STABLE VALUE INVESTMENT ASSOCIATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STABLE VALUE INVESTMENT ASSOCIATION INC (EIN 52-1695387)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-30
- IRS object ID
- 201130899349300703
- Schema version
- 2010v3.2
- 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 | 2011-03-30T09:58:56-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH QUINCY STREET 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521695387 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STABLE VALUE INVESTMENT ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAB | NameControl |
| Phone | 2025807620 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVENUE NW NO 1000 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DORIS FRITZ | Name |
| Title | TREASURER | Title |
| Phone | 2025807620 | Phone |
| Date Signed | 2011-03-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039985100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GINA MITCHELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVENUE NW NO 1000 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 929015 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.STABLEVALUE.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE THE PUBLIC AND POLICYMAKERS CONCERNING STABLE VALUE'S ROLE IN RETIREMENT INVESTING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 824695 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 928810 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 640 | InvestmentIncomePriorYear |
| Investment Income Current Year | 205 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 171 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 825506 | TotalRevenuePriorYear |
| Total Revenue Current Year | 929015 | 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 | 337110 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 381290 | 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 | 437474 | OtherExpensePriorYear |
| Other Expenses Current Year | 516639 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 774584 | TotalExpensesPriorYear |
| Total Expenses Current Year | 897929 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 50922 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 31086 | RevenuesLessExpensesCY |
| Total Assets BOY | 533805 | TotalAssetsBOY |
| Total Assets EOY | 421904 | TotalAssetsEOY |
| Total Liabilities BOY | 370097 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 227110 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 163708 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 194794 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SVIA IS DEDICATED TO EDUCATING THE PUBLIC AND POLICYMAKERS ON THE NEED TO SAVE AND INVEST FOR RETIREMENT AND THE ROLE THAT STABLE VALUE CAN PLAY IN ACHIEVING A FINANCIALLY SECURE RETIREMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | SPRING SEMINAR - SPRING MEMBERSHIP MEETING THAT FOCUSES ON STABLE VALUE FUNDS' ROLE IN DEFERRED COMPENSATION SAVINGS PLANS AND PROVIDING RETIREMENT INCOME. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NATIONAL FORUM - ANNUAL MEMBERSHIP AND NATIONAL FORUM MEETING THAT FOCUSES ON POLICY INITIATIVES AFFECTING 401(K) RETIREMENT SAVINGS AND STABLE VALUE FUNDS AS A VEHICLE IN 401(K) PLANS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STABLE TIMES - THE ASSOCIATION'S BIANNUAL PUBLICATION FOCUSING ON STABLE VALUE FUNDS, DEFERRED SAVINGS, AND INVESTMENT DEVELOPMENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | 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 | 0 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 1 | 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 | 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 | 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 | STABLE VALUE INVESTMENT ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2025807620 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVENUE NW NO 1000 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| EDWARD ADAMS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY CAMP | ||||||
| CHAIRMAN, GOVT RELATIONS COMMITTEE | 2.00 | X | 0 | 0 | 0 | X |
| PETER CHAPPELEAR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JORDAN CULP | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TERENCE FINAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DORIS FRITZ | ||||||
| TREASURER/SECRETARY | 3.00 | X | 0 | 0 | 0 | X |
| WARREN HOWE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES KING | ||||||
| CHAIRMAN, COMMUNICATIONS & EDU | 2.00 | X | 0 | 0 | 0 | X |
| STEPHEN LELAURIN | ||||||
| CHAIRMAN, DATA & RESEARCH | 1.00 | X | 0 | 0 | 0 | X |
| MARC MAGNOLI | ||||||
| CHAIRMAN OF THE BOARD | 3.00 | X | 0 | 0 | 0 | X |
| GINA MITCHELL | ||||||
| SVIA PRESIDENT & MEMBER | 40.00 | X | 291500 | 0 | 49582 | X |
| SHARON PARKES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARIJN SMIT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID STARR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL WYATT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 291500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 49582 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN LEWIS & BOCKIUS LLP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 PENNSYLVANIA AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | LEGAL SERVICES | DescriptionOfServices |
| Compensation | 115257 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONFERENCE REGISTRATIO | 523930 | 385925 | 385925 |
| SERVICE FIRM DUES | 523930 | 369375 | 369375 |
| VALUE PROGRAM DUES | 523930 | 170000 | 170000 |
| PLAN SPONSOR DUES | 523930 | 3510 | 3510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 928810 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 205 | TotalRevenueColumn |
| Exclusion | $205 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 929015 | TotalRevenueColumn |
| Related Or Exempt Function Income | 928810 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $205 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341082 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18487 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9111 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12610 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152437 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28365 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51890 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38082 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3012 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28622 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8706 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186165 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1615 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2182 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUBSCRIPTIONS | Description |
| Total | 15563 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897929 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151698 | BOY |
| EOY | 159716 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351858 | BOY |
| EOY | 233763 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11755 | BOY |
| EOY | 18429 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12088 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9842 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1869 | BOY |
| EOY | 2246 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16625 | BOY |
| EOY | 7750 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 533805 | BOY |
| EOY | 421904 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38247 | BOY |
| EOY | 34580 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331850 | BOY |
| EOY | 192530 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370097 | BOY |
| EOY | 227110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163708 | BOY |
| EOY | 194794 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163708 | BOY |
| EOY | 194794 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 533805 | BOY |
| EOY | 421904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 31086 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 542885 | DuesAssessments |
| Non Ded Lobby Political Current | 121950 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 121950 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 54289 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 67661 | AmountToBeCarriedOver |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12088 | OtherCostOrOtherBasis |
| Depreciation | 9842 | Depreciation |
| Book Value | 2246 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2246 | TotalOfBookValueLandBuildings |
| Total Revenue | 929015 | TotalRevenue |
| Total Expenses | 897929 | TotalExpenses |
| Excess Or Deficit For Year | 31086 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 31086 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 929015 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 929015 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 929015 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 897929 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 897929 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 897929 | TotalExpensesPerForm990 |
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 |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GINA MITCHELL | NamePerson |
| Base Compensation Filing Org | 180000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 111500 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 17150 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 32432 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 341082 | 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)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE THREE TYPES OF MEMBERS: PLAN SPONSORS, INDIVIDUALS REPRESENTING EMPLOYERS SPONSORING A DEFINED CONTRIBUTION PLAN; SERVICE FIRM MEMBERS, INDIVIDUALS FROM COMPANIES THAT PROVIDE SERVICES TO PLAN SPONSORS; VALUE PROGRAM MEMBERS ARE INDIVIDUALS FROM COMPANIES THAT CONTRIBUTE UP TO $15,000 FOR MORE VISIBILITY IN THE ASSOCIATION AND/OR SPONSORSHIP OF SPECIFIC ASSOCIATION INITIATIVES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH FIRM HAS ONE VOTING MEMBER WHO VOTES ON BEHALF OF THE FIRM FOR CANDIDATES FOR THE BOARD OF DIRECTORS AND/OR POLICY POSITIONS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER SHALL HAVE ONE VOTE. WHEN A QUORUM IS PRESENT AT ANY MEETING, A MAJORITY OF THE VOTES PROPERLY CAST BY MEMBERS DULY REPRESENTED SHALL DECIDE ANY QUESTION OR MATTER PRESENTED FOR DISCUSSION AT THE MEMBERSHIP MEETING, UNLESS OTHERWISE PROVIDED BY LAW, THE ARTICLES OF INCORPORATION OR THE BYLAWS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND THE DRAFT RETURN IS REVIEWED BY MANAGEMENT. AFTER MANAGEMENT REVIEW, DRAFT FORM 990 IS REVIEWED BY TREASURER AND COMMITTEE ON MEMBERSHIP AND BUDGET. THE COMMITTEE MAKES A RECOMMENDATION FOR THE BOARD TO APPROVE THE FILING. THE BOARD VOTES ON THIS RECOMMENDATION. IF 2/3 OF THE BOARD VOTES IN FAVOR OF THE RECOMMENDATION/RESOLUTION, THEN THE 990 TAX FILING IS APPROVED AND SUBSEQUENTLY FILED WITH THE IRS. | |
| MEMBERS OF THE BOARD HAVE A DUTY TO DISCLOSE TO THE BOARD THE PRESENCE OF ANY CONFLICTS THAT HAVE ARISEN OR THAT THEY REASONABLY BELIEVE MIGHT ARISE BETWEEN THEIR RESPONSIBILITIES AS BOARD MEMBERS OF THE ASSOCIATION AND THEIR CORPORATE OR PERSONAL INTERESTS. SIMILARLY, DIRECTORS HAVE A DUTY TO DISCLOSE TO THE BOARD THE APPEARANCE OF A CONFLICT OF INTEREST. THE BOARD MEMBER MUST DISCLOSE THE PRESENCE OF SUCH CONFLICT OF INTEREST, OR APPEARANCE OF CONFLICT OF INTEREST, TO THE CHAIRPERSON OF THE BOARD, THE SECRETARY, AND ASSOCIATION PRESIDENT AS SOON AS HE OR SHE HAS REASON TO BELIEVE THAT SUCH CIRCUMSTANCE EXISTS. THE DISCLOSURE OF THE PRESENCE OF SUCH CONFLICT OF INTEREST, OR APPEARANCE OF CONFLICT OF INTEREST, SHALL BE RECORDED IN THE BOARD'S MINUTES. MEMBERS HAVE A DUTY TO RECUSE THEMSELVES FROM PARTICIPATING IN DISCUSSION OR DECISION-MAKING ON MATTERS IN WHICH THEY ARE CONFLICTED AS DESCRIBED ABOVE. ANY DIRECTOR OR ASSOCIATION MEMBER WITH A CONCERN OR QUESTION ABOUT APPLICABLE PROVISIONS OF THE CODE OF CONDUCT (WHICH HOUSES THE CONFLICT OF INTEREST POLICY) SHOULD CONTACT THE CHAIRPERSON OF THE BOARD, THE SECRETARY, OR PRESIDENT OF THE ASSOCIATION. SUCH PERSONS SHALL ALSO BE RESPONSIBLE FOR PUTTING THE CONCERN OR QUESTION TO THE BOARD. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCING THE APPLICABLE PROVISIONS OF THE CODE. VIOLATION OF SVIA'S CODE OF CONDUCT CAN RESULT IN REMOVAL FROM THE ASSOCIATION'S BOARD OF DIRECTORS UNDER THE TERMS AND CONDITIONS SET FORTH IN THE ASSOCIATION'S BY-LAWS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE DOES AN ANNUAL EVALUATION OF THE PRESIDENT'S COMPENSATION, WHICH IS BASED ON THE ACHIEVEMENT OF THE ASSOCIATION'S YEARLY GOALS AND OBJECTIVES. THESE GOALS ARE RANKED AND THE INDIVIDUALS IS RATED BY THE COMMITTEE. COMPENSATION IS DETERMINED BASED ON THIS RATING AND/OR RANKING. THE ORGANIZATION USES COMPENSATION SURVEYS BEFORE APPROVING THE COMPENSATION. THIS PROCESS WAS LAST COMPLETED IN 2010. | FORM 990, PART VI, SECTION B, LINE 15A | |
| GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE ASSOCIATION'S WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. | FORM 990, PART XII, LINE 2C |