INSTITUTE OF NAVIGATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF NAVIGATION (EIN 53-6019389)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-07-13
- IRS object ID
- 201231959349300838
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-13T15:17:03-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH QUINCY ST SUITE 150 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 536019389 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE OF NAVIGATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 7033662723 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 RIXLEW LANE SUITE 360 NO 360 | AddressLine1 |
| City | MANASSAS | City |
| State | VA | State |
| ZIP Code | 201093701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA BEATY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7033662723 | Phone |
| Date Signed | 2012-07-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00035293 | PTIN |
| Phone | 7039985100 | 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 | LISA BEATY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 RIXLEW LANE SUITE 360 NO 360 | AddressLine1 |
| City | MANASSAS | City |
| State | VA | State |
| ZIP Code | 201093701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6013519 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE ART AND SCIENCE OF NAVIGATION, POSITIONING AND TIMING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 140 | TotalNbrVolunteers |
| Total Gross UBI | 24148 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 15440 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 278062 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 298102 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2326661 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2234441 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 350706 | InvestmentIncomePriorYear |
| Investment Income Current Year | 317180 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5008 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3753 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2960437 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2853476 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 68158 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 651399 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 770094 | 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 | 1647022 | OtherExpensePriorYear |
| Other Expenses Current Year | 1335364 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2298421 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2173616 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 662016 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 679860 | RevenuesLessExpensesCY |
| Total Assets BOY | 4036253 | TotalAssetsBOY |
| Total Assets EOY | 4749952 | TotalAssetsEOY |
| Total Liabilities BOY | 508575 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 629380 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3527678 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4120572 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ADVANCE THE ART AND SCIENCE OF NAVIGATION, POSITIONING AND TIMING THROUGH PUBLICATIONS, REGIONAL AND NATIONAL MEETINGS, THE EDUCATION OF THE NEXT GENERATION OF NAVIGATION PROFESSIONALS AND THROUGH ITS OFFICERS AND WORKING COMMITTEES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1169284 | Expense |
| Grants | 18000 | Grants |
| Revenue | 1934975 | Revenue |
| Description | MEETINGS AND WORKSHOPS - VARIOUS FORUMS TO DISCUSS TECHNICAL PAPERS ANDRELATED PRESENTATION OF ADVANCEMENTS IN NAVIGATION, POSITIONING AND TIMING TECHNOLOGIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 436801 | Expense |
| Grants | 0 | Grants |
| Revenue | 248336 | Revenue |
| Description | MEMBERSHIP - MEMBERSHIP CONSISTED OF BOTH INDIVIDUALS AND CORPORATIONS, FROM INDUSTRY, GOVERNMENT AND ACADEMIA WHO SEEK TO PROMOTE THE ART ANDSCIENCE OF NAVIGATION, POSITIONING AND TIMING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 168049 | Expense |
| Grants | 26565 | Grants |
| Revenue | 0 | Revenue |
| Description | MINI URBAN CHALLENGE - HIGH SCHOOL STEM PROGRAM (SCIENCE, TECHNOLOGY, ENGINEERING & MATH) THAT SEEKS TO EXPOSE THE RISING GENERATION TO TECHNICAL CAREERS. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 118327 | 13593 | 2080 | COUNCIL AND CHAPTERS - RELATES TO IDENTIFICATION OF MATTERS RELATIVE TO NAVIGATION WHICH WOULD IMPACT MEMBERS. CHAPTER PROGRAMS INCLUDING EDUCATIONAL OUTREACH AND AUTONOMOUS LAWN MOWER COMPETITION. |
| 48890 | 0 | 0 | NEW INITIATIVES - OUTREACH PROGRAMS; INCLUDES MEMBERSHIP PROGRAMS AND SMITHSONIAN EXHIBIT COOPERATION |
| 23546 | 0 | 28655 | PUBLICATIONS - PROVIDES INFORMATIONS REALTED TO NAVIGATION WHICH WOULD IMPACT MEMBERS. |
| 16256 | 7593 | 0 | AWARDS - TO RECOGNIZE THE LIFETIME TECHNICAL CONTRIBUTIONS OF INDIVIDUALS AS RELATED TO THE ART AND SCIENCE OF NAVIGATION, POSITIONING AND TIMING. ALSO INCLUDES STUDENT AWARDS AND SCHOLARSHIPS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 207019 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 21186 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 30735 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1981153 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| 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 | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA BEATY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7033662723 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 RIXLEW LANE SUITE 360 | AddressLine1 |
| City | MANASSAS | City |
| State | VA | State |
| ZIP Code | 201093701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR TODD WALTER | ||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| PATRICIA DOHERTY | ||||||
| EXEC VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| DR FRANK VAN GRAAS | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| DOUGLAS TAGGART | ||||||
| EASTERN VP | 5.00 | X | X | 0 | 0 | 0 |
| CLYDE EDGAR | ||||||
| WESTERN VO | 5.00 | X | X | 0 | 0 | 0 |
| JOHN RAQUET | ||||||
| SATELLITE DIVISION CHAIR | 5.00 | X | 0 | 0 | 0 | |
| DR MIKEL MILLER | ||||||
| IMMED PAST PRESIDENT | 5.00 | X | 0 | 0 | 0 | |
| DR JADE MORTON | ||||||
| COUNCIL MEMBER-AT-LARGE | 5.00 | X | 0 | 0 | 0 | |
| DR JACOB CAMPBELL | ||||||
| COUNCIL MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |
| GREG TURETZKY | ||||||
| COUNCIL MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN RUDOLPH | ||||||
| COUNCIL MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | |
| DR GLEN LIGHTSEY | ||||||
| SPACE REP | 1.00 | X | 0 | 0 | 0 | |
| DR ATTILA KOMJATHY | ||||||
| SPACE REP | 1.00 | X | 0 | 0 | 0 | |
| NEERAJ PUJARA | ||||||
| AIR REP | 1.00 | X | 0 | 0 | 0 | |
| DR GRACE GAO | ||||||
| AIR REP | 1.00 | X | 0 | 0 | 0 | |
| DR FRANK VVAN DIGGELEN | ||||||
| LAND REP | 1.00 | X | 0 | 0 | 0 | |
| DR JAMES DUCKWORTH | ||||||
| LAND REP | 1.00 | X | 0 | 0 | 0 | |
| DR RICHARD HARTNETT | ||||||
| MARINE REP | 1.00 | X | 0 | 0 | 0 | |
| CHARLES SCHUE | ||||||
| MARINE REP | 1.00 | X | 0 | 0 | 0 | |
| JOHN CLARK | ||||||
| FINANCE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| PHILLIP WARD | ||||||
| FELLOWS CHAIR | 1.00 | X | 0 | 0 | 0 | |
| PROF BORIS PERVAN | ||||||
| PUBLICATION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DR SHERMAN LO | ||||||
| MEETINGS CHAIR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES BYE | ||||||
| BYLAWS CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DR CHRIS HEGARTY | ||||||
| AWARDS CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DR DOROTA GREJNER-BRZEZNISKA | ||||||
| MEMBERSHIP CHAIR | 1.00 | X | 0 | 0 | 0 | |
| MARK SMEARCHECK | ||||||
| OHIO SECTION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| NEIL WEINMAN | ||||||
| PA SECTION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| SALLLY FRODGE | ||||||
| DC SECTION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DR MARK PETOVELLO | ||||||
| CALGARY SECTION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| HERB KNIERIM | ||||||
| ROCKY MOUNTAIN SECTION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| STEVE ROUNDS | ||||||
| LA SECTION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| PAUL BENSHOOF | ||||||
| NM SECTION CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DR PENINA AXELRAD | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| JAMES DOHERTY | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| DR RICHARD GREENSPAN | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| RONALD HATCH | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| LARRY HOTHEM | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| DR WILLIAM KLEPCZYNSKI | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| JOHN LAVRAKAS | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| KAREN VAN DYKE | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| LISA BEATY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 178836 | 0 | 29687 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 178836 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29687 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK | |||||
| OREGON CONVENTION CENTER 777 NE ML | PORTLAND | OR | 97232 | CATERING & MISC CONFERNCE SERVICES | 193000 |
| CORPORATE PRESS | |||||
| 403 BRIGHTSEAT RD | LANDOVER | MD | 20785 | PRINTING & MAILING SERVICES | 157399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 298102 | AllOtherContributions |
| Total Contributions | 298102 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEETINGS AND WORKSHOPS | 541900 | 1950600 | 1930200 | 20400 |
| MEMBERSHIP DUES | 541900 | 246830 | 246830 | |
| PUBLICATION AND SUBSCR | 541900 | 34931 | 34931 | |
| ENTRY FEES | 541900 | 2080 | 2080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2234441 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117826 | TotalRevenueColumn |
| Exclusion | $117,826 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3359397 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3160043 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 199354 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 199354 | TotalRevenueColumn |
| Exclusion | $199,354 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| LIST RENTAL | 541900 | 3748 | 3748 | |
| OTHER REVENUE | 541900 | 5 | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3753 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2853476 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2214046 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 24148 | UnrelatedBusinessRevenue |
| Exclusion | $317,180 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50158 | Total |
| Program Services | 50158 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Program Services | 18000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215769 | Total |
| Program Services | 172615 | ProgramServices |
| Management And General | 43154 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425493 | Total |
| Program Services | 394844 | ProgramServices |
| Management And General | 30649 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60045 | Total |
| Program Services | 55735 | ProgramServices |
| Management And General | 4310 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27526 | Total |
| Program Services | 24675 | ProgramServices |
| Management And General | 2851 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41261 | Total |
| Program Services | 36615 | ProgramServices |
| Management And General | 4646 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2082 | Total |
| Management And General | 2082 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17219 | Total |
| Management And General | 17219 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30630 | Total |
| Program Services | 11120 | ProgramServices |
| Management And General | 19510 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56854 | Total |
| Program Services | 56854 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5157 | Total |
| Program Services | 5157 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131007 | Total |
| Program Services | 52266 | ProgramServices |
| Management And General | 78741 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11712 | Total |
| Program Services | 9798 | ProgramServices |
| Management And General | 1914 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73455 | Total |
| Management And General | 73455 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23076 | Total |
| Program Services | 23076 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 829307 | Total |
| Program Services | 829307 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4284 | Total |
| Management And General | 4284 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| JOURNALS AND NEWSLETTER | 136965 | 136965 | |
| OTHER | 13616 | 13616 | |
| OVERHEAD ALLOCATION | 0 | 90352 | -90352 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2173616 | Total |
| Program Services | 1981153 | ProgramServices |
| Management And General | 192463 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394563 | BOY |
| EOY | 908650 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7500 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75070 | BOY |
| EOY | 59653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48144 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 48144 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3550150 | BOY |
| EOY | 3772679 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8770 | BOY |
| EOY | 8770 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4036253 | BOY |
| EOY | 4749952 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62784 | BOY |
| EOY | 90677 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 439087 | BOY |
| EOY | 531999 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6704 | BOY |
| EOY | 6704 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 508575 | BOY |
| EOY | 629380 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3527678 | BOY |
| EOY | 4093572 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 27000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3527678 | BOY |
| EOY | 4120572 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4036253 | BOY |
| EOY | 4749952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 679860 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -86966 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 Minus3 Years | 3205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 91796 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 278062 | CurrentTaxYearMinus1Year |
| Current Tax Year | 298102 | CurrentTaxYear |
| Total | 671165 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1621953 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2070508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1912313 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2308461 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2214041 | CurrentTaxYear |
| Total | 10127276 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1621953 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2073713 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2004109 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2586523 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2512143 | CurrentTaxYear |
| Total | 10798441 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 10798441 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 202992 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78906 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77555 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117826 | CurrentTaxYear |
| Total | 577029 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 202992 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78906 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77555 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117826 | CurrentTaxYear |
| Total | 577029 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11557 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14377 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15440 | CurrentTaxYear |
| Total | 62617 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9406 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5 | CurrentTaxYear |
| Total | 31068 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1851598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2173582 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2097871 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2700690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2645414 | CurrentTaxYear |
| Total | 11469155 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94150 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92930 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05030 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06110 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE | GeneralExplanation |
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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48144 | OtherCostOrOtherBasis |
| Depreciation | 48144 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $6,704 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6704 | TotalOfAmounts |
| Total Revenue | 2853476 | TotalRevenue |
| Total Expenses | 2173616 | TotalExpenses |
| Excess Or Deficit For Year | 679860 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -86966 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -86966 | TotalAdjustments |
| Excess Or Deficit Per FS | 592894 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2766510 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -86966 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -86966 | RevenueNotRptdF990 |
| Revenue Subtotal | 2853476 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2853476 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2173616 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2173616 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2173616 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED IN THE DISTRICT OF COLUMBIA AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE INSTITUTE IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A)(2). THE INSTITUTE'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE INSTITUTE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 11 | NumberOfRecipients |
| Amount Of Cash Grant | 18000 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LISA BEATY | NamePerson |
| Base Compensation Filing Org | 160000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 9000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 9836 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 27200 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 2487 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 208523 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, EXECUTIVE VICE PRESIDENT, TREASURER, TWO REGIONAL VICE PRESIDENTS, THE CHAIR OF THE SATELLITE DIVISION, AND THE IMMEDIATE PAST PRESIDENT. THE PRESIDING OFFICER SHALL BE THE PRESIDENT OR, IN THE PRESIDENTS ABSENCE, THE EXECUTIVE VICE PRESIDENT. THE COMMITTEE SHALL DETERMINE ITS OWN RULES, CONSISTENT WITH THESE BYLAWS, AND DETERMINE THE NUMBER CONSTITUTING A QUORUM. THE COMMITTEE SHALL ACT FOR AND ON BEHALF OF THE COUNCIL AND SHALL PERFORM SUCH OTHER FUNCTIONS AS AUTHORIZED BY THESE BYLAWS OR THE COUNCIL. THE EXECUTIVE COMMITTEE SHALL MEET AS QUARTERLY. THE MINUTES OF ITS MEETINGS SHALL BE DISTRIBUTED BY THE NATIONAL OFFICE AT THE DIRECTION OF THE PRESIDENT TO ALL MEMBERS OF THE COUNCIL. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS CONSISTING OF INDIVIDUALS AND CORPORATE MEMBERS. THE CLASSES OF MEMBERSHIP SHALL BE: REGULAR, FELLOW, STUDENT AND CORPORATE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE RIGHT TO NOMINATE OTHER MEMBERS TO RUN FOR OFFICE. THE MAJORITY OF OFFICERS ARE ELECTED BY THE MEMBERS AT LARGE. A FEW POSITIONS ON COUNCIL ARE APPOINTED BY THE PRESIDENT AND CONFIRMED BY THE COUNCIL. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND A DRAFT OF THE FORM IS REVIEWED BY MANAGEMENT. THE DRAFT IS THEN DISTRIBUTED BY E-MAIL TO THE ORGANIZATION'S EXECUTIVE COMMITTEE FOR THEIR REVIEW. THE DRAFT IS PROVIDED TO ALL BOARD MEMBERS AND THEN FILED BY MANAGEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICIES AND DISCLOSURE FORMS ARE DISTRIBUTED ANNUALLY TO THE INCOMING BOARD OF DIRECTORS AT THE JANUARY COUNCIL MEETING. BOARD MEMBERS AND EMPLOYEES ARE ASKED TO COMPLETE THE FORM AND RETURN THEM AT THAT TIME. MANAGEMENT REVIEWS FORMS AND ANY RELATIONSHIP DISCLOSED OR DEEMED TO BE A CONFLICT OF INTEREST IS DISCUSSED AND ACTED ON BY THE EXECUTIVE COMMITTEE. IF NECESSARY, STEPS ARE TAKEN TO REMEDY THE CONFLICT OF INTEREST AT THAT TIME. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUAL SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED EACH JANUARY BY THE PRESIDENT AND EXECUTIVE VP. THE INCREASE IS BASED ON FEDERAL GOVERNMENT COLA'S FOR DC AREA AND MERIT PAY. THE SALARY IS REVIEWED IN RELATION TO SALARY SURVEYS OF OTHER COMPARABLE ASSOCIATIONS APPROXIMATELY EVERY FIVE YEARS. SALARIES OF OTHER STAFF MEMBERS ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND ARE DISCLOSED TO THE EXECUTIVE COMMITTEE DURING THE ANNUAL BUDGET REVIEW FOLLOWING THE SAME PROCESS AS OUTLINED ABOVE. THESE SALARY REVIEWS AND DETERMINATIONS LAST TOOK PLACE IN JANUARY 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND POLICIES ARE POSTED ON THE ORGANIZATION'S WEB SITE. FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -86,966. | CHANGES IN NET ASSETS OR FUND BALANCES: |