NATIONAL PACE ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL PACE ASSOCIATION (EIN 94-3212616)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-14
- IRS object ID
- 201800459349301405
- Schema version
- 2016v3.1
- 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 | 2018-02-14T13:04:27-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943212616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National PACE Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RHONDA ROSE | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7035351565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N WASHINGTON ST SUITE 300 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN BLOOM | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 7035351565 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL O'SHEA | PreparerPersonNm |
| PTIN | P00957510 | PTIN |
| Phone | 3016529100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 27324320180455000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-02-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D9B858C4D7969E63A71A6F1685C55AA70B28036 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9BD7BFECC0ACEE585EACAC0EF6B36E2C7F11580 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAWN BLOOM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N WASHINGTON ST STE 300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,325,697 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NPAONLINE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INCREASE THE PROVISION OF COMPREHENSIVE HEALTH CARE SERVICES TO OLDER ADULTS IN THE U.S. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $56,098 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $47,462 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,371,941 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,773,815 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,786 | CYInvestmentIncomeAmt |
| PY Other Revenue | $237,479 | PYOtherRevenueAmt |
| CY Other Revenue | $312,061 | CYOtherRevenueAmt |
| PY Total Revenue | $5,650,667 | PYTotalRevenueAmt |
| CY Total Revenue | $6,148,662 | 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 | $2,736,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,262,211 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,086,553 | PYOtherExpensesAmt |
| CY Other Expenses | $2,385,342 | CYOtherExpensesAmt |
| PY Total Expenses | $4,822,907 | PYTotalExpensesAmt |
| CY Total Expenses | $5,647,553 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $827,760 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $501,109 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,134,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,126,013 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $679,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,062,180 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,455,040 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,063,833 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NATIONAL PACE ASSOCIATION'S PRINCIPAL PURPOSE IS TO INCREASE THE PROVISION OF QUALITY, COMPREHENSIVE HEALTH CARE SERVICES TO FRAIL, OLDER ADULTS THROUGH THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY, AND TO SUPPORT, MAINTAIN, AND PROMOTE THE PACE MODEL OF CARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,386,838 | ExpenseAmt |
| Revenue | $4,571,035 | RevenueAmt |
| Desc | MEMBER SERVICES - A COLLECTION OF EFFORTS UNDERTAKEN TO ASSIST NATIONAL PACE ASSOCIATION MEMBERS WITH COMPLEX ISSUES THEY FACE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,476,000 | ExpenseAmt |
| Desc | PUBLIC POLICY - NPA MAINTAINS AN ACTIVE VOICE ON REGULATORY ISSUES AND WORKS WITH STATES TO IMPLEMENT PACE PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,394,378 | ExpenseAmt |
| Revenue | $1,146,682 | RevenueAmt |
| Desc | EDUCATION - CONFERENCE AND EDUCATION REGARDING THE PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY (PACE). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,257,216 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHONDA ROSE | PersonNm |
| Phone | 7035351565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N WASHINGTON ST SUITE 300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Judith Baskins | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CLIFF BAUER | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KELLY CARTER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SAMIRA BECKWITH | |||||||||
| DIRECTOR | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY CLONTZ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ADAM BURROWS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tim Cox | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN MCGUIRE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GRACE LI | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tim McIntyre | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN GARCIA | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Tom Reiter | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KELLY HOPKINS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA SHAW | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOANN Gago | |||||||||
| CHAIR | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Verna Sellers | |||||||||
| DIRECTOR | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Joan Kwiatkowski | |||||||||
| IMMEDIATE PAST CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Laura Wagner | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Karren Weichert | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN BLOOM | |||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | $301,160 | $0 | $28,107 | Yes (X) | |||
| RHONDA ROSE | |||||||||
| SR VP FINANCE & ADMINISTRATION | 40.0 | 0.0 | $162,090 | $0 | $18,955 | Yes (X) | |||
| PETER FITZGERALD | |||||||||
| EXEC VP OF POLICY AND STRATEGY | 40.0 | 0.0 | $241,215 | $0 | $25,572 | Yes (X) | |||
| ROBERT GREENWOOD | |||||||||
| Sr VP OF PUBLIC AFFAIRS | 40.0 | 0.0 | $153,239 | $0 | $21,196 | Yes (X) | |||
| AMEETA MISTRY | |||||||||
| Sr VP OF DATA AND INFORMATICS | 40.0 | 0.0 | $156,189 | $0 | $23,066 | Yes (X) | |||
| Christine van Reenen | |||||||||
| VP of Regulatory Affairs | 40.0 | 0.0 | $134,803 | $0 | $15,689 | Yes (X) | |||
| DEL CONYERS | |||||||||
| VP OF QUALITY AND COMPLIANCE | 40.0 | 0.0 | $142,873 | $0 | $17,908 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,291,569 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $150,493 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TOTAL BENCHMARK SOLUTION LLC | |||||
| 2625 REDWING ROAD SUITE 230 | FORT COLLINS | CO | 80526 | DATA SERVICES | $105,000 |
| MEHLAN CASTAGNETTI ROSEN BINGEL T | |||||
| 1341 G STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | CONSULTING | $120,000 |
| UNIVERSITY OF ROCHESTER | |||||
| 601 ELMWOOD AVENUE BOX 644 | ROCHESTER | NY | 14642 | DATA SERVICES | $140,367 |
| UDig LLC | |||||
| 6641 West Broad Street Ste G105 | RICHMOND | VA | 23230 | Data system consult. | $193,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP FEES | 900099 | $4,380,348 | $4,380,348 | |
| CONFERENCE FEES | 900099 | $869,382 | $869,382 | |
| MEMBERSHIP SERVICES | 900099 | $190,687 | $190,687 | |
| EDUCATIONAL EVENTS | 900099 | $277,300 | $277,300 | |
| SERVICE FEES | 900099 | $56,098 | $56,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,773,815 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,405 | TotalRevenueColumnAmt |
| Exclusion | $64,405 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $312,061 | TotalRevenueColumnAmt |
| Exclusion | $312,061 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $175,416 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,035 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,619 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,619 | TotalRevenueColumnAmt |
| Exclusion | -$1,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,148,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,717,717 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $56,098 | UnrelatedBusinessRevenueAmt |
| Exclusion | $374,847 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,857 | TotalAmt |
| Program Services | $745,624 | ProgramServicesAmt |
| Management And General | $91,233 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,960,150 | TotalAmt |
| Program Services | $1,895,183 | ProgramServicesAmt |
| Management And General | $64,967 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,965 | TotalAmt |
| Program Services | $85,777 | ProgramServicesAmt |
| Management And General | $3,188 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,805 | TotalAmt |
| Program Services | $191,951 | ProgramServicesAmt |
| Management And General | $6,854 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,434 | TotalAmt |
| Program Services | $169,135 | ProgramServicesAmt |
| Management And General | $8,299 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,363 | TotalAmt |
| Program Services | $14,391 | ProgramServicesAmt |
| Management And General | $3,972 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,530 | TotalAmt |
| Program Services | $19,225 | ProgramServicesAmt |
| Management And General | $5,305 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,530 | TotalAmt |
| Management And General | $13,530 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,028 | TotalAmt |
| Program Services | $639,476 | ProgramServicesAmt |
| Management And General | $19,552 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,415 | TotalAmt |
| Program Services | $157,742 | ProgramServicesAmt |
| Management And General | $31,673 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,456 | TotalAmt |
| Program Services | $87,456 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,520 | TotalAmt |
| Program Services | $330,361 | ProgramServicesAmt |
| Management And General | $91,159 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,104 | TotalAmt |
| Program Services | $89,287 | ProgramServicesAmt |
| Management And General | $5,817 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,845 | TotalAmt |
| Program Services | $190,726 | ProgramServicesAmt |
| Management And General | $119 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,734 | TotalAmt |
| Program Services | $61,707 | ProgramServicesAmt |
| Management And General | $17,027 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,903 | TotalAmt |
| Program Services | $14,031 | ProgramServicesAmt |
| Management And General | $3,872 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HOTEL AND CATERING | $400,883 | $400,883 | |
| DUES AND SUBSCRIPTIONS | $16,262 | $14,532 | $1,730 |
| INCOME TAXES | $11,156 | $8,743 | $2,413 |
| MISCELLANEOUS | $160,613 | $140,986 | $19,627 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,647,553 | TotalAmt |
| Program Services | $5,257,216 | ProgramServicesAmt |
| Management And General | $390,337 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,825 | BOYAmt |
| EOY | $510,075 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,833,006 | BOYAmt |
| EOY | $2,967,238 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,244 | BOYAmt |
| EOY | $151,046 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,846 | BOYAmt |
| EOY | $95,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $674,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $272,676 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,318 | BOYAmt |
| EOY | $401,970 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,134,239 | BOYAmt |
| EOY | $4,126,013 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,337 | BOYAmt |
| EOY | $419,888 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,340 | BOYAmt |
| EOY | $369,748 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,522 | BOYAmt |
| EOY | $272,544 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,199 | BOYAmt |
| EOY | $1,062,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,455,040 | BOYAmt |
| EOY | $3,063,833 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,455,040 | BOYAmt |
| EOY | $3,063,833 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,134,239 | BOYAmt |
| EOY | $4,126,013 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $501,109 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $107,684 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $2,834,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,187,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,400,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,167,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,380,348 | CurrentTaxYearAmt |
| Total | $17,970,150 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,064,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $942,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,155,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,337,369 | CurrentTaxYearAmt |
| Total | $5,449,885 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,898,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,130,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,349,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,323,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,717,717 | CurrentTaxYearAmt |
| Total | $23,420,035 | 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 | $23,420,035 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,466 | CurrentTaxYearAmt |
| Total | $1,205,277 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $17,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,343 | CurrentTaxYearAmt |
| Total | $116,003 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $192,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $251,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $321,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $416,809 | CurrentTaxYearAmt |
| Total | $1,321,280 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $234,453 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,160,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,323,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,709,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,647,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,134,526 | CurrentTaxYearAmt |
| Total | $24,975,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93771 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93908 | PublicSupportPY509Pct |
| Investment Income CY | 0.05290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04733 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | OTHER INCOME | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART III, LINE 12 INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $217,741 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $217,741 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,429,812 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,647,553 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $432,378 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $108,095 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $353,226 | CurrentYearMinus3Amt |
| Current Year Minus2 | $377,925 | CurrentYearMinus2Amt |
| Current Year Minus1 | $391,145 | CurrentYearMinus1Amt |
| Current Year | $432,378 | CurrentYearAmt |
| Total | $1,554,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,332,011 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $207,972 | CurrentYearMinus3Amt |
| Current Year Minus2 | $244,551 | CurrentYearMinus2Amt |
| Current Year Minus1 | $227,427 | CurrentYearMinus1Amt |
| Current Year | $217,741 | CurrentYearAmt |
| Total | $897,691 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $88,307 | CurrentYearMinus3Amt |
| Current Year Minus2 | $94,481 | CurrentYearMinus2Amt |
| Current Year Minus1 | $97,786 | CurrentYearMinus1Amt |
| Current Year | $108,095 | CurrentYearAmt |
| Total | $388,669 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $583,004 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,395 | DepreciationAmt |
| Book Value | $27,415 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,562 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,429 | DepreciationAmt |
| Book Value | $10,133 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $573,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,852 | DepreciationAmt |
| Book Value | $364,422 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $401,970 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $272,544 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $272,544 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,242,816 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $107,684 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $107,684 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,135,132 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,530 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $13,530 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,148,662 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,634,023 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,634,023 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,530 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $13,530 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,647,553 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 DISCLOSURE | FormAndLineReferenceDesc |
| Explanation | PART X, LINE 2 IN ACCORDANCE WITH THE PROVISIONS IN THE INCOME TAXES TOPIC 740 OF THE FASB FINANCIAL ACCOUNTING STANDARDS CODIFICATION (FASB ASC), NPA HAS PERFORMED AN EVALUATION OF ITS TAX POSITIONS AND BELIEVES IT HAS APPROPRIATE SUPPORT FOR ITS TAX POSITIONS TAKEN; THEREFORE, THERE IS NO PROVISION IN THE FINANCIAL STATEMENTS FOR INTEREST AND PENALTIES RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS. IT IS NPA'S POLICY TO RECORD INTEREST AND PENALTIES RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS IN MANAGEMENT AND GENERAL EXPENSE ON THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS AND IN INCOME TAXES PAYABLE ON THE STATEMENTS OF FINANCIAL POSITION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN BLOOM | ||||||||||||||
| PRESIDENT AND CEO | $285,884 | $0 | $15,000 | $0 | $276 | $0 | $15,956 | $0 | $12,151 | $0 | $329,267 | $0 | $0 | $0 |
| RHONDA ROSE | ||||||||||||||
| SR VP FINANCE & ADMINISTRATION | $161,298 | $0 | $0 | $0 | $792 | $0 | $9,751 | $0 | $9,204 | $0 | $181,045 | $0 | $0 | $0 |
| PETER FITZGERALD | ||||||||||||||
| EXEC VP OF POLICY AND STRATEGY | $240,939 | $0 | $0 | $0 | $276 | $0 | $14,352 | $0 | $11,220 | $0 | $266,787 | $0 | $0 | $0 |
| ROBERT GREENWOOD | ||||||||||||||
| Sr VP OF PUBLIC AFFAIRS | $152,963 | $0 | $0 | $0 | $276 | $0 | $10,137 | $0 | $11,059 | $0 | $174,435 | $0 | $0 | $0 |
| AMEETA MISTRY | ||||||||||||||
| Sr VP OF DATA AND INFORMATICS | $156,069 | $0 | $0 | $0 | $120 | $0 | $9,397 | $0 | $13,669 | $0 | $179,255 | $0 | $0 | $0 |
| Christine van Reenen | ||||||||||||||
| VP of Regulatory Affairs | $134,287 | $0 | $0 | $0 | $516 | $0 | $8,210 | $0 | $7,479 | $0 | $150,492 | $0 | $0 | $0 |
| DEL CONYERS | ||||||||||||||
| VP OF QUALITY AND COMPLIANCE | $142,765 | $0 | $0 | $0 | $108 | $0 | $9,245 | $0 | $8,663 | $0 | $160,781 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID A BONUS OF $15,000 TO SHAWN BLOOM, PRESIDENT AND CEO, AT THE DISCRETION OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MEMBER CLASSES | PART VI, SECTION A, LINE 6 MEMBERS: The Corporation shall have members. The characteristics, qualifications, rights, limitations and obligations attaching to each or any class of members shall be determined by the Board of Directors; provided, however, that only two (2) classes of members, Provider Members and Prospective Provider Members, shall have the right to vote and hold office in the Corporation. MEMBERSHIP CLASSIFICATIONS AND QUALIFICATIONS: The Board of Directors shall determine the characteristics, qualifications, rights, limitations and obligations attaching to each or any class of the members. Application for membership in the Corporation shall be made pursuant to procedures established by the Board of Directors. Membership eligibility qualifications shall be determined by the Board of Directors in its sole discretion. |
| MEMBERS WITH RIGHTS TO VOTE OR HOLD OFFICE | PART VI, SECTION A, LINE 7A Provider Members shall be: (1) entities that operate PACE programs under Sections 1894 and 1934 of the Social Security Act, (2) entities that operate PACE programs under dual Medicare and Medicaid waivers, (3) organizations operating under dual Medicare and Medicaid capitation that predominantly serve the frail elderly, or (4) pre-PACE programs, or those organizations operating under Medicaid capitation only. Provider Members may be not-for-profit corporations operating under 501(c)(3) tax status or for-profit corporations. Provider members shall maintain a membership in their respective NPA-chartered State PACE Association (if one is available in their state). If a Provider organization is related to a parent organization that has multiple Provider or Prospective Provider organizations, all of the organizations must be a member in order for any one of the organizations to be a member. PROVIDER MEMBERS SHALL HAVE THE FOLLOWING RIGHTS AND PRIVILEGES: (1)THE RIGHT TO NOMINATE ONE EMPLOYEE OF ANY CURRENT PROVIDER MEMBER, OR AN EMPLOYEE OF ANY PROVIDER MEMBER'S SPONSORING ORGANIZATION, TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS; (2)THE RIGHT TO VOTE IN EACH ANNUAL ELECTION TO FILL OPEN SEATS ON THE BOARD OF DIRECTORS, OR VOTE ON ANY MATTER SUBMITTED TO A VOTE OF THE MEMBERS OF THE CORPORATION; (3)THE RIGHT TO HAVE EITHER THE MEDICAL DIRECTOR (OR EQUIVALENT) OR A PRIMARY CARE PROFESSIONAL OF THE PROVIDER MEMBER SERVE ON THE PRIMARY CARE COMMITTEE; (4)THE PRIVILEGE TO HAVE SPECIFIC PERSONS ASSOCIATED WITH THE PROVIDER MEMBER SERVE ON STANDING AND WORKING COMMITTEES OF THE BOARD OF DIRECTORS UPON THE REQUEST OF THE BOARD OF DIRECTORS; AND (5)THE PRIVILEGE TO ACCESS CERTAIN MATERIALS, INCLUDING OFFICIAL PUBLICATIONS AND OTHER DOCUMENTS DISTRIBUTED BY THE CORPORATION, AS WELL AS CONFERENCES OFFERED BY THE CORPORATION. Prospective Provider Members shall be: (1) entities that are evaluating or pursuing PACE development, or (2) entities that are completing or have submitted PACE Provider Applications. Prospective Provider Members may be not-for-profit corporations operating under 501(c)(3) tax status or for-profit corporations. Prospective Provider members shall maintain a membership in their respective NPA-chartered State PACE Association (if one is available in their state). If a Prospective Provider organization is related to a parent organization that has multiple Provider or Prospective Provider organizations, all of the organizations must be a member in order for any one of the organizations to be a member. PROSPECTIVE PROVIDER MEMBERS SHALL HAVE THE FOLLOWING RIGHTS AND PRIVILEGES: (1)THE RIGHT TO NOMINATE ONE EMPLOYEE OF ANY CURRENT PROSPECTIVE PROVIDER MEMBER, OR AN EMPLOYEE OF ANY PROSPECTIVE PROVIDER MEMBER'S SPONSORING ORGANIZATION, TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS; (2)THE RIGHT TO VOTE IN EACH ANNUAL ELECTION TO FILL OPEN SEATS ON THE BOARD OF DIRECTORS, OR VOTE ON ANY MATTER SUBMITTED TO A VOTE OF THE MEMBERS OF THE CORPORATION; (3)THE PRIVILEGE TO HAVE SPECIFIC PERSONS ASSOCIATED WITH THE PROSPECTIVE PROVIDER MEMBER SERVE ON STANDING AND WORKING COMMITTEES OF THE BOARD OF DIRECTORS UPON THE REQUEST OF THE BOARD OF DIRECTORS; AND (4)THE PRIVILEGE TO ACCESS CERTAIN MATERIALS, INCLUDING OFFICIAL PUBLICATIONS AND OTHER DOCUMENTS DISTRIBUTED BY THE CORPORATION, AS WELL AS CONFERENCES OFFERED BY THE CORPORATION. |
| REVIEW OF FORM 990 | PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF THE GOVERNING BODY BEFORE IT IS FILED. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12C 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST (A)THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. (B)AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER NPA CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. (C)IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN NPA'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO NPA AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 4. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY (A)IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT 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. (B)IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. RECORDS OF PROCEEDINGS THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: 1. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. 2. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT 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 THAT NPA IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| EXECUTIVE COMPENSATION REVIEW | PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY REVIEWED THE PRESIDENT/CEO'S COMPENSATION IN SEPTEMBER AS PART OF THE ANNUAL PERFORMANCE EVALUATION PROCESS. A COMPENSATION REVIEW WAS CONDUCTED BY AN INDEPENDENT FIRM WHICH REVIEWED A MARKET ANALYSIS OF SALARIES FOR THIS POSITION. THE COMPENSATION REVIEW WAS PROVIDED TO THE EXECUTIVE COMMITTEE AS PART OF THEIR DETERMINATION PROCESS. AT THE CONCLUSION OF THE PROCESS A SALARY DETERMINATION WAS MADE BY THE EXECUTIVE COMMITTEE, DOCUMENTED IN COMPLIANCE WITH THE ORGANIZATION'S POLICIES, AND PROVIDED TO THE FINANCE DEPARTMENT FOR INCLUSION IN THE NEXT PAY CYCLE. |
| GOVERNING DOCUMENTS | PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MEMBERSHIP CONSULTANTS TOTAL FEES:388870 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PUBLIC POLICY CONSULTANTS TOTAL FEES:203185 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CONSULTANTS TOTAL FEES:66973 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR PACE INNOVATION AND QUALITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N WASHINGTON ST STE 300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272423688 | EIN |
| Primary Activities | HEALTH CARE | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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