NATIONAL INSTITUTE OF GOVERNMENTAL PURCHASING INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NATIONAL INSTITUTE OF GOVERNMENTAL PURCHASING INC (EIN 53-0196623)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-11
IRS object ID
202401029349301310
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-04-11T14:36:02-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541029635PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMPSON GREENSPONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14035 RIDGE TOP RD SUITE 700AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22030ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530196623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL INSTITUTE OF GOVERNMENTALBusinessNameLine1Txt
Business Name Line2PURCHASING INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone7037368900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113800 COPPERMINE ROAD 1ST FLOORAddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRED KUHNPersonNm
Person TitleCHIEF GROWTH OFFICERPersonTitleTxt
Phone7037368900PhoneNum
Signature2024-03-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFREDPersonFirstNm
Person LastKUHNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY M MOREY CPAPreparerPersonNm
PTINP01521539PTIN
Phone7033858888PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerRICHARD GRIMMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113800 COPPERMINE ROAD 1ST FLOORAddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,672,492GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.NIGP.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO DEVELOP, SUPPORT, AND PROMOTE THE PUBLIC PROCUREMENT PROFESSION.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers165TotalVolunteersCnt
Total Gross UBI$157,600TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$942,476PYContributionsGrantsAmt
CY Contributions Grants$210,565CYContributionsGrantsAmt
PY Program Service Revenue$5,840,807PYProgramServiceRevenueAmt
CY Program Service Revenue$7,316,854CYProgramServiceRevenueAmt
PY Investment Income$69,805PYInvestmentIncomeAmt
CY Investment Income$92,408CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$52,665CYOtherRevenueAmt
PY Total Revenue$6,853,088PYTotalRevenueAmt
CY Total Revenue$7,672,492CYTotalRevenueAmt
PY Grants And Similar Paid$184,951PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,591,781PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,656,513CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,407,352PYOtherExpensesAmt
CY Other Expenses$4,180,385CYOtherExpensesAmt
PY Total Expenses$7,184,084PYTotalExpensesAmt
CY Total Expenses$7,836,898CYTotalExpensesAmt
PY Revenues Less Expenses-$330,996PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$164,406CYRevenuesLessExpensesAmt
Total Assets BOY$6,283,863TotalAssetsBOYAmt
Total Assets EOY$6,375,134TotalAssetsEOYAmt
Total Liabilities BOY$3,467,948TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,692,364TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,815,915NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,682,770NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO DEVELOP, SUPPORT, AND PROMOTE THE PUBLIC PROCUREMENT PROFESSION THROUGH PREMIER EDUCATIONAL AND RESEARCH PROGRAMS, PROFESSIONAL SUPPORT, AND ADVOCACY INITIATIVES THAT BENEFIT MEMBERS AND CONSTITUENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,097,660ExpenseAmt
Revenue$4,765,351RevenueAmt
DescEVENTS AND CONTENT- EVENTS AND CONTENT INCLUDE FACE-TO-FACE CLASSES IN VARIOUS PUBLIC PROCUREMENT TOPICS, AS WELL AS THE FORUM, NIGP'S ANNUAL CONFERENCE. THE FORUM INCLUDES EDUCATIONAL WORKSHOPS, FORMAL NETWORKING SESSIONS, AND A PRODUCTS EXPOSITION FEATURING THE LATEST PRODUCTS AND SERVICES USED BY THE GOVERNMENT. EDUCATIONAL OPPORTUNITIES INCLUDE GENERAL SESSIONS, FEATURING PROFESSIONAL SPEAKERS AND WORKSHOPS LED BY SUBJECT MATTER EXPERTS ON PROCUREMENT-RELATED ISSUES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$629,707ExpenseAmt
Revenue$1,705,971RevenueAmt
DescMEMBER SERVICES - PROVIDE ACCESS TO PUBLIC SECTOR-SPECIFIC PROCUREMENT RESOURCES THAT PROVIDE IMMEDIATE BENEFIT AND IMPROVE DAY-TO-DAY OPERATING CAPACITY, IMPROVE SKILLS, FORMULATE NEW DIRECTIONS AND STRENGTHEN CAREER OPTIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$846,855ExpenseAmt
Revenue$566,331RevenueAmt
DescENTERPRISES - INCLUDES VARIOUS NON-DUES REVENUE PROGRAMS PROVIDED TO ASSIST PUBLIC AGENCIES, PRIMARILY THROUGH STRATEGIC PARTNERSHIPS, INCLUDING SPEND ANALYTICS, THE NIGP CODE, AND OTHERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$268,013ExpenseAmt
Revenue$123,129RevenueAmt
DescPROFESSIONAL DEVELOPMENT - PROVIDES ONLINE, INDIVIDUAL LIFE-LONG LEARNING EXPERIENCES THAT PROMOTE AND SUPPORT THE PROCUREMENT PROFESSIONALS AND THE ORGANIZATIONS THEY SERVE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$268,013TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$123,129TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,842,235TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee32EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICK GRIMMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7037368900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113800 COPPERMINE ROAD 1ST FLOORAddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CARRIE F MATHES
CHAIR6.50Yes (X)Yes (X)$0$0$0
KATE M ROTELLA
CHAIR-ELECT6.50Yes (X)Yes (X)$0$0$0
GLENN T O'STEEN
TREASURER6.50Yes (X)Yes (X)$0$0$0
STACY L ADAMS
DIRECTOR6.50Yes (X)$0$0$0
LINDSAY CURRIE
DIRECTOR6.50Yes (X)$0$0$0
JODY JACOBY
DIRECTOR6.50Yes (X)$0$0$0
MOLLY MCLOUGHLIN
DIRECTOR6.50Yes (X)$0$0$0
ART MOORE
DIRECTOR6.50Yes (X)$0$0$0
MIKE MUCHA
DIRECTOR6.50Yes (X)$0$0$0
WILLIAM SHIELDS
DIRECTOR6.50Yes (X)$0$0$0
JON W WALTON
DIRECTOR6.50Yes (X)$0$0$0
RICK L GRIMM
CEO40.00Yes (X)$272,077$0$44,124
FRED KUHN
CHIEF GROWTH OFFICER40.00$181,407$0$21,506Yes (X)
ROBERT SLATER
CHIEF CONTENT OFFICER40.00$180,830$0$20,825Yes (X)
FARESHTA KHELIFI TOUCHAMI
DIRECTOR OF MARKETING AND OUTREACH40.00$113,762$0$16,763Yes (X)
CARRIE RAWN WINTER
DIRECTOR CONTENT DELIVERY & EVENTS40.00$131,849$0$24,457Yes (X)
TONY YU
DIRECTOR OF IT40.00$118,843$0$16,113Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$998,768TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$143,788TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CRESCENT EVENT PRODUCTIONS INC
1327 WOOD BRANCH DRIVE SUITE ECHARLOTTENC28273AUDIO SERVICES$181,206
ZORANG INC
3494 CAMINO TASSAJARA 125DANVILLECA94506WEBSITE DESIGN$110,691
FERN EXPOSITION SERVICES LLC
645 LINN STCINCINNATIOH45203SHOW MANAGEMENT & SETUP$107,832
SPARGO
11208 WAPLES MILL RD SUITE 112FAIRFAXVA22030EXHIBITOR REGISTRATION, COMPUTER WORKSTA$105,916
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$210,565AllOtherContributionsAmt
Total Contributions$210,565TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
EVENTS AND CONTENT900099$4,765,351$4,765,351
MEMBERSHIP DUES900099$1,705,971$1,705,971
ENTERPRISES900099$723,931$566,331$157,600
PROFESSIONAL DEVELOPME900099$121,601$121,601
FieldValueIRS element (for citing)
Total Program Service Revenue$7,316,854TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,408TotalRevenueColumnAmt
Exclusion$92,408ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,137TotalRevenueColumnAmt
Exclusion$51,137ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,528TotalRevenueColumnAmt
Related Or Exempt Func Income$1,528RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,528OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,672,492TotalRevenueColumnAmt
Related Or Exempt Func Income$7,160,782RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$157,600UnrelatedBusinessRevenueAmt
Exclusion$143,545ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$321,704TotalAmt
Management And General$321,704ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,671,199TotalAmt
Program Services$1,684,503ProgramServicesAmt
Management And General$986,696ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$142,308TotalAmt
Program Services$85,543ProgramServicesAmt
Management And General$56,765ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$311,433TotalAmt
Program Services$135,501ProgramServicesAmt
Management And General$175,932ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$209,869TotalAmt
Program Services$116,566ProgramServicesAmt
Management And General$93,303ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$16,536TotalAmt
Program Services$3,337ProgramServicesAmt
Management And General$13,199ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,078TotalAmt
Management And General$35,078ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$18,397TotalAmt
Management And General$18,397ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,758,094TotalAmt
Program Services$1,237,913ProgramServicesAmt
Management And General$520,181ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,983TotalAmt
Program Services$6,729ProgramServicesAmt
Management And General$6,254ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$563,430TotalAmt
Program Services$314,795ProgramServicesAmt
Management And General$248,635ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$451,621TotalAmt
Program Services$257,722ProgramServicesAmt
Management And General$193,899ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$226,640TotalAmt
Program Services$119,414ProgramServicesAmt
Management And General$107,226ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$679,078TotalAmt
Program Services$635,628ProgramServicesAmt
Management And General$43,450ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$187,171TotalAmt
Program Services$106,811ProgramServicesAmt
Management And General$80,360ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,938TotalAmt
Program Services$12,018ProgramServicesAmt
Management And General$32,920ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REBATES$69,808$67,462$2,346
DEVELOPMENT AND TRAININ$33,606$13,901$19,705
PRINTING AND PUBLICATIO$32,112$30,932$1,180
DONATIONS AND AWARD$15,850$15,850

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$35,043TotalAmt
Program Services$13,460ProgramServicesAmt
Management And General$21,583ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,836,898TotalAmt
Program Services$4,842,235ProgramServicesAmt
Management And General$2,994,663ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$347,558BOYAmt
EOY$501,328EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$303,316BOYAmt
EOY$477,020EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$326,681BOYAmt
EOY$513,248EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,382,626LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,149,356LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$338,924BOYAmt
EOY$233,270EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,412,509BOYAmt
EOY$2,524,182EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,554,875BOYAmt
EOY$2,045,141EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$80,945EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,283,863BOYAmt
EOY$6,375,134EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$770,043BOYAmt
EOY$669,710EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,490,308BOYAmt
EOY$2,970,496EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$207,597BOYAmt
EOY$52,158EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,467,948BOYAmt
EOY$3,692,364EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,815,915BOYAmt
EOY$2,682,770EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,815,915BOYAmt
EOY$2,682,770EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,283,863BOYAmt
EOY$6,375,134EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$164,406ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$154,071NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$122,810PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$396,275CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$662,790CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$525,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$942,476CurrentTaxYearMinus1YearAmt
Current Tax Year$210,565CurrentTaxYearAmt
Total$2,737,619TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,176,372CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,260,158CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,120,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,586,501CurrentTaxYearMinus1YearAmt
Current Tax Year$7,160,782CurrentTaxYearAmt
Total$30,304,768TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,572,647CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,922,948CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,646,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,528,977CurrentTaxYearMinus1YearAmt
Current Tax Year$7,371,347CurrentTaxYearAmt
Total$33,042,387TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$276,264CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$271,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$886,085CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,419CurrentTaxYearMinus1YearAmt
Current Tax Year$265,836CurrentTaxYearAmt
Total$1,838,922TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$276,264CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$271,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$886,085CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,419CurrentTaxYearMinus1YearAmt
Current Tax Year$265,836CurrentTaxYearAmt
Total$1,838,922TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$31,203,465PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$356,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$347,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$119,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,805CurrentTaxYearMinus1YearAmt
Current Tax Year$92,408CurrentTaxYearAmt
Total$985,816TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$356,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$347,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$119,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,805CurrentTaxYearMinus1YearAmt
Current Tax Year$92,408CurrentTaxYearAmt
Total$985,816TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$9,349CurrentTaxYearMinus1YearAmt
Total$9,349TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,929,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,270,184CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,766,047CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,608,131CurrentTaxYearMinus1YearAmt
Current Tax Year$7,463,755CurrentTaxYearAmt
Total$34,037,552TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91670PublicSupportCY509Pct
Public Support PY5090.90850PublicSupportPY509Pct
Investment Income CY0.02900InvestmentIncomeCYPct
Investment Income PY0.03450InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,609,916OtherCostOrOtherBasisAmt
Depreciation$1,593,964DepreciationAmt
Book Value$15,952BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$772,710OtherCostOrOtherBasisAmt
Depreciation$555,392DepreciationAmt
Book Value$217,318BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$233,270TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
RBC INSURED DEPOSITS$1,641,265C
VANGUARD FD TOTAL INTL STOCK INDEX FD ADMIRAL SHS$403,876F
FieldValueIRS element (for citing)
Total Book Value Securities$2,045,141TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$52,158Amt
FieldValueIRS element (for citing)
Total Liability$52,158TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,808,166TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$154,071NetUnrealizedGainsInvstAmt
Revenue Not Reported$154,071RevenueNotReportedAmt
Revenue Subtotal$7,654,095RevenueSubtotalAmt
Investment Expenses Not Incld$18,397InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$18,397RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,672,492TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,818,501TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,818,501ExpensesSubtotalAmt
Investment Expenses Not Incld2$18,397InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$18,397ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,836,898TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICARegionTxt
Offices0OfficesCnt
Employee3EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedINSTRUCTORS FOR VARIOUS ONLINE AND INPERSON COURSES.SpecificServicesProvidedTxt
Region Total Expenditures$74,320RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$74,320SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$74,320TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RICK L GRIMM
CEO$269,372$0$0$0$2,705$0$26,986$0$17,138$0$316,201$0$0$0
FRED KUHN
CHIEF GROWTH OFFICER$181,407$0$0$0$0$0$8,197$0$13,309$0$202,913$0$0$0
ROBERT SLATER
CHIEF CONTENT OFFICER$180,830$0$0$0$0$0$7,715$0$13,110$0$201,655$0$0$0
CARRIE RAWN WINTER
DIRECTOR CONTENT DELIVERY & EVENTS$131,849$0$0$0$0$0$10,894$0$13,563$0$156,306$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS FOUR MEMBERSHIP CATEGORIES: AGENCY, INDIVIDUAL, ASSOCIATE, AND AFFILIATE. ONLY AGENCY AND INDIVIDUAL MEMBERS HAVE VOTING RIGHTS.
FORM 990, PART VI, SECTION A, LINE 7BALL VOTING MEMBERS IN GOOD STANDING WILL BE ELIGIBLE TO CAST ONE VOTE ON ANY MATTER BROUGHT BEFORE THE MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED BY THE CONTROLLER/TREASURER AND FINANCE COUNCIL/BOARD.
FORM 990, PART VI, SECTION B, LINE 12CALL NEW BOARD MEMBERS ARE GIVEN THE POLICY FOR CONFLICTS OF INTEREST. THE FORMS ARE DISTRIBUTED TO BOARD MEMBERS AT THE START OF EACH FISCAL YEAR AND ARE SIGNED AND TURNED IN TO THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 15THE CEO COMPENSATION IS REVIWED AND APPROVED BY THE BOARD. OTHER BONUSES AND ADJUSTMENTS ARE DETERMINED BY THE BOARD EVERY YEAR AT BUDGET TIME.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GPROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,237,913. MANAGEMENT AND GENERAL EXPENSES 520,181. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,758,094.

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