AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS (EIN 23-1352012)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201202279349301420
- 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 | 2012-08-14T09:54:26-05:00 | 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 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 231352012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INSTITUTE FOR CHARTERED PROPERTY | BusinessNameLine1 |
| Business Name Line2 | CASUALTY UNDERWRITERS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JEFFREY SCHEIDT | InCareOfName |
| Name Control | AMER | NameControl |
| Phone | 6106442100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1 |
| City | MALVERN | City |
| State | PA | State |
| ZIP Code | 193550716 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey A Scheidt | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-07-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673303000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AS LISTED ON SCHEDULE O | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER L MILLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1 |
| City | MALVERN | City |
| State | PA | State |
| ZIP Code | 193550716 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 87444696 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.aicpcu.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | EDUCATIONAL PRODUCTS AND SERVICES TO THE RISK MANAGEMENT AND INSURANCE INDUSTRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 149 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 383684 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 583317 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26883949 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27401356 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5493728 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6259580 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 854186 | OtherRevenuePriorYear |
| Other Revenue Current Year | 694443 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33615547 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34938696 | 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 | 12888223 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13065717 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18574 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11720263 | OtherExpensePriorYear |
| Other Expenses Current Year | 11869395 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24608486 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24935112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9007061 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10003584 | RevenuesLessExpensesCY |
| Total Assets BOY | 157803457 | TotalAssetsBOY |
| Total Assets EOY | 164390493 | TotalAssetsEOY |
| Total Liabilities BOY | 6881760 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6613091 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 150921697 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 157777402 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS THE INDUSTRY'S TRUSTED KNOWLEDGE LEADER, THE INSTITUTES ARE COMMITTED TO MEETING THE EVOLVING EDUCATIONAL NEEDS OF THE RISK MANAGEMENT AND INSURANCE COMMUNITY. WE PREPARE PEOPLE TO FULFILL THEIR PROFESSIONAL AND ETHICAL RESPONSIBILITIES BY OFFERING CUSTOMER-FOCUSED AND INNOVATIVE EDUCATIONAL SOLUTIONS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 22831940 | Expense |
| Revenue | 27100418 | Revenue |
| Description | Educational expenditures related to prodviding high quality educational products and services to the risk management and insurance community. Accomplishments in 2011: over 100,000 students were served; over 80,000 examinations were taken by our students seeking certification in our insurance specialty and designation programs; added 54 new courses; and conducted and published insurance research. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 350392 | Expense |
| Description | Office and administration | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 369530 | Expense |
| Revenue | 481740 | Revenue |
| Description | Testing services: over 7,700 examinations taken for certain partnering activities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 23551862 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | 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 | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | 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 | 101 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 149 | 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 | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | 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 | false | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFFREY SCHEIDT | NamePerson |
| Telephone Number | 6106442100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1 |
| City | MALVERN | City |
| State | PA | State |
| ZIP Code | 193550716 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (60 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PETER MILLER | ||||||||
| PRESIDENT/CEO | 45.0 | X | X | 580867 | 0 | 50792 | ||
| ALBERT R COUNSELMAN | ||||||||
| CHAIRMAN | 2.0 | X | ||||||
| THOMAS B AHART | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| KAJ AHLMANN | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| NORMAN A BAGLINI | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| BARBARA A BAURER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| L KEITH BIRKHEAD | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| JEFFREY T BOWMAN | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| MICHAEL L BROWNE | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| ANTHONY P BURGER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| DAN R CARMICHAEL | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| TERRENCE W CAVANAUGH | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| FRANK J COYNE | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| BRIAN DOWD | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| KAREN K FARRIS | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| ANDREW S FRAZIER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| J PATRICK GALLAGHER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| DANIEL S GLASER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| JOHN GRESSIER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| JEFF HARROLD | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| JANET S KATZ | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| BRUCE G KELLY | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| ANTHONY J KUCZINSKI | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| EG LASSITER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| H ELIZABETH MITCHELL | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| FRANKLIN MONTROSS IV | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| KRISTIAN P MOOR | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| GREGORY E MURPHY | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| OLZA M NICELY | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| EDWIN S OVERMAN | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| STUART PARKER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| SANDRA GLASER PARRILLO | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| JOHN G PRYOR | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| H WADE REECE | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| ROBERT P RESTREPO JR | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| RICHARD A RILEY | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| JERRY S ROSENBLOOM | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| JAMES A SCHULTE | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| KENNETH R SHUTTS | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| GEORGE A STEADMAN III | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| KENNETH W STECHER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| MHAYSE SAMALYA | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| MARIO P VITALE | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| KIRT A WALKER | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| MIKE WEY | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| MARITA ZURAITIS | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| GERALD WHITBURN | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| PAUL J KRUMP | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | ||||||
| STEVEN H MCELHINEY | ||||||||
| BOARD OF TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ELIZABETH SPRINKEL | ||||||||
| SENIOR VICE PRESIDENT | 45.0 | X | 255017 | 0 | 39751 | |||
| JEFFREY A SCHEIDT | ||||||||
| TREASURER | 45.0 | X | 174325 | 0 | 25162 | |||
| ANITA BOURKE | ||||||||
| EXECUTIVE VICE PRESIDENT | 45.0 | 432143 | 0 | 44232 | X | |||
| SAUL SWARTOUT | ||||||||
| EXECUTIVE VICE PRESIDENT | 45.0 | 359775 | 0 | 47117 | X | |||
| P KENDRICK MILLS | ||||||||
| SENIOR VICE PRESIDENT | 45.0 | 178140 | 0 | 36271 | X | |||
| EVERETT RANDALL | ||||||||
| SENIOR VICE PRESIDENT | 45.0 | 180317 | 0 | 36592 | X | |||
| DAVID CORUM | ||||||||
| VICE PRESIDENT | 45.0 | 162865 | 0 | 31512 | X | |||
| MICHAEL ELLIOTT | ||||||||
| SR. DIR. OF KNOW. RESOURCES | 45.0 | 159918 | 0 | 34104 | X | |||
| SUSAN KEARNEY | ||||||||
| SR. DIR. OF KNOW. RESOURCES | 45.0 | 164273 | 0 | 32397 | X | |||
| ALEXANDER VANDEVERE | ||||||||
| SVP SOCIAL MEDIA | 45.0 | 174757 | 0 | 12071 | X | |||
| ARTHUR FLITNER | ||||||||
| SR. DIR. OF KNOW. RESOURCES | 45.0 | 160925 | 0 | 26976 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2983322 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 416977 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AAVALAR CONSULTING | |||||
| 649 SWEDESFORD ROAD | MALVERN | PA | 19355 | CONSULTING | 740307 |
| NSIGHT | |||||
| 1 VAN DE GFRAFF DR STE 202 | BURLINGTON | MA | 08103 | CONSULTING | 270270 |
| JACQUETTE CONSULTING | |||||
| 710 PROVIDENCE ROAD | MALVERN | PA | 19355 | IT CONSULTING | 1036844 |
| STIVERS STAFFING SERVICES | |||||
| 200 W MONROE SERVICES | CHICAGO | IL | 60606 | STAFFING | 286839 |
| ADMIRAL CONSULTING | |||||
| BRIER HILL CT | EAST BRUNSWICK | NJ | 08816 | IT CONSULTING | 459126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 583317 | AllOtherContributions |
| Total Contributions | 583317 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Examinations | 611600 | 14071714 | 14071714 |
| Study Materials | 611600 | 12847902 | 12847902 |
| Testing Services | 611600 | 481740 | 481740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27401356 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3858723 | TotalRevenueColumn |
| Exclusion | $3,858,723 | 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 | 513641 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 513641 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 513641 | TotalRevenueColumn |
| Exclusion | $513,641 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54906857 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52506000 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2400857 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2400857 | TotalRevenueColumn |
| Exclusion | $2,400,857 | 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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 180802 | TotalRevenueColumn |
| Related Or Exempt Function Income | 180802 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 180802 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34938696 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27582158 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,773,221 | 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 | 2887199 | Total |
| Program Services | 2841004 | ProgramServices |
| Management And General | 43308 | ManagementAndGeneral |
| Fundraising | 2887 | Fundraising |
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 | 7132781 | Total |
| Program Services | 7018656 | ProgramServices |
| Management And General | 106992 | ManagementAndGeneral |
| Fundraising | 7133 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1212041 | Total |
| Program Services | 1192648 | ProgramServices |
| Management And General | 18181 | ManagementAndGeneral |
| Fundraising | 1212 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129951 | Total |
| Program Services | 1111872 | ProgramServices |
| Management And General | 16949 | ManagementAndGeneral |
| Fundraising | 1130 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703745 | Total |
| Program Services | 692485 | ProgramServices |
| Management And General | 10556 | ManagementAndGeneral |
| Fundraising | 704 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250312 | Total |
| Program Services | 246307 | ProgramServices |
| Management And General | 3755 | ManagementAndGeneral |
| Fundraising | 250 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274263 | Total |
| Program Services | 269875 | ProgramServices |
| Management And General | 4114 | ManagementAndGeneral |
| Fundraising | 274 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97136 | Total |
| Program Services | 95582 | ProgramServices |
| Management And General | 1457 | ManagementAndGeneral |
| Fundraising | 97 | Fundraising |
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 | 354000 | Total |
| Program Services | 348336 | ProgramServices |
| Management And General | 5310 | ManagementAndGeneral |
| Fundraising | 354 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 930815 | Total |
| Program Services | 915922 | ProgramServices |
| Management And General | 13962 | ManagementAndGeneral |
| Fundraising | 931 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298831 | Total |
| Program Services | 294050 | ProgramServices |
| Management And General | 4482 | ManagementAndGeneral |
| Fundraising | 299 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376574 | Total |
| Program Services | 370548 | ProgramServices |
| Management And General | 5649 | ManagementAndGeneral |
| Fundraising | 377 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1314356 | Total |
| Program Services | 1293327 | ProgramServices |
| Management And General | 19715 | ManagementAndGeneral |
| Fundraising | 1314 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 795972 | Total |
| Program Services | 783236 | ProgramServices |
| Management And General | 11940 | ManagementAndGeneral |
| Fundraising | 796 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240102 | Total |
| Program Services | 236260 | ProgramServices |
| Management And General | 3602 | ManagementAndGeneral |
| Fundraising | 240 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2082215 | Total |
| Program Services | 996142 | ProgramServices |
| Management And General | 1086073 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219518 | Total |
| Program Services | 216005 | ProgramServices |
| Management And General | 3293 | ManagementAndGeneral |
| Fundraising | 220 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Educational related | 3844240 | 3844240 | 0 | 0 |
| Office and administrative | 356086 | 350392 | 5338 | 356 |
| Testing services | 369530 | 369530 | 0 | 0 |
| Research | 65445 | 65445 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24935112 | Total |
| Program Services | 23551862 | ProgramServices |
| Management And General | 1364676 | ManagementAndGeneral |
| Fundraising | 18574 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1342941 | BOY |
| EOY | 720545 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6991831 | BOY |
| EOY | 2772127 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1734223 | BOY |
| EOY | 1367793 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218424 | BOY |
| EOY | 160094 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321984 | BOY |
| EOY | 404408 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39593160 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17890499 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17689865 | BOY |
| EOY | 21702661 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125758952 | BOY |
| EOY | 133607632 | 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 |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3167796 | BOY |
| EOY | 3074725 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 577441 | BOY |
| EOY | 580508 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157803457 | BOY |
| EOY | 164390493 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3307880 | BOY |
| EOY | 3554424 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2673129 | BOY |
| EOY | 2223033 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 900751 | BOY |
| EOY | 835634 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6881760 | BOY |
| EOY | 6613091 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150921697 | BOY |
| EOY | 157777402 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150921697 | BOY |
| EOY | 157777402 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157803457 | BOY |
| EOY | 164390493 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10003584 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3147879 | ReconcilationOtherChanges |
| 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 Minus4 Years | 847349 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 786068 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 584747 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 383684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 583317 | CurrentTaxYear |
| Total | 3185165 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17017012 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15875972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18229099 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26978626 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27582158 | CurrentTaxYear |
| Total | 105682867 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17864361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16662040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18813846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27362310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28165475 | CurrentTaxYear |
| Total | 108868032 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1434930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1910860 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4770096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3355167 | CurrentTaxYear |
| Total | 11471053 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1434930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1910860 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4770096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3355167 | CurrentTaxYear |
| Total | 11471053 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 97396979 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2150185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2550469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3565540 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4424963 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4372364 | CurrentTaxYear |
| Total | 17063521 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2150185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2550469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3565540 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4424963 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4372364 | CurrentTaxYear |
| Total | 17063521 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20014546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19212509 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22379386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31787273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32537839 | CurrentTaxYear |
| Total | 125931553 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.77341 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.77936 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.13550 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.14688 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1304041 | OtherCostOrOtherBasis |
| Book Value | 1304041 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18833196 | OtherCostOrOtherBasis |
| Depreciation | 9341343 | Depreciation |
| Book Value | 9491853 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19455923 | OtherCostOrOtherBasis |
| Depreciation | 8549156 | Depreciation |
| Book Value | 10906767 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21702661 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACC. RETIREE HEALTH BENEFITS | Description |
| Amount | $835,634 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 835634 | TotalOfAmounts |
| Total Revenue | 34938696 | TotalRevenue |
| Total Expenses | 24935112 | TotalExpenses |
| Excess Or Deficit For Year | 10003584 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1273614 | NetUnrealizedGLOnInvestments |
| Other | -$1,874,265 | OtherAmount |
| Total Adjustments | -3147879 | TotalAdjustments |
| Excess Or Deficit Per FS | 6855705 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 31790817 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1273614 | NetUnrealizedGainsInvestments |
| Other Revenues | -1874265 | OtherRevenues |
| Revenue Not Rptd F990 | -3147879 | RevenueNotRptdF990 |
| Revenue Subtotal | 34938696 | RevenueSubtotal |
| Total Revenue Per Form990 | 34938696 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24935112 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 24935112 | ExpensesSubtotal |
| Total Expenses Per Form990 | 24935112 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 | POST-RETIREMENT PLAN CHANGES $(1,874,265) |
| PART XI, LINE 2D | POST-RETIREMENT PLAN CHANGES $(1,874,265) |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER MILLER | |||||||||||||
| 386667 | 0 | 185000 | 0 | 9200 | 0 | 39200 | 0 | 11592 | 0 | 631659 | 0 | 0 | 0 |
| ANITA BOURKE | |||||||||||||
| 303683 | 0 | 97000 | 0 | 31460 | 0 | 35219 | 0 | 9013 | 0 | 476375 | 0 | 0 | 0 |
| SAUL SWARTOUT | |||||||||||||
| 269250 | 0 | 85000 | 0 | 5525 | 0 | 35525 | 0 | 11592 | 0 | 406892 | 0 | 0 | 0 |
| P KENDRICK MILLS | |||||||||||||
| 151250 | 0 | 26890 | 0 | 0 | 0 | 24200 | 0 | 12071 | 0 | 214411 | 0 | 0 | 0 |
| ELIZABETH SPRINKEL | |||||||||||||
| 205017 | 0 | 50000 | 0 | 0 | 0 | 32803 | 0 | 6948 | 0 | 294768 | 0 | 0 | 0 |
| JEFFREY A SCHEIDT | |||||||||||||
| 147375 | 0 | 26950 | 0 | 0 | 0 | 13570 | 0 | 11592 | 0 | 199487 | 0 | 0 | 0 |
| EVERETT RANDALL | |||||||||||||
| 153117 | 0 | 27200 | 0 | 0 | 0 | 25000 | 0 | 11592 | 0 | 216909 | 0 | 0 | 0 |
| DAVID CORUM | |||||||||||||
| 142285 | 0 | 20580 | 0 | 0 | 0 | 19920 | 0 | 11592 | 0 | 194377 | 0 | 0 | 0 |
| MICHAEL ELLIOTT | |||||||||||||
| 140698 | 0 | 19220 | 0 | 0 | 0 | 22512 | 0 | 11592 | 0 | 194022 | 0 | 0 | 0 |
| SUSAN KEARNEY | |||||||||||||
| 143483 | 0 | 20790 | 0 | 0 | 0 | 20805 | 0 | 11592 | 0 | 196670 | 0 | 0 | 0 |
| ALEXANDER VANDEVERE | |||||||||||||
| 159757 | 0 | 15000 | 0 | 0 | 0 | 0 | 0 | 12071 | 0 | 186828 | 0 | 0 | 0 |
| ARTHUR FLITNER | |||||||||||||
| 141585 | 0 | 19340 | 0 | 0 | 0 | 22654 | 0 | 4322 | 0 | 187901 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE J, PART I, LINE 1A | Travel for companions is allowed to board meetings twice a year. |
| SCHEDULE J, PART I, LINE 7 | The organization accrues pay for performance expense and the amounts are determined based on the performance reviews RELATED TO MEETING OF CERTAIN GOALS OF AICPCU And A RELATED ORGANIZATION (WHICH INCLUDES REVENUE). |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (15 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| State Farm Mutual Insurance Compani | |||
| SEE PART V | 2009900 | Educational Materials/Exams | false |
| Liberty Mutual Group | |||
| SEE PART V | 1627560 | Educational Materials/Exams | false |
| Farmers Group Inc | |||
| SEE PART V | 571206 | Educational Materials/Exams | false |
| USAA | |||
| SEE PART V | 422652 | Educational Materials/Exams | false |
| Auto Owners Insurance Company | |||
| SEE PART V | 350741 | Educational Materials/Exams | false |
| GEICO | |||
| SEE PART V | 317269 | Educational Materials/Exams | false |
| Nationwide Insurance | |||
| SEE PART V | 316281 | Educational Materials/Exams | false |
| Zurich North America | |||
| SEE PART V | 278098 | Educational Materials/Exams | false |
| Cincinnati Financial Corporation | |||
| SEE PART V | 209496 | Educational Materials/Exams | false |
| Insurance Services Office Inc | |||
| SEE PART V | 183597 | Educational Materials/Exams | false |
| Erie Insurance Group | |||
| SEE PART V | 139304 | Educational Materials/Exams | false |
| Marsh Inc | |||
| SEE PART V | 126549 | Educational Materials/Exams | false |
| Chartis Insurance | |||
| SEE PART V | 236349 | Educational Materials/Exams | false |
| ACE Limited | |||
| SEE PART V | 253558 | Educational Materials/Exams | false |
| Chubb Corporation | |||
| SEE PART V | 104317 | Educational Materials/Exams | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, COLUMN B | Identifier |
| Explanation | FOR THE REPORTED BUSINESS TRANSACTIONS WITH INTERESTED PERSONS, IN EACH CASE, AN AICPCU'S TRUSTEE IS AN OFFICER OF THE LISTED INTERESTED PERSON. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, PART VI, LINE 11A | Identifier |
| Explanation | THE FORM 990 IS PREPARED BY A THIRD-PARTY ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. tHE FORM 990 WAS PROVIDED TO THE AUDIT AND ORGANIZATION AND COMPENSATION COMMITTEES OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, LINE 12C AN ANNUAL FORM IS SUBMITTED BY ALL TRUSTEES AND REVIEWED BY THE CORPORATE SECRETARY FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, LINES 15A AND 15B THE AICPCU'S BOARD OF TRUSTEES UTILIZES THE FOLLOWING PROCESS: THE COMPENSATION ARRANGEMENT MUST BE APPROVED IN ADVANCE BY THE APPROVAL BODY OF AICPCU COMPOSED ENTIRELY OF INDIVIDUALS WHO DON'T HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. IT ALSO MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. THE APPROVAL BODY MUST DOCUMENT HOW IT REACHED ITS DECISIONS INCLUDING THE DATA ON WHICH IT RELIED. FORM 990, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 5 UNREALIZED GAIN ON INVESTMENTS $(1,273,614) POST-RETIREMENT PLAN CHANGES $(1,874,265) ____________ TOTAL $(3,147,879) FORM 990, HEADING BOX C FICTITIOUS NAME REGISTRATIONS THE INSTITUTES AMERICAN INSTITUTE FOR CPCU AICPCU INSURANCE INSTITUTE OF AMERICA IIA INSURANCE INSTITUTE OF AMERICA, INC. AMERICAN INSTITUTE FOR PROPERTY & LIABILITY UNDERWRITERS, INC. CEU.COM | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUGARTOWN HOLDINGS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1 |
| City | MALVERN | City |
| State | PA | State |
| ZIP Code | 19355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201997621 | EIN |
| Primary Activities | HOLDING CO. | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 246092 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |