ELECTRONIC TRANSACTIONS ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ELECTRONIC TRANSACTIONS ASSOCIATION (EIN 52-1700108)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201133189349307308
- Schema version
- 2010v3.4
- 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 | 2011-11-14T17:26:57-06:00 | 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 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20743 | 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 | 521700108 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELECTRONIC TRANSACTIONS ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELEC | NameControl |
| Phone | 2028282635 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 16TH STREET NW NO 402 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLA BALAKGIE | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 2028282635 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| Phone | 2022932200 | 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 | CARLA BALAKGIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 16TH STREET NW NO 402 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4419389 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ELECTRAN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE LEADERSHIP IN THE TRANSACTION PROCESSING INDUSTRY THROUGH EDUCATION AND ADVOCACY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 430441 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -39944 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 680347 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4402208 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5673 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17181 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 686020 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4419389 | 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 | 562316 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1082488 | 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 | 1038741 | OtherExpensePriorYear |
| Other Expenses Current Year | 2969259 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1601057 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4051747 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -915037 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 367642 | RevenuesLessExpensesCY |
| Total Assets BOY | 2283777 | TotalAssetsBOY |
| Total Assets EOY | 3042889 | TotalAssetsEOY |
| Total Liabilities BOY | 1226632 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1628530 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1057145 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1414359 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ETA'S STATED MISSION IS TO FULLY SERVE ITS MEMBERS AND ADVANCE THEIR PROFESSION BY PROVIDING LEADERSHIP THROUGH EDUCATION, ADVOCACY AND THE EXHANCE OF INFORMATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | MEETINGS & EXPOSITIONSETA ANNUAL MEETING AND EXPO, APRIL 13-15, 2010, LAS VEGAS, NEVADAOVERALL ATTENDANCE AT THE MEETING, INCLUDING PAID/COMP INDUSTRY ATTENDEES, EXHIBITORS, SPEAKERS AND GUESTS, INCREASED FROM 2,273 TO 2,540 CONSTITUTING AN INCREASE OF 11% OVER LAST YEAR. THE 2010 PROGRAM KEYNOTE SPEAKER WAS RUDI GIULIANI AND FEATURED ENHANCED PROGRAMMING IN TWO CONCURRENT SEGMENTS. THE POST-MEETING EVALUATION SHOWED A HIGH LEVEL OF SATISFACTION AMONG ATTENDEES. ASKED TO PICK THE TOP TWO BENEFITS FROM ATTENDING THE MEETING, 79% POINTED TO NEW CONTACTS MADE, WHILE 76% CITED THE REINFORCEMENT OF CURRENT RELATIONSHIPS.STRATEGIC LEADERSHIP & NETWORKING FORUM, OCTOBER 26-28, 2010, PALM BEACH, FLORIDATOTAL ATTENDEES FOR THIS EVENT WERE 306 AND GARNERED HIGH SATISFACTION SCORES, BOTH IN TERMS OF TOPICS COVERED AND THE QUALITY OF INFORMATION RECEIVED. THE 2010 PROGRAM KEYNOTE SPEAKER WAS MORT KONDRAKE, DELIVERED LIVE AND VIA WEBCAST, AND THE PROGRAM CONSISTED OF THREE 'MEGA' SEGMENTS: ELECTRONIC PAYMENT TRENDS AND DYNAMICS; ENABLING TECHNOLOGIES & PRODUCTS; AND CRITICAL BUSINESS ISSUES. EACH SEGMENT FEATURED TWO OR MORE SEPARATE SESSIONS AND INCLUDED TOPICS ON SALES STRATEGY, READING ECONOMIC INDICATORS, INDUSTRY CEO ROUNDTABLE, DATA ENCRYPTION, MOBILE TECHNOLOGY, INTERCHANGE LEGISLATION/REGULATION, AND PAYMENTS INDUSTRY ECONOMICS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICATIONS AND COMMUNICATIONSTRANSACTION TRENDS (CIRCULATION 6500) CONTINUED TO BE A KEY OUTREACH TOOL TO MEMBER AND NON-MEMBER AUDIENCES, BASED ON THE POSITIVE APPRAISAL OF THE MAGAZINE BY READERS. ETA CURRENTS (ELECTRONIC CIRCULATION 8000) HELD STEADY READERSHIP AND SATISFACTION RATIOS AMONG MEMBERS. THE WEB SITE TRAFFIC REMAINED CONSISTENT AT AN ANNUAL RATE OF ABOUT SIX MILLION PAGE VIEWS AND AN AVERAGE OF 5,000 TO 7,000 VISITORS PER MONTH, WITH PEAKS ASSOCIATED WITH THE ANNUAL MEETING AND STRATEGIC LEADERSHIP FORUM EVENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXTERNAL RELATIONSETA'S REACH AND PUBLIC PROFILE WAS EXPANDED THROUGH ATTENDANCE AT PAYMENTS-RELATED EVENTS, MEETINGS WITH KEY INDUSTRY EXECUTIVES AND REGULATORS, AND WORKING WITH AFFILIATED TRADE ASSOCIATIONS, CONGRESSIONAL STAFF, GOVERNMENT AGENCIES, AND MEDIA OUTLETS IN WASHINGTON, D.C. AND THROUGHOUT THE NATION. IN ADDITION, CONTINUED INVESTMENT IN BUILDING OUT THE VOICE OF PAYMENTS WEBSITE WAS MADE. THE ETA DAY BRIEFING FOR LEGISLATIVE AND REGULATORY STAFF HELD ON OCTOBER 1 WAS ATTENDED BY MORE THAN 30 INDIVIDUALS PARTICIPATED REPRESENTING A VARIETY OF LEGISLATIVE, REGULATORY AND INDUSTRY ENTITIES. | 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 | 1 | 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 | 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 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | 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 |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2028282635 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 16TH ST NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TODD ABLOWITZ | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| GREGORY COHEN | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| KIM FITZSIMMONS | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| HEIDI GOFF | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| STUART HARVEY | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| ROBERT MCCULLEN | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| BOB PHILBIN | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| DEBRA ROSSI | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| J DAVID SIEMBIEDA | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| TOM A WIMSETT | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| JAN ESTEP | ||||||
| EX-OFFICIO | 1.50 | X | 0 | 0 | 0 | |
| MATT JOHANSON | ||||||
| EX-OFFICIO | 1.50 | X | 0 | 0 | 0 | |
| GERRIT KERKSTRA | ||||||
| EX-OFFICIO | 1.50 | X | 0 | 0 | 0 | |
| BRYAN O'MALLEY | ||||||
| EX-OFFICIO | 1.50 | X | 0 | 0 | 0 | |
| ROBERT BALDWIN | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| JOE COHANE | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| DEAN LEAVITT | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| ED MYERS | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| DEANA RICH | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| JEFF ROSENBLATT | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| KURT STRAWHECKER | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| BUZZ STRYKER | ||||||
| ADVISORY COUNCIL | 1.50 | X | 0 | 0 | 0 | |
| HOLLI TARGAN | ||||||
| PRESIDENT | 1.50 | X | 0 | 0 | 0 | X |
| RICHARD B PYLANT | ||||||
| PRESIDENT-ELECT | 1.50 | X | 0 | 0 | 0 | X |
| EDDIE MYERS | ||||||
| TREASURER | 1.50 | X | 0 | 0 | 0 | X |
| ROY BANKS | ||||||
| SECRETARY | 1.50 | X | 0 | 0 | 0 | X |
| NICHOLAS BAXTER | ||||||
| IMMEDIATE PAST PRESIDENT | 1.50 | X | 0 | 0 | 0 | X |
| CARLA BALAKGIE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 280014 | 0 | 40725 | X | |
| PAMELA FURNEAUX | ||||||
| DEPUTY DIRECTOR / CFO | 40.00 | 132563 | 0 | 16643 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 412577 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 57368 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MANDALAY RESORT GROUP | |||||
| 3950 LAS VEGAS BLVD SOUTH | LAS VEGAS | NV | 89119 | CONFERENCE SERVICES | 579415 |
| STRATON PUBLISHING & MARKETING INC | |||||
| 5285 SHAWNEE ROAD SUITE 510 | ALEXANDRIA | VA | 223122334 | PUBLISHING & MARKETING | 479983 |
| HACHERO HILL INC | |||||
| 11260 ROGER BACON DR SUITE 500 | RESTON | VA | 20910 | CONFERENCE MANAGEMENT SERVICES | 166661 |
| FREEMAN DECORATING | |||||
| 1701 LEBANON PIKE CIRCLE | NASHVILLE | TN | 372103215 | CONFERENCE SERVICES | 137944 |
| FREEMAN AUDIO VISUAL SOLUTIONS | |||||
| 901 EAST SOUTH STREET | ANAHEIM | CA | 92805 | AUDIO/VISUAL SERVICES | 133108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEETINGS | 900099 | 3277573 | 3225975 | 51598 |
| MEMBERSHIP DUES | 900099 | 589475 | 589475 | |
| PUBLICATIONS | 541800 | 440901 | 62058 | 378843 |
| EDUCATION | 900099 | 94259 | 94259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4402208 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17181 | TotalRevenueColumn |
| Exclusion | $17,181 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4419389 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3971767 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 430441 | UnrelatedBusinessRevenue |
| Exclusion | $17,181 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469945 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 491321 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63968 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57254 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52198 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68783 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398027 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28756 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147884 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74045 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135048 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96507 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1193702 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83312 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19536 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PRINTING AND PRODUCTION | 347366 |
| BANKING AND CREDIT CARD | 110049 |
| COMMISSIONS | 99327 |
| POSTAGE & SHIPPING | 72386 |
| SUBSCRIPTIONS & PUBLICA | 25058 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17275 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4051747 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24359 | BOY |
| EOY | 31414 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1874942 | BOY |
| EOY | 50579 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59279 | BOY |
| EOY | 69020 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164112 | BOY |
| EOY | 136140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 436752 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 349969 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154395 | BOY |
| EOY | 86783 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2662263 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6690 | BOY |
| EOY | 6690 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2283777 | BOY |
| EOY | 3042889 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112855 | BOY |
| EOY | 114710 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1098110 | BOY |
| EOY | 1488660 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15667 | BOY |
| EOY | 25160 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1226632 | BOY |
| EOY | 1628530 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1057145 | BOY |
| EOY | 1414359 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1057145 | BOY |
| EOY | 1414359 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2283777 | BOY |
| EOY | 3042889 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 367642 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -10428 | ReconcilationOtherChanges |
| 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 | 1 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24219 | OtherCostOrOtherBasis |
| Depreciation | 13059 | Depreciation |
| Book Value | 11160 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45051 | OtherCostOrOtherBasis |
| Depreciation | 34825 | Depreciation |
| Book Value | 10226 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 367482 | OtherCostOrOtherBasis |
| Depreciation | 302085 | Depreciation |
| Book Value | 65397 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 86783 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET FUNDS | 1038718 | F |
| CERTIFICATES OF DEPOSIT | 625301 | F |
| MUTUAL FUNDS | 998244 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2662263 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED LEASE BENEFIT | Description |
| Amount | $25,160 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 25160 | TotalOfAmounts |
| Total Revenue | 4419389 | TotalRevenue |
| Total Expenses | 4051747 | TotalExpenses |
| Excess Or Deficit For Year | 367642 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6778 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | -3650 | DonatedServicesAndFacilities |
| Total Adjustments | -10428 | TotalAdjustments |
| Excess Or Deficit Per FS | 357214 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4442611 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6778 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 30000 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 23222 | RevenueNotRptdF990 |
| Revenue Subtotal | 4419389 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4419389 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4085397 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 33650 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 33650 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4051747 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4051747 | 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 ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. AT A MINIMUM, THE 2007 THROUGH 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | CARLA BALAKGIE | NamePerson |
| Base Compensation Filing Org | 279600 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 414 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 30600 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10125 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 320739 | 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 (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ETA HAS TWO CLASSES OF MEMBERS: FINANCIAL INSTITUTIONS, AND SERVICE PROVIDERS. MEMBERSHIP PRIVILEGES ARE GRANTED TO THOSE MEMBERS THAT ARE CURRENT ON ASSOCIATION DUES. MEMBERS HAVE ONE VOTE ON ALL MATTERS COMING BEFORE THE GENERAL MEMBERSHIP AND DESIGNATE AN INDIVIDUAL PERSON FROM THE MEMBER COMPANY TO SERVE AS THEIR DESIGNATED VOTING REPRESENTATIVE. THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS. ELECTIONS ARE CONDUCTED IN COMPLIANCE WITH THE REQUIREMENTS OF DC NOT FOR PROFIT CORPORATE STATUTES AND AS SET FORTH IN THE ORGANIZATIONAL BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | DUES-PAYING MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO THE BYLAWS REQUIRE APPROVAL BY MEMBERSHIP VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WILL BE PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS. | |
| BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST IN A SIGNED STATEMENT ANNUALLY. ANY CONFLICTS THAT ARISE ARE DISCUSSED WITH THE PRESIDENT AND EXECUTIVE COMMITTEE TO DETERMINE THE COURSE OF ACTION. | FORM 990, PART VI, SECTION B, LINE 12 | |
| THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION OF THE CEO ANNUALLY BY USING COMPARABLE SALARY INFORMATION OBTAINED FROM ASAE AND OTHER MARKET STUDIES. | FORM 990, PART VI, SECTION B, LINE 15A | |
| FORMS 990 AND 990T ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -6,778. DONATED SERVICES AND USE OF FACILITIES: -3,650. TOTAL TO FORM 990, PART XI, LINE 5: -10,428. | FORM 990, PART XI, LINE 5: |
| DESCRIPTION OF AUDIT REVIEW PROCESS | THE AUDIT REVIEW PROCESS HAS REMAIN UNCHANGED FROM THE PRIOR YEAR. | FORM 990, PART XI, LINE 2C |