2023-10-26T14:35:48-05:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-04-01 850211201 THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS ASSO 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 E LANDER MEDLIN PRESIDENT & CEO 7036841446 2023-10-20 1 E LANDER MEDLIN 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-10-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z APPA LEADERSHIP IN EDUCATIONAL FACILITIES E LANDER MEDLIN 1643 PRINCE STREET ALEXANDRIA VA 22314 4829238 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 11 34 530084 0 97200 52000 2789977 3674746 3717 4624 688166 1028060 3579060 4759430 0 0 0 0 1737189 1778291 0 0 0 1755236 3075158 3492425 4853449 86635 -94019 4452215 3516414 2680253 1838471 1771962 1677943 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 1877052 1435583 CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPAND SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT 1713146 2165317 OTHER PROGRAM SERVICES THAT INCLUDES: RESEARCH AND DEVELOPMENT, MEMBERSHIP, APPANET, FMEP, APPA ADVISORS 538367 46974 PUBLICATIONS DISTRIBUTED WITH CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS 86271 73846 ANNUAL CONFERENCE TO ADDRESS RECENT CHANGES AND PROVIDE INDUSTRYUPDATES. 86271 73846 4214836 1 1 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 49 0 11 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 E LANDER MEDLIN PRESIDENT CEO 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 JIM JACKSON IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 DAVE IRVIN CHAIR 5.00 X X 0 0 0 MARGARET TENNESSEN VICE CHAIR 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 E LANDER MEDLIN PRESIDENT & CEO 40.00 X 339906 0 80057 STEVEN GLAZNER DIR KNOWLEDGE MGMT & EDITO 40.00 X 157000 0 40311 SUZANNE HEALY DIR PROFESSIONAL DEVELOPME 40.00 X 157000 0 36136 CHRISTINA HILLS DIR OF CREDENTIALING & BEN 40.00 X 113000 0 23800 ROBIN HOLLY-JUDD DIR HUMAN RESOURCES, EXEC 40.00 X 144423 0 40284 ANITA DOSIK ASST DIRECTOR OF PUBLICATIONS 40.00 X 101000 0 42750 1012329 0 263338 7 0 1 0 OMNI HOTELS FORT WORTH 1300 HOUSTON STREET FORT WORTH TX 76106 MEETING SITE AND SERVICES 394220 RHODE ISLAND CONVENTION CENTER 1 SABIN STREET PROVIDENCE RI 02903 MEETING SITE AND SERVICES 155543 CHARLES S FARNSWORTH 150 WINDWARD DRIVE OSPREY FL 34229 PROGRAM SUPPORT AND ADVICE 145176 SHOW IMAGING ORLANDO LLC 1125 JOSHUA WAY VISTA CA 92081 MEETING AV EQUIPMENT & PERSONNEL 132021 COMTECH SYSTEMS INC 7404-A LINDBERGH DRIVE GAITHERSBURG MD 20897 COMPUTER AND TECHNOLOGY SUPPORT 105130 5 52000 52000 MEMBERSHIP DUES 900099 1783470 1783470 EDUCATION 900099 1435583 1435583 FMEP EVALUATION 900099 306442 306442 SUPERVISOR'S TOOLKIT 900099 75405 75405 ANNUAL CONFERENCE 900099 73846 73846 3674746 4951 4951 74379 74379 327 -327 -327 -327 116455 69481 46974 46974 JOB EXPRESS/RESUME BAN 900004 505778 505778 ADMINISTRATIVE FEE 900099 266623 266623 REIMBURSED PAYROLL 900099 110000 110000 24306 24306 906707 4759430 3721720 530084 455626 X 419963 121789 298174 1004695 1007181 -2486 110044 104214 5830 148693 141431 7262 94896 75308 19588 19721 19721 87903 87903 691697 682224 9473 347193 302824 44369 138504 136607 1897 64514 1856 62658 405484 399664 5820 676577 676278 299 56 56 113481 88428 25053 28200 5860 22340 PUBLICATION PRODUCTION 246691 231691 15000 BANK, CREDIT CARD, & IN 93189 92523 666 STAFF DEVELOPMENT 16359 2296 14063 BAD DEBT EXPENSE 4475 4465 10 141114 140141 973 4853449 4214836 638613 0 844479 503721 1548985 953826 299941 411570 165699 134693 224136 214145 1808484 986745 903021 821739 465954 476720 4452215 3516414 801759 427552 1118889 555312 289763 469842 855607 2680253 1838471 X 1761877 1667858 10085 10085 1771962 1677943 4452215 3516414 -94019 0 X 0 1 X 1 0 X 209500 238250 467800 97200 52000 1064750 5436030 5451474 2622322 2883860 3791201 20184887 5645530 5689724 3090122 2981060 3843201 21249637 0 0 0 21249637 20107 34426 63314 70922 79330 268099 3769 3769 23876 34426 63314 70922 79330 271868 157299 38320 327157 615687 906707 2045170 5826705 5762470 3480593 3667669 4829238 23566675 0.90170 0.93690 0.01150 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10085 10085 10085 10085 10085 10085 9867 218 10085 9749 118 9867 0.00000 0.47450 0.52550 0 0 189830 189830 1099971 662853 437118 518683 323892 194791 821739 TIAA-CREF ANNUITIES 476720 F 476720 DEFERRED COMPENSATION 476720 DUES COLLECTED FOR REGIONS 167103 DUE FROM CERTIFICATION 211784 855607 X 4719238 0 4719238 40192 40192 4759430 4813257 -40192 -40192 4853449 0 4853449 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, AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE 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 2023 OR 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -69,481. REIMBURSED PAYROLL 110,000. LOSS ON SALE OF EQUIPMENT -327. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 69,481. REIMBURSED PAYROLL -110,000. LOSS ON SALE OF EQUIPMENT 327. 1 X X 0 1 0 0 0 0 0 0 0 E LANDER MEDLIN PRESIDENT & CEO 339906 0 0 0 0 0 46528 0 33529 0 419963 0 0 0 STEVEN GLAZNER DIR KNOWLEDGE MGMT & EDITO 157000 0 0 0 0 0 15700 0 24611 0 197311 0 0 0 SUZANNE HEALY DIR PROFESSIONAL DEVELOPME 157000 0 0 0 0 0 15700 0 20436 0 193136 0 0 0 ROBIN HOLLY-JUDD DIR HUMAN RESOURCES, EXEC 144423 0 0 0 0 0 14442 0 25842 0 184707 0 0 0 PART I, LINE 4B E. LANDER MEDLIN'S 457(F): $16,028 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS AND THE MANAGEMENT OF THE ASSOCIATION WHEN THE BOARD IS NOT IN SESSION TO THE EXTENT PROVIDED IN ANY APPLICATION RESOLUTION OF THE BOARD, AND SHALL ADVISE THE BOARD AND MAKE POLICY INTERPRETATIONS ON BEHALF OF THE BOARD AS THE BOARD BY RESOLUTION MAY SO PROVIDE. THE CHAIR OF THE BOARD OF DIRECTORS SHALL ACT AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, ON BEHALF OF THE BOARD OF DIRECTORS, SHALL: (A) PROVIDE OVERSIGHT OF FINANCIAL REPORTING AND PROVIDE RECOMMENDATIONS FOR UPDATING FISCAL POLICIES TO THE BOARD OF DIRECTORS. (B) ENSURE ALL ACTIONS FROM MEETINGS OF THE BOARD OF DIRECTORS AND THE ANNUAL BUSINESS MEETING ARE DOCUMENTED AND RECORDED FOR THE ASSOCIATION. (C) PERFORM SUCH OTHER DUTIES AS THE BOARD OF DIRECTORS MAY DESIGNATE. (D) DELEGATE CERTAIN DUTIES TO THE ASSOCIATION'S PRESIDENT & CEO UPON CONCURRENCE OR RATIFICATION OF THE BOARD OF DIRECTORS IN THE INTEREST OF EFFICIENCY AND COORDINATION OF ASSOCIATION ACTIVITIES. 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 E. LANDER MEDLIN, 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 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 2022. 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 682,224. MANAGEMENT AND GENERAL EXPENSES 9,473. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 691,697.