AMERICAN BANKRUPTCY INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BANKRUPTCY INSTITUTE (EIN 52-1295453)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349304720
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T10:23:40-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521295453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN BANKRUPTCY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7037390800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 CANAL CENTER PLAZA NO 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223141546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY SHEEHAN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7037390800 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DREW SMITH | PreparerPersonNm |
| PTIN | P00635175 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 10:59:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 117C9FDD72C608EEAC637569487DFDD6D3A36660 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2133D0EBAFB53FCF2392F5AD4E899C8767C52AD0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMUEL J GERDANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 CANAL CENTER PLAZA NO 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223141546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,787,204 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABIWORLD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | NON-PARTISAN RESEARCH AND EDUCATION ON MATTERS RELATED TO INSOLVENCY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 60 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 60 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $375,499 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $25,389 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $277,268 | PYContributionsGrantsAmt |
| CY Contributions Grants | $349,282 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,999,648 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,989,529 | CYProgramServiceRevenueAmt |
| PY Investment Income | $338,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $191,283 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,863 | PYOtherRevenueAmt |
| CY Other Revenue | $109,337 | CYOtherRevenueAmt |
| PY Total Revenue | $8,670,279 | PYTotalRevenueAmt |
| CY Total Revenue | $8,639,431 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $218,674 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $264,808 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,585,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,343,832 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $152,103 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,660,539 | PYOtherExpensesAmt |
| CY Other Expenses | $4,707,058 | CYOtherExpensesAmt |
| PY Total Expenses | $9,464,708 | PYTotalExpensesAmt |
| CY Total Expenses | $9,315,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$794,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$676,267 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,085,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,310,363 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,196,356 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,185,133 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,889,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,125,230 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN BANKRUPTCY INSTITUTE IS THE NATION'S LARGEST ASSOCIATION OF BANKRUPTCY PROFESSIONALS, MADE UP OF OVER 10,000 MEMBERS IN MULTI-DISCIPLINARY ROLES, INCLUDING ATTORNEYS, AUCTIONEERS, BANKERS, JUDGES, LENDERS, PROFESSORS, TURNAROUND SPECIALISTS, ACCOUNTANTS AND OTHERS. ABI IS COMMITTED TO SERVING OUR MEMBERS WITH HIGH-QUALITY CONFERENCES, COMPREHENSIVE CONTINUING EDUCATION, EFFECTIVE LEGAL RESEARCH, AND DYNAMIC NETWORKING OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,191,600 | ExpenseAmt |
| Revenue | $4,657,922 | RevenueAmt |
| Desc | CONTINUING LEGAL EDUCATION AND OTHER EDUCATIONAL OFFERINGS FOR MEMBERS AND NONMEMBERS ON INSOLVENCY ISSUES AND BANKRUPTCY LAW INCLUDING:SEMINARS, WEB CONFERENCES, AND COMMITTEE MEETINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,967,529 | ExpenseAmt |
| Grant | $264,808 | GrantAmt |
| Revenue | $1,023,460 | RevenueAmt |
| Desc | PUBLICATION OF PROFESSIONAL JOURNALS, LAW REVIEWS, LEGISLATIVE UPDATES, PUBLICATIONS FOR BOTH PRACTITIONERS AND THE GENERAL PUBLIC, COMMITTEE E-NEWLETTERS, WEEKLY E-UPDATES AND OTHER PUBLICATIONS. ALSO, INCLUDES THE DEVELOPMENT AND MAINTENANCE OF SEVERAL WEBSITES RELATING TO BANKRUPTCY LAW. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $961,276 | ExpenseAmt |
| Revenue | $2,592,733 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES:PROVIDE SUPPORT SERVICES, CONTINUING EDUCATION, DISCOUNTS ON CONFERENCES AND MEETINGS AND ACCESS TO A HOST OF OTHER SERVICES IN THE FIELD OF BANKRUPTCY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,120,405 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 49 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 60 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 60 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | 0 | LocalChaptersInd |
| 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY SHEEHAN | PersonNm |
| Phone | 7037390800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 CANAL CENTER PLAZA SUITE 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223141546 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFFREY N POMERANTZ | ||||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD T GAVIN CTP | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALANE A BECKET | ||||||||
| PRESIDENT ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HON EUGENE R WEDOFF RET | ||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HON DENNIS R DOW | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL L BERNSTEIN | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNEROSE TASHIRO | ||||||||
| VP INTERNATIONAL | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS E DEUTSCH | ||||||||
| VP EDUCATION | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HON BARBARA J HOUSER | ||||||||
| VP RESEARCH/GRANTS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J CAREY | ||||||||
| VP MEMBERSHIP | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P REYNOLDS | ||||||||
| VP DEVELOPMENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD J SILVERMAN | ||||||||
| VP MEMBERSHIP | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA SOMMERS GRETCHKO | ||||||||
| VP PUBLICATIONS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MICHAEL HORAN | ||||||||
| VP COMM & INFO TECH | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY D SHARP | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER A WARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAMIAN S SCHAIBLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL F DOOLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID P LEIBOWITZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R KUNEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH L THORNE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEIRDRE A MCGUINNESS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEREK C ABBOTT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS L LUTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS M FOLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC W ANDERSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVE H KARASIK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANKLIND DAVIS LEA CIRA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HANNAH L BLUMENSTIEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON BRUCE A HARWOOD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON DANIEL P COLLINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON LAUREL MYERSON ISICOFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON MARTIN R BARASH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON MARY GRACE DIEHL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON MICHAEL A FAGONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON MICHELLE M HARNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON ROBERT D DRAIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A PEKO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON S BROOKNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY M GOFFMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY M REISNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY M MARKOWITZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA CK BOELTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN A COLEMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY BAZOIAN PHELPS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY BEAUDIN CONLAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA G BECKERMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA J DONAHUE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK M MALONEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NINA M PARKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL H DEUTCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PROF LOIS R LUPICA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R SCOTT WILLIAMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD S LAUTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RISA LYNN WOLF-SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SONEET R KAPILA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN D LERNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN M BERMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA C KOHL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TINAMARIE FEIL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H HENRICH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY QUACKENBOSS | ||||||||
| DEPUTY EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $237,770 | $0 | $20,248 | |||
| SAM GERDANO | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $490,455 | $0 | $147,036 | |||
| KATHY SHEEHAN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $232,750 | $0 | $22,238 | |||
| MARY KLEPPINGER | ||||||||
| DIRECTOR OF ADMINISTRATION | 40.00 | $173,040 | $0 | $8,938 | Yes (X) | |||
| KARIM GUIRGUIS | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $199,116 | $0 | $18,427 | Yes (X) | |||
| CHRIS THACKSTON | ||||||||
| DIRECTOR OF MEMBERSHIP | 40.00 | $135,162 | $0 | $10,145 | Yes (X) | |||
| JOHN HARTGEN | ||||||||
| PUBLIC AFFAIRS MANAGER | 40.00 | $131,035 | $0 | $13,953 | Yes (X) | |||
| SIRISH AYYAGARI | ||||||||
| DRUPAL ARCHITECT | 40.00 | $125,558 | $0 | $8,090 | Yes (X) | |||
| SATISH KODALI | ||||||||
| SOFTWARE ENGINEER | 40.00 | $124,106 | $0 | $13,769 | Yes (X) | |||
| JENNIFER GUIRGUIS | ||||||||
| CONFERENCE DIRECTOR | 40.00 | $123,365 | $0 | $15,161 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,972,357 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $278,005 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VISION CREATIVE LLC | |||||
| 5598 GENERAL WASHINGTON DR | ALEXANDRIA | VA | 22312 | AUDIO/VIDEO PRODUCTION | $325,760 |
| WEBMETTLE LLC | |||||
| PO BOX 1707 | ALEXANDRIA | VA | 22314 | WEB HOSTING SERVICES | $152,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $134,303 | FundraisingAmt |
| All Other Contributions | $214,979 | AllOtherContributionsAmt |
| Noncash Contributions | $13,170 | NoncashContributionsAmt |
| Total Contributions | $349,282 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES AND MEETINGS | 541900 | $4,657,922 | $4,657,922 | |
| MEMBERSHIP DUES | 541900 | $2,592,733 | $2,592,733 | |
| PUBLICATIONS | 541800 | $738,874 | $363,375 | $375,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,989,529 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $353,815 | TotalRevenueColumnAmt |
| Exclusion | $353,815 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,607 | TotalRevenueColumnAmt |
| Exclusion | $120,607 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,430 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $166,091 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$104,661 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$104,661 | TotalRevenueColumnAmt |
| Exclusion | -$104,661 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,758,241 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,920,773 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$162,532 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$162,532 | TotalRevenueColumnAmt |
| Exclusion | -$162,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,343 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $134,303 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $60,909 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,566 | TotalRevenueColumnAmt |
| Exclusion | -$2,566 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $95,957 | TotalRevenueColumnAmt |
| Exclusion | $95,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $95,957 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,639,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,614,030 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $375,499 | UnrelatedBusinessRevenueAmt |
| Exclusion | $300,620 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,913 | TotalAmt |
| Program Services | $219,913 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,895 | TotalAmt |
| Program Services | $44,895 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,016 | TotalAmt |
| Program Services | $1,189,572 | ProgramServicesAmt |
| Management And General | $327,284 | ManagementAndGeneralAmt |
| Fundraising | $33,160 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,294,169 | TotalAmt |
| Program Services | $1,760,680 | ProgramServicesAmt |
| Management And General | $484,410 | ManagementAndGeneralAmt |
| Fundraising | $49,079 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,602 | TotalAmt |
| Program Services | $74,906 | ProgramServicesAmt |
| Management And General | $20,608 | ManagementAndGeneralAmt |
| Fundraising | $2,088 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,238 | TotalAmt |
| Program Services | $124,511 | ProgramServicesAmt |
| Management And General | $34,256 | ManagementAndGeneralAmt |
| Fundraising | $3,471 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,807 | TotalAmt |
| Program Services | $184,042 | ProgramServicesAmt |
| Management And General | $50,635 | ManagementAndGeneralAmt |
| Fundraising | $5,130 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,629 | TotalAmt |
| Management And General | $28,629 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,883 | TotalAmt |
| Management And General | $13,595 | ManagementAndGeneralAmt |
| Fundraising | $5,288 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,071 | TotalAmt |
| Management And General | $67,071 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,297 | TotalAmt |
| Program Services | $50,167 | ProgramServicesAmt |
| Management And General | $16,130 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,261 | TotalAmt |
| Program Services | $380,292 | ProgramServicesAmt |
| Management And General | $67,994 | ManagementAndGeneralAmt |
| Fundraising | $2,975 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,748 | TotalAmt |
| Program Services | $180,541 | ProgramServicesAmt |
| Management And General | $230,107 | ManagementAndGeneralAmt |
| Fundraising | $100 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,323 | TotalAmt |
| Management And General | $637,323 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,242 | TotalAmt |
| Program Services | $224,620 | ProgramServicesAmt |
| Management And General | $17,622 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,360 | TotalAmt |
| Program Services | $128,884 | ProgramServicesAmt |
| Management And General | $42,476 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,419,556 | TotalAmt |
| Program Services | $2,399,842 | ProgramServicesAmt |
| Management And General | $19,714 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172 | TotalAmt |
| Management And General | $2,172 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,474 | TotalAmt |
| Program Services | $7,942 | ProgramServicesAmt |
| Management And General | $31,532 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,157 | TotalAmt |
| Management And General | $20,157 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | $129,762 | $735 | $129,027 | |
| CHARITABLE REGISTRATION | $10,705 | $10,705 | ||
| TAXES | $4,680 | $4,680 | ||
| OVERHEAD ALLOCATION | -$34,619 | $1,134,463 | -$1,200,659 | $31,577 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,857 | TotalAmt |
| Program Services | $14,400 | ProgramServicesAmt |
| Management And General | -$4,073 | ManagementAndGeneralAmt |
| Fundraising | $8,530 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,315,698 | TotalAmt |
| Program Services | $8,120,405 | ProgramServicesAmt |
| Management And General | $1,043,190 | ManagementAndGeneralAmt |
| Fundraising | $152,103 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,726 | BOYAmt |
| EOY | $247,190 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,326,068 | BOYAmt |
| EOY | $9,706,490 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,418 | BOYAmt |
| EOY | $107,580 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,161 | BOYAmt |
| EOY | $380,924 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,997 | BOYAmt |
| EOY | $473,313 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $623,103 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $578,962 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,010 | BOYAmt |
| EOY | $44,141 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,430,129 | BOYAmt |
| EOY | $7,130,859 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,879 | BOYAmt |
| EOY | $219,866 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,085,388 | BOYAmt |
| EOY | $18,310,363 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,303 | BOYAmt |
| EOY | $662,079 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,397,529 | BOYAmt |
| EOY | $2,292,494 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,524 | BOYAmt |
| EOY | $1,230,560 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,196,356 | BOYAmt |
| EOY | $4,185,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,637,851 | BOYAmt |
| EOY | $13,919,755 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,181 | BOYAmt |
| EOY | $205,475 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,889,032 | BOYAmt |
| EOY | $14,125,230 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,085,388 | BOYAmt |
| EOY | $18,310,363 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$676,267 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$87,535 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $451,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,920,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $349,282 | CurrentTaxYearAmt |
| Total | $9,344,104 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,783,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,224,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,602,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,666,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,614,030 | CurrentTaxYearAmt |
| Total | $39,890,965 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,234,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,144,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,948,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,943,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,963,312 | CurrentTaxYearAmt |
| Total | $49,235,069 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,660 | CurrentTaxYearAmt |
| Total | $78,590 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $97,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $79,049 | CurrentTaxYearAmt |
| Total | $262,891 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,709 | CurrentTaxYearAmt |
| Total | $341,481 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $48,893,588 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $376,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $456,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $455,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,852 | CurrentTaxYearAmt |
| Total | $2,060,810 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,523 | CurrentTaxYearMinus4YearsAmt |
| Total | $89,523 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $376,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $456,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $455,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,852 | CurrentTaxYearAmt |
| Total | $2,150,333 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,957 | CurrentTaxYearAmt |
| Total | $303,732 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,565,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,530,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,503,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,494,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,595,121 | CurrentTaxYearAmt |
| Total | $51,689,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95450 | PublicSupportPY509Pct |
| Investment Income CY | 0.04160 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03650 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATION FEES - 2014 AMOUNT: $ 4,705. 2015 AMOUNT: $ 8,940. 2016 AMOUNT: $ 98,155. 2017 AMOUNT: $ 95,975. 2018 AMOUNT: $ 95,957. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,826,429 | BeginningYearBalanceAmt |
| Contributions | $483,414 | ContributionsAmt |
| Investment Earnings Or Losses | $88,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $308,184 | OtherExpendituresAmt |
| End Year Balance | $9,089,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,643,361 | BeginningYearBalanceAmt |
| Contributions | $384,183 | ContributionsAmt |
| Investment Earnings Or Losses | $104,722 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $305,837 | OtherExpendituresAmt |
| End Year Balance | $8,826,429 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,293,528 | BeginningYearBalanceAmt |
| Contributions | $340,695 | ContributionsAmt |
| Investment Earnings Or Losses | $103,765 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $94,627 | OtherExpendituresAmt |
| End Year Balance | $8,643,361 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $231,935 | DepreciationAmt |
| Book Value | $24,628 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,201 | DepreciationAmt |
| Book Value | $7,831 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $240,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,826 | DepreciationAmt |
| Book Value | $11,682 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,141 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $149,443 |
| DEFERRED RENT | $1,064,315 |
| CAPITAL LEASE | $16,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,230,560 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,016,521 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $6,442 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $6,442 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,010,079 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,884 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$389,532 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$370,648 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,639,431 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,530,260 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,442 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $227,004 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $233,446 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,296,814 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,884 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $18,884 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,315,698 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE RESOURCES TO FUND RESEARCH AND EDUCATION IN THE INSOLVENCY AREA. THE ENDOWMENT FUNDS SCHOLARSHIPS, MOOT COURT COMPETITIONS AND RESEARCH. |
| PART X, LINE 2: | THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -60,909. RENTAL EXPENSES -166,091. LOSS ON SALE OF ASSETS -162,532. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 60,909. RENTAL EXPENSES 166,091. ROUNDING 4. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EDUCATIONAL SEMINAR | SpecificServicesProvidedTxt |
| Region Total Expenditures | $54,089 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $54,089 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $54,089 | 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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NY CHARITY WINE | Event1Nm |
| Gross Receipts Event1 | $94,775 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,653 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,122 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $14,367 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,231 | OtherDirectExpensesEvent1Amt |
| Event2 | DALLAS | Event2Nm |
| Gross Receipts Event2 | $32,330 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,280 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,050 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $8,920 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,949 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $64,947 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $36,370 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $28,577 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $25,686 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,935 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $192,052 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $134,303 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,749 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $48,973 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,115 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $60,088 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,339 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONNECTICUT LEGAL SERVICES | |||||||||||||
| 62 WASHINGTON ST 4TH FLOOR | MIDDLETOWN | CT | 06457 | 060955461 | 501(C)(3) | $132,000 | $0 | N/A | N/A | INTERVENTIONS STUDY (LUPICA) | |||
| SECOND UNION CHURCH | |||||||||||||
| 660330845 | 501(C)(3) | $16,685 | $0 | N/A | N/A | PUERTO RICO RELIEF FUND | 2109 MILETO STREET | GUAYNABO | RQ | ||||
| MARIANO RIVIERA FOUNDATION | |||||||||||||
| 321 CHATTAHOOCHEE DR | BEAR | DE | 19701 | 134076067 | $38,348 | $0 | N/A | N/A | NYPR FUNDRAISER | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| MOOT COURT COMPETITION | 14 | $13,000 | $0 | N/A | N/A |
| CORP RESTRUCTURING COMPETITION | 12 | $12,000 | $0 | NA | N/A |
| NORTON JUDICAL EXCELLENCE AWARD | 14 | $7,560 | $0 | N/A | N/A |
| LAW REVIEW SCHOLARSHIP | 2 | $6,000 | $0 | N/A | N/A |
| WRITING COMPETITION | 3 | $4,000 | $0 | N/A | N/A |
| JUDICIAL EXCELLENCE PROGRAM | 5 | $2,335 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES SUBMIT QUARTERLY REPORTS WHICH THE CFO AND RESEARCH COMMITTEE REVIEW. THESE REPORTS ARE ALSO SHARED WITH THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY QUACKENBOSS | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $237,770 | $0 | $0 | $0 | $0 | $0 | $11,996 | $0 | $8,252 | $0 | $258,018 | $0 | $0 | $0 |
| SAM GERDANO | ||||||||||||||
| EXECUTIVE DIRECTOR | $430,455 | $0 | $60,000 | $0 | $0 | $0 | $33,916 | $0 | $113,120 | $0 | $637,491 | $0 | $0 | $0 |
| KATHY SHEEHAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $232,750 | $0 | $0 | $0 | $0 | $0 | $12,870 | $0 | $9,368 | $0 | $254,988 | $0 | $0 | $0 |
| MARY KLEPPINGER | ||||||||||||||
| DIRECTOR OF ADMINISTRATION | $173,040 | $0 | $0 | $0 | $0 | $0 | $6,856 | $0 | $2,082 | $0 | $181,978 | $0 | $0 | $0 |
| KARIM GUIRGUIS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $183,616 | $0 | $15,500 | $0 | $0 | $0 | $10,175 | $0 | $8,252 | $0 | $217,543 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | VARIOUS EMPLOYEE RECEIVED $20 PER MONTH SUBSIDY FOR HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES. THE AMOUNT WAS INCLUDED IN TAXABLE COMPENSATION. TOTAL CALENDAR YEAR AMOUNT IS $1,400. |
| PART I, LINE 4B | SAMUEL J. GERDANO RECEIVED: THE 457(F) PLAN - $22,963 |
| PART I, LINE 7 | SOME KEY EMPLOYEES RECEIVED BONUS PAYMENTS AS PART OF THEIR COMPENSATION. THE AMOUNTS WERE PERFORMANCE BASED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL HAVE 17 MEMBERS, CONSISTING OF 13 OFFICERS AND 4 AT-LARGE MEMBERS. THE PRESIDENT IS THE PRESIDING OFFICER OF THE COMMITTEE. THE COMMITTEE SHALL BE RESPONSIBLE FOR THE DEVELOPMENT AND IMPLEMENTATION OF POLICY, SUSPENSION OR REMOVAL OR REPLACEMENT OF ANY OFFICER OR MEMBER OF THE EXECUTIVE COMMITTEE, EMPLOYMENT OR TERMINATION OF THE EXECUTIVE DIRECTOR, PROPOSAL OF AN ANNUAL BUDGET FOR PRESENTATION TO THE BOARD, AND EXCEPT FOR FUNDAMENTAL CHANGES TO THE INSTITUTE, SHALL EXERCISE ALL OF THE POWERS OF THE BOARD BETWEEN SCHEDULED BOARD MEETINGS, ANY SUCH EXERCISE TO BE TREATED AS FORMAL AND FINAL ACTION BY THE BOARD WITHOUT THE NECESSITY FOR LATER RATIFICATION OR CONSENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | MEMBERS OF THE BOARD MAY HAVE BUSINESS RELATIONSHIPS WITH OTHER MEMBERS AS THEY PRACTICE IN THE SAME BUSINESS AREA. NO MEMBERS OF THE BOARD HAVE BUSINESS DEALINGS THAT PRESENT A CONFLICT OF INTEREST WITH ABI. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS ARE GROUPED AS REGULAR, GOVERNMENT/PROFESSOR/NON-PROFIT AND STUDENT. MEMBERS DUES VARY BASED UPON THESE CLASSES BUT EACH HAS THE SAME BENEFITS AND STATUS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX RETURN IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM (CLIFTONLARSONALLEN). FIRST, IT IS REVIEWED BY THE CFO AND THE ACCOUNTING MANAGER. AFTER A FINAL DRAFT HAS BEEN PRODUCED, THE DOCUMENT IS REVIEWED BY THE FINANCE COMMITTEE; THE FINANCE COMMITTEE HAS THE OPPORTUNITY TO DISCUSS EITHER BY EMAIL OR BY PHONE. WHEN THE FINANCE COMMITTEE IS SATISFIED WTIH THE DRAFT, IT WILL RECOMMEND TO THE BOARD TO ACCEPT THE DRAFT AS FINAL. THE FULL BOARD OF DIRECTORS IS GIVEN THE OPPORTUNITY TO ASK QUESTIONS OR SUGGEST CHANGES BEFORE THE FINAL DRAFT IS SENT TO THE IRS. THE CFO PROVIDES BOTH GROUPS WITH A DOCUMENT THAT HELPS THEM IDENTIFY KEY ITEMS AS WELL AS RECONCILE THE 990 TO THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AMERICAN BANKRUPTCY INSTITUTE (ABI) HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IT GIVES TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE DIRECTORS ARE REQUIRED TO SIGN A FORM DISCLOSING ANY CONFLICTS AND ACKNOWLEDGING THAT THEY HAVE READ AND UNDERSTOOD THE POLICY. THE CFO TRACKS THE SUBMISSION OF THESE FORMS TO INSURE THAT ALL MEMBERS OF THE BOARD HAVE SIGNED THE FORM. THE FORM IS DISTRIBUTED TO NEW MEMBERS OF THE BOARD WHEN THEY JOIN AND ANNUALLY TO ALL MEMBERS OF THE BOARD. CURRENTLY, THERE ARE NO DISCLOSED OR KNOWN CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ABI HAS A COMPENSATION COMMITTEE WHICH REVIEWS THE EXECUTIVE DIRECTOR'S SALARY AND COMPARES IT TO INDUSTRY AVERAGES. METHODS OF COMPENSATION RESEARCH INCLUDE (BUT ARE NOT LIMITED TO) COMPENSATION SURVEYS AND STUDIES. THE ED SALARIES AND BONUS ARE RECOMMENDED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. THE ED HAS A WRITTEN EMPLOYMENT CONTRACT. OTHER STAFF MEMBERS' SALARIES ARE DETERMINED BY THE ED BASED ON PERFORMANCE AND SUBJECT TO BUDGETARY RESTRICTIONS. THIS PROCESS LAST TOOK PLACE IN 2016. OTHER STAFF MEMBERS' SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR BASED UPON PERFORMANCE AND SUBJECT TO BUDGETARY RESTRICTIONS. THE EXECUTIVE DIRECTOR ALSO USES INDUSTRY AVERAGES, COMPENSATION SURVEYS AND STUDIES. THIS PROCESS LAST TOOK PLACE IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | ABI'S FORM 990, GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE (WWW.ABIWORLD.ORG) AND DISTRIBUTED TO MEMBERS OF THE BOARD OF DIRECTORS. WRITTEN COPIES ARE ALSO AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
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