POOL AND HOT TUB ALLIANCE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- POOL AND HOT TUB ALLIANCE (EIN 52-0786357)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-21
- IRS object ID
- 202402959349301200
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-10-21T08:45:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520786357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOL AND HOT TUB ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POOL | BusinessNameControlTxt |
| Phone | 7038380083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING ST 602 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SABEENA HICKMAN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 7038380083 | PhoneNum |
| Signature | 2024-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SABEENA HICKMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING ST 602 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,169,973 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.PHTA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $68,205 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,753 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $424,409 | PYContributionsGrantsAmt |
| CY Contributions Grants | $399,562 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,923,918 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,247,128 | CYProgramServiceRevenueAmt |
| PY Investment Income | $75,789 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,902,465 | CYInvestmentIncomeAmt |
| PY Other Revenue | $206,677 | PYOtherRevenueAmt |
| CY Other Revenue | $191,382 | CYOtherRevenueAmt |
| PY Total Revenue | $5,630,793 | PYTotalRevenueAmt |
| CY Total Revenue | $8,740,537 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $281,056 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,350,328 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,493,929 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,083,192 | PYOtherExpensesAmt |
| CY Other Expenses | $3,121,299 | CYOtherExpensesAmt |
| PY Total Expenses | $5,714,576 | PYTotalExpensesAmt |
| CY Total Expenses | $5,615,778 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$83,783 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,124,759 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,458,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,559,283 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,228,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,126,897 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,230,045 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,432,386 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ALLIANCE IS ORGANIZED AS A BUSINESS LEAGUE TO PROMOTE SAFE, HEALTHFUL AND ENJOYABLE USAGE OF POOLS, HOT TUBS AND RECREATIONAL WATER FACILITIES AND TO PROMOTE THE POOL AND SPA INDUSTRY GENERALLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Desc | ADVOCACY AND STANDARDS: THE ADVOCACY PROGRAM ENGAGES FEDERAL, CONGRESSIONAL, STATE AND LOCAL GOVERNMENTS TO ADVOCATE FOR PHTA INTERESTS, REPRESENT INDUSTRY INITIATIVES, AND DEVELOP IMPACTFUL RELATIONSHIPS WITH DECISION MAKERS. THE STANDARDS PROGRAM DEVELOPS NATIONALLY RECOGNIZED AND ACCREDITED SAFETY AND INDUSTRY STANDARDS GUIDING MANUFACTURING AND CONSTRUCTION OF GOODS AND SERVICES IN THE SWIMMING POOL AND HOT TUB INDUSTRY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATION: THE ALLIANCE DEVELOPS AND ADMINISTERS EXAMS THAT TEST WHETHER A PROFESSIONAL HAS THE SKILLS AND TRAINING NEEDED TO MANAGE AND MAINTAIN THE COMPLEXITIES OF BUILDING, INSTALLING, MAINTAINING, OR SERVICING POOLS, SPAS, OR HOT TUBS, AND ISSUES CERTIFICATIONS TO PROFESSIONALS WHO HAVE PASSED THE EXAMS AND COMMITTED TO ONGOING PROFESSIONAL DEVELOPMENT AND RECERTIFICATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETING AND COMMUNICATION: THE ALLIANCE SERVES AS THE VOICE OF THE INDUSTRY, PROVIDING INFORMATION ABOUT THE SAFE AND HEALTHFUL USE OF INDUSTRY PRODUCTS TO CONSUMERS, DELIVERING AQUATIC SAFETY INFORMATION TO THE PUBLIC, AND PROMOTING ITS INDUSTRY MEMBERS TO THE PUBLIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL ARONSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038380083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING ST SUITE 602 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHARLIE CLAFFEY | ||||||||
| CHAIRMAN | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH LAURINO | ||||||||
| CHAIRMAN-ELECT | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT FROST | ||||||||
| TREASURER | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH HARBECK | ||||||||
| SECRETARY | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDY LEVINSON | ||||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB BLANDA | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN POST | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CALEY GIBBS | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACINE MARROQUIN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT MCDERMOTT | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT MILLER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SABEENA HICKMAN | ||||||||
| PRESIDENT & CEO | 20.00 | 30.00 | Yes (X) | $546,129 | $0 | $12,274 | ||
| JUSTIN WILEY | ||||||||
| VP, GOVT RELATIONS, STANDARDS & CODES | 40.00 | $199,606 | $0 | $16,153 | Yes (X) | |||
| JEANNE MENDELSON | ||||||||
| VP, EDUCATION & EVENTS | 19.00 | 21.00 | $196,121 | $0 | $9,014 | Yes (X) | ||
| JEFF HENRIKSEN | ||||||||
| CHIEF STRATEGY OFFICER (FROM 03/23) | 20.00 | 20.00 | $172,110 | $0 | $16,003 | Yes (X) | ||
| JESSICA HOWARD | ||||||||
| VP, MARKETING & SALES | 24.00 | 16.00 | $161,522 | $0 | $21,548 | Yes (X) | ||
| SETH EWING | ||||||||
| SENIOR DIR., MEMBER PROGRAMS & SVCS | 20.00 | 20.00 | $164,749 | $0 | $13,742 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,440,237 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,734 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN SOLUTIONS FOR BUSINESS | |||||
| 8479 SOLUTIONS CENTER | CHICAGO | IL | 60677 | PUB. PRINTING/FULFILMENT | $612,446 |
| VAULT COMMUNICATIONS | |||||
| 610 W GERMANTOWN PIKE | PLYMOUTH MEETING | PA | 19462 | PUBLIC RELATIONS SUPPORT | $413,124 |
| PROMETRIC LLC | |||||
| BOX 223608 | PITTSBURGH | PA | 15251 | CERTIFICATION TESTING PLATFORM | $297,574 |
| NORWOOD & ASSOCIATES | |||||
| 915 L ST SUITE 1100 | SACRAMENTO | CA | 95814 | GOVERNMENT RELATIONS LEGAL SERVICES | $200,000 |
| POTOMAC DIGITEK INC | |||||
| 820 W DIAMOND AVE | GAITHERSBURG | MD | 20878 | WEBSITE DESIGN & MAINT. | $161,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $399,562 | AllOtherContributionsAmt |
| Total Contributions | $399,562 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP | 900099 | $2,834,117 | $2,834,117 | |
| CERTIFICATIONS | 900099 | $2,232,359 | $2,232,359 | |
| INSTRUCTOR FEES | 900099 | $84,500 | $84,500 | |
| ADVERTISING | 900099 | $62,205 | $62,205 | |
| REGISTRATION FEES | 900099 | $33,947 | $33,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,247,128 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $728,931 | TotalRevenueColumnAmt |
| Exclusion | $728,931 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,471 | TotalRevenueColumnAmt |
| Exclusion | $196,471 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,933,421 | SecuritiesAmt |
| Other | $3,370,515 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,099,304 | SecuritiesAmt |
| Other | $1,031,098 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$165,883 | SecuritiesAmt |
| Other | $2,339,417 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,173,534 | TotalRevenueColumnAmt |
| Exclusion | $2,173,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $278,525 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $299,034 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$20,509 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $9,420 | $9,420 | |
| CNA INSURANCE | 900099 | $6,000 | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,420 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,740,537 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,164,414 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $68,205 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,108,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,361 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,909,528 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,374 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,799 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,867 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,839 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,807 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,222 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,763 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,643 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,757 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,251 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,080 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,079 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,544 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,932 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,312 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,009 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TAXES | $10,848 |
| SOFTWARE FEES & SUBS. | $154,932 |
| SUBS. AND PUBS. | $119,361 |
| SOFTWARE AND EQUIPMENT | $51,803 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,117 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,615,778 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,891 | BOYAmt |
| EOY | $15,487 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,827 | BOYAmt |
| EOY | $1,569,668 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,933 | BOYAmt |
| EOY | $472,589 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,997 | BOYAmt |
| EOY | $116,687 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,411 | BOYAmt |
| EOY | $223,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $798,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $727,006 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,471 | BOYAmt |
| EOY | $71,092 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,828,681 | BOYAmt |
| EOY | $11,426,133 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,941 | BOYAmt |
| EOY | $492,524 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $171,376 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,458,152 | BOYAmt |
| EOY | $14,559,283 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,446 | BOYAmt |
| EOY | $543,993 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454,131 | BOYAmt |
| EOY | $1,414,912 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,530 | BOYAmt |
| EOY | $167,992 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,107 | BOYAmt |
| EOY | $2,126,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,230,045 | BOYAmt |
| EOY | $12,432,386 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,230,045 | BOYAmt |
| EOY | $12,432,386 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,458,152 | BOYAmt |
| EOY | $14,559,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,124,759 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,077,582 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,834,117 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $143,807 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $128,445 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $272,252 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $198,388 | AggregateReportedDuesNtcAmt |
| Carried Over | $73,864 | CarriedOverAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $399,235 | BeginningYearBalanceAmt |
| Other Expenditures | $177,908 | OtherExpendituresAmt |
| End Year Balance | $221,327 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $463,443 | BeginningYearBalanceAmt |
| Other Expenditures | $64,208 | OtherExpendituresAmt |
| End Year Balance | $399,235 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,494 | BeginningYearBalanceAmt |
| Contributions | $108,949 | ContributionsAmt |
| End Year Balance | $463,443 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $620,494 | BeginningYearBalanceAmt |
| Other Expenditures | $266,000 | OtherExpendituresAmt |
| End Year Balance | $354,494 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $561,661 | BeginningYearBalanceAmt |
| Contributions | $620,494 | ContributionsAmt |
| Investment Earnings Or Losses | -$253,275 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $308,386 | OtherExpendituresAmt |
| End Year Balance | $620,494 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $364,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $338,974 | DepreciationAmt |
| Book Value | $25,451 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $433,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $388,032 | DepreciationAmt |
| Book Value | $45,641 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,092 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO PHTF | $52,535 |
| SHORT-TERM LEASE LIABILITY | $115,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $167,992 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,063,931 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,077,582 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $299,034 | OtherRevenueAmt |
| Revenue Not Reported | $1,376,616 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,687,315 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $53,222 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $53,222 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,740,537 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,861,590 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $299,034 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $299,034 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,562,556 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $53,222 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $53,222 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,615,778 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED NET ASSETS - INCLUDES FUNDS RESTRICTED BY THE BOARD TO SUPPORT PHTA CHAPTER GROWTH THROUGH ADMINISTRATIVE HELP. AS FUNDS ARE DISBURSED, BOARD DESIGNATED NET ASSETS ARE RECLASSIFIED TO UNDESIGNATED NET ASSETS AND REPORTED IN THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS AS TRANSFERS OF BOARD DESIGNATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD SHOWN AS EXPENSE ON THE FINANCIAL 299,034. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990 PART VIII, LINE 10B. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD SHOWN AS EXPENSE ON THE FINANCIAL 299,034. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990 PART VIII, LINE 10B. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SABEENA HICKMAN | ||||||||||||||
| PRESIDENT & CEO | $360,829 | $0 | $100,300 | $0 | $85,000 | $0 | $9,900 | $0 | $2,374 | $0 | $558,403 | $0 | $0 | $0 |
| JUSTIN WILEY | ||||||||||||||
| VP, GOVT RELATIONS, STANDARDS & CODE | $186,699 | $0 | $12,907 | $0 | $0 | $0 | $6,136 | $0 | $10,017 | $0 | $215,759 | $0 | $0 | $0 |
| JEANNE MENDELSON | ||||||||||||||
| VP, EDUCATION & EVENTS | $181,739 | $0 | $14,382 | $0 | $0 | $0 | $5,944 | $0 | $3,070 | $0 | $205,135 | $0 | $0 | $0 |
| JEFF HENRIKSEN | ||||||||||||||
| CHIEF STRATEGY OFFICER (FROM 03/23) | $165,375 | $0 | $6,735 | $0 | $0 | $0 | $4,602 | $0 | $11,401 | $0 | $188,113 | $0 | $0 | $0 |
| JESSICA HOWARD | ||||||||||||||
| VP, MARKETING & SALES | $148,557 | $0 | $12,965 | $0 | $0 | $0 | $5,039 | $0 | $16,509 | $0 | $183,070 | $0 | $0 | $0 |
| SETH EWING | ||||||||||||||
| SENIOR DIR., MEMBER PROGRAMS & SVCS | $159,478 | $0 | $5,271 | $0 | $0 | $0 | $4,948 | $0 | $8,794 | $0 | $178,491 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $75,000 | DONOR ALSO ENGAGED IN A BUSINESS TRANSACTION BY PAYING MEMBER DUES OF $75,000 DURING 2023. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $35,000 | DONOR ALSO ENGAGED IN A BUSINESS TRANSACTION BY PAYING MEMBER DUES OF $35,000 DURING 2023. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $45,000 | DONOR ALSO ENGAGED IN A BUSINESS TRANSACTION BY PAYING MEMBER DUES OF $45,000 DURING 2023. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DURING THE YEAR, THE RESEARCH AND STATISTIC PROGRAM WAS TAKEN OVER BY POOL AND HOT TUB FOUNDATION, A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | REGULAR MEMBERSHIP IN THE ALLIANCE IS AVAILABLE TO ANY PERSON, FIRM OR ENTITY ACTIVE IN THE INDUSTRY, SUBJECT TO SUCH CRITERIA AND PROCEDURES AS THE BOARD OF DIRECTORS MAY PRESCRIBE. REGULAR MEMBERS HAVE VOTING PRIVILEGES. ADDITIONAL CATEGORIES OF NON-VOTING MEMBERSHIP MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS OF THE ALLIANCE ARE ELECTED BY THE VOTING MEMBERSHIP EITHER AT THE ANNUAL MEETING OR BY ANY OTHER LAWFUL MEANS, INCLUDING BY MAIL OR ELECTRONIC BALLOT AS DETERMINED BY THE BOARD OF DIRECTORS. IF THERE IS A SINGLE CANDIDATE NOMINATED BY THE NOMINATING COMMITTEE FOR EACH OPEN POSITION ON THE BOARD, AND NO PETITION CONTAINING ADDITIONAL NOMINATIONS ARE FORTHCOMING, IT IS THE RESPONSIBILITY OF THE SECRETARY/TREASURER TO CAST A SINGLE UNANIMOUS BALLOT AT THE ANNUAL MEETING OF MEMBERS SIGNIFYING ELECTION TO THE POSITION. THE NOMINEES RECEIVING THE GREATEST NUMBER OF VOTES ARE ELECTED TO FILL THE DIRECTOR POSITION(S). |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH REGULAR MEMBER IN GOOD STANDING IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE MEMBERSHIP REGARDLESS OF THE CLASS OR CLASSES OF MEMBERSHIP TO WHICH THE MEMBER MAY BE ASSIGNED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. THE DRAFT FORM 990 WAS E-MAILED TO THE BOARD OF DIRECTORS FOR REVIEW. COMMENTS AND CHANGES TO THE FORM 990, IF ANY, WERE SOLICITED AND INCORPORATED INTO THE RETURN AS NECESSARY. IF REVISED, A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AT THE FALL BOARD MEETING. BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AT THAT MEETING. THE FORMS ARE THEN REVIEWED BY THE AUDIT COMMITTEE, WHICH THEN REPORTS TO THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE NEW CONFLICTS OF INTEREST AS THEY OCCUR. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER DISCUSSION WITH THE INTERESTED PERSON, HE/SHE THEN LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING A CONFLICT INCLUDE: A. AN INTERESTED PERSON MAKES A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING. AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE ALLIANCE CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES; TO NOT PRODUCE A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ALLIANCE'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, THE GOVERNING BOARD OR COMMITTEE MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE PRESIDENT & CEO HAS CONFLICT OF INTEREST PROVISIONS IN HIS/HER EMPLOYMENT CONTRACT TO WHICH HE/SHE IS TO ADHERE AND TO REPORT ANY PROBLEM AREAS TO THE BOARD OF DIRECTORS FOR REVIEW. THE SENIOR STAFF IS REQUIRED TO COMPLETE THE CONFLICT OF INTEREST FORM EACH YEAR. HOWEVER, ANY POTENTIAL CONFLICTS FOR THESE OTHER EMPLOYEES ARE DISCUSSED WITH THE PRESIDENT & CEO. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE PRESIDENT & CEO WAS ESTABLISHED AT THE TIME OF HIRING FOLLOWING A PROFESSIONAL SEARCH BY REFERENCE TO OBJECTIVE COMPARABILITY DATA FOR ASSOCIATION CEOS. ANNUALLY, THE PRESIDENT & CEO'S COMPENSATION IS FORMALLY REVIEWED AND ESTABLISHED WITH CONTINUED REFERENCE TO OBJECTIVE COMPARABILITY DATA AND A CONTEMPORANEOUS REVIEW BY THE EXECUTIVE COMMITTEE OF THE PRESIDENT & CEO'S PERFORMANCE TIED TO STRATEGIC GOALS ESTABLISHED BY THE BOARD OF DIRECTORS. THE DECISION IS DULY DOCUMENTED IN THE BOARD OF DIRECTOR'S MINUTES. THE PRESIDENT AND CEO USES AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AS A COMPENSATION BENCHMARK FOR OTHER EMPLOYEES. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE SEPTEMBER 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ALLIANCE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | PUBLIC RELATIONS 348,914. GOVERNMENT RELATIONS 107,060. MANAGEMENT SERVICES 103,781. EVENT SPEAKERS 5,480. TRANSLATION SERVICES 2,182. DOCUMENT EDITING 950. OTHER PROFESSIONAL FEES 205,155. DESIGN & GRAPHICS 4,241. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOL & HOT TUB FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING STREET SUITE 602 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526081248 | EIN |
| Primary Activities | ENCOURAGE HEALTHY LIVING BY INCREASING AQUATIC ACTIVITIES THROUGH EDUCATION. | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOL AND HOT TUB ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOL & HOT TUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionTypeTxt |
| Involved | $52,535 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments