ACADEMY OF MANAGEMENT INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY OF MANAGEMENT INC (EIN 13-3916164)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202021749349300107
- Schema version
- 2019v5.1
- 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 | 2020-06-22T08:36:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133916164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY OF MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 9143261800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3020 | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARISA MUELLER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9143261800 | PhoneNum |
| Signature | 2020-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.79.17.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-22 | IPDt |
| IP Tm | 08:35:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 907A16943A5AE6BD468F5755AE9454C37C362E74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY URBANOWICZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3020 | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,565,402 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AOM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE THE PROFESSIONAL DEVELOPMENT OF MANAGEMENT AND ORGANIZATION SCHOLARS | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $460,963 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $69,448 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,513,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,150,296 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,033,547 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,438,104 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,547,497 | PYTotalRevenueAmt |
| CY Total Revenue | $13,588,400 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $193,928 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $195,743 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,224,554 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,630,087 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,281,112 | PYOtherExpensesAmt |
| CY Other Expenses | $6,566,906 | CYOtherExpensesAmt |
| PY Total Expenses | $11,699,594 | PYTotalExpensesAmt |
| CY Total Expenses | $12,392,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,847,903 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,195,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,080,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,166,311 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,173,285 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,870,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,906,874 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,295,916 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONNECT SCHOLARS AND ADVANCE SCHOLARSHIP AND TEACHING ABOUT MANAGEMENT AND ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,486,277 | ExpenseAmt |
| Revenue | $3,491,689 | RevenueAmt |
| Desc | ANNUAL MEETING TO PRESENT RESEARCH AND OFFER DISCUSSION GROUPS AND SIMILAR PROGRAMS FOR SCHOLARLY DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,311,044 | ExpenseAmt |
| Revenue | $4,853,032 | RevenueAmt |
| Desc | PRODUCTION OF SIX SCHOLARLY PUBLICATIONS INCLUDING ACADEMY OF MANAGEMENT JOURNAL, ACADEMY OF MANAGEMENT REVIEW, ACADEMY OF MANAGEMENT PERSPECTIVES, ACADEMY OF MANAGEMENT LEARNING AND EDUCATION, ACADEMY OF MANAGEMENT ANNALS, ACADEMY OF MANAGEMENT DISCOVERIES, IN ADDITION TO THE ACADEMY OF MANAGEMENT PROCEEDINGS AND MYACADEMY NEWS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,013,076 | ExpenseAmt |
| Revenue | $477,413 | RevenueAmt |
| Desc | DIVISIONS AND INTEREST GROUPS REFLECT A BROAD RANGE OF MEMBER INTERESTS WITHIN 25 MANAGEMENT DISCIPLINES. THEY PROVIDE DISCIPLINARY HOME BASES FOR MEMBERS WITH SPECIFIC SCHOLARLY AND PROFESSIONAL INTERESTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,601,251 | ExpenseAmt |
| Grant | $195,743 | GrantAmt |
| Revenue | $3,328,162 | RevenueAmt |
| Desc | MEMBERSHIPS, PLACEMENT, AND ALL OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,601,251 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $195,743 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,328,162 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,411,648 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY URBANOWICZ | PersonNm |
| Phone | 9143261800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3020 | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CAROL KULIK | |||||||
| PRESIDENT | 1.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACKIE COYLE-SHAPIRO | |||||||
| PRESIDENT-ELECT | 1.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| QUINETTA M ROBERSON | |||||||
| VICE PRESIDENT & PROGRAM CHAIR | 1.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HERMAN AGUINIS | |||||||
| VICE PRESIDENT-ELECT & PROGRAM CHAIR-ELECT | 1.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY ANN GLYNN | |||||||
| PAST PRESIDENT | 1.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANA BILIMORIA | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH GEORGE | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SOREN HENNING JENSEN | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| APARNA JOSHI | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON KONRAD | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMMY MADSEN | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID PATIENT | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE QUINN TRANK | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BATIA WIESENFELD | |||||||
| REPRESENTATIVE AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY L URBANOWICZ | |||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $292,591 | $0 | $27,972 | ||
| MARKO VUKOSAVOVIC | |||||||
| CFO (THRU 5/19) | 35.00 | Yes (X) | $85,585 | $0 | $9,906 | ||
| LARISA MUELLER | |||||||
| CFO (BEG 9/19) | 35.00 | Yes (X) | $58,179 | $0 | $0 | ||
| TERESE LONCAR | |||||||
| CHIEF OPERATING OFFICER | 35.00 | $185,368 | $0 | $19,861 | Yes (X) | ||
| MATTHEW L SUPPA | |||||||
| CHIEF INFORMATION OFFICER | 35.00 | $184,714 | $0 | $19,861 | Yes (X) | ||
| GABRIEL BRAMSON | |||||||
| WEB DEVELOPER/PROGRAMMER | 35.00 | $147,311 | $0 | $14,440 | Yes (X) | ||
| YELENA BUNIN | |||||||
| WEB DEVELOPER/PROGRAMMER | 35.00 | $157,149 | $0 | $16,378 | Yes (X) | ||
| JOHN PESCATORE | |||||||
| DIRECTOR OF PUBLISHING | 35.00 | $162,482 | $0 | $17,722 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,273,379 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $126,140 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | 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 |
|---|---|---|---|---|---|
| REPUTATION PARTNERS LLC | |||||
| 30 WEST MONROE SUITE 1410 | CHICAGO | IL | 60603 | PUBLIC RELATIONS | $387,024 |
| THE SHERIDAN PRESS | |||||
| PO BOX 419813 | BOSTON | MA | 022419813 | JOURNAL PRODUCTION | $262,360 |
| ATYPON SYSTEMS LLC-ACH | |||||
| 5201 GREAT AMERICA PARKWAY SUITE 21 | SANTA CLARA | CA | 95054 | CONTENT HOST SERVICE | $212,142 |
| DARTMOUTH JOURNAL SERVICES | |||||
| PO BOX 419817 | BOSTON | MA | 022419817 | JOURNAL PRINTING | $192,523 |
| CLARIVATE ANALYTICS (US) LLC-ACH | |||||
| PO BOX 3772 | CAROL STREAM | IL | 601323772 | STORAGE FEE | $125,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PUBLICATIONS | 511120 | $4,848,112 | $4,845,597 | $2,515 | |
| ANNUAL CONFERENCE | 900099 | $3,496,609 | $3,484,569 | $12,040 | |
| MEMBERSHIP | 900099 | $3,312,138 | $2,865,730 | $446,408 | |
| DIVISION SPONSORSHIPS | 900099 | $493,437 | $493,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,150,296 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $870,283 | TotalRevenueColumnAmt |
| Exclusion | $870,283 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,544,823 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,977,002 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $567,821 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $567,821 | TotalRevenueColumnAmt |
| Exclusion | $567,821 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,588,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,195,896 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $460,963 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,931,541 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,743 | TotalAmt |
| Program Services | $170,743 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,801 | TotalAmt |
| Program Services | $204,695 | ProgramServicesAmt |
| Management And General | $192,106 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,884,100 | TotalAmt |
| Program Services | $1,680,616 | ProgramServicesAmt |
| Management And General | $2,203,484 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,868 | TotalAmt |
| Program Services | $163,607 | ProgramServicesAmt |
| Management And General | $201,261 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,485 | TotalAmt |
| Program Services | $252,218 | ProgramServicesAmt |
| Management And General | $310,267 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,833 | TotalAmt |
| Program Services | $189,150 | ProgramServicesAmt |
| Management And General | $232,683 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,659 | TotalAmt |
| Program Services | $22,858 | ProgramServicesAmt |
| Management And General | $6,801 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,750 | TotalAmt |
| Management And General | $53,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,174 | TotalAmt |
| Management And General | $191,174 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,414 | TotalAmt |
| Program Services | $252,790 | ProgramServicesAmt |
| Management And General | $479,624 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,277 | TotalAmt |
| Program Services | $301,985 | ProgramServicesAmt |
| Management And General | $9,292 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,711 | TotalAmt |
| Program Services | $77,733 | ProgramServicesAmt |
| Management And General | $54,978 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,036 | TotalAmt |
| Program Services | $510,610 | ProgramServicesAmt |
| Management And General | $342,426 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,386 | TotalAmt |
| Program Services | $107,415 | ProgramServicesAmt |
| Management And General | $75,971 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,289 | TotalAmt |
| Program Services | $322,289 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,402,523 | TotalAmt |
| Program Services | $2,402,523 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,994 | TotalAmt |
| Program Services | $85,797 | ProgramServicesAmt |
| Management And General | $70,197 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,792 | TotalAmt |
| Management And General | $21,792 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING & PUBLICATION | $641,619 | $641,619 | |
| TAXES, PERMITS, LICENSE | $500,000 | $500,000 | |
| STAFF DEVELOPMENT & TRA | $35,282 | $35,282 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,392,736 | TotalAmt |
| Program Services | $7,411,648 | ProgramServicesAmt |
| Management And General | $4,981,088 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,331,017 | BOYAmt |
| EOY | $1,823,188 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,560 | BOYAmt |
| EOY | $1,446,863 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,597 | BOYAmt |
| EOY | $246,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,143,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $609,158 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,616 | BOYAmt |
| EOY | $533,892 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,625,474 | BOYAmt |
| EOY | $41,060,565 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,895 | BOYAmt |
| EOY | $55,620 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,080,159 | BOYAmt |
| EOY | $45,166,311 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,355 | BOYAmt |
| EOY | $852,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,816 | BOYAmt |
| EOY | $1,824,966 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,114 | BOYAmt |
| EOY | $193,179 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,173,285 | BOYAmt |
| EOY | $2,870,395 | 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 | $35,868,624 | BOYAmt |
| EOY | $42,269,616 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,250 | BOYAmt |
| EOY | $26,300 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,906,874 | BOYAmt |
| EOY | $42,295,916 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,080,159 | BOYAmt |
| EOY | $45,166,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,195,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,193,379 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,202,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,208,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,190,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,205,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,865,730 | CurrentTaxYearAmt |
| Total | $15,672,395 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,210,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,199,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,227,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,278,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,823,603 | CurrentTaxYearAmt |
| Total | $42,740,532 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,412,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,407,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,418,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,484,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,689,333 | CurrentTaxYearAmt |
| Total | $58,412,927 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $58,412,927 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $733,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $677,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $786,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $870,283 | CurrentTaxYearAmt |
| Total | $3,427,435 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $733,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $677,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $786,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $870,283 | CurrentTaxYearAmt |
| Total | $3,427,435 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $54,864 | CurrentTaxYearAmt |
| Total | $54,864 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,146,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,767,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,096,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,271,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,614,480 | CurrentTaxYearAmt |
| Total | $61,895,226 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94490 | PublicSupportPY509Pct |
| Investment Income CY | 0.05540 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05510 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,438 | DepreciationAmt |
| Book Value | $145,685 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $430,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $192,326 | DepreciationAmt |
| Book Value | $238,183 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $437,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $287,394 | DepreciationAmt |
| Book Value | $150,024 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $533,892 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $193,179 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $193,179 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,590,604 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,193,379 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,193,379 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,397,225 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $191,175 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $191,175 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,588,400 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,201,562 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,201,562 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $191,175 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $191,175 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,392,737 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN JANUARY 2016, THE IRS SELECTED THE ACADEMY'S TAX RETURNS FOR EXAMINATION FOR THE YEAR ENDED DECEMBER 31, 2013. IRS SUBSEQUENTLY EXPANDED ITS EXAMINATION TO THE 2014 AND 2015 TAX YEARS, ON A LIMITED-SCOPE BASIS. THE AREAS TO WHICH IRS EXPANDED THE SCOPE OF THE EXAMINATION TO THE SUBSEQUENT TAX YEARS WERE CASH DISBURSEMENTS AND UNRELATED BUSINESS INCOME. THE EXAMINATION CONCLUDED IN 2017; HOWEVER, ONE TECHNICAL MATTER REMAINED OPEN. AS OF DECEMBER 31, 2018, THE ACADEMY BELIEVED IT WAS MORE LIKELY THAN NOT THAT THERE WOULD BE NO ADDITIONAL TAXES DUE. IN APRIL 2020, THE ACADEMY WAS NOTIFIED THAT THE IRS WAS PROPOSING AN ADVERSE CONCLUSION ON THIS ONE TECHNICAL MATTER WHICH RELATES TO THE TAXABILITY OF ROYALTIES EARNED THROUGH AN AGREEMENT WITH A THIRD PARTY. THE ACADEMY WAS GIVEN AN OPPORTUNITY TO SUBMIT FINAL INFORMATION TO THE IRS IN SUPPORT OF ITS TAX POSITION. THIS INFORMATION WAS SUBMITTED IN LATE APRIL 2020. AS OF [THE LAST DATE OF AUDIT FIELDWORK], THE ACADEMY HAS NOT RECEIVED THE FINAL DECISION IN THE TECHNICAL ADVICE MEMORANDUM; HOWEVER, THE ACADEMY HAS ACCRUED $500,000 IN ESTIMATED TAXES AND INTEREST AS IT NOW BELIEVES IT IS MORE LIKELY THAN NOT THAT THIS AMOUNT WILL BE DUE RELATED TO TAXABLE INCOME FOR THE YEARS 2013 THROUGH 2019. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHD PROJECT ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CHESTNUT RIDGE ROAD | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 202610773 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $6,450 | CashGrantAmt |
| Non Cash Assistance | $18,550 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FREE PASSES TO ANNUAL MTG FOR PHD STUDENTS | NonCashAssistanceDesc |
| Purpose Of Grant | PROMOTE DIVERSITY AMONG PHD CANDIDATES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DIVISION AWARDS | GrantTypeTxt |
| Recipient | 482 | RecipientCnt |
| Cash Grant | $170,743 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES VARIOUS GRANTS AND AWARDS TO INDIVIDUALS BASED ON THEIR ELIGIBILITY FOR EACH TYPE OF GRANT AND/OR AWARD. THE COMMITTEES GOVERNING EACH TYPE OF GRANT MAKES THE FINAL SELECTION OF THE WINNERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY L URBANOWICZ | ||||||||||||||
| EXECUTIVE DIRECTOR | $272,591 | $0 | $20,000 | $0 | $0 | $0 | $27,972 | $0 | $0 | $0 | $320,563 | $0 | $0 | $0 |
| TERESE LONCAR | ||||||||||||||
| CHIEF OPERATING OFFICER | $178,668 | $0 | $6,700 | $0 | $0 | $0 | $19,861 | $0 | $0 | $0 | $205,229 | $0 | $0 | $0 |
| MATTHEW L SUPPA | ||||||||||||||
| CHIEF INFORMATION OFFICER | $178,014 | $0 | $6,700 | $0 | $0 | $0 | $19,861 | $0 | $0 | $0 | $204,575 | $0 | $0 | $0 |
| GABRIEL BRAMSON | ||||||||||||||
| WEB DEVELOPER/PROGRAMMER | $143,911 | $0 | $3,400 | $0 | $0 | $0 | $14,440 | $0 | $0 | $0 | $161,751 | $0 | $0 | $0 |
| YELENA BUNIN | ||||||||||||||
| WEB DEVELOPER/PROGRAMMER | $153,949 | $0 | $3,200 | $0 | $0 | $0 | $16,378 | $0 | $0 | $0 | $173,527 | $0 | $0 | $0 |
| JOHN PESCATORE | ||||||||||||||
| DIRECTOR OF PUBLISHING | $158,982 | $0 | $3,500 | $0 | $0 | $0 | $17,722 | $0 | $0 | $0 | $180,204 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THERE SHALL BE FOUR CLASSES OF MEMBERSHIP: ACADEMIC, PRACTICIONER, STUDENT, AND EMERITUS. 1. ACADEMIC MEMBERS SHALL BE A TEACHER AND/OR RESEARCHER OF MANAGEMENT IN A COLLEGE, UNIVERSITY, OR RESEARCH INSTITUTE. 2. PRACTICIONER MAMBERS SHALL BE A MANAGEMENT CONSULTANT OR OTHER MANAGEMENT PRACTICIONER. PRACTICIONER MEMBERS IN THE ACADEMY SHALL BE LIMITED TO NO MORE THAN TWENTY-FIVE PERCENT OF THE TOTAL MEMBERSHIP. 3. STUDENT MEMBERS SHALL BE GRADUATE STUDENTS WITH AN INTEREST IN THE FIELD OF MANAGEMENT WHO ARE NOT OTHERWISE EMPLOYED ON A FULL-TIME BASIS; AND PAY DUES AT A REDUCED RATE FOR A MAXIMUM OF SIX YEARS OR UNTIL GRADUATION, WHICHEVER COMES FIRST. 4. EMERITUS MEMBERS SHALL BE RETIRED WITHOUT FULL-TIME EMPLOYMENT, A MEMBER OF THE ACADEMY FOR AT LEAST THE TEN YEARS PRECEDING QUALIFICATION AS EMERITUS, AND PAY DUES AT A REDUCED RATE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CHAIR OF THE NOMINATING COMMITTEE SHALL SEND OUT TO THE MEMBERSHIP A NOMINATING BALLOT THAT CALLS FOR EACH MEMBER TO NOMINATE TWO WRITE-IN CANDIDATES FOR EACH REPRESENTATIVE TO BE ELECTED. THE NOMINATIONS SHALL BE CONSIDERED BY THE NOMINATING COMMITTEE IN DEVELOPING THE SLATE OF CANDIDATES. THE BALLOT SHALL CONTAIN THREE NOMINEES FOR EACH REPRESENTATIVE ELECTED. MEMBERS WITH A VOTE SHALL BE ASKED TO RANK CANDIDATES FOR REPRESENTATIVE AT LARGE, WITHIN EACH OF THREE CANDIDATE GROUPS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS MAY INITIATE AMENDMENTS TO THE BYLAWS BY A PETITION SIGNED BY TEN PERCENT OF THE VOTING MEMBERS. SUCH AMENDMENTS MUST BE VOTED UPON BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED IN HOUSE BY THE ORGANIZATION'S FINANCE DEPARTMENT AND THE EXECUTIVE DIRECTOR PERFORMS A FINAL REVIEW BEFORE SIGNING THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ALL BOARD MEMBERS AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE ARE REVIEWED BY THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OF THE OTHER KEY EMPLOYEES IS DETERMINED BY THE FIVE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS, USING COMPARABILITY DATA FOR SIMILAR POSITIONS. THIS DATA WAS COMPILED AND SUBMITTED TO THE COMMITTEE BY AN INDEPENDENT COMPENSATION CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. THE CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR, AND CHIEF FINANCIAL OFFICER ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. |