2024-10-24T15:17:58-05:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-04-01 850211201 THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS ASSO 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 ROBIN R HOLLY-JUDD INTERIM PRESIDENT & CEO 7036841446 2024-10-23 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-10-23 2023 2024-10-15 13:58:12Z APPA LEADERSHIP IN EDUCATIONAL FACILITIES ROBIN R HOLLY-JUDD 1643 PRINCE STREET ALEXANDRIA VA 22314 4584176 0 X WWW.APPA.ORG X 1914 DC THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE. 10 10 12 34 429131 0 52000 59500 3674746 3705911 4624 38168 1028060 700131 4759430 4503710 0 0 0 0 1778291 1930114 0 0 0 3075158 2845447 4853449 4775561 -94019 -271851 3516414 4366938 1838471 2960846 1677943 1406092 X THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE. 0 0 1726737 1740666 CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPAND SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT 1189780 1403984 OTHER PROGRAM SERVICES THAT INCLUDES: RESEARCH AND DEVELOPMENT, MEMBERSHIP, APPANET, FMEP, APPA ADVISORS 620145 633670 PUBLICATIONS DISTRIBUTED WITH CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS ANNUAL CONFERENCE TO ADDRESS RECENT CHANGES AND PROVIDE INDUSTRYUPDATES. 3536662 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X ROBIN R HOLLY-JUDD 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 E LANDER MEDLIN PRESIDENT & CEO (THRU 12/2023) 40.00 X 340456 0 86409 ROBIN R HOLLY-JUDD INTERIM PRESIDENT&CEO(START 1/2024) 40.00 X 145000 0 27725 SUZANNE HEALY DIR PROFESSIONAL DEVELOPME 40.00 X 157000 0 37511 STEVEN GLAZNER DIR KNOWLEDGE MGMT & EDITO 40.00 X 143935 0 40709 CHRISTINA HILLS DIR OF CREDENTIALING & BEN 40.00 X 113000 0 24552 ANITA DOSIK ASST DIRECTOR OF PUBLICATI 40.00 X 101000 0 44149 DAVID MCCABE DIR OF PROF DEV. & VIRTUAL ED. 40.00 X 125000 0 763 DAVE IRVIN CHAIR 5.00 X X 0 0 0 MARGARET TENNESSEN VICE CHAIR 3.00 X X 0 0 0 CRYSTAL SMITH TREASURER 3.00 X X 0 0 0 JIM HUNDRIESER AT-LARGE MEMBER 3.00 X X 0 0 0 ANGELA MEYER CAPPA REGIONAL DIRECTOR 2.00 X 0 0 0 JESSICA ABBOTT ERAPPA REGIONAL DIRECTOR 2.00 X 0 0 0 STEVE GILSDORF MAPPA REGIONAL DIRECTOR 2.00 X 0 0 0 ERIC JOHNSON PCAPPA REGIONAL DIRECTOR 2.00 X 0 0 0 LUIS ROCHA RMA REGIONAL DIRECTOR 2.00 X 0 0 0 DAVID SMITH SRAPPA REGIONAL DIRECTOR 2.00 X 0 0 0 1125391 0 261818 6 0 1 0 MARRIOTT-NEW ORLEANS 555 CANAL ST NEW ORLEANS LA 70130 MEETING ROOMS/CATERING 351893 INDIANAPOLIS MARRIOTT DOWNTOWN 340 W MARYLAND STREET INDIANOPOLIS IN 46225 MEETING ROOMS/CATERING 322062 CHARLES S FARNSWORTH 150 WINWARD DR OSPRY FL 34229 CONSULTING SERVICES 160865 SHOW IMAGING ORLANDO 1125 JOSHUA WAY VISTA CA 92081 AV CONSULTING 146967 4 59500 59500 MEMBERSHIP DUES 900099 1577440 1577440 EDUCATION 900099 1528256 1528256 FMEP EVALUATION 900099 387805 387805 SUPERVISOR'S TOOLKIT 900099 212410 212410 3705911 38168 38168 66294 66294 152875 80466 72409 72409 JOB EXP/RESUME BANK 900004 414501 414501 REIMBURSE PAYROLL 900099 120000 120000 ADVERTISING 541800 14630 14630 12297 12297 561428 4503710 3778320 429131 236759 X 426865 123790 303075 1141284 732380 408904 89210 70234 18976 173036 117504 55532 99719 60862 38857 20647 20647 46365 46365 865006 729385 135621 123357 122992 365 337815 307679 30136 4522 472 4050 65699 2366 63333 315914 278545 37369 719335 713728 5607 166798 142674 24124 51224 9869 41355 BANK CREDIT CARD FEE 105117 104689 428 GIFTS/AWARDS/SCHOLARSHI 16031 12064 3967 MISCELLANEOUS 7617 7429 188 4775561 3536662 1238899 0 503721 1088386 953826 1275953 411570 361690 134693 29579 214145 314989 1750895 1032860 821739 718035 476720 525323 52983 3516414 4366938 427561 422756 555303 1499256 855607 1038834 1838471 2960846 X 1667858 1395759 10085 10333 1677943 1406092 3516414 4366938 -271851 0 X 0 1 X 1 0 X 238250 467800 97200 52000 59500 914750 5451474 2622322 2883860 3791201 3858786 18607643 5689724 3090122 2981060 3843201 3918286 19522393 0 0 0 19522393 34426 63314 70922 79330 104462 352454 34426 63314 70922 79330 104462 352454 38320 327157 615687 906707 561428 2449299 5762470 3480593 3667669 4829238 4584176 22324146 0.87450 0.90170 0.01580 0.01140 X 10085 248 10333 10085 10085 10085 10085 10085 10085 9867 218 10085 0.00000 0.48710 0.51290 0 0 189830 189830 1099971 687297 412674 461094 345563 115531 718035 TIAA-CREF ANNUITIES 525323 F 525323 DEFERRED COMPENSATION 525323 DUES COLLECTED FOR REGIONS 195508 DUE FROM CERTIFICATION 318003 1038834 X 4464176 0 4464176 39534 39534 4503710 4736027 -39534 -39534 4775561 0 4775561 PART V, LINE 4: ENDOWMENT FUNDS ARE FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICES AS OTHER THAN A PRIVATE FOUNDATION. THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2024 OR 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -80,466. REIMBURSED PAYROLL 120,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 80,466. REIMBURSED PAYROLL -120,000. 1 X X 0 1 0 0 0 0 0 0 0 E LANDER MEDLIN PRESIDENT & CEO (THRU 12/2023) 340456 0 0 0 0 0 49280 0 37129 0 426865 0 0 0 ROBIN R HOLLY-JUDD INTERIM PRESIDENT&CEO(START 1/2024) 145000 0 0 0 0 0 14500 0 13225 0 172725 0 0 0 SUZANNE HEALY DIR PROFESSIONAL DEVELOPME 157000 0 0 0 0 0 15700 0 21811 0 194511 0 0 0 STEVEN GLAZNER DIR KNOWLEDGE MGMT & EDITO 143935 0 0 0 0 0 14394 0 26315 0 184644 0 0 0 PART I, LINE 4B E. LANDER MEDLIN'S 457(F) CONTRIBUTION: $17,000 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE BOARD CHAIR, THE BOARD VICE-CHAIR AND THE TRASURER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CATEGORIES OF VOTING MEMBERS - EDUCATIONAL INSTITUTIONAL MEMBERS, AFFILIATE MEMBERS AND INTERNATIONAL MEMBERS. EDUCATIONAL INSTITUTION MEMBERS MUST HAVE AN INDEPENDENT FACILITIES MANAGEMENT ORGANIZATION, OR MUST MAINTAIN CONTROL OVER THE POSITION OF A PRINCIPAL ADMINISTRATOR IN DIRECT CHARGE OF THE FACILITIES MANAGEMENT ORGANIZATION FOR SUCH INSTITUTION. AFFILIATE MEMBERS OF THE ASSOCIATION SHALL ALSO CONSIST OF ORGANIZATIONS THAT ARE NOT A FOR-PROFIT ORGANIZATION THAT WOULD BE ELIGIBLE AS A BUSINESS PARTNER, SUCH AS NON-PROFIT INSTITUTIONS INCLUDING GOVERNMENT OR QUASI-GOVERNMENT AGENCIES, OR THE PROFESSIONAL INDIVIDUALS EMPLOYED BY THE SAME, ENGAGED IN WORK RELATED TO FACILITIES MANAGEMENT AND HAVING AN INTEREST IN THE PURPOSE AND ACTIVITIES OF THE ASSOCIATION. INTERNATIONAL MEMBERSHIP SHALL CONSIST OF INSTITUTIONS OF HIGHER EDUCATION OR SYSTEMS AS DEFINED UNDER EDUCATIONAL INSTITUTION MEMBERS WHOSE INSTITUTIONS ARE LOCATED ELSEWHERE THAN THE UNITED STATES OF AMERICA, CANADA, AND MEXICO. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE ASSOCIATION SHALL BE ELECTED FROM THE REGULAR AND AFFILIATE MEMBERS OF THE ASSOCIATION BY A MAJORITY OF AFFIRMATIVE VOTES CAST. MEMBERS WITHIN EACH REGION WILL ALSO VOTE FOR TWO REGIONAL REPRESENTATIVES PER REGION TO BE PART OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER OF THE ASSOCIATION SHALL BE ENTITLED TO ONE VOTE AT MEETINGS OF THE REGULAR MEMBERSHIP OR BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11B ROBIN R HOLLY-JUDD, INTERIM PRESIDENT & CEO REVIEWS THE FORM 990 PRIOR TO SUBMITTING. THE OUTSOURCED ACCOUNTANT REVIEWS THE FORM 990 PRIOR TO SUBMITTING FORM 990, PART VI, SECTION B, LINE 12C APPA ADMINISTRATIVE POLICIES AND PROCEDURES DESCRIBE THE POLICY: THIS POLICY DEFINES REQUIREMENTS FOR OFFICERS, EMPLOYEES, AND IMMEDIATE FAMILY MEMBERS. ALL OFFICERS AND EMPLOYEES SHOULD AVOID ANY CONFLICT OF INTEREST POLICY. PRESIDENT & CEO MONITORS THE CONFLICT OF INTERESTS WITH CONTINUOUS CONVERSATIONS WITH THE BOARD. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES IT MUST BE DISCLOSED, PRESIDENT & CEO WILL HANDLE IT WITH THAT BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15A 15A: THE CHAIR, VICE CHAIR AND TREASURER REVIEW PERFORMANCES AND MAKE DECISIONS FOR THE COMPENSATION OF THE PRESIDENT & CEO. IN ALL CASES, THE ORGANIZATION USES COMPARABILITY DATA AND CONTEMPORANEOUSLY DOCUMENTS THE PROCESS. THE MOST RECENT PROCESS WAS PERFORMED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE THROUGH MEMBERSHIP JOURNAL AND UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS, HONORARIA: PROGRAM SERVICE EXPENSES 729,385. MANAGEMENT AND GENERAL EXPENSES 79,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 809,310. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 55,696. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,696.