INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC (EIN 39-1034021)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349308644
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:11:57-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CTR 700 | AddressLine1Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | 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 | 391034021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL FOUNDATION OF EMPLOYEE | BusinessNameLine1Txt |
| Business Name Line2 | BENEFIT PLANS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2627866700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18700 W BLUEMOUND RD PO BOX 69 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530080069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERENCE S DAVIDSON | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2627866700 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSE DOHERTY | PreparerPersonNm |
| PTIN | P00653989 | PTIN |
| Phone | 3123680500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.235.239.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 14:13:25 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 93A4F84426990A9A61EBC632D98786EB8E4F1B1D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6 | 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 | TERENCE S DAVIDSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18700 W BLUEMOUND RD PO BOX 69 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530080069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,962,153 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IFEBP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL SOURCE FOR EMPLOYEE BENEFITS, COMPENSATION, AND FINANCIAL LITERACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 161 | TotalEmployeeCnt |
| Total Volunteers | 253 | TotalVolunteersCnt |
| Total Gross UBI | $183,913 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $75,036 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,340,822 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,108,186 | CYProgramServiceRevenueAmt |
| PY Investment Income | $232,633 | PYInvestmentIncomeAmt |
| CY Investment Income | $245,127 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,616,009 | PYOtherRevenueAmt |
| CY Other Revenue | $1,930,765 | CYOtherRevenueAmt |
| PY Total Revenue | $30,189,464 | PYTotalRevenueAmt |
| CY Total Revenue | $33,284,078 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $37,866 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,502,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,355,310 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,999,709 | PYOtherExpensesAmt |
| CY Other Expenses | $17,327,492 | CYOtherExpensesAmt |
| PY Total Expenses | $30,540,181 | PYTotalExpensesAmt |
| CY Total Expenses | $31,697,802 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$350,717 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,586,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,215,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,121,220 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,796,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,066,429 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,419,587 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,054,791 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS IS A NONPROFIT ORGANIZATION, DEDICATED TO BEING A LEADING OBJECTIVE AND INDEPENDENT SOURCE OF EMPLOYEE BENEFITS, COMPENSATION, AND FINANCIAL LITERACY EDUCATION AND INFORMATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,628,642 | ExpenseAmt |
| Revenue | $21,167,343 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS, SERVICES AND CONFERENCES RELATED TO EMPLOYEE BENEFIT PLANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,263,496 | ExpenseAmt |
| Revenue | $4,616,647 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS RELATED TO THE CERTIFIED EMPLOYEE BENEFITS SPECIALIST DESIGNATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,288,313 | ExpenseAmt |
| Desc | PROGRAM DEVELOPMENT INCLUDES: SALES, PARTNERSHIPS, ADVERTISING, PUBLIC RELATIONS, AND MARKETING RELATING TO EMPLOYEE BENEFITS, FINANCIAL LITERACY, RETIREMENT SECURITY AND EDUCATION AND INFORMATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,206,854 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Revenue | $7,071,048 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE THE FOLLOWING:- PRODUCTION OF PUBLICATIONS, INFORMATION SERVICES AND RESEARCH FOR EMPLOYEE BENEFIT PLANS.- DEVELOPMENT, PRODUCTION, AND SUPPORT OF E-LEARNING EDUCATIONAL COURSES.- PROMOTION AND MARKETING OF PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,206,854 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $7,071,048 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $20,387,305 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 193 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 161 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| 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 | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AL HAMWRIGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627866700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18700 W BLUEMOUND RD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530080069 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PAUL HACKLEMAN | |||||||||
| PRESIDENT & CHAIR | 13.00 | 1.00 | Yes (X) | Yes (X) | $2,963 | $0 | $0 | ||
| GENE H PRICE | |||||||||
| PRESIDENT - ELECT | 8.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDELL W YOUNG IV | |||||||||
| TREASURER | 3.00 | 1.00 | Yes (X) | Yes (X) | $2,628 | $0 | $0 | ||
| KEVIN E TIGHE | |||||||||
| SECRETARY | 3.00 | 1.00 | Yes (X) | Yes (X) | $2,480 | $0 | $0 | ||
| THOMAS W STEIDE | |||||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | 1.00 | Yes (X) | $11,858 | $0 | $0 | |||
| REGINA C REARDON | |||||||||
| PRESIDENT - PAST | 3.00 | 1.00 | Yes (X) | $1,237 | $0 | $0 | |||
| TINA M MARSHALL | |||||||||
| CORPORATE SECTOR REP | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNETTE A METZ | |||||||||
| PUBLIC EMPLOYEE SECTOR REP | 3.00 | 1.00 | Yes (X) | $2,424 | $0 | $0 | |||
| KIRBY WATSON | |||||||||
| CANADIAN SECTOR REPRESENTATIVE | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE A ALBERT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAULA D ALLPHIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF ANDERSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F BLAIR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J COOK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $5,797 | $0 | $0 | ||||
| DONALD D CROSATTO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM J EINHORN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $3,572 | $0 | $0 | ||||
| WILLIAM F FEYLING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDALL L FOX | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR JOHN S GAAL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD E GREENWELL III | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTINA M GUASTAFERRI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL T HAFFNER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,762 | $0 | $0 | ||||
| DAVID F HAINES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES L HEDGES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTINE N KARNATH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $915 | $0 | $0 | ||||
| SAMUEL J KENISH CEBS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $2,494 | $0 | $0 | ||||
| PATRICK LA CASSA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT HANK LACHMUND | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVE LANG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,139 | $0 | $0 | ||||
| THOMAS K LEE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN J MCCAFFREY CEBS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE MOFFATT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JILL E MONGELLUZZO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE F NEHELI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK E NUNES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEONARD P O'NEILL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $3,977 | $0 | $0 | ||||
| STEPHEN J O'SICK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN R PARHAM | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHERIE PLEASANT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK W RAMAGE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN H RAPHAEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES E SCHREIBER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,087 | $0 | $0 | ||||
| JOHN E SLATERY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $5,803 | $0 | $0 | ||||
| RISE SPIEGEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM WORKE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $2,824 | $0 | $0 | ||||
| MICHAEL WILSON | |||||||||
| CHIEF EXECUTIVE OFFICER - FORMER | 40.00 | 1.00 | $494,791 | $0 | $56,647 | Yes (X) | |||
| TERENCE S DAVIDSON | |||||||||
| CHIEF EXECUTIVE OFFICER - NEW | 40.00 | 1.00 | Yes (X) | $293,620 | $0 | $70,317 | |||
| ALBERT HAMWRIGHT | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 1.00 | $210,999 | $0 | $43,699 | Yes (X) | |||
| DAVID VAN ZEELAND | |||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | 1.00 | $186,946 | $0 | $56,777 | Yes (X) | |||
| JOSEPH GLINECKI | |||||||||
| VICE PRESIDENT, BUSINESS DEVELOPMENT | 40.00 | 1.00 | $153,529 | $0 | $50,516 | Yes (X) | |||
| JULIE STICH | |||||||||
| ASSOCIATE VICE PRESIDENT, CONTENT | 40.00 | 1.00 | $137,899 | $0 | $32,369 | Yes (X) | |||
| CATHY ZACHER | |||||||||
| DIRECTOR, EDUCATIONAL PROGRAMS | 40.00 | 1.00 | $129,825 | $0 | $39,639 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,660,569 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $349,964 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVAN | |||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | CONSULTING | $710,363 | ||||
| XANEDU PUBLISHING INC | |||||||||
| 4750 VENTURA DR SUITE 400 | ANN ARBOR | MI | 48108 | PUBLISHING | $464,556 | ||||
| THE INSTITUTES | |||||||||
| 720 PROVIDENCE RD SUITE 100 | MALVERN | PA | 19355 | EXAM ADMINISTRATION | $458,775 | ||||
| DALHOUSIE UNIVERSITY COLLEGE OF CONTINUI | |||||||||
| CONSULTING | $372,050 | 1459 LEMARCHANT ST SUITE 1303 | HALIFAX | NOVAS SCOTIA B3H | CA | ||||
| PSAV PRESENTATION SERVICES | |||||||||
| 415 N FREEPORT PARKWAY | COPPELL | TX | 75019 | AUDIO VISUAL SERVICES | $316,415 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PROGRAM REGISTRATION | 900099 | $21,167,343 | $21,167,343 | |
| MEMBERSHIP DUES AND SE | 900099 | $5,914,605 | $5,914,605 | |
| CEBS CERTIFICATION PRO | 900099 | $3,271,468 | $3,271,468 | |
| E-LEARNING | 900099 | $570,857 | $570,857 | |
| ADVERTISING AND OTHER | 541800 | $183,913 | $183,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,108,186 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,256 | TotalRevenueColumnAmt |
| Exclusion | $247,256 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,840,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,842,129 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,129 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,129 | TotalRevenueColumnAmt |
| Exclusion | -$2,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,282,563 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $835,946 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,446,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,446,617 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT SERVICES AND O | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $484,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $484,148 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $484,148 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,284,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,855,038 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $183,913 | UnrelatedBusinessRevenueAmt |
| Exclusion | $245,127 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,898 | TotalAmt |
| Management And General | $416,898 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,723,240 | TotalAmt |
| Program Services | $6,130,911 | ProgramServicesAmt |
| Management And General | $3,592,329 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,461,291 | TotalAmt |
| Program Services | $876,021 | ProgramServicesAmt |
| Management And General | $585,270 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,029,242 | TotalAmt |
| Program Services | $1,278,647 | ProgramServicesAmt |
| Management And General | $750,595 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,639 | TotalAmt |
| Program Services | $450,360 | ProgramServicesAmt |
| Management And General | $274,279 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,445 | TotalAmt |
| Management And General | $294,445 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,522 | TotalAmt |
| Management And General | $86,522 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,265 | TotalAmt |
| Management And General | $31,265 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,157,792 | TotalAmt |
| Program Services | $1,987,355 | ProgramServicesAmt |
| Management And General | $170,437 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,907 | TotalAmt |
| Program Services | $499,907 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,631,817 | TotalAmt |
| Program Services | $2,134,828 | ProgramServicesAmt |
| Management And General | $496,989 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,633 | TotalAmt |
| Program Services | $65,462 | ProgramServicesAmt |
| Management And General | $720,171 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,411 | TotalAmt |
| Program Services | $23,411 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,433 | TotalAmt |
| Program Services | $6,029 | ProgramServicesAmt |
| Management And General | $336,404 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,737,927 | TotalAmt |
| Program Services | $414,656 | ProgramServicesAmt |
| Management And General | $1,323,271 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,981,726 | TotalAmt |
| Program Services | $6,296,813 | ProgramServicesAmt |
| Management And General | $684,913 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,325 | TotalAmt |
| Management And General | $64,325 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,837 | TotalAmt |
| Program Services | $135,767 | ProgramServicesAmt |
| Management And General | $881,070 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,557 | TotalAmt |
| Program Services | $72,138 | ProgramServicesAmt |
| Management And General | $103,419 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| STRATEGIC INITIATIVES | $472,563 | $472,563 |
| UBIT PAYMENTS | $14,750 | $14,750 |
| DISPOSAL OF ASSETS | $10,582 | $10,582 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,697,802 | TotalAmt |
| Program Services | $20,387,305 | ProgramServicesAmt |
| Management And General | $11,310,497 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,682,285 | BOYAmt |
| EOY | $964,188 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,383 | BOYAmt |
| EOY | $719,383 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,180 | BOYAmt |
| EOY | $482,539 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,037 | BOYAmt |
| EOY | $532,086 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,054 | BOYAmt |
| EOY | $1,289,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,654,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,673,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,784,012 | BOYAmt |
| EOY | $6,980,510 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,822,062 | BOYAmt |
| EOY | $7,178,657 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,265,491 | BOYAmt |
| EOY | $15,173,850 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,326 | BOYAmt |
| EOY | $800,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,215,830 | BOYAmt |
| EOY | $34,121,220 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,063,204 | BOYAmt |
| EOY | $3,830,692 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,110,236 | BOYAmt |
| EOY | $12,415,592 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,943 | BOYAmt |
| EOY | $125,179 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,366,860 | BOYAmt |
| EOY | $6,194,966 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,796,243 | BOYAmt |
| EOY | $24,066,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,347,782 | BOYAmt |
| EOY | $9,995,153 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,805 | BOYAmt |
| EOY | $59,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,419,587 | BOYAmt |
| EOY | $10,054,791 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,215,830 | BOYAmt |
| EOY | $34,121,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,586,276 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$477,887 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$473,185 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule 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 | $5,124,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,178,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,701,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,773,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,914,605 | CurrentTaxYearAmt |
| Total | $27,690,986 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,748,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,356,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,093,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,756,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,776,379 | CurrentTaxYearAmt |
| Total | $122,731,728 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,872,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,534,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,794,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,529,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,690,984 | CurrentTaxYearAmt |
| Total | $150,422,714 | 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 | $150,422,714 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $218,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $247,256 | CurrentTaxYearAmt |
| Total | $1,201,662 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $218,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $247,256 | CurrentTaxYearAmt |
| Total | $1,201,662 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,036 | CurrentTaxYearAmt |
| Total | $429,359 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,304,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,838,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,083,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,814,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,013,276 | CurrentTaxYearAmt |
| Total | $152,053,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98900 | PublicSupportPY509Pct |
| Investment Income CY | 0.00790 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00780 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $687,374 | OtherCostOrOtherBasisAmt |
| Book Value | $687,374 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,336,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,453,729 | DepreciationAmt |
| Book Value | $1,882,380 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,630,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,219,783 | DepreciationAmt |
| Book Value | $4,410,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,980,510 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON COLLECTIVE TRUSTS | $6,497,359 | F |
| ALTERNATIVE INVESTMENT TRUSTS | $4,061,981 | F |
| MUTUAL FUND TRUSTS | $4,614,510 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,173,850 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| HOTEL DEPOSITS HELD FOR OTHERS | $1,080,819 |
| DEFINED BENEFIT PLAN ACCRUED COST | $5,028,581 |
| CAPITAL LEASE OBLIGATION | $85,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,194,966 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, AND FORM 4-T, WISCONSIN EXEMPT ORGANIZATION BUSINESS FRANCHISE OR INCOME TAX RETURN. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE STATE OF WISCONSIN UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 2 | PROGRAM SERVICES | EDUCATIONAL PROGRAMS | $1,456,000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | BOARD & COMMITTEE | $312,000 |
| NORTH AMERICA | 1 | 1 | PROGRAM SERVICES | STRATEGIC/ ADMINISTRATIVE | $280,000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | SUPPORT OF MEMBERSHIP | $123,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $2,171,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,171,000 | TotalSpentAmt |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ACCOUNTS FOR EXPENDITURES RELATED TO FOREIGN ACTIVITIES ON AN ACCRUAL BASIS AND CLASSIFIES THE EXPENDITURES BASED ON THE PROGRAM ACTIVITIES. THE AMOUNTS IN COLUMN (F) ARE STATED IN US DOLLARS. AMOUNTS TRANSACTED IN CANADIAN DOLLARS ARE CONVERTED INTO US DOLLARS BASED ON THE AVERAGE MONTHLY EXCHANGE RATE FOR AMOUNTS PAID AND THE SPOT RATE AT YEAR-END FOR ACCRUALS. | 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 | PRESERVATION ALLIANCE OF NEW ORLEANS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 TCHOUPITOULAS ST | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 720760857 | RecipientEIN |
| IRC Section | 501 (C)(3) | IRCSectionDesc |
| Cash Grant | $15,000 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT OF ORGANIZATION'S MISSION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANTS WERE PROVIDED TO SUPPORT THE GENERAL MISSION OF THE ORGANIZATION. AS NO SPECIFIC CONDITIONS ACCOMPANIED THE GRANT, MONITORING USE OF THE FUNDS WAS NOT CONSIDERED NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL WILSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER - FORMER | $327,652 | $0 | $16,500 | $0 | $150,639 | $0 | $30,250 | $0 | $26,397 | $0 | $551,438 | $0 | $0 | $0 |
| TERENCE S DAVIDSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER - NEW | $268,330 | $0 | $15,000 | $0 | $10,290 | $0 | $30,250 | $0 | $40,067 | $0 | $363,937 | $0 | $0 | $0 |
| ALBERT HAMWRIGHT | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $205,234 | $0 | $4,400 | $0 | $1,365 | $0 | $23,131 | $0 | $20,568 | $0 | $254,698 | $0 | $0 | $0 |
| DAVID VAN ZEELAND | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $181,816 | $0 | $4,400 | $0 | $730 | $0 | $20,805 | $0 | $35,972 | $0 | $243,723 | $0 | $0 | $0 |
| JOSEPH GLINECKI | ||||||||||||||
| VICE PRESIDENT, BUSINESS DEVELOPMENT | $151,842 | $0 | $1,400 | $0 | $287 | $0 | $15,754 | $0 | $34,762 | $0 | $204,045 | $0 | $0 | $0 |
| JULIE STICH | ||||||||||||||
| ASSOCIATE VICE PRESIDENT, CONTENT | $133,822 | $0 | $2,900 | $0 | $1,177 | $0 | $15,169 | $0 | $17,200 | $0 | $170,268 | $0 | $0 | $0 |
| CATHY ZACHER | ||||||||||||||
| DIRECTOR, EDUCATIONAL PROGRAMS | $124,419 | $0 | $2,150 | $0 | $3,256 | $0 | $14,198 | $0 | $25,441 | $0 | $169,464 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION REIMBURSES ITS VOLUNTEERS WHO SERVE ON COMMITTEES, THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. THE ORGANIZATION ALLOWS VOLUNTEERS TO RECEIVE TRAVEL EXPENSE PAYMENTS THAT DO NOT EXCEED NONREFUNDABLE COACH CLASS AIRFARE OR IN SOME INSTANCES, FIRST CLASS AIRFARE, FROM THEIR HOME DESTINATION TO THE MEETING SITE AND THE ORGANIZATION ALSO PAYS HOTEL EXPENSES FOR THE ACTUAL DAYS OF MEETING ATTENDANCE BY SUCH A VOLUNTEER PLUS ONE TRAVEL DAY AT THE BEGINNING AND END OF THE MEETING. THE ORGANIZATION ALSO PAYS THOSE VOLUNTEERS A PER DIEM ALLOWANCE FOR OTHER EXPENSES INCLUDING MEALS, CABS AND OTHER ON-SITE TRANSPORTATION, TIPS, ETC. IN THE AMOUNT OF $115 PER DAY. ANY AMOUNT PAID TO A VOLUNTEER FOR WHICH SUBSTANTIATION OF THE EXPENSE IS NOT SUBMITTED TO THE ORGANIZATION IS REPORTED ON A FORM 1099 FOR THE AFFECTED VOLUNTEER. IN ADDITION, THE ORGANIZATION REIMBURSES TRAVEL EXPENSES FOR THE SPOUSE OF THE PRESIDENT (UNCOMPENSATED VOLUNTEER) AND PRESIDENT-ELECT (UNCOMPENSATED VOLUNTEER) IN CONJUNCTION WITH ATTENDANCE AT FUNCTIONS WHERE THE PRESIDENT AND PRESIDENT-ELECT PARTICIPATES IN BOARD/COMMITTEE ACTIVITIES WHERE THEY HOST OFFICIAL FUNCTIONS. THE AIRFARE REIMBURSEMENT FOR THE TRAVELING SPOUSE IN THESE SITUATIONS IS AT THE ACTUAL COST OF THE AIRFARE, INCLUDING FOR A FIRST-CLASS SEAT. |
| PART I, LINE 4B | THE FOUNDATION ESTABLISHED AN INTERNAL REVENUE CODE ("IRC") SECTION 457(B) "TOP HAT" DEFERRED COMPENSATION ARRANGEMENT FOR ITS FORMER CHIEF EXECUTIVE OFFICER ("CEO") WHICH IS FUNDED IN PART BY A REDUCTION IN THE AMOUNT OF DISCRETIONARY PERFORMANCE BONUS FOR WHICH THE CEO COULD QUALIFY FOR A YEAR OF EMPLOYMENT STARTING WITH 2011 PLUS AN ADDITIONAL ANNUAL PAYMENT BY THE FOUNDATION IN THE $7,000 RANGE FOR THE AFFECTED YEAR. IF THE CEO FAILS TO EARN THE FULL AMOUNT OF THE DISCRETIONARY BONUS FOR A YEAR, THEN THE AMOUNT CONTRIBUTED TO THE 457(B) ARRANGEMENT IS REDUCED. IN ADDITION, THE FOUNDATION ESTABLISHED AN IRC SECTION 457(F) INELIGIBLE DEFERRED COMPENSATION ARRANGEMENT FOR ITS CEO TO WHICH APPROXIMATELY $9,000 IS CONTRIBUTED FOR A YEAR OF EMPLOYMENT FROM 2011 THROUGH 2018. THEREAFTER, THE FOUNDATION WILL REEVALUATE THE AMOUNT CONTRIBUTED TO THE INELIGIBLE ARRANGEMENT. STARTING IN 2013, THE FOUNDATION ALSO CONTRIBUTES TO THE 457(F) PLAN THE AMOUNT IT WOULD HAVE OTHERWISE CONTRIBUTED TO THE ORGANIZATION'S DEFINED CONTRIBUTION PLAN, BUT COULD NOT BECAUSE OF THE COMPENSATION LIMITATION UNDER IRC SECTION 401(C)(17). THE 457(F) ARRANGEMENT IS SUBJECT TO A VESTING FORMULA. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION SHALL HAVE ONE CLASS OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ONLY MEMBERS WHO ARE MEMBERS OF THE BOARD OF VOTING DIRECTORS SHALL HAVE THE RIGHT TO VOTE UPON ANY QUESTION AND ONLY THEIR CONSENT SHALL BE NECESSARY IN ANY STATUTORY OR OTHER PROCEEDINGS. A BOARD OF VOTING DIRECTORS SHALL REPRESENT, VOTE, AND ACT FOR THE MEMBERSHIP IN ALL OF THE ORGANIZATION'S AFFAIRS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION WORKS WITH ITS OFFICERS AND ITS THIRD-PARTY LAW FIRM AND ACCOUNTING FIRM TO PREPARE THE ORGANIZATION'S FORM 990 TAX RETURN. THE ORGANIZATION THEN PROVIDES ITS PROPOSED FORM 990 TAX RETURN TO THE EXECUTIVE COMMITTEE OF ITS BOARD OF DIRECTORS, WHICH ACTS FOR THE BOARD OF DIRECTORS BETWEEN BOARD OF DIRECTOR MEETINGS. LEGAL COUNSEL, A REPRESENTATIVE OF THE ACCOUNTING FIRM, AS WELL AS STAFF ARE AVAILABLE TO ANSWER QUESTIONS REGARDING THE FORM. THE EXECUTIVE COMMITTEE PROVIDES ANY COMMENTS, CORRECTIONS OR OTHER CHANGES, WHEREUPON THE FORM 990 TAX RETURN IS FINALIZED AND APPROVED BY THE EXECUTIVE COMMITTEE. ONCE EXECUTIVE COMMITTEE APPROVAL IS OBTAINED, THE ORGANIZATION FILES IT'S FORM 990 TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY ANNUALLY HAVING ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT OF ANY ITEMS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST WITH THE ORGANIZATION. DURING THE COURSE OF EACH YEAR, THE CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND GENERAL COUNSEL (WHO IS THE PRIMARY PURVEYOR OF LEGAL SERVICES PROVIDED BY A THIRD-PARTY LAW FIRM RETAINED BY THE ORGANIZATION) MONITOR THE ACTIVITIES OF INDIVIDUAL BOARD OF DIRECTORS MEMBERS, OFFICERS AND KEY EMPLOYEES IN THE ORDINARY COURSE OF THE ORGANIZATION'S BUSINESS. ANY IDENTIFIED POTENTIAL CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE INDIVIDUALS IN QUESTION AND APPROPRIATELY ADDRESSED. INDIVIDUAL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE ALSO ENCOURAGED TO BE WATCHFUL OF CONFLICT OF INTEREST ISSUES AND BRING SUCH ISSUES TO THE ATTENTION OF EITHER THE CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER OR GENERAL COUNSEL. ANY IDENTIFIED CONFLICTS OF INTEREST ARE DEALT WITH BY VOTE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CHAIRMAN OF THE BOARD (AN UNCOMPENSATED VOLUNTEER) AND GENERAL COUNSEL (A SENIOR PARTNER ENGAGED IN REPRESENTING NONPROFIT ORGANIZATIONS) COMPILE BENCHMARKING DATA FROM COMPENSATION PUBLICATIONS SUCH AS NATIONAL COMPENSATION STUDY (AMERICAN RESEARCH COMPANY), BLUE CHIP COMPENSATION & BENEFITS STUDY (ASAE) AND MANAGEMENT COMPENSATION REPORT (PRM CONSULTING, INC.) THAT TAKES INTO CONSIDERATION SUCH FACTORS AS EDUCATION, EXPERIENCE BASE, TENURE AND PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION (THE "CEO"). A REPORT IS PREPARED AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION BY THE CHAIRMAN OF THE BOARD AND GENERAL COUNSEL. THE CEO IS NOT IN ATTENDANCE AT THE MEETING WHEN HIS COMPENSATION LEVEL IS DISCUSSED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DELIBERATES AND APPROVES OF ANY CHANGES IN THE LEVEL OF COMPENSATION OF THE CEO. THE SAME PROCESS IS USED FOR OTHER OFFICERS AND KEY EMPLOYEES WITH THE EXCEPTION THAT THIS PROCESS IS LED BY THE CEO. THE CEO HAS, WITHIN APPROVED BUDGETARY CONSTRAINTS, AUTHORITY IN REVIEWING AND MAKING COMPENSATION ADJUSTMENTS FOR OTHER EMPLOYEES OF THE ORGANIZATION THAT ARE NOT OFFICERS. PERIODICALLY, THE SALARY STRUCTURE AT THE ORGANIZATION, INCLUDING THE CEO AND OTHER KEY EMPLOYEES, IS REVIEWED FOR REASONABLENESS BY COMPARISON TO OTHER ORGANIZATIONS OF SIMILAR TYPE, SIZE AND GEOGRAPHIC LOCATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS CORPORATE BY-LAWS, ANNUAL AUDITED FINANCIAL STATEMENTS AND POLICIES AVAILABLE ON ITS WEB SITE. THIS INFORMATION CAN BE VIEWED AT WWW.IFEBP.ORG UNDER THE "ABOUT US" TAB OF THE ORGANIZATION'S HOME PAGE. MEMBERS OF THE PUBLIC-AT-LARGE MAY ALSO OBTAIN A COPY OF THE ORGANIZATION'S BY-LAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS BY CONTACTING THE ORGANIZATION. |
| FORM 990, PART XI, LINE 9: | BENEFIT-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -423,290. FOREIGN CURRENCY LOSS & NET CONTRIBUTIONS -49,895. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IFEBP SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18700 W BLUEMOUND RD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391034021 | EIN |
| Primary Activities | EDUCATIONAL, CHARITABLE, AND SCIENTIFIC ADMININSTRATIVE SUPPORT. | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $1,975,851 | TotalIncomeAmt |
| End Of Year Assets | $655,518 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INTL SOCIETY OF CERT EMPLOYEE BENEFIT SPECIALISTS INC | ||||||||||
| 18700 W BLUEMOUND RD | BROOKFIELD | WI | 53008 | 391396077 | DESIGNING AND ADMINISTERING CONTINUING EDUCATION COURSES AND EXAMS. | WI | 501(C)(3) | 509(A)(2) | INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC | 0 |
| CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC | ||||||||||
| 18700 W BLUEMOUND RD | BROOKFIELD | WI | 53008 | 391666266 | GRANTING AND PROMOTING CEBS DESIGNATION AND ASSOCIATE DESIGNATIONS. | WI | 501(C)(6) | INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC | ||
| O | $165,332 | FAIR MARKET VALUE |
| INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC | ||
| M | $426,213 | FAIR MARKET VALUE |
| INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC | ||
| Q | $242,040 | FAIR MARKET VALUE |