INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS (EIN 98-0531371)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349316808
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T17:01:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BLVD SUITE 1500 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980531371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTL INSTITUTE OF BUSINESS ANALYSIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTL | BusinessNameControlTxt |
| Phone | 6474263735 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14B-1822 WHITES ROAD 104 | AddressLine1Txt |
| City | PICKERING | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | L1V 0B1 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULA PERGANTIS | PersonNm |
| Person Title | CHIEF FINANCE ADMIN OFFICER | PersonTitleTxt |
| Foreign Phone | 6474263735 | ForeignPhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAULA | PersonFirstNm |
| Person Last | PERGANTIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY TORRETTA | PreparerPersonNm |
| PTIN | P00847851 | PTIN |
| Phone | 7038477500 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DELVIN FLETCHER | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14B-1822 WHITES ROAD 104 | AddressLine1Txt |
| City | PICKERING | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | L1V 0B1 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,116,307 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IIBA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile Country | CA | LegalDomicileCountryCd |
| Activity Or Mission | IIBA DEVELOPS\MAINTAINS INTERNATIONAL STANDARDS FOR BUSINESS ANALYSIS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $56,283 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $110,507 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,244 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,292,259 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,967,281 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,254 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,978 | PYOtherRevenueAmt |
| CY Other Revenue | $135,707 | CYOtherRevenueAmt |
| PY Total Revenue | $5,501,998 | PYTotalRevenueAmt |
| CY Total Revenue | $7,116,307 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,398,526 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,745,611 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,961,269 | PYOtherExpensesAmt |
| CY Other Expenses | $2,944,867 | CYOtherExpensesAmt |
| PY Total Expenses | $7,359,795 | PYTotalExpensesAmt |
| CY Total Expenses | $7,690,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,857,797 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$574,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,013,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,390,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,857,105 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,966,465 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,155,906 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,423,989 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY EXEMPT PURPOSE OF IIBA IS TO DEVELOP AND MAINTAIN INTERNATIONAL STANDARDS FOR THE PRACTICE AND CERTIFICATION OF BUSINESS ANALYSIS. THIS IS ACCOMPLISHED IN PART THROUGH DEVELOPMENT AND DISTRIBUTION OF INDUSTRY STANDARDS AND COMPETENCY MODELS AND ASSESSMENTS, CERTIFICATION, TRAINING, AND EDUCATION ENDORSEMENT. ADDITIONALLY IIBA PROVIDES A FORUM FOR THE COMMUNICATION AND EXCHANGE OF INFORMATION FOR BUSINESS ANALYSIS PROFESSIONALS THROUGH MEETINGS, SPEAKING ENGAGEMENTS, CONFERENCES, AND PROFESSIONAL WEBSITE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | BUSINESS ANALYSIS BODY OF KNOWLEDGE PROGRAM (BABOK) - PROGRAM INVOLVES ONGOING DOCUMENTATION OF GENERALLY ACCEPTED PRACTICES IN THE FIELD OF BUSINESS ANALYSIS TO ASSIST AND PROVIDE GUIDANCE FOR BUSINESS ANALYSIS PROFESSIONALS IN THEIR DAILY WORK ROLE. THE PROGRAM IS RESPONSIBLE FOR ROUTINE UPDATES, ACCUMULATION OF PROFESSIONAL FEEDBACK, AND DISTRIBUTION OF BABOK MATERIALS TO MEMBERS AND NON-MEMBERS FOR CERTIFICATION PREPARATION AND PROFESSIONAL IMPLEMENTATION. APPROXIMATELY 4,064 ONLINE ELECTRONIC EDITIONS OR PRINT EDITIONS WERE DISTRIBUTED TO U.S. MEMBERS AND NON-MEMBERS DURING THE TAX YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHAPTER MEETINGS AND INTERNATIONAL/NATIONAL/REGIONAL CONFERENCES - NINE ACTIVE UNINCORPORATED U.S. CHAPTERS CONDUCTED REGULAR MEETING WHERE INDUSTRY PROFESSIONALS SPOKE TO MEMBERS AND GUESTS ON TOPICS RELEVANT TO THE ORGANIZATION'S EXEMPT PURPOSE. ORGANIZATION AND CHAPTERS ALSO ORGANIZED AND COORDINATED VARIOUS REGIONAL/NATIONAL/INTERNATIONAL CONFERENCES TO PROVIDE MEMBERS AND NON-MEMBERS INFORMATION ON INDUSTRY TRENDS, TOOLS AND METHODS CONSISTENT FOR IMPROVING BUSINESS ANALYSIS PRACTICES CONSISTENT WITH THE ORGANIZATION'S EXEMPT PURPOSE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATION PROGRAM - PROGRAM OFFERS CERTIFICATIONS IN SEVERAL LEVELS OF COMPETENCY IN BUSINESS ANALYSIS TO BOTH MEMBERS AND NON-MEMBERS. THESE CERTIFICATIONS RECOGNIZE INDIVIDUALS FOR PROFESSIONAL EXPERIENCE AND/OR COMPETENCY IN THE PRINCIPLES AND PRACTICES OF BUSINESS ANALYSIS BY PEERS AND EMPLOYERS AND PROMOTES THE GROWTH AND RECOGNITION OF THE FIELD OF BUSINESS ANALYSIS. THE THREE LEVELS INCLUDE: ENTRY LEVEL COMPETENCY IN BUSINESS ANALYSIS (ECBA), MID-LEVEL CERTIFICATION OF COMPETENCY IN BUSINESS ANALYSIS (CCBA) AND SENIOR LEVEL CERTIFIED BUSINESS ANALYSIS PROFESSIONAL (CBAP). QUALIFIED CANDIDATES APPLY FOR CERTIFICATION AND COMPLETE THE REQUIRED EXAMINATION TO RECEIVE THIS CERTIFICATION. IN 2022, IN THE USA, 1500+ ECBAS, 220+ CCBAS AND 1300+ CBAPS WERE CERTIFIED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP - PROGRAM OFFERS MEMBERSHIP INTO THE INTERNATIONAL ORGANIZATION AND LOCAL CHAPTERS. MEMBER BENEFITS PROVIDED INCLUDE DISCOUNTED FEES FOR CERTIFICATION EXAMS; ACCESS TO MEMBER'S ONLY WEBSITE INFORMATION INCLUDING BODY OF KNOWLEDGE, EDUCATIONAL WEBINARS, COMPETENCY MODELS, JOB POSTINGS, COMMUNITY NETWORKS, ETC.; MEMBER USE OF IIBA MEMBERSHIP LOGO AND TRADEMARK; AND ELIGIBILITY TO JOIN LOCAL CHAPTER FOR FURTHER NETWORKING AND EDUCATION OPPORTUNITIES. OVER 8,000 MEMBERS ARE SERVED IN THE U.S.ENDORSED EDUCATION PROVIDER PROGRAM - PROGRAM FOR REVIEW AND ENDORSEMENT OF BUSINESS ANALYST EDUCATION PROVIDERS. PROVIDERS OFFERING BUSINESS ANALYSIS COURSES THAT MEET SPECIFIC CRITERIA ARE REVIEWED AND DESIGNATED AS "ENDORSED" TO BECOME MEMBERS OF THE ENDORSED EDUCATION PROVIDERS (EEP) PROGRAM. THIS DESIGNATION ALLOWS INDIVIDUAL BUSINESS ANALYSTS TO IDENTIFY ORGANIZATIONS COMMITTED TO SERVING THE PROFESSION BY PROVIDING QUALITY EDUCATION. THE EEP PROVIDER IS AUTHORIZED TO USE THE DESIGNATION AND LOGO ON PROMOTIONAL MATERIAL. A LISTING OF ALL EEP PROVIDERS AND AVAILABLE COURSES IS MAINTAINED AND REGULARLY UPDATED ON IIBA'S WEBSITE FOR THE BENEFIT OF ORGANIZATION MEMBERS AND NON-MEMBERS. REVIEWED AND ENDORSED APPROXIMATELY 55 U.S. PROVIDERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULA PERGANTIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6474263735 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14B-1822 WHITES ROAD 104 | AddressLine1Txt |
| City | PICKERING | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | L1V 0B1 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHELE MARITATO | |||||||||
| BOARD CHAIR (THRU 10/2022) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE BIRD | |||||||||
| BOARD MEMBER (BEG 06/2022) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX BROWNING | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JON BUTTRISS | |||||||||
| BOARD CHAIR (BEG 10/2022) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA CARKENORD | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN CUMMINGS | |||||||||
| BOARD MEMBER (BEG 06/2022) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATIE HIMMELMAN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW LEACH | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES MARTIN | |||||||||
| BOARD MEMBER (THRU 12/2022) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTHER MUI | |||||||||
| BOARD MEMBER (THRU 12/2022) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY MUNRO | |||||||||
| BOARD MEMBER (THRU 12/2022) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER MYLAN-MAINS | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID POLSKY | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY ROACH | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK ROTH | |||||||||
| BOARD MEMBER (BEG 06/2022) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DELVIN FLETCHER | |||||||||
| PRESIDENT & CEO | 37.50 | 0.00 | Yes (X) | $244,954 | $0 | $19,956 | |||
| PAULA PERGANTIS | |||||||||
| CHIEF FINANCE ADMIN OFFICER | 37.50 | 0.00 | Yes (X) | $148,796 | $0 | $12,496 | |||
| KEITH ELLIS | |||||||||
| CHIEF ENGAGEMENT OFFICER | 37.50 | 0.00 | $189,273 | $0 | $15,610 | Yes (X) | |||
| JAS PHUL | |||||||||
| DIR. IP & PRODUCT DEVELOPMENT | 37.50 | 0.00 | $125,568 | $0 | $10,991 | Yes (X) | |||
| MATTHIJS PERK | |||||||||
| DIRECTOR IT | 37.50 | 0.00 | $118,135 | $0 | $10,102 | Yes (X) | |||
| ANGELA MURRAY | |||||||||
| DIRECTOR, FINANCE | 37.50 | 0.00 | $106,716 | $0 | $10,040 | Yes (X) | |||
| JARED GORAI | |||||||||
| DIR., CHAPTERS & MEMBERSHIP EGMT. | 37.50 | 0.00 | $105,283 | $0 | $9,461 | Yes (X) | |||
| VICKY LINDO | |||||||||
| DIRECTOR | 37.50 | 0.00 | $102,041 | $0 | $10,104 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,140,766 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $98,760 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $1,244 | GovernmentGrantsAmt |
| Total Contributions | $1,244 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CERTIFICATION FEES | 541900 | $3,565,124 | $3,565,124 |
| BABOK MANUAL REVENUES | 541900 | $3,366,859 | $3,366,859 |
| MEETINGS & CONFERENCES | 541900 | $29,713 | $29,713 |
| COMPETENCY MODEL REVENUES | 541900 | $5,585 | $5,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,967,281 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,075 | TotalRevenueColumnAmt |
| Exclusion | $12,075 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING/JOB POSTING | Desc |
| Total Revenue Column | $135,707 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $56,283 | UnrelatedBusinessRevenueAmt |
| Exclusion | $79,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $135,707 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,116,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,967,281 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $56,283 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,499 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,023 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,369,648 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,759 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,181 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,264 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,152 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,003 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,183 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,881 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,789 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,191 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,156 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,286 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CERTIFICATION PROGRAM | $449,637 |
| BABOK MANUAL EXPENSES | $203,403 |
| BANK FEES & OTHER MISC | $200,327 |
| TAX EXPENSE | $54,595 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,690,478 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,898 | BOYAmt |
| EOY | $1,024,788 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,886,774 | BOYAmt |
| EOY | $1,660,081 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,329 | BOYAmt |
| EOY | $180,606 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,904 | BOYAmt |
| EOY | $595,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $114,970 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,458 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825 | BOYAmt |
| EOY | $4,512 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,705 | BOYAmt |
| EOY | $335,847 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,464 | BOYAmt |
| EOY | $578,421 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112 | BOYAmt |
| EOY | $11,003 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,013,011 | BOYAmt |
| EOY | $4,390,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,926 | BOYAmt |
| EOY | $992,591 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,179 | BOYAmt |
| EOY | $1,973,874 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,857,105 | BOYAmt |
| EOY | $2,966,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,906 | BOYAmt |
| EOY | $1,423,989 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,906 | BOYAmt |
| EOY | $1,423,989 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,013,011 | BOYAmt |
| EOY | $4,390,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$574,171 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$105,710 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$52,036 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| 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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,458 | DepreciationAmt |
| Book Value | $4,512 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,512 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PARTS XI AND XII: | FormAndLineReferenceDesc |
| Explanation | IIBA APPLIES THE CANADIAN ACCOUNTING STANDARDS FOR NOT-FOR-PROFIT ORGANIZATIONS. THE AUDITED FINANCIAL STATEMENTS ARE PRESENTED IN THE CANADIAN CURRENCY BUT THE FORM 990 IS PRESENTED USING U.S. DOLLARS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 1 | 54 | PROGRAM SERVICES | SEE STATEMENT | $1,538,096 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 1 | 0 | INVESTMENTS | $335,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 54 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Subtotal Spent | $1,873,943 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,873,943 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | U.S. INCOME AND EXPENSES IIBA IS A CANADIAN CORPORATION THAT HAS BEEN GRANTED TAX-EXEMPT STATUS IN THE U.S. UNDER IRC SEC 501(C)(6). IIBA CONDUCTS ALL PROGRAM SERVICES DESCRIBED IN FORM 990, PART III FROM ITS CANADIAN LOCATION. IIBA RECEIVES MEMBER DUES, MEETING FEES, SPONSORSHIPS, CERTIFICATION FEES AND EEP PROGRAM FEES FROM INDIVIDUALS AND BUSINESSES IN THE UNITED STATES AS WELL AS THROUGHOUT THE WORLD. IN 2022, IIBA ALSO HAD 14 LOCAL UNINCORPORATED CHAPTERS FUNCTIONING IN THE UNITED STATES. EACH U.S. CHAPTER, IF IT DESIRES, IS RESPONSIBLE FOR COLLECTING CHAPTER MEMBER DUES AND SECURING LOCAL CORPORATE SPONSORSHIPS TO SUPPORT ITS CHAPTER ACTIVITIES IN THE U.S. NO U.S. CHAPTER REMITS DUES OR OTHER FUNDS TO THE CANADIAN CORPORATION IN EXCHANGE FOR ITS AFFILIATION WITH IIBA. |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3, COLUMN (F): | ACCOUNTING METHOD USED IIBA FOLLOWS THE DEFERRAL METHOD OF ACCOUNTING FOR REVENUE WHEREBY EXTERNALLY RESTRICTED CONTRIBUTIONS RELATED TO EXPENSES OF FUTURE PERIODS ARE DEFERRED AND RECOGNIZED AS REVENUE IN THE PERIOD IN WHICH THE RELATED EXPENSES ARE INCURRED. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DELVIN FLETCHER | ||||||||||||||
| PRESIDENT & CEO | $244,954 | $0 | $0 | $0 | $0 | $0 | $14,732 | $0 | $5,224 | $0 | $264,910 | $0 | $0 | $0 |
| KEITH ELLIS | ||||||||||||||
| CHIEF ENGAGEMENT OFFICER | $189,273 | $0 | $0 | $0 | $0 | $0 | $11,241 | $0 | $4,369 | $0 | $204,883 | $0 | $0 | $0 |
| PAULA PERGANTIS | ||||||||||||||
| CHIEF FINANCE ADMIN OFFICER | $148,796 | $0 | $0 | $0 | $0 | $0 | $8,846 | $0 | $3,650 | $0 | $161,292 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | METHODS USED TO ESTABLISH COMPENSATION THE BOARD OF DIRECTORS REVIEWS AND EVALUATES COMPENSATION PAID BY COMPARABLE INDEPENDENT COMPANIES AND ORGANIZATIONS. DATA AND RECOMMENDATIONS ARE REVIEWED BY THE BOARD OF DIRECTORS AND HUMAN RESOURCES COMMITTEE TO DETERMINE OFFICER COMPENSATION ANNUALLY. DISCUSSIONS ABOUT COMPENSATION STRATEGIES AND FINAL COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | EMPLOYEES IIBA IS A CANADIAN CORPORATION. IN 2022, IIBA HAD 45 EMPLOYEES. ALL WERE CANADIAN CITIZENS PERFORMING WORK IN CANADA, THEREFORE, NO U.S. WAGES WERE REPORTED ON FORMS W-2 OR W-3. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS MEMBERSHIP IN IIBA SHALL BE LIMITED TO ORGANIZATIONS AND INDIVIDUALS INTERESTED IN FURTHERING THE PURPOSES OF IIBA. IIBA HAS TWO CLASSES OF MEMBERS: ORDINARY MEMBERS AND AFFILIATE MEMBERS. ORDINARY MEMBERS HAVE VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS WHO MAY ELECT ORDINARY MEMBERS ARE ENTITLED TO RECEIVE NOTICE OF AND ATTEND THE ANNUAL MEETING OF MEMBERS. AT THESE MEETINGS, ORDINARY MEMBERS ELECT THEIR BOARD OF DIRECTORS FOR AVAILABLE OPEN POSITIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY THE ACCOUNTING DEPARTMENT AND REVIEWED BY THE INDEPENDENT ACCOUNTING FIRM. THE FORM IS REVIEWED BY THE CFAO AND IS PROVIDED IN ITS ENTIRETY TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS COI POLICIES AND QUESTIONNAIRES ARE PROVIDED TO AND OBTAINED FROM DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. EITHER THE INDIVIDUAL RECUSES THEMSELVES FROM THE DECISION, OR THE BOARD DISCUSSES THE CONFLICT WITHOUT THE INDIVIDUAL AND MAKES A DECISION ON THE CONFLICT. IN EITHER CASE, IF THERE IS A CONFLICT, THE INDIVIDUAL IS RECUSED FROM THE DISCUSSION AND DECISION. ANNUALLY BOTH THE BOARD AND THE SENIOR LEADERSHIP TEAM COMPLETE THE CONFLICT OF INTEREST DECLARATION. THE BOARD DECLARATIONS ARE REVIEWED AND SIGNED BY THE CHAIR OF THE BOARD. THE SENIOR LEADERSHIP TEAM DECLARATIONS ARE REVIEWED AND DISCUSSED BY THE CEO AND THE CFAO; ANY IDENTIFIED CONFLICT WITHIN THE SENIOR LEADERSHIP TEAM ARE THEN DISCUSSED WITH THE BOARD CHAIR. MONTHLY AT EVERY BOARD AND COMMITTEE MEETING, THE BOARD MEMBERS ARE ASKED TO DECLARE ANY NEW AREAS OF CONFLICT. THE BOARD CHAIR IS A MEMBER OF EVERY COMMITTEE SO THE BOARD CHAIR HEARS ANY DECLARATIONS OF CONFLICT DURING THE YEAR. ADDITIONALLY, MEMBERS OF OUR COMMUNITY ARE ABLE TO RAISE FORMALLY OR INFORMALLY ANY PERCEIVED CONFLICTS OF INTEREST WITH ANY MEMBER OF THE SENIOR LEADERSHIP OR BOARD. ANY CONFLICTS RAISED ARE BROUGHT TO THE ATTENTION OF THE BOARD CHAIR; AT THAT POINT THE BOARD CHAIR WILL REVIEW THE SITUATION WITH INDEPENDENT BOARD DIRECTORS/MEMBERS OF STAFF TO REVIEW THE CIRCUMSTANCES OF THE SITUATION, MAKE A DETERMINATION OF APPROPRIATE ACTIONS INCLUDING COMMUNICATION WITH THE IMPACTED PARTIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS OF DETERMINING COMPENSATION IN DETERMINING OFFICER COMPENSATION, THE BOARD OF DIRECTORS REVIEWS AND EVALUATES COMPENSATION PAID BY COMPARABLE INDEPENDENT COMPANIES AND ORGANIZATIONS. THE COMPARABILITY DATA IS THEN DISCUSSED BY THE BOARD OF DIRECTORS AND A HUMAN RESOURCES COMMITTEE FOR APPROVAL. DISCUSSIONS ABOUT COMPENSATION STRATEGIES AND FINAL COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT DISCLOSURE GOVERNING DOCUMENTS AND FINANCIAL STATEMENT INFORMATION IS AVAILABLE ON ORGANIZATION'S WEBSITE. ADDITIONAL INFORMATION IS AVAILABLE UPON REQUEST. |
| PART VII, SECTION A: | LOCAL CHAPTER OFFICERS IIBA IS A CANADIAN ENTITY WITH TAX-EXEMPT STATUS IN THE UNITED STATES UNDER IRC SEC 503(C)(6). IN 2022, THERE WERE 14 LOCAL UNINCORPORATED CHAPTERS OF THE TAXPAYER FUNCTIONING IN THE U.S. EACH OF THESE CHAPTERS ELECTED LOCAL MEMBERS TO SERVE AS OFFICERS OF THE CHAPTER. ALL LOCAL CHAPTER OFFICERS WERE VOLUNTEERS AND DID NOT RECEIVE COMPENSATION, CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS, OR EXPENSE ACCOUNT ALLOWANCES FROM THE TAXPAYER OR THE LOCAL CHAPTER. |
| PARTS VIII, IX, AND X: | CONVERSION RATE THE COMBINED TOTAL OF ALL REVENUE AMOUNTS FROM INSIDE AND OUTSIDE THE UNITED STATES ARE REPORTED FOR EACH ITEM. THE ORGANIZATION USES ANNUAL AVERAGE CONVERSION RATE FOR INCOME STATEMENT AND RATE AS OF 12/31 FOR BALANCE SHEET FOR CONVERTING CANADIAN DOLLARS (CAD) TO UNITED STATES DOLLARS (USD). |
| FORM 990, PART XI, LINE 9: | US UNINCORPORATED CHAPTERS NET ASSETS ADJ 30,945. FOREIGN EXCHANGE AND TRANSLATION ADJ -82,981. |
| FORM 990, PART XII, LINE 1: | OTHER ACCOUNTING METHOD IIBA FOLLOWS THE DEFERRAL METHOD OF ACCOUNTING FOR REVENUE WHEREBY EXTERNALLY RESTRICTED CONTRIBUTIONS RELATED TO EXPENSES OF FUTURE PERIODS ARE DEFERRED AND RECOGNIZED AS REVENUE IN THE PERIOD IN WHICH THE RELATED EXPENSES ARE INCURRED. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IIBA SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 874 WALKER ROAD SUITE C | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 863036611 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IIBA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $11,000 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| 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 | 0 | 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 | Yes (1) | 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 | IIBA SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $1,051,734 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments