2023-11-14T08:55:22-06:00 2023-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-07-01 362202880 AMERICAN PUBLIC WORKS ASSOCIATION AMER 8164726100 1200 MAIN STREET SUITE 1400 KANSAS CITY MO 64105 SCOTT D GRAYSON CEO 8164726100 2023-11-13 1 SCOTT GRAYSON XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT D GRAYSON 1200 MAIN STREET SUITE 1400 KANSAS CITY MO 64105 34020583 0 X WWW.APWA.NET X 1937 MO EDUCATIONAL, PROFESSIONAL, TRADE SHOW & ADVOCACY-RELATED SERVICES TO PUBLIC WORKS PROFESSIONALS. 17 17 58 3199 1986624 787220 1834283 1578037 21642307 25748478 802217 583017 66256 -77742 24345063 27831790 823528 970273 0 0 5160497 5114528 0 0 0 14721700 17673302 20705725 23758103 3639338 4073687 37302905 44834316 8800921 11403034 28501984 33431282 X THE AMERICAN PUBLIC WORKS ASSOCIATION EXISTS TO DEVELOP AND SUPPORT THE PEOPLE, AGENCIES, AND ORGANIZATIONS THAT PLAN, BUILD, MAINTAIN, AND IMPROVE OUR COMMUNITIES. WORKING TOGETHER, APWA AND ITS MEMBERSHIP CONTRIBUTE TO A HIGHER AND SUSTAINABLE QUALITY OF LIFE. 0 0 10517512 970273 8792745 CHAPTER RELATIONS: THIS PROGRAM PROVIDES LEADERSHIP & STRATEGIC PLANNING, TRAINING, CHAPTER CAPACITY BUILDING AND MENTORING SERVICES TO OUR 62 CHAPTERS AND MORE THAN 90 BRANCHES AND THE VOLUNTEER MEMBERS SERVING IN LEADERSHIP ROLES THROUGHOUT NORTH AMERICA. PROGRAM SERVICES INCLUDE FUNDING A BI-ANNUAL LEADERSHIP TRAINING, A "COUNCIL OF CHAPTERS" MEETING TO ADDRESS INFO-SHARING, BEST PRACTICES, STRATEGIC PLANNING, MEMBERSHIP RECRUITMENT AND RETENTION AND INVOLVEMENT OF YOUNG PROFESSIONALS. (CONTINUED ON SCHEDULE O)APWA FUNDS TRAVEL FOR NATIONAL STAFF AND NATIONAL BOARD MEMBERS TO PARTICIPATE IN LOCAL APWA LEADERSHIP (STRATEGIC PLANNING) MEETINGS AND EDUCATIONAL EVENTS; GENERAL LIABILITY INSURANCE; REBATES TO HELP FUND LOCAL INITIATIVES AND OTHER ADMINISTRATIVE FEES ASSOCIATED WITH DOING BUSINESS AT THE LOCAL LEVEL ARE FUNDED THROUGH THIS PROGRAM AS WELL.CHAPTER ACTIVITIES: ON A LOCAL LEVEL, WE HAVE 62 ACTIVE CHAPTERS AND MORE THAN 90 ACTIVE BRANCHES WHICH PROVIDE EDUCATIONAL AND TECHNICAL TRAINING TO LOCAL MEMBERS OF APWA AS WELL AS OTHER PUBLIC WORKS PROFESSIONALS VIA EDUCATIONAL CONFERENCES, SEMINARS, WORKSHOPS, TECHNICAL TOURS AND SAFETY AND TRAINING COURSES ON VARIOUS TOPICS SURROUNDING THE PUBLIC WORKS PROFESSION. THESE CHAPTERS ALSO PROVIDE SERVICES TO THEIR LOCAL COMMUNITIES VIA PUBLIC OUTREACH TO K-12 STUDENTS, FUNDING STIPENDS/SPONSORSHIPS OF LOCAL AGENCY EFFORTS FOR TRAINING AND PROFESSIONAL DEVELOPMENT AND EDUCATIONAL SCHOLARSHIPS TO UNIVERSITY STUDENTS ENTERING THE ENGINEERING OR PUBLIC WORKS RELATED FIELDS. 6819862 5978460 AT THE NATIONAL LEVEL, APWA PROVIDES SERVICES TO MORE THAN 32,000 MEMBERS IN NORTH AMERICA. IN A TYPICAL YEAR, MORE THAN 10,000 PEOPLE PARTICIPATE IN EDUCATION-RELATED ACTIVITIES, OF WHICH ABOUT 25% ARE NON-MEMBERS. OUR PRIMARY SERVICES INCLUDE E-LEARNING OPPORTUNITIES, WEBINARS, EDUCATIONAL FORUMS, CONFERENCES, WORKSHOPS, EXHIBITS, PUBLICATIONS, TRAINING PROGRAMS, CERTIFICATE PROGRAMS, CREDENTIALING PROGRAMS, AND ACCREDITATION PROGRAMS. (CONTINUED ON SCHEDULE O)THE RESULTS OF OUR SERVICES TO PUBLIC WORKS PROFESSIONALS EXTENDS FAR BEYOND THE INDIVIDUAL AND TRULY BENEFITS THE COMMUNITIES IN WHICH EACH OF THESE INDIVIDUALS SERVES, PROVIDING SERVICES IN THE FOLLOWING AREAS: ASSET MANAGEMENT, SUSTAINABILITY, EMERGENCY MANAGEMENT; ENGINEERING & TECHNOLOGY; FACILITIES & GROUNDS; LEADERSHIP & MANAGEMENT; SOLID WASTE MANAGEMENT; TRANSPORTATION; WATER RESOURCES; UTILITY AND PUBLIC RIGHT-OF-WAY AND FLEET SERVICES. WE ALSO PARTNER WITH OTHER PEER ASSOCIATIONS AND ORGANIZATIONS TO EXTEND INFORMATION AND KNOWLEDGE BEYOND OUR OWN SERVICES. THE TRAINING AND RESOURCES MADE AVAILABLE BY APWA TO THE PUBLIC AGENCY WORKERS INCREASES THEIR KNOWLEDGE OF BEST PRACTICES AND PROVIDES RESOURCES THEY ARE ABLE TO APPLY TO THEIR WORK, IN THEIR COMMUNITIES, ON A DAILY BASIS. 1498534 2342249 CONFERENCES: THE 2023 PWX (PUBLIC WORKS EXPOSITION) NATIONAL EDUCATION CONFERENCE, ANNUAL BUSINESS MEETING AND TRADE SHOW EXHIBIT FOR PUBLIC WORKS PROFESSIONALS WAS HELD IN CHARLOTTE, NORTH CAROLINA. THE EVENT BROUGHT MORE THAN 4,700 PUBLIC WORKS AND INDUSTRY-RELATED PROFESSIONALS TOGETHER IN ONE FORUM WITH MORE THAN 165 EDUCATIONAL SESSIONS, NEARLY 80,600 NET SQFT EXHIBITS SHOWCASING NEW TECHNOLOGY, PRODUCTS AND SERVICES AVAILABLE TO THE PUBLIC WORKS SECTOR. THIS MEETING ALSO SERVES AS OUR ANNUAL BUSINESS MEETING FOR OUR VOLUNTEER BOARD OF DIRECTORS, NATIONAL COMMITTEES AND CHAPTER LEADERSHIP. (CONTINUED ON SCHEDULE O)THE 2023 NORTH AMERICAN SNOW CONFERENCE AND TRADE SHOW EXHIBIT FOR SNOWFIGHTERS AND WINTER MAINTENANCE PROFESSIONALS WAS HELD IN OMAHA, NEBRASKA. THIS EVENT BROUGHT TOGETHER NEARLY 2,076 SNOWFIGHTERS FROM CITIES AND TOWNSHIPS, COUNTY AND RURAL STREETS DIVISIONS, AND STATE AND PROVINCIAL DEPARTMENTS OF TRANSPORTATION. IT IS FOUR DAYS OF EDUCATION AND NETWORKING, FEATURING AN EXHIBIT FLOOR WITH THE NEWEST EQUIPMENT AND PRODUCTS AVAILABLE, QUALITY EDUCATION PROGRAMS AND TECHNICAL TOURS, AND OPPORTUNITIES TO EXCHANGE IDEAS WITH MANUFACTURERS, DISTRIBUTORS, CONSULTANTS AND OTHER PUBLIC WORKS PROFESSIONALS. 500258 965213 REPORTER MAGAZINE/TECHNICAL PUBLICATIONS: MONTHLY MAGAZINE PROVIDED TO THE APWA MEMBERSHIP. ARTICLES CONTAIN INFORMATION ON ENGINEERING & TECHNOLOGY, ASSET MANAGEMENT, WATER RESOURCES, SOLID WASTE MANAGEMENT, FACILITIES & GROUNDS, SUSTAINABILITY, EMERGENCY MANAGEMENT, TRANSPORTATION, UTILITIES & PUBLIC RIGHTS-OF-WAY, FLEET MANAGEMENT, WINTER MAINTENANCE, AND LEADERSHIP & MANAGEMENT. EDITORIAL CONTENT IS FOCUSED ON SUBJECT MATTER IN THE AREAS OF WATER RESOURCES, FLEET MANAGEMENT, CONSTRUCTION INSPECTION, ENVIRONMENTAL, SOLID WASTE, MUNICIPAL ENGINEERING, TRANSPORTATION, EQUIPMENT SERVICES, FACILITIES & GROUNDS, WINTER MAINTENANCE, SUSTAINABILITY, APWA ACCREDITATION & CERTIFICATION, INTERNATIONAL, DIVERSITY & INCLUSION, YOUNG PROFESSIONALS, APWA CHAPTER SUCCESS STORIES, GOVERNMENT AFFAIRS, IN & AROUND APWA, AND OTHER PUBLIC WORKS-RELATED TOPICS. 500258 965213 19336166 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 213 0 1 58 1 1 1 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC MO NC X SCOTT D GRAYSON 8165955209 1200 MAIN STREET SUITE 1400 KANSAS CITY MO 64105 KEITH PUGH PRESIDENT 5.00 X X 0 0 0 W GARY LOSIER PRESIDENT-ELECT 5.00 X X 0 0 0 STAN BROWN PAST PRESIDENT 5.00 X X 0 0 0 RICHARD BENEVENTO DIRECTOR, REGION I 1.00 X 0 0 0 DOMINICK LONGOBARDI DIRECTOR, REGION II 1.00 X 0 0 0 JEFFREY P BROWN DIRECTOR, REGION III 1.00 X 0 0 0 ROBERT GARLAND DIRECTOR, REGION IV 1.00 X 0 0 0 SEAN O'DELL DIRECTOR, REGION V 1.00 X 0 0 0 JOE JOHNSON DIRECTOR, REGION VI 1.00 X 0 0 0 DAVID S FABIANO DIRECTOR, REGION VII 1.00 X 0 0 0 JOUBIN PAKPOUR DIRECTOR, REGION VIII 1.00 X 0 0 0 KRISTINA B NELSON DIRECTOR, REGION IX 1.00 X 0 0 0 LAURA KROEGER TECHNICAL DIRECTOR 1.00 X 0 0 0 HELENA K ALLISON TECHNICAL DIRECTOR 1.00 X 0 0 0 JAMES R NEAL TECHNICAL DIRECTOR 1.00 X 0 0 0 LISA ANN RAPP TECHNICAL DIRECTOR 1.00 X 0 0 0 VIC BAINES TECHNICAL DIRECTOR 1.00 X 0 0 0 SCOTT GRAYSON CEO 40.00 X 417751 0 44136 ANDREA EALES DIRECTOR OF GOV'T & PUBLIC AFFAIRS 40.00 X 191156 0 20361 JULIE BEBERMEYER COO 40.00 X 182113 0 17276 REBECCA STEIN CHIEF LEARNING OFFICER 40.00 X 149847 0 17157 TAMMY BENNETT DIRECTOR OF MEMBERSHIP 40.00 X 135587 0 16782 DIANA FORBES DIRECTOR OF MEETINGS 40.00 X 131572 0 14091 1208026 0 129803 9 0 1 0 FUSIONSPAN LLC 12300 TWINBROOKE PKWY STE 440 ROCKVILLE MD 20852 TECHNOLOGY CONSULTING/IMPLEMENTATION 1096600 FREEMAN AV 1600 VICEROY DR 100 DALLAS TX 75235 DESIGN/PRODUCTION CONSULTING 481979 WALSWORTH PUBLISHING CO 10001 E 101ST TERR STE 100 KANSAS CITY MO 64131 PRINTING 379029 TAFFY EVENT STRATEGIES 2300 CLARENDON BLVD 305 ARLINGTON VA 22201 EVENT MANAGEMENT CONSULTING 298877 FOX ASSOCIATES INC 116 W KINZIE ST CHICAGO IL 60654 MEDIA REPRESENTATIVES 244112 12 620235 9720 948082 24891 1578037 REGISTRATION FEES 611430 10581404 10581404 MEMBERSHIP DUES 611430 6368166 6368166 EXHIBIT SPACE SALES 611430 5199723 5199723 ADVERTISING INCOME 541800 2357571 1973533 384038 TECHNICAL PUBLICATIONS 513120 1083056 1083056 158558 158558 25748478 636851 636851 42493 42493 4894854 4948688 -53834 -53834 -53834 1040247 620235 1067603 -27356 -27356 7770 1223 6547 6547 71853 171279 -99426 -112517 13091 27831790 18078667 1986624 6188462 X 318013 318013 646260 646260 6000 6000 485888 370423 115465 3651014 2802156 848858 110342 80095 30247 568185 409296 158889 299099 218342 80757 606065 606065 75550 75550 3556430 2571563 984867 2500 2500 2155114 1431699 723415 525020 97683 427337 316694 192737 123957 1012318 745291 267027 8973945 8697555 276390 41 41 159391 124083 35308 91260 10934 80326 INCOME TAXES 193503 193503 BAD DEBT EXPENSE 5471 5471 23758103 19336166 4421937 0 13882537 14126061 1979468 8634953 105598 0 198003 470146 228096 164084 872848 1027726 2084107 1626383 536922 457724 18371894 16705698 4392 2047127 1123147 1200797 37302905 44834316 1007581 1730624 6819916 8077793 973424 1594617 8800921 11403034 X 28321013 33252386 180971 178896 28501984 33431282 37302905 44834316 X 4073687 863146 -7535 X 0 1 X 1 0 X 3989689 2691211 2584324 1834283 1578037 12677544 14192220 12255034 10781038 22442923 18263037 77934252 6624008 6624008 18181909 14946245 13365362 24277206 26465082 97235804 0 0 0 97235804 697812 452953 597371 648183 679344 3075663 619326 619326 697812 452953 597371 648183 1298670 3694989 116179 720543 6547 843269 18995900 15399198 13962733 25645932 27770299 101774062 0.95540 0.95580 0.03630 0.02850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 606065 606065 23056855 23662920 1000000 250000 0 0 1000000 732720 1000000 1000000 3732720 5599080 615409 463006 508733 606065 2193213 250000 183180 250000 250000 933180 1399770 SCHEDULE C, PART II-A ON SEPTEMBER 25, 1996, THE AMERICAN PUBLIC WORKS ASSOCIATION (APWA) FILED FORM 5768 WITH THE IRS AND ELECTED TO HAVE THE PROVISIONS OF SECTION 501(H) OF THE IRS CODE, RELATING TO EXPENDITURES TO INFLUENCE LEGISLATION, APPLY TO US BEGINNING WITH OUR TAX YEAR ENDING DECEMBER 31, 1997. APWA HAS INCURRED A TOTAL OF $606,065 IN LOBBYING EXPENDITURES FOR FISCAL YEAR 2023. EXPENDITURES CONSIST OF STAFF SALARIES, TRAVEL, GENERAL OFFICE EXPENSES, PRINTING AND PRODUCTION COSTS AND SO ON IN RELATION TO ADVOCACY EFFORTS CONDUCTED BY OUR GOVERNMENT AFFAIRS STAFF IN CONJUNCTION WITH APWA STRATEGIC PLAN PRIORITIES. THESE LOBBYING EXPENSES ARE REPORTED ON A QUARTERLY BASIS TO THE U.S. HOUSE OF REPRESENTATIVES AND U.S. SENATE IN ACCORDANCE WITH THE LOBBYING DISCLOSURE ACT OF 1995. APWA LOBBYING ACTIVITY JULY 1, 2022 TO JUNE 30, 2023: PRODUCTION AND EMAIL DISTRIBUTION OF WEEKLY ASSOCIATION NEWS BRIEF, THE APWA WASHINGTON REPORT TO APWA MEMBERS, REPORTING ON FEDERAL LEGISLATIVE AND REGULATORY AFFAIRS AFFECTING PUBLIC WORKS AND INFRASTRUCTURE PROGRAMS AND SERVICES; RESEARCH, ANALYSIS AND TRACKING OF FEDERAL LEGISLATION AND REGULATIONS; THE WASHINGTON INSIGHT, PUBLIC WORKS AWARENESS, AND GAC INSIGHT MONTHLY COLUMNS DISTRIBUTED AS PART OF THE APWA REPORTER MAGAZINE. LETTERS, CORRESPONDENCE AND PHONE CALLS FROM ASSOCIATION MEMBERS AND ASSOCIATION STAFF TO FEDERAL LEGISLATORS, LEGISLATIVE STAFF AND FEDERAL AGENCY DEPARTMENT OFFICIALS, EXPRESSING ASSOCIATION VIEWS ON PROPOSED LEGISLATION AND REGULATIONS IN THE AREAS OF TRANSPORTATION, WATER RESILIENCY, AND EMERGENCY MANAGEMENT, CYBERSECURITY, INFRASTRUCTURE INVESTMENT, PUBLIC RIGHT-OF-WAY MANAGEMENT, AND OTHER PUBLIC WORKS ISSUES; ISSUANCE OF EMAIL ACTION ALERTS (VIA APWA'S INFONOW, LEGISLATIVE ACTION CENTER, AND VARIOUS CHAPTER LIAISON GROUPS) TO ASSOCIATION MEMBERS REQUESTING THAT THEY CONTACT THEIR CONGRESSIONAL REPRESENTATIVES AND U.S. SENATORS ON PENDING LEGISLATION AND/OR FEDERAL EXECUTIVE AGENCIES TO EXPRESS AN ASSOCIATION POSITION ON LEGISLATION AND/OR REGULATIONS; POSTING OF LEGISLATIVE AND REGULATORY INFORMATION, NEWS, ASSOCIATION PUBLIC POLICY POSITION STATEMENTS AND ACTION ALERTS ON ASSOCIATION WEBSITE; DISTRIBUTION OF ASSOCIATION POSITION PAPERS, ISSUE BRIEFS AND TALKING POINTS TO NATIONAL ASSOCIATION AND CHAPTER LEADERS, AND GENERAL MEMBERS AT ASSOCIATION CHAPTER AND BRANCH MEETINGS. COORDINATION OF STAFF AND ASSOCIATION MEMBER MEETINGS WITH FEDERAL LEGISLATORS, LEGISLATIVE STAFF AND FEDERAL AGENCY STAFF REGARDING PUBLIC WORKS ISSUES, LEGISLATION AND REGULATIONS; MEMBER BRIEFINGS AND PRESENTATIONS TO CONGRESSIONAL STAFF ON PUBLIC WORKS ISSUES; SUBMISSION OF WRITTEN CONGRESSIONAL TESTIMONY; COALITION MEMBERSHIP, INCLUDING COALITION AGAINST BIGGER TRUCKS, WATER WEEK, INFRASTRUCTURE WORKING GROUP, STAFFORD ACT COALITION, SUPPORT TO THE U.S. HOUSE PUBLIC WORKS AND INFRASTRUCTURE CAUCUS EST. IN MAY 2016; MEMBER REPRESENTATION OF THE FHWA TRANSPORTATION INCIDENT MANAGEMENT EXECUTIVE LEADERSHIP GROUP, THE NATIONAL HOMELAND SECURITY CONSORTIUM; AND OTHER INFORMAL MEETINGS WITH STAFF FROM ORGANIZATIONS WITH SIMILIAR POLICY OBJECTIVES. LEGISLATIVE AND REGULATORY POLICY DEVELOPMENT, STRATEGIC PLANNING CONDUCTED BY ASSOCIATION COMMITTEE (GOVERNMENT AFFAIRS COMMITTEE AND APWA TECHNICAL COMMITTEES); ADVOCACY TRAINING AT THE APWA CHAPTER LEVEL LED BY THE APWA DIRECTOR OF GOVERNMENT AFFAIRS BEGAN IN APRIL 2016 DURING CHAPTER MEETINGS AND CONTINUED THROUGH FISCAL YEAR 2023. 178766 3295 5370 176691 180727 56 2017 178766 180716 11 180727 75755 104049 1498 586 180716 75112 5500 773 5630 75755 1.00000 0.00000 0.00000 0 0 1114247 815819 298428 539389 380093 159296 430471 430471 0 457724 80151 STATE TAXES PAYABLE 25503 RIGHT OF USE LIABILITIES 1488963 1594617 X 15761501 863146 -41 863105 14898396 75550 12857844 12933394 27831790 12439815 344366 344366 12095449 75550 11587104 11662654 23758103 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS ARE UTILIZED FOR CASH AWARDS AND OTHER PROJECTS TO FURTHER PRESERVE THE HISTORY OF PUBLIC WORKS PROFESSION THROUGH THE APWA PUBLIC WORKS HISTORICAL SOCIETY. PART X, LINE 2: THE ASSOCIATION'S PRESENT ACCOUNTING POLICY FOR THE EVALUATION OF UNCERTAIN TAX POSITIONS IS TO REVIEW THOSE POSITIONS ON AN ANNUAL BASIS. A LIABILITY WOULD BE RECORDED IN THE FINANCIAL STATEMENTS DURING THE PERIOD WHICH, BASED ON ALL AVAILABLE EVIDENCE, BELIEVES IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES AND THE LIABILITY WOULD BE INCURRED BY THE ASSOCIATION. NO ACCRUAL HAS BEEN RECORDED AT JUNE 30, 2023 AND 2022, AS MANAGEMENT DOES NOT BELIEVE ANY MATERIAL UNCERTAINTIES EXIST. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST EXPENSE RECLASSIFIED TO PART IX -41. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHAPTER INCOME 13,373,489. COST OF GOODS SOLD REPORTED ON PART VIII -171,279. CHAPTER REBATED RECLASSIFIED TO PART VIII -344,366. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHAPTER REBATED RECLASSIFIED TO PART VIII 344,366. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE RECLASSIFIED TO PART IX 41. CHAPTER EXPENSES 11,758,342. COST OF GOODS SOLD REPORTED ON PART VIII -171,279. 1 CANADA 6 2 GRANTMAKING & CANADIAN CHAPTERS EDUCATION & PUBLIC WORKS CANADIAN CHAPTERS EDUCATION & PUBLIC WORKS 674926 6 2 0 0 6 2 674926 0 674926 EDUCATIONAL SCHOLARSHIPS TO STUDENTS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 6 6000 CASH 0 N/A N/A 1 0 0 0 0 0 PART I, LINE 2: SCHOLARSHIPS AND DONATIONS MADE OUTSIDE THE US ARE PERFORMED BY OUR 6 CANADIAN CHAPTERS. THE SAME PROCESS IS IN PLACE FOR ALL CHAPTERS. AN APPLICATION IS REQUIRED; AN INDEPENDENT SELECTION COMMITTEE; AWARDS ARE MADE SPECIFIC TO THE PUBLIC WORKS PROFESSION; CANDIDATES EITHER MUST COMPLETE A POST-AWARD SURVEY, PROVIDE TRANSCRIPTS OR CERTIFICATE OF COMPLETION TO SUBSTANTIATE THE AWARD WAS USED APPROPRIATELY. THE NATIONAL APWA SPONSORS ATTENDANCE AT 2-3 INTERNATIONAL PARTNER'S CONFERENCES DURING THE YEAR UNDER OUR PARTNERSHIP AGREEMENTS. ATTENDEES SELECTED THROUGH THE SAME PROCESS OUTLINED ABOVE. PART III ACCOUNTING METHOD: GOLF TOURNEY 80840 33908 46932 22396 10070 13842 624 GOLF TOURNEY 62852 13873 48979 5521 43458 76 1489649 564530 925119 21968 117529 486578 263854 1327 59256 1633341 612311 1021030 21968 145446 496648 321154 1327 59880 1046423 -25393 1 FOR KIDS FOUNDATION PO BOX 5153 RENO NV 89513 753093964 501(C)(3) 6155 0 N/A N/A PROGRAM SUPPORT APWA OREGON CHAPTER SCHOLASTIC FOUNDATION INC PO BOX 6898 BEND OR 97708 931163543 501(C)(3) 12622 0 N/A N/A PROGRAM SUPPORT 2 0 PROFESSIONAL EDUCATION SCHOLARSHIPS 185 130984 0 N/A N/A STUDENT EDUCATION SCHOLARSHIPS 354 508232 0 N/A N/A PART I, LINE 2: APWA CHAPTERS HAVE ESTABLISHED EDUCATIONAL SCHOLARSHIPS FOR STUDENTS AND PROFESSIONALS COMPLETING PUBLIC WORKS RELATED DEGREES OR PROGRAMS. EACH HAS ESTABLISHED AN APPLICATION, SELECTION, AND REVIEW PROCESS USING INDEPENDENT COMMITTEE MEMBERS. STUDENTS ARE REQUIRED TO COMPLETE A POST-AWARD SURVEY, PROVIDE TRANSCRIPTS, ETC. 1 X X X X X X 0 0 0 0 0 0 0 0 0 SCOTT GRAYSON CEO 417751 0 0 0 0 0 13500 0 30636 0 461887 0 0 0 ANDREA EALES DIRECTOR OF GOV'T & PUBLIC AFFAIRS 191156 0 0 0 0 0 5799 0 14562 0 211517 0 0 0 JULIE BEBERMEYER COO 182113 0 0 0 0 0 8145 0 9131 0 199389 0 0 0 REBECCA STEIN CHIEF LEARNING OFFICER 149847 0 0 0 0 0 6343 0 10814 0 167004 0 0 0 TAMMY BENNETT DIRECTOR OF MEMBERSHIP 135587 0 0 0 0 0 6756 0 10026 0 152369 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 APWA IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION, WITH ITS HEADQUARTERS IN MISSOURI AND SECONDARY OFFICE IN THE DISTRICT OF COLUMBIA. APWA'S MEMBERSHIP GENERALLY CONSISTS OF INDIVIDUALS WHO ARE EITHER EMPLOYED BY A PUBLIC AGENCY (MUNICIPALITY) OR SERVE THE PUBLIC WORKS SECTOR ACROSS NORTH AMERICA. THE ASSOCIATION IS NOT ORGANIZED FOR PROFIT, AND THEREFORE NO PART OF THE EARNINGS SHALL INURE TO THE BENEFIT OF ANY MEMBER OR OFFICER EXCEPT AS COMPENSATION FOR SERVICES RENDERED OR FOR NECESSARY EXPENSES ACTUALLY INCURRED. IN THE EVENT OF A DISSOLUTION OR LIQUIDATION OF THE ASSOCIATION ANY ASSETS THEN REMAINING SHALL BE DISTRIBUTED TO AND AMONG SUCH EDUCATIONAL OR SCIENTIFIC ORGANIZATIONS HAVING A TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954 AS THE BOARD OF DIRECTORS OF THE ASSOCATION SHALL DETERMINE. THE PRIVILEGES OF VOTING FOR (ELECTING) THE MEMBERS OF THE GOVERNING BODY AND OF HOLDING OFFICE ARE LIMITED TO ACTIVE MEMBERS. ACTIVE MEMBERS ARE INDIVIDUAL MEMBERS OF THE ASSOCIATION, DESIGNEES OF AGENCY OR COROPRATE MEMBERSHIPS, AND SPECIAL MEMBERS WHOSE PREVIOUS CATEGORY OF MEMBERSHIP PRIOR TO BECOMING A SPECIAL MEMBER QUALIFIED AS AN ACTIVE MEMBERSHIP. ELECTIONS OR VOTES ARE MADE BY EITHER LETTER OR ELECTRONIC BALLOT OF ALL ACTIVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS AND MEMBERS OF THE GOVERNING BODY ARE ELECTED (OR APPOINTED AS SPECIFIC SITUATIONS ARISE) ANNUALLY BY THE MEMBERSHIP. EACH OFFICER WITH THE EXCEPTION OF THE CHIEF EXECUTIVE OFFICER WHO SERVES AS SECRETARY, SERVES A ONE YEAR TERM. THE TREASURER, WHO IS AN ACTIVE MEMBER OF THE GOVERNING BODY IS APPOINTED BY THE PRESIDENT AND RATIFIED BY THE REMAINING MEMBERS OF THE GOVERNING BODY. VACANCIES ARE FILLED BY BOTH ELECTION OF THE MEMBERSHIP AND APPOINTMENT BY THE FULL GOVERNING BODY, DEPENDING UPON THE POSITION VACATED AND AMOUNT OF TIME REMAINING ON THE TERM. IN SOME CASES, THE NOMINATING COMMITTEE AND CHAPTERS ARE INVOLVED IN THE PROCESS FOR DETERMINING ELIGIBLE CANDIDATES FOR THE POSITIONS. THE PRESIDENT (WITH THE APPROVAL OF THE FULL GOVERNING BODY) APPOINTS THE NATIONAL NOMINATING COMMITTEE CONSISTING OF ONE ACTIVE MEMBER FROM EACH GEOGRAPHICAL REGION; THE MOST IMMEDIATE PAST PRESIDENT AND THE NEXT IMMEDIATE PAST PRESIDENT ALSO SERVE ON THE COMMITTEE. THE COMMITTEE REPORTS THE NAMES OF CANDIDATES FOR EACH POSITION TO BE VOTED UPON AT THE ANNUAL ELECTION OTHER THAN REGIONAL NOMINATING COMMITTEES. THE PRESIDENT MAY APPOINT A REGIONAL NOMINATING COMMITTEE WHOSE MEMBERS RESIDE IN THAT RESPECTIVE REGION; REPORT THE NAMES OF EACH CANDIDATE TO BE PLACED UPON THE BALLOT FOR CONSIDERATION OF REGIONAL DIRECTOR FROM THAT REGION, SUBJECT TO THE VOTE (APPROVAL) OF THE MEMBERSHIP FROM THAT RESPECTIVE REGION. FORM 990, PART VI, SECTION A, LINE 7B THE PRIVILEGES OF VOTING FOR (ELECTING) THE MEMBERS OF THE GOVERNING BODY AND OF HOLDING OFFICE ARE LIMITED TO ACTIVE MEMBERS. ACTIVE MEMBERS ARE INDIVIDUAL MEMBERS OF THE ASSOCIATION, DESIGNEES OF AGENCY OR CORPORATE MEMBERSHIPS, AND SPECIAL MEMBERS WHOSE PREVIOUS CATEGORY OF MEMBERSHIP PRIOR TO BECOMING A SPECIAL MEMBER QUALIFIED AS AN ACTIVE MEMBERSHIP. ELECTIONS OR VOTES ARE MADE BY EITHER LETTER OR ELECTRONIC BALLOT OF ALL ACTIVE MEMBERS. ANY PROPOSED AMENDMENT TO THE APWA BYLAWS IS SUBJECT TO APPROVAL OF THE MEMBERSHIP. THERE WERE NO CIRCUMSTANCES WHICH REQUIRED A VOTE OF THE MEMBERSHIP, OUTSIDE OF THE ANNUAL ELECTIONS OF OFFICERS AND APWA BOARD OF DIRECTORS DESCRIBED ABOVE. FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR ACCOUNTANT AND CONTROLLER GATHER INFORMATION TO PREPARE THE FORM 990 TAX RETURN AND THE DIRECTOR OF FINANCE REVIEWS AND APPROVES THE INFORMATION. THIS INFORMATION IS THEN GIVEN TO AN INDEPENDENT ACCOUNTING FIRM WHO COMPILES NECESSARY DATA, COMPLETES ADDITIONAL SCHEDULES, PREPARES AND REVIEWS THE FORM 990. THE INDEPENDENT ACCOUNTING FIRM THEN PROVIDES THE ORGANIZATION'S LEADERSHIP A DRAFT OF THE FORM 990 FOR COMMENTS AND APPROVAL. THE FINAL FORM 990 AND FORM 990-T WITH ALL REQUIRED SCHEDULES ARE THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD OPERATING POLICIES ARE FORMALLY REVIEWED AND REVISED, AS NECESSARY EVERY TWO YEARS. ANNUALLY, THE ORGANIZATION OBTAINS WRITTEN AFFIRMATION FROM EACH OFFICER, BOARD DIRECTOR, KEY EMPLOYEE AND STAFF DIRECTORS AS TO THEIR COMPLIANCE WITH THE ESTABLISHED POLICY. IF A CONFLICT ARISES, THE POLICY REQUIRES THE INDIVIDUAL DISCLOSE THE DETAILS OF THE POSITION AND IF NECESSARY, ABSTAINS FROM THE VOTE OF THE CONFLICTED POSITION. FORM 990, PART VI, SECTION B, LINE 15 THE APWA BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE REVIEWED COMPENSATION STUDY DATA AND COMPENSATION TREND DATA FOCUSED ON THE ASSOCIATION'S SIZE OF BUDGET, RESPONSIBILITY LEVEL OF THE POSITION AND PEER ASSOCIATION COMPARATIVE DATA TO DETERMINE THE COMPENSATION RANGE FOR THE NEW CONTRACT. THE COMMITTEE ALSO USED THE RESOURCES OF CBIZ HUMAN CAPITAL SERVICES TO MEASURE APWA'S COMPENSATION RANGE AGAINST PEER ORGANIZATION RANGES WITHIN THE ASSOCIATION INDUSTRY. THE BOARD COMMITTEE RECOMMENDED A NEW SALARY BASED ON THE COMPENSATION DATA AND THE APWA BOARD OF DIRECTORS APPROVED THE RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BY-LAWS ARE LISTED ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS LISTED AS A BOARD OF DIRECTOR'S POLICY AND ARE ACCESSIBLE TO APWA MEMBERS VIA SECURE WEBSITE LOGIN. DETAILED FINANCIALS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 2,571,563. MANAGEMENT AND GENERAL EXPENSES 984,867. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,556,430. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY EXCHANGE -7,535. APWA FOUNDATION 1200 MAIN ST STE 1400 KANSAS CITY MO 64105 320627990 SUPPORTING ORGANZATION - AMERICAN PUBLIC WORKS ASSOCIATION MO 501(C)(3) SUPPORTING ORG AMERICAN PUBLIC WORKS ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0