UNIVERSITY PROFESSIONAL & CONTINUING EDUCATION ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY PROFESSIONAL & CONTINUING EDUCATION ASSOCIATION (EIN 41-6030721)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-19
- IRS object ID
- 201813539349300221
- Schema version
- 2017v2.3
- 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 | 2018-12-19T10:53:49-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541498950 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENNER AND COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH FAIRFAX ST SUITE 400 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416030721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PROFESSIONAL AND CONTINUING | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2026593130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW NO 615 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J HANSEN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2026593130 | PhoneNum |
| Signature | 2018-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW E YOUNG CPA | PreparerPersonNm |
| PTIN | P01203950 | PTIN |
| Phone | 7035351200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.145.91.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-10 | IPDt |
| IP Tm | 17:54:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FBA1C4B9D9ACC603780BCFED359F95AA9227B2F9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D3430AB987106FA12676EA554716B25DDFEEB887 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT J HANSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW NO 615 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,404,479 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPCEA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | UPCEA ADVANCES LEADERSHIP IN PROFESSIONAL, CONTINUING, AND ONLINE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $41,700 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$6,692 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,407,495 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,670,922 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,568 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,544 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,583 | PYOtherRevenueAmt |
| CY Other Revenue | $2,277 | CYOtherRevenueAmt |
| PY Total Revenue | $3,474,646 | PYTotalRevenueAmt |
| CY Total Revenue | $3,752,743 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,600,639 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,713,343 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $277,185 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,140,513 | PYOtherExpensesAmt |
| CY Other Expenses | $2,015,177 | CYOtherExpensesAmt |
| PY Total Expenses | $3,741,152 | PYTotalExpensesAmt |
| CY Total Expenses | $3,728,520 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$266,506 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,223 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,917,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,181,127 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,280,865 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,556,475 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $637,062 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $624,652 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNIVERSITY PROFESSIONAL AND CONTINUING EDUCATION ASSOCIATION (UPCEA) ADVANCES LEADERSHIP IN PROFESSIONAL, CONTINUING AND ONLINE EDUCATION. THE ASSOCIATION IS DEDICATED TO MEETING THE NEEDS OF PROFESSIONAL MEMBERS AND THE INSTITUTIONS THEY SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,129,396 | ExpenseAmt |
| Revenue | $1,209,658 | RevenueAmt |
| Desc | ANNUAL CONFERENCE AND SEMINARS: A GATHERING OF HIGHER EDUCATION PROFESSIONALS WHO DEVELOP, IMPLEMENT, AND PROMOTE PROFESSIONAL, CONTINUING AND ONLINE EDUCATION. THE ANNUAL CONFERENCE OFFERS RELEVANT AND ENGAGING WORKSHOPS, A LIVELY EXHIBIT HALL, THOUGHT-PROVOKING KEYNOTE SPEAKERS, AND IN-DEPTH PANEL DISCUSSIONS AND CONCURRENT SESSIONS. A VARIETY OF SPECIAL INTEREST SEMINARS ARE OFFERED TO THE CONTINUING EDUCATION COMMUNITY THAT PROVIDE A FORUM FOR DISCUSSION ABOUT VARYING ASPECTS OF THE FIELD AND SUPPORTS THE DISSEMINATION OF BEST PRACTICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $453,341 | ExpenseAmt |
| Revenue | $305,435 | RevenueAmt |
| Desc | REGION ACTIVITIES: UPCEA'S FIVE REGIONS PROVIDE OPPORTUNITIES FOR MEMBERS TO EXAMINE ISSUES OF LOCAL AND REGIONAL IMPORTANCE, TO DEVELOP COLLABORATIVE INITIATIVES, AND TO NETWORK WITH AREA COLLEAGUES. THE ECONOMIES OF GEOGRAPHY ALSO FURNISH COST-EFFECTIVE WAYS FOR NEW AND MID-LEVEL STAFF TO PARTICIPATE IN THE REGIONAL CONFERENCE, WHETHER INDIVIDUALLY OR AS A TEAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $580,387 | ExpenseAmt |
| Revenue | $388,015 | RevenueAmt |
| Desc | CENTER FOR RESEARCH & CONSULTING AND CENTER FOR ONLINE LEADERSHIP & STRATEGY: CENTER FOR RESEARCH & CONSULTING CONDUCTS BENCHMARKING STUDIES AND CUSTOMIZED ENROLLMENT AND MARKETING STUDIES FOR MEMBER INSTITUTIONS. THE CENTER FOR ONLINE LEADERSHIP & STRATEGY HELPS MEMBER INSTITUTIONS LEVERAGE ONLINE EDUCATION AS A CRITICAL STRATEGIC ASSET. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $414,541 | ExpenseAmt |
| Revenue | $1,160,202 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES: AN INSITUTIONALLY-BASED MEMBERSHIP ORGANIZATION, MEMBERSHIP IS COMPOSED OF REGIONALLY ACCREDITED, DEGREE-GRANTING UNIVERSITIES AND COLLEGES. INDIVIDUALS AT THESE MEMBER INSTITUTIONS ARE ELIGIBLE TO JOIN THE ASSOCIATION AS PROFESSIONAL MEMBERS. THE ASSOCIATION'S MEMBERSHIP HAS APPROXIMATELY 380 INSTITUTIONAL MEMBERS AND AFFILIATES, AND 3,850 PROFESSIONAL MEMBERS.ADDITIONAL PROGRAMS INCLUDE PUBLICATIONS AND COMMUNICATIONS THAT INCLUDE RELEVANT INDUSTRY TOPICS, VARIOUS NETWORK GROUPS AND OPPORTUNITIES, AWARD PROGRAMS, AND OTHER MISCELLANOUS ACTIVITIES IN ALIGNMENT WITH UPCEA'S MISSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $414,541 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,160,202 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,577,665 | 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 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 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 | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPAL HAWKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024002701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW SUITE 615 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| WAYNE SMUTZ | |||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDI PERSHING | |||||||
| PRESIDENT-ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NELSON BAKER | |||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALICE WARREN | |||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDY CASIELLO | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE CAVALIER | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKIE COOK | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN MACDONALD | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY OTTER | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA TEMPLETON | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON WINGARD | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAYNE EDGE | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM OBBINK | |||||||
| NETWORK SENATE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SOMA CHAKRABARTI | |||||||
| NETWORK SENATE CHAIR-ELECT | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH MULHERREN | |||||||
| REGIONAL CABINET CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROVY BRANON | |||||||
| DIVERSITY & INCLUSIVENESS COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB STINE | |||||||
| REGIONAL REPRESENTATIVE - CENTRAL | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY PARKER | |||||||
| REGIONAL REPRESENTATIVE - NEW ENGLAND | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA VERMA | |||||||
| REGIONAL REPRESENTATIVE - SOUTH | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE MIERA | |||||||
| REGIONAL REPRESENTATIVE - WEST | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB HANSEN | |||||||
| CHIEF EXECUTIVE OFFICER | 37.50 | Yes (X) | $298,325 | $0 | $60,085 | ||
| AMY HEITZMAN | |||||||
| CHIEF LEARNING OFFICER | 37.50 | Yes (X) | $177,650 | $0 | $21,843 | ||
| JULIE URANIS | |||||||
| VICE PRESIDENT FOR ONLINE AND STRATEGIC INITIATIVE | 37.50 | Yes (X) | $116,852 | $0 | $16,252 | ||
| OPAL HAWKINS | |||||||
| CHIEF FINANCIAL OFFICER | 37.50 | Yes (X) | $97,100 | $0 | $11,091 | ||
| LORI DERKAY | |||||||
| FORMER CHIEF FINANCIAL OFFICER | 37.50 | $108,551 | $0 | $28,532 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $798,478 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,803 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | HOTELS | $183,756 |
| HITLON SAN DIEGO BAYFRONT | |||||
| 1 PARK BOULEVARD | SAN DIEGO | CA | 92101 | HOTELS | $157,799 |
| SELECT BENEFIT PLAN ADMINISTRATORS | |||||
| 2850 QUARRY LAKE DRIVE 303 | BALTIMORE | MD | 21209 | HEALTHCARE | $136,090 |
| VISION CREATIVE | |||||
| 5598 GENERAL WASHINGTON DR | ALEXANDRIA | VA | 22312 | AUDIO EQUIPMENT | $132,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ANNUAL CONFERENCE AND | 611430 | $1,509,712 | $1,209,658 | $2,450 | $297,604 |
| MEMBERSHIP DUES | 900099 | $1,129,675 | $1,129,675 | ||
| CENTER FOR RESEARCH AN | 611430 | $388,015 | $388,015 | ||
| REGION ACTIVITIES | 611430 | $358,270 | $305,435 | $52,835 | |
| CORPORATE PARTNERSHIPS | 900099 | $217,750 | $217,750 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,250 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $39,250 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,670,922 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,218 | TotalRevenueColumnAmt |
| Exclusion | $37,218 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $694,062 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $651,736 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,326 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,326 | TotalRevenueColumnAmt |
| Exclusion | $42,326 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,277 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,277 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,752,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,063,310 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $41,700 | UnrelatedBusinessRevenueAmt |
| Exclusion | $647,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,745 | TotalAmt |
| Program Services | $477,489 | ProgramServicesAmt |
| Management And General | $268,520 | ManagementAndGeneralAmt |
| Fundraising | $128,736 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,661 | TotalAmt |
| Program Services | $293,509 | ProgramServicesAmt |
| Management And General | $228,497 | ManagementAndGeneralAmt |
| Fundraising | $80,655 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,832 | TotalAmt |
| Program Services | $51,494 | ProgramServicesAmt |
| Management And General | $2,293 | ManagementAndGeneralAmt |
| Fundraising | $13,045 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,448 | TotalAmt |
| Program Services | $48,346 | ProgramServicesAmt |
| Management And General | $14,846 | ManagementAndGeneralAmt |
| Fundraising | $12,256 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,657 | TotalAmt |
| Program Services | $6,376 | ProgramServicesAmt |
| Management And General | $85,577 | ManagementAndGeneralAmt |
| Fundraising | $1,704 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,060 | TotalAmt |
| Program Services | $39,060 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,278 | TotalAmt |
| Program Services | $8,593 | ProgramServicesAmt |
| Management And General | -$4,315 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,984 | TotalAmt |
| Program Services | $24,242 | ProgramServicesAmt |
| Management And General | $17,742 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,391 | TotalAmt |
| Management And General | $10,391 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,837 | TotalAmt |
| Program Services | $459,352 | ProgramServicesAmt |
| Management And General | $45,985 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,571 | TotalAmt |
| Program Services | $103,446 | ProgramServicesAmt |
| Management And General | $49,021 | ManagementAndGeneralAmt |
| Fundraising | $6,104 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,245 | TotalAmt |
| Management And General | $17,245 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,077 | TotalAmt |
| Program Services | $80,343 | ProgramServicesAmt |
| Management And General | $23,258 | ManagementAndGeneralAmt |
| Fundraising | $21,476 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,445 | TotalAmt |
| Program Services | $71,936 | ProgramServicesAmt |
| Management And General | $12,113 | ManagementAndGeneralAmt |
| Fundraising | $8,396 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,076 | TotalAmt |
| Program Services | $863,058 | ProgramServicesAmt |
| Management And General | $2,409 | ManagementAndGeneralAmt |
| Fundraising | $2,609 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,504 | TotalAmt |
| Management And General | $23,504 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,295 | TotalAmt |
| Program Services | $7,143 | ProgramServicesAmt |
| Management And General | $24,152 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $73,983 | $25,096 | $48,887 | |
| EQUIPMENT | $9,975 | $9,800 | $175 | |
| STAFF DEVELOPMENT | $9,311 | $6,378 | $1,229 | $1,704 |
| GIFTS | $4,135 | $2,004 | $2,131 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,728,520 | TotalAmt |
| Program Services | $2,577,665 | ProgramServicesAmt |
| Management And General | $873,670 | ManagementAndGeneralAmt |
| Fundraising | $277,185 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,462 | BOYAmt |
| EOY | $680,038 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,303 | BOYAmt |
| EOY | $165,822 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,685 | BOYAmt |
| EOY | $129,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $201,472 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,940 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,705 | BOYAmt |
| EOY | $90,532 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,591 | BOYAmt |
| EOY | $1,097,111 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,014 | BOYAmt |
| EOY | $3,794 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,167 | BOYAmt |
| EOY | $14,567 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,917,927 | BOYAmt |
| EOY | $2,181,127 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,551 | BOYAmt |
| EOY | $330,093 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $934,162 | BOYAmt |
| EOY | $1,201,820 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,152 | BOYAmt |
| EOY | $24,562 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,280,865 | BOYAmt |
| EOY | $1,556,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,062 | BOYAmt |
| EOY | $624,652 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,062 | BOYAmt |
| EOY | $624,652 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,917,927 | BOYAmt |
| EOY | $2,181,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $24,223 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$36,633 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,670 | CurrentTaxYearMinus3YearsAmt |
| Total | $444,954 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,741,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,120,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,596,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,861,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,061,033 | CurrentTaxYearAmt |
| Total | $15,380,624 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $568,189 | CurrentTaxYearAmt |
| Total | $568,189 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,932,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,374,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,596,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,861,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,629,222 | CurrentTaxYearAmt |
| Total | $16,393,767 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,760 | CurrentTaxYearAmt |
| Total | $259,359 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,760 | CurrentTaxYearAmt |
| Total | $259,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $16,134,408 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,218 | CurrentTaxYearAmt |
| Total | $189,650 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,218 | CurrentTaxYearAmt |
| Total | $189,650 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -$6,692 | CurrentTaxYearAmt |
| Total | -$6,692 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $17,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,277 | CurrentTaxYearAmt |
| Total | $29,905 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,962,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,425,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,637,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,919,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,662,025 | CurrentTaxYearAmt |
| Total | $16,606,630 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97060 | PublicSupportPY509Pct |
| Investment Income CY | 0.01140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $281,262 | BeginningYearBalanceAmt |
| Contributions | $97,077 | ContributionsAmt |
| Other Expenditures | $1,472 | OtherExpendituresAmt |
| End Year Balance | $376,867 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $270,523 | BeginningYearBalanceAmt |
| Contributions | $17,479 | ContributionsAmt |
| Other Expenditures | $6,740 | OtherExpendituresAmt |
| End Year Balance | $281,262 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,940 | BeginningYearBalanceAmt |
| Contributions | $73,583 | ContributionsAmt |
| End Year Balance | $270,523 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $195,303 | BeginningYearBalanceAmt |
| Contributions | $22,625 | ContributionsAmt |
| Other Expenditures | $20,988 | OtherExpendituresAmt |
| End Year Balance | $196,940 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $171,551 | BeginningYearBalanceAmt |
| Contributions | $25,466 | ContributionsAmt |
| Other Expenditures | $1,714 | OtherExpendituresAmt |
| End Year Balance | $195,303 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $115,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,239 | DepreciationAmt |
| Book Value | $60,596 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,701 | DepreciationAmt |
| Book Value | $29,936 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $90,532 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $24,562 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,562 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,793,513 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$36,633 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $87,794 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $51,161 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,742,352 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,391 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,391 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,752,743 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,805,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $87,794 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $87,794 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,718,129 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,391 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,391 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,728,520 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED FUNDS INCLUDE THOSE FUNDS SET ASIDE FOR THE PURPOSES OF REGIONAL ACTIVITIES. |
| PART X, LINE 2: | IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED UPCEA'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOB HANSEN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $289,325 | $0 | $9,000 | $0 | $0 | $0 | $36,000 | $0 | $24,085 | $0 | $358,410 | $0 | $0 | $0 |
| AMY HEITZMAN | ||||||||||||||
| CHIEF LEARNING OFFICER | $177,650 | $0 | $0 | $0 | $0 | $0 | $20,706 | $0 | $1,137 | $0 | $199,493 | $0 | $0 | $0 |
| LORI DERKAY | ||||||||||||||
| FORMER CHIEF FINANCIAL OFFICER | $108,551 | $0 | $0 | $0 | $0 | $0 | $13,182 | $0 | $15,350 | $0 | $137,083 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS MADE UP OF THE PRESIDENT, PRESIDENT-ELECT SECRETARY/TREASURER, IMMEDIATE PAST PRESIDENT, CHAIR OF THE NETWORK SENATE CHAIR OF THE REGIONAL CABINET AND THE CEO (EX-OFFICIO). THE EXECUTIVE COMMITTEE MAY ACT IN THE PLACE OF THE BOARD WHEN AUTHORITY IS DESIGNATED BY THE BOARD AND WHERE ACTION BY THE EXECUTIVE COMMITTEE IS TEMPORARY AND SUBJECT TO APPROVAL BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE ASSOCIATION SHALL BE DIVIDED INTO THE FOLLOWING CATEGORIES: INSTITUTIONAL, CORPORATE AND AFFILIATE. THE BOARD OF DIRECTORS OF THE ASSOCIATION SHALL HAVE THE AUTHORITY TO CREATE ADDITIONAL CATEGORIES OF MEMBERSHIP. THE ASSOCIATION'S MEMBERSHIP CATEGORIES ARE DEFINED AS FOLLOWS: INSTITUTIONAL MEMBERS: INSTITUTIONAL MEMBERS SHALL BE COMPRISED OF DEGREE-GRANTING INSTITUTIONS OF HIGHER EDUCATION ACCREDITED BY A REGIONAL ACCREDITING BODY OR OTHER APPROPRIATE ACCREDITING BODY IN THE CASE OF NON-U.S. MEMBERS. WHERE THERE IS NO RECOGNIZED ACCREDITING BODY, ADMISSION AS A NON-U.S. INSTITUTIONAL MEMBER WILL BE AT THE REASONABLE DISCRETION OF THE BOARD. IN THE CASE OF MULTI-CAMPUS INSTITUTIONS, INSTITUTIONAL MEMBERS SHALL BE ONLY UNITS DIRECTLY ACCREDITED, AS SHOWN BY THE ENTRY IN THE MOST CURRENT EDITION OF THE HIGHER EDUCATION DIRECTORY. SYSTEM OFFICES AND OTHER SIMILAR COORDINATING BODIES ARE ELIGIBLE FOR INSTITUTIONAL MEMBERSHIP PROVIDED THAT THE INSTITUTIONS THEY COORDINATE MEET THE ACCREDITATION STANDARDS DESCRIBED ABOVE. EACH INSTITUTIONAL MEMBER IS ENTITLED TO AN INSTITUTIONAL REPRESENTATIVE, ALTERNATE REPRESENTATIVE, AND A NUMBER OF PROFESSIONAL REPRESENTATIVES. CORPORATE MEMBERS: CORPORATE MEMBERSHIP IS AVAILABLE TO BUSINESS ENTITIES THAT PROVIDE GOODS AND SERVICES WITHIN THE HIGHER EDUCATION SECTOR. CORPORATE MEMBERS SHALL NOT BE ELIGIBLE TO VOTE ON ASSOCIATION MATTERS OR SERVE AS AN OFFICER OF THE ASSOCIATION. THE PRESIDENT MAY APPOINT, AT HIS OR HER DISCRETION AND SUBJECT TO BOARD APPROVAL, A REPRESENTATIVE OF THE CORPORATE MEMBERSHIP TO SERVE ON THE BOARD OF DIRECTORS IN A NON-VOTING CAPACITY. AFFILIATE MEMBERS: AFFILIATE MEMBERSHIP IS AVAILABLE TO INTERNATIONAL HIGHER EDUCATION INSTITUTIONS LOCATED OUTSIDE OF THE U.S. AND CANADA, NONPROFIT ORGANIZATIONS, AND INDIVIDUALS HAVING AN INTEREST IN THE ACTIVITIES AND NONPROFIT PURPOSES OF THE ASSOCIATION. AFFILIATE MEMBERS SHALL NOT BE ELIGIBLE TO VOTE ON ASSOCIATION MATTERS NOR SHALL THEY BE ELIGIBLE TO SERVE AS AN OFFICER OF THE ASSOCIATION OR SERVE ON THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ELECTED OFFICERS OF THE ASSOCIATION ARE THE PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, AND SECRETARY/TREASURER. THE BOARD DEVELOPMENT COMMITTEE OF THE ASSOCIATION WILL ACCEPT AND REVIEW NOMINATIONS FOR THE ELECTED OFFICER POSITIONS OF PRESIDENT-ELECT (EACH YEAR) AND FOR THE SECRETARY/TREASURER (EVERY TWO YEARS). NOT LESS THAN NINETY (90) DAYS PRIOR TO THE ANNUAL MEETING, THE BOARD DEVELOPMENT COMMITTEE SHALL PRESENT A SLATE OF ONE (1) CANDIDATE FOR EACH OF THE POSITIONS OF PRESIDENT-ELECT AND SECRETARY/TREASURER TO THE INSTITUTIONAL REPRESENTATIVES FOR VOTE BY U.S. MAIL, ELECTRONIC MAIL OR FACSIMILE BALLOT. BALLOTS OF THE INSTITUTIONAL REPRESENTATIVES MUST BE RETURNED WITHIN TWENTY-ONE (21) DAYS OF THE DATE THE WRITTEN BALLOT IS SENT. THE PRESIDENT-ELECT AND THE SECRETARY/TREASURER SHALL BE ELECTED BY MAJORITY VOTE OF THE INSTITUTIONAL REPRESENTATIVES AND SHALL TAKE OFFICE AT THE CONCLUSION OF THE ANNUAL CONFERENCE. IN THE EVENT A CANDIDATE FOR EITHER OR BOTH OFFICES DOES NOT RECEIVE A MAJORITY OF THE INSTITUTIONAL REPRESENTATIVE VOTES, THE BOARD DEVELOPMENT COMMITTEE WILL CONSIDER AND PRESENT A SLATE WITH AN ALTERNATIVE CANDIDATE FOR THE OFFICE(S) TO THE INSTITUTIONAL REPRESENTATIVES FOR VOTE BY WRITTEN BALLOT WHICH MUST BE RETURNED WITHIN TWENTY-ONE (21) DAYS OF THE DATE THE BALLOT IS SENT. NO MEMBER OF THE LEADERSHIP COMMITTEE MAY BE A CANDIDATE FOR ELECTED OFFICE PRESENTED BY THE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY PROPOSALS TO AMEND THE BYLAWS SHALL BE REVIEWED AND CONSIDERED BY THE BOARD OF DIRECTORS AND APPROVED BY MAJORITY VOTE OF THE BOARD, WITH THE BOARD APPROVED AMENDMENT THEN SUBMITTED TO THE INSTITUTIONAL REPRESENTATIVES FOR VOTE UPON ON A THIRTY (30) DAY WRITTEN BALLOT SENT BY U.S. MAIL, ELECTRONIC MAIL OR FACSIMILE. SUCH BALLOT SHALL INCLUDE THE PROPOSED BYLAW AMENDMENT(S) AND THE DATE BY WHICH THE COMPLETED BALLOT MUST BE RETURNED TO THE ASSOCIATION. BYLAW AMENDMENTS SHALL BE ADOPTED BY A MAJORITY VOTE OF THE INSTITUTIONAL REPRESENTATIVES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS COMPLETED BY THE AUDITING FIRM AND SUBMITTED TO MANAGEMENT FOR DETAILED REVIEW. IN 2018, THE FILED 2017 FORM 990 WILL BE PROVIDED TO THE BOARD AFTER IT HAS BEEN FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR AND PRINCIPAL OFFICER WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF THE GOVERNING BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY OR OTHER INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | 15A. UPCEA USES ASSOCIATION COMPENSATION SURVEYS TO AID IN THE DETERMINATION OF SALARIES FOR OFFICERS AND KEY EMPLOYEES. 15B. THE PRESIDENT AND PRESIDENT-ELECT CONDUCTED A PERFORMANCE REVIEW WITH THE CEO AND PROVIDED HIM WITH A WRITTEN EVALUATION. FEEDBACK WAS PROVIDED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DETERMINED THE COMPENSATION AIDED BY THE WASHINGTON HIGHER EDUCATION SECRETARIAT COMPENSATION AND BENEFITS SURVEY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | COMMISSIONS: PROGRAM SERVICE EXPENSES 97,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,185. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 362,167. MANAGEMENT AND GENERAL EXPENSES 45,985. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 408,652. |
| PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE INDEPENDENT AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. |
Comments