON-FOR-PROFIT SURVEY - ALL POSITIONS), GUIDESTAR (NON-FOR-PROFITALL POSITIONS), BUREAU OF LABOR STATISTICS (ALL POSITIONS), WATSON WYATT (ALL POSITIONS), JANCO (IT POSITIONS) AND ROBERT HALF SALARY SURVEYS (FINANCE AND IT POSITIONS). |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -250320; |
| Change of oversight process or selection process | Form 990, Part XII, Line 2c | THE AUDIT COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE AUDITORS AND MANAGE THE AUDIT PROCESS ON BEHALF OF THE ENTIRE BOARD. THE AUDIT COMMITTEE IS ALSO EMPOWERED TO ACCEPT THE AUDITED FINANCIAL STATEMENTS ON BEHALF OF THE BOARD. IN PRIOR PRACTICE, IT WAS THE RESPONSIBILITY OF THE FINANCE COMMITTEE TO MANAGE THE AUDIT PROCESS, AND IT WAS THE RESPONSIBILITY OF THE BOARD TO ACCEPT THE AUDITED FINANCIAL STATEMENTS. |