WORLDATWORK: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WORLDATWORK (EIN 31-6054097)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-05
- IRS object ID
- 201212499349300851
- 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 | 2012-09-05T16:25:13-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341884125 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 N CENTRAL AVE STE 300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85012 | 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 | 316054097 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDATWORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WORL | NameControl |
| Phone | 4809519191 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14040 NORTH NORTHSIGHT BOULEVARD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 852603601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W GREG NELSON | Name |
| Title | VICE PRESIDENT/CFO | Title |
| Phone | 4809519191 | Phone |
| Date Signed | 2012-08-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY A O'LOUGHLIN | Name |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANNE RUDDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14040 N NORTHSIGHT BLVD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 852603601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26919792 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WORLDATWORK.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | WORLDATWORK ENABLES ORGANIZATIONS TO REWARD EMPLOYEES (CONTINUED ON SCHEDULE O)(CONTINUED)IN WAYS THAT SATISFY AND ENGAGE THEM AND PRODUCE DESIRED BUSINESS RESULTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 148 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 1414452 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 96497 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17042745 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17217724 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1109635 | InvestmentIncomePriorYear |
| Investment Income Current Year | 216583 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 37495 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5861 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18189875 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17440168 | 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 | 11897571 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12583458 | 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 | 7806178 | OtherExpensePriorYear |
| Other Expenses Current Year | 7799118 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19703749 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20382576 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1513874 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2942408 | RevenuesLessExpensesCY |
| Total Assets BOY | 21409372 | TotalAssetsBOY |
| Total Assets EOY | 21546794 | TotalAssetsEOY |
| Total Liabilities BOY | 18408419 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21488249 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3000953 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 58545 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SPONSOR AND CONDUCT EDUCATIONAL CONFERENCES, SEMINARS, WORKSHOPS AND SYMPOSIA FOR PURPOSES OF INFORMING MEMBERS AND OTHER INTERESTED PARTIES ON CURRENT RESEARCH, LEGISLATION AND PRACTICES IN ALL PHASES OF EMPLOYEE REWARD PROGRAMS (CONTINUED ON SCHEDULE O)INCLUDING COMPENSATION, WAGES, SALARIES, INCENTIVES, EMPLOYEE BENEFITS AND OTHER RELATED FORMS OF EMPLOYEE REMUNERATION. TO ENCOURAGE, PROMOTE, AND PUBLISH RESEARCH IN THE FIELD OF EMPLOYEE MOTIVATION, MORALE, BEHAVIOR, PERFORMANCE APPRAISAL, INNOVATIVE PAY AND REWARD SYSTEMS, PRODUCTIVITY MANAGEMENT TECHNIQUES AND OTHER FUNCTIONS RELATIVE TO COMPENSATION. TO SPONSOR, SUPPORT AND DISTRIBUTE EDUCATIONAL PUBLICATIONS PERTAINING TO COMPENSATION MATTERS TO MEMBERS, SCHOOLS, LIBRARIES, AND OTHER INTERESTED PARTIES. TO ENCOURAGE, ASSIST AND PARTICIPATE WITH OTHER EDUCATIONAL INSTITUTIONS IN STIMULATING INTEREST IN AND PROVIDING CURRICULUM ASSISTANCE FOR COURSES IN THE FIELD OF COMPENSATION, REWARDS AND MOTIVATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6630316 | Expense |
| Revenue | 6957745 | Revenue |
| Description | EDUCATION SERVICES. WORLDATWORK DELIVERS EDUCATIONAL COURSES,SEMINARS, AND TRAINING THROUGH A VARIETY OF CHANNELS IN THE FIELDSOF COMPENSATION, BENEFITS AND WORK-LIFE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2646318 | Expense |
| Revenue | 5189597 | Revenue |
| Description | MEMBERSHIP. INCLUDES ALL ANNUAL DUES AND FEES PAID TO THEORGANIZATION BY MORE THAN 20,000 MEMBERS. THROUGH MEMBERSHIPS,SUBSCRIBERS RECEIVE THE MONTHLY MAGAZINE, WORKSPAN, ACCESS TOWORLDATWORK DATABASES AND RESOURCES, AND REDUCED PRICES ON COURSESAND SEMINARS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3213382 | Expense |
| Revenue | 3156567 | Revenue |
| Description | CONFERENCES. WORLDATWORK HOSTS A TOTAL REWARDS CONFERENCEANNUALLY, AS WELL AS OTHER SMALLER, REGIONAL CONFERENCES. REVENUESINCLUDE REGISTRATION FEES, SPONSORSHIP FEES, AND EXHIBIT HALLBOOTH FEES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1742337 | Expense |
| Revenue | 499363 | Revenue |
| Description | THE ORGANIZATION ALSO PRODUCES AND SELLS ITS OWN BOOKS, PUBLICATIONS AND SURVEYS IN THE FIELD RELATED TO TOTAL REWARD PROGRAMS. THIS WILL INCLUDE ADVERTISING, PUBLICITY AND CAREER CENTER REVENUE GENERATED THROUGH THESE PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1742337 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 499363 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14232353 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 154 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 148 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GREG NELSON | NamePerson |
| Telephone Number | 4809519191 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14040 N NORTHSIGHT BLVD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 852603601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DAVID SMITH | |||||||||
| BOARD CHAIR | 2.00 | X | X | 0 | 0 | 0 | |||
| JEFF CHAMBERS | |||||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |||
| KAREN ICKES | |||||||||
| SECRETARY/TREASURER | 2.00 | X | X | 0 | 0 | 0 | |||
| SARA MCAULEY | |||||||||
| PAST CHAIR | 2.00 | X | 0 | 0 | 0 | ||||
| TREVOR BLACKMAN | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| KEVIN HALLOCK | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID LOUCKS | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ELIZABETH BASTONI | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ANN HATCHER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| DESIREE ISABELLE KLEIN-WAGNER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| NATHALIE PARENT | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ANNE RUDDY | |||||||||
| PRESIDENT/CEO | 40.00 | X | 411247 | 0 | 20063 | ||||
| WILLIAM G NELSON | |||||||||
| VICE PRESIDENT/CFO | 40.00 | X | 232462 | 0 | 17893 | ||||
| BETTY SCHARFMAN | |||||||||
| VP MARKETING/CHANNEL MGMT | 40.00 | 193059 | 0 | 16339 | X | ||||
| BONNIE KABIN | |||||||||
| VP PROFESSIONAL DEVELOPMENT | 40.00 | 190135 | 0 | 18795 | X | ||||
| RYAN JOHNSON | |||||||||
| VP PUBLISHING | 40.00 | 161135 | 0 | 17745 | X | ||||
| CARA WELCH | |||||||||
| VP POLICY & PUBLIC AFFAIRS | 40.00 | 152136 | 0 | 6364 | X | ||||
| KATHLEEN SERRAPEDE | |||||||||
| EXECUTIVE DIRECTOR, WORK LIFE | 40.00 | 162905 | 0 | 14044 | X | ||||
| PAUL ROWSON | |||||||||
| GENERAL MANAGER | 40.00 | 152905 | 0 | 1237 | X | ||||
| RICHARD KIPLEY | |||||||||
| HUMAN RESOURCE DIRECTOR | 40.00 | 133624 | 0 | 12202 | X | ||||
| SUE HOLLOWAY | |||||||||
| ASSOCIATE DIRECTOR | 40.00 | 129979 | 0 | 13434 | X | ||||
| DAN DEVER | |||||||||
| ASSOCIATE DIRECTOR | 40.00 | 126637 | 0 | 17428 | X | ||||
| MARGARET COIL | |||||||||
| DIRECTOR/FACULTY | 0.00 | 11250 | 0 | 530 | X | ||||
| NORMAN HANDSHEAR | |||||||||
| DIRECTOR/FACULTY | 0.00 | 12500 | 0 | 795 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2069974 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 156869 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SPHERION CORPORATION | |||||
| 4259 COLLECTION CTR DR | CHICAGO | IL | 60693 | TEMPORARY STAFFING | 190060 |
| MOHANNA AND ASSOCIATES | |||||
| 305 W SPRING CREEK PKWY | PLANO | TX | 75023 | ADVERTISING SALES | 164112 |
| FREEMAN | |||||
| PO BOX 750036 | DALLAS | TX | 75265 | DECORATING | 102071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| EDUCATION REVENUE | 900099 | 6957745 | 6957745 | |
| MEMBERSHIP DUES | 900099 | 5189597 | 5189597 | |
| CONFERENCE REVENUE | 900099 | 3156567 | 3156567 | |
| PUBLICATIONS REV. | 511120 | 1595209 | 180757 | 1414452 |
| RESEARCH | 900099 | 318606 | 318606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17217724 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 380185 | TotalRevenueColumn |
| Exclusion | $380,185 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9312042 | Securities |
| Other | 3980 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9476132 | Securities |
| Other | 3492 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -164090 | Securities |
| Other | 488 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -163602 | TotalRevenueColumn |
| Exclusion | -$163,602 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5861 | TotalRevenueColumn |
| Exclusion | $5,861 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5861 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17440168 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15803272 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1414452 | UnrelatedBusinessRevenue |
| Exclusion | $222,444 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1435903 | Total |
| Management And General | 1435903 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9257079 | Total |
| Program Services | 6479955 | ProgramServices |
| Management And General | 2777124 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280431 | Total |
| Program Services | 196302 | ProgramServices |
| Management And General | 84129 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 867299 | Total |
| Program Services | 607109 | ProgramServices |
| Management And General | 260190 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 742746 | Total |
| Program Services | 454170 | ProgramServices |
| Management And General | 288576 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11555 | Total |
| Management And General | 11555 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54395 | Total |
| Management And General | 54395 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42612 | Total |
| Management And General | 42612 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23440 | Total |
| Management And General | 23440 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383803 | Total |
| Program Services | 77912 | ProgramServices |
| Management And General | 305891 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49609 | Total |
| Program Services | 49609 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284903 | Total |
| Management And General | 284903 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2983 | Total |
| Program Services | 2983 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732511 | Total |
| Management And General | 732511 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380215 | Total |
| Program Services | 37079 | ProgramServices |
| Management And General | 343136 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4549601 | Total |
| Program Services | 4549601 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37392 | Total |
| Management And General | 37392 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855117 | Total |
| Management And General | 855117 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100371 | Total |
| Management And General | 100371 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PRINTING AND PUBLICATIO | 555454 | 555454 | |
| BANK CHARGES | 409252 | 409252 | |
| POSTAGE AND SHIPPING | 407163 | 407163 | |
| AFFILIATE REIMBURSEMENT | -1716262 | -1716262 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635004 | Total |
| Program Services | 405764 | ProgramServices |
| Management And General | 229240 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20382576 | Total |
| Program Services | 14232353 | ProgramServices |
| Management And General | 6150223 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2261 | BOY |
| EOY | 62460 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 661167 | BOY |
| EOY | 218683 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461166 | BOY |
| EOY | 614685 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37843 | BOY |
| EOY | 36055 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284295 | BOY |
| EOY | 415192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14391795 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7690412 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6585758 | BOY |
| EOY | 6701383 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12410666 | BOY |
| EOY | 12981421 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412250 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553966 | BOY |
| EOY | 516915 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21409372 | BOY |
| EOY | 21546794 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10170126 | BOY |
| EOY | 12125694 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5099123 | BOY |
| EOY | 5339759 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1788923 | BOY |
| EOY | 2692700 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1350247 | BOY |
| EOY | 1330096 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18408419 | BOY |
| EOY | 21488249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3000953 | BOY |
| EOY | 58545 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3000953 | BOY |
| EOY | 58545 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21409372 | BOY |
| EOY | 21546794 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2942408 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5943369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6037069 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5476788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5140894 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5189597 | CurrentTaxYear |
| Total | 27787717 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16502414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17690883 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11644621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11901851 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12028127 | CurrentTaxYear |
| Total | 69767896 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22445783 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23727952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17121409 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17042745 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17217724 | CurrentTaxYear |
| Total | 97555613 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 1787 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 1787 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 97553826 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 891802 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 350978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 237802 | CurrentTaxYearMinus1Year |
| Current Tax Year | 380185 | CurrentTaxYear |
| Total | 1962788 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 891802 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 350978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 237802 | CurrentTaxYearMinus1Year |
| Current Tax Year | 380185 | CurrentTaxYear |
| Total | 1962788 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45335 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7750 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 91407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5861 | CurrentTaxYear |
| Total | 187848 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23382920 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24086680 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17314837 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17318042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17603770 | CurrentTaxYear |
| Total | 99706249 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97840 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97620 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01970 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02170 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART III - OTHER INCOME DESCRIPTION 2007 2008 2009 2010 2011 OTHER INCOME 45,335 7,750 10,009 5,817 5,861 TAX REFUNDS 0 0 0 0 0 ------- ------- ------- ------- ------- TOTALS 45,335 7,750 10,009 5,817 5,861 | GeneralExplanation |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42612 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42612 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19059538 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19102150 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 29957 | CurrentYearMinus3 |
| Current Year Minus2 | 103433 | CurrentYearMinus2 |
| Current Year Minus1 | 70239 | CurrentYearMinus1 |
| Current Year | 42612 | CurrentYear |
| Total | 246241 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1288340 | OtherCostOrOtherBasis |
| Book Value | 1288340 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3327804 | OtherCostOrOtherBasis |
| Depreciation | 1927660 | Depreciation |
| Book Value | 1400144 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3651660 | OtherCostOrOtherBasis |
| Depreciation | 1326381 | Depreciation |
| Book Value | 2325279 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5288001 | OtherCostOrOtherBasis |
| Depreciation | 4436371 | Depreciation |
| Book Value | 851630 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 835990 | OtherCostOrOtherBasis |
| Book Value | 835990 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6701383 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $1,330,096 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1330096 | TotalOfAmounts |
| Total Revenue | 17440168 | TotalRevenue |
| Total Expenses | 20382576 | TotalExpenses |
| Excess Or Deficit For Year | -2942408 | ExcessOrDeficitForYear |
| Other | $1,850,408 | OtherAmount |
| Total Adjustments | 1850408 | TotalAdjustments |
| Excess Or Deficit Per FS | -1092000 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21563000 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 4345263 | OtherRevenues |
| Revenue Not Rptd F990 | 4345263 | RevenueNotRptdF990 |
| Revenue Subtotal | 17217737 | RevenueSubtotal |
| Other Revenues Not Included | 222431 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 222431 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17440168 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22803000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2495121 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2495121 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20307879 | ExpensesSubtotal |
| Other Expenses Not Included | 74697 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 74697 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20382576 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | RELATED ORGANIZATION REVENUE 4,345,263. RELATED ORGANIZATION EXPENSES -2,495,121. ROUNDING 266. TOTAL TO SCHEDULE D, PART XI, LINE 8: 1,850,408. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION REVENUE 4,345,263. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST INCOME 380,185. GAIN ON SALE OF ASSETS 488. LOSS ON SALE OF SECURITIES -164,090. MISCELLANEOUS INCOME 5,861. ROUNDING -13. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION EXPENSES 2,495,121. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE 37,392. INVESTMENT MANAGEMENT EXPENSE 23,440. CURRENCY EXCHANGE 7,370. INCOME TAX PAYMENT 5,929. PRIVILEGE TAX FEE 50. ROUNDING 516. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 3805 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 194052 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 193319 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 32710 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 284738 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 53703 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 10830 |
| SOUTH ASIA | 0 | 0 | PROGRAM SUPPORT | EDUCATION COURSES | 21848 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATION COURSES | 81459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 795005 | SubtotalAmountSpent |
| Cont Amount Spent | 81459 | ContAmountSpent |
| Total Amount Spent | 876464 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE RUDDY | |||||||||||||
| 325325 | 0 | 85922 | 0 | 0 | 0 | 0 | 0 | 20063 | 0 | 431310 | 0 | 0 | 0 |
| WILLIAM G NELSON | |||||||||||||
| 194462 | 0 | 38000 | 0 | 0 | 0 | 0 | 0 | 17893 | 0 | 250355 | 0 | 0 | 0 |
| BETTY SCHARFMAN | |||||||||||||
| 168059 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 16339 | 0 | 209398 | 0 | 0 | 0 |
| BONNIE KABIN | |||||||||||||
| 165135 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 18795 | 0 | 208930 | 0 | 0 | 0 |
| RYAN JOHNSON | |||||||||||||
| 141135 | 0 | 20000 | 0 | 0 | 0 | 0 | 0 | 17745 | 0 | 178880 | 0 | 0 | 0 |
| CARA WELCH | |||||||||||||
| 139136 | 0 | 13000 | 0 | 0 | 0 | 0 | 0 | 6364 | 0 | 158500 | 0 | 0 | 0 |
| KATHLEEN SERRAPEDE | |||||||||||||
| 147905 | 0 | 15000 | 0 | 0 | 0 | 0 | 0 | 14044 | 0 | 176949 | 0 | 0 | 0 |
| PAUL ROWSON | |||||||||||||
| 138905 | 0 | 14000 | 0 | 0 | 0 | 0 | 0 | 1237 | 0 | 154142 | 0 | 0 | 0 |
| MARGARET COIL | |||||||||||||
| 11250 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 530 | 0 | 11780 | 0 | 0 | 0 |
| NORMAN HANDSHEAR | |||||||||||||
| 12500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 795 | 0 | 13295 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I: QUESTIONS REGARDING COMPENSATION QUESTION 4B: THE ORGANIZATION PARTICIPATED IN A 457B RETIREMENT PLAN: ANNE RUDDY $ 8,500 GREG NELSON $16,500 BONNIE KABIN $16,500 ------- TOTAL $41,500 ======= TERMS & CONDITIONS: IT IS A NONQUALIFIED PLAN WHICH HAS THE EFFECT OF DEFERRING COMPENSATION FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. INTERNAL CRITERIA ARE THAT THE EMPLOYEES HAVE TO BE ON THE ORGANIZATION'S MANAGEMENT TEAM (CURRENTLY 12 EMPLOYEES), WHICH NECESSITATES HAVING A TITLE OF ASSOCIATE DIRECTOR OR HIGHER. ELIGIBILITY CANNOT BE FOR MORE THAN 10% OF THE ORGANIZATION'S WORKFORCE (CURRENTLY 134). PARTICIPATION AND DEFERRAL AMOUNTS CAN ONLY BE ELECTED DURING THE OPEN ENROLLMENT PERIOD FOR THE ORGANIZATION'S BENEFIT PLANS. THERE IS NO VESTING SCHEDULE AS THE DEFERRAL IS EMPLOYEE ONLY WITH NO COMPANY MATCH. QUESTION 5 AND QUESTION 6 AMOUNTS ACCRUED AT YEAR END AND PAID OUT IN 2012 WERE IN ACCORDANCE WITH THE ORGANIZATION'S PERFORMANCE BASED INCENTIVE COMPENSATION PLAN AND APPROVED BY THE BOARD OF DIRECTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAD AMENDED ITS BYLAWS TO REMOVE THE EXECUTIVE COMMITTEE, NOMINATIONS COMMITTEE AND THE AUDIT AND FINANCE COMMITTEE WITHIN THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION DOES HAVE MEMBERS. THERE ARE TWO CLASSES OF MEMBERS: REGULAR MEMBERS HAVE VOTING RIGHTS AND MUST BE ENGAGED IN EITHER DESIGNING, ESTABLISHING, EXECUTING, ADMINISTERING OR MANAGING THE COMPENSATION FUNCTIONS. ASSOCIATE MEMBERS ARE NON-VOTING AND ARE ASSOCIATED WITH THE FIELD OF COMPENSATION. ASSOCIATE MEMBERS MAY NOT HOLD ANY ELECTIVE OFFICE, REGIONAL OR NATIONAL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS ARE TO BE NOTIFIED OF ANY AMENDMENTS TO THE ARTICLES AND CAN RESCIND ANY CHANGES BY A MAJORITY VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE COMPLETED TAX RETURN IS REVIEWED BY THE PRESIDENT, CFO, CONTROLLER, SECRETARY/TREASURER PRIOR TO FILING. A COMPLETE COPY IS MADE AVAILABLE TO THE ENTIRE WORLDATWORK BOARD OF DIRECTORS AFTER FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS POSTED TO THE ORGANIZATION'S INTRANET AND ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS. STAFF AND BOARD MEMBERS ARE OBLIGATED TO REVIEW THE POLICY, AT LEAST ANNUALLY, AND COMPLETE A REVIEW AND ACKNOWLEDGEMENT PROCESS INDICATING THAT THEY HAVE READ AND WILL ABIDE BY THESE PROVISIONS. CLEAR GUIDANCE IS PROVIDED REGARDING STEPS TO BE TAKEN TO REPORT A CONCERN OR CONFLICT. IN ADDITION, THESE DOCUMENTS PROVIDE CLEAR DEFINITIONS OF RESPONSIBILITY RELATING TO INVESTIGATIONS OF CONCERNS, AND RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE REVIEW OF THE PRESIDENT, VICE PRESIDENTS AND OTHER KEY EMPLOYEES THAT ARE RECOGNIZED MEMBERS OF THE MANAGEMENT TEAM. PERIODICALLY THE BOARD OF DIRECTORS OF WORLDATWORK CONTRACTS WITH EXTERNAL SUBJECT MATTER EXPERTS TO COMPLETE AN INDEPENDENT AND THOROUGH REVIEW OF COMPENSATION PRACTICES FOR THE PRESIDENT, VICE PRESIDENTS AND OTHER KEY EMPLOYEES THAT ARE RECOGNIZED MEMBERS OF THE MANAGEMENT TEAM. THE MOST RECENT REVIEW WAS COMPLETED IN THE 2ND QUARTER OF 2012 AND INCLUDED DEVELOPMENT OF GUIDELINES TO COMPLETE THE COMPETITIVE ASSESSMENT FOR DESIGNATED POSITIONS, A DETERMINATION OF COMPETITIVE DATA, COMPILATION OF FINDINGS AND DEVELOPMENT OF COMPENSATION PLAN ACTIONS. FINAL 2012 COMPENSATION DECISIONS FOR THESE POSITIONS WERE MADE BY THE BOARD OF DIRECTORS AND IMPLEMENTED IN THE 3RD QUARTER OF 2012. ALL DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNANCE, BY-LAWS, ANNUAL REPORT AND OTHER IMPORTANT INFORMATION ARE POSTED ON THE ORGANIZATION'S WEBSITE FOR PUBLIC REVIEW. SELECTED INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS IS INCLUDED IN THE ANNUAL REPORT WHICH IS POSTED ON THE COMPANY WEBSITE AND ACCESSIBLE BY THE PUBLIC. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. CONFLICT OF INTEREST POLICY IS NOT POSTED ON THE WEBSITE PER SE, BUT THERE IS A SECTION REFERENCING STANDARDS OF PROFESSIONAL PRACTICE THAT ADDRESSES CONFLICT OF INTEREST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDATWORK SOCIETY OF CERTIFIED PROF | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14040 N NORTHSIGHT BLVD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85260 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200491108 | EIN |
| Primary Activities | ASSOCIATION | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WORLDATWORK SOCIETY OF CERT PROFESSIONALS | ||
| K | 1716263 | FMV |
| WORLDATWORK SOCIETY OF CERT PROFESSIONALS | ||
| E | 9972638 | FMV |