AMERICAN ASSOCIATION FOR PARALEGAL EDUCATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION FOR PARALEGAL EDUCATION INC (EIN 61-1047512)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-21
- IRS object ID
- 201213269349300111
- 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 | 2012-11-21T09:59:48-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896692 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | 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 | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611047512 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION FOR PARALEGAL EDUCATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8564232896 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MANTUA ROAD | AddressLine1 |
| City | MOUNT ROYAL | City |
| State | NJ | State |
| ZIP Code | 08061 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WM BRUCE DAVIS | Name |
| Title | TREASURER | Title |
| Phone | 8564232896 | Phone |
| Date Signed | 2012-11-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIANNE MAK | Name |
| PTIN | P00297744 | PTIN |
| Phone | 2155677770 | 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 | GENE TERRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MANTUA ROAD | AddressLine1 |
| City | MOUNT ROYAL | City |
| State | NJ | State |
| ZIP Code | 08061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 368991 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.AAFPE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | SEE PAGE 2, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1 FOR MISSION STATEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 169375 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 162522 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 194691 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 206465 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2507 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 366573 | TotalRevenuePriorYear |
| Total Revenue Current Year | 368991 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3703 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 353508 | OtherExpensePriorYear |
| Other Expenses Current Year | 407282 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 357008 | TotalExpensesPriorYear |
| Total Expenses Current Year | 410985 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9565 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -41994 | RevenuesLessExpensesCY |
| Total Assets BOY | 269083 | TotalAssetsBOY |
| Total Assets EOY | 227314 | TotalAssetsEOY |
| Total Liabilities BOY | 775 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 268308 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 226314 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE QUALITY PARALEGAL EDUCATION, DEVELOP EDUCATION STANDARDS, ENCOURAGE PROFESSIONAL GROWTH, AND PROVIDE A FORUM TO DISSEMINATE INFORMATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | MEETINGS AND OTHER PROGRAMS: THE ASSOCIATION CONDUCTS NATIONAL AND REGIONAL MEETINGS WITH NETWORKING AND EDUCATIONAL PROGRAMS, AND PUBLISHES SCHOLARLY JOURNALS, PERIODICALS, AND OTHER RESOURCE MATERIALS. THE ASSOCIATION ALSO CONDUCTS SURVEYS AND RESEARCH DEVOTED TO PARALEGAL EDUCATION AND ITS IMPROVEMENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALLEY MANAGEMENT GROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8564232896 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MANTUA ROAD | AddressLine1 |
| City | MOUNT ROYAL | City |
| State | NJ | State |
| ZIP Code | 08061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SCOTT A HAUERT | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| LORETTA CALVERT | ||||||
| PRESIDENT-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| MARY CAROL PARKER | ||||||
| IMMED. PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT MONGUE | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| WM BRUCE DAVIS | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| LINDA T CHIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE DAYTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARCY DELESANDRI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DORA DYE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KYE HAYMORE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA LYONS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONNA SCHOEBEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARGARET ANN UCHNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GENE TERRY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TALLEY MANAGEMENT GROUP INC | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MANTUA ROAD | AddressLine1 |
| City | MOUNT ROYAL | City |
| State | NJ | State |
| ZIP Code | 08061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MGT SERVICE COMPANY | DescriptionOfServices |
| Compensation | 112000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 162522 | MembershipDues |
| Total Contributions | 162522 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEETINGS | 900090 | 187964 | 149408 | $38,556 |
| HONOR SOCIETY | 900090 | 15382 | 15382 | |
| PUBLICATIONS & OTHER | 900090 | 3119 | 3119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 206465 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4 | TotalRevenueColumn |
| Exclusion | $4 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 368991 | TotalRevenueColumn |
| Related Or Exempt Function Income | 167909 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $38,560 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3703 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112000 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14611 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39965 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8946 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80860 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137862 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2160 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| BANK & CREDIT CARD FEES | 6757 |
| MISCELLANEOUS | 4121 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410985 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156614 | BOY |
| EOY | 116146 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105452 | BOY |
| EOY | 105452 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7017 | BOY |
| EOY | 5716 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269083 | BOY |
| EOY | 227314 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 775 | BOY |
| EOY | 1000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 775 | BOY |
| EOY | 1000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268308 | BOY |
| EOY | 226314 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268308 | BOY |
| EOY | 226314 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269083 | BOY |
| EOY | 227314 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -41994 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 1 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 1 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | UNCERTAIN TAX POSITIONS UNDER FIN 48 THE ASSOCIATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS UNDER FIN 48 AND, AS A RESULT, THE ADOPTION OF FIN 48 HAS HAD NO IMPACT ON THE ASSOCIATION'S FINANCIAL STATEMENTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE ASSOCIATION OUTSOURCES ITS PROGRAM AND ADMINISTRATIVE FUNCTIONS TO AN INDEPENDENT MANAGEMENT COMPANY, INCLUDING THE POSITION OF EXECUTIVE DIRECTOR OF THE ASSOCIATION. THE TOTAL COMPENSATION INCURRED TO THIS MANAGEMENT COMPANY FOR THIS REPORTING YEAR WAS $112,000 AND IS REPORTED ON FORM 990, PART IX, LINE 11A. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP ORGANIZATION THE ASSOCIATION HAS ONE CLASS OF VOTING MEMBERS, REFERRED TO AS "INSTITUTIONAL MEMBERS." |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF GOVERNING BODY EACH INSTITUTIONAL MEMBER SHALL APPOINT ONE DELEGATE TO REPRESENT THE INSTITUTION FOR PURPOSES OF VOTING. |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF FORM 990 THE TREASURER OF THE ASSOCIATION REVIEWED THE FORM 990 BEFORE ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY DURING THE ASSOCIATION'S FEBRUARY BOARD MEETING, THE BOARD'S POLICY AND PROCEDURES SURROUNDING THE CONFLICT OF INTEREST POLICY ARE REVIEWED AND ANY CONFLICTS ARE DISCLOSED AND ADDRESSED. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |