AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC (EIN 54-1999773)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-02
- IRS object ID
- 201801229349301400
- Schema version
- 2016v3.0
- 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 | 2018-05-02T11:54:53-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 Washingtonian Blvd 400 | AddressLine1Txt |
| City | Gaithersburg | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | 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 | 541999773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | ADMINISTRATORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7035280700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 Duke Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL A DOMENECH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7035280700 | PhoneNum |
| Signature | 2018-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-27 | IPDt |
| IP Tm | 13:04:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B807BA4C69A73CA6C24C1450FD5847F62F078646 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AASA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL A DOMENECH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 Duke Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,737,399 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aasa.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | AASA, The School Superintendents Association advocates for equitable access for all students to the highest quality education, and develops and supports school system leaders. | ActivityOrMissionDesc |
| Voting Members Governing Body | 140 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 140 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $279,529 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$145,504 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,760,512 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,819,731 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,436,639 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,030,977 | CYProgramServiceRevenueAmt |
| PY Investment Income | $186,231 | PYInvestmentIncomeAmt |
| CY Investment Income | $210,826 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,499,104 | PYOtherRevenueAmt |
| CY Other Revenue | $1,587,441 | CYOtherRevenueAmt |
| PY Total Revenue | $10,882,486 | PYTotalRevenueAmt |
| CY Total Revenue | $11,648,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | 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 | $4,451,956 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,563,625 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $216,697 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,219,230 | PYOtherExpensesAmt |
| CY Other Expenses | $6,367,008 | CYOtherExpensesAmt |
| PY Total Expenses | $10,681,186 | PYTotalExpensesAmt |
| CY Total Expenses | $10,930,633 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $201,300 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $718,342 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,461,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,432,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,542,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,258,637 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,919,585 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,174,231 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AASA advocates for the highest quality public education for all students, and develops and supports school system leaders. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,099,475 | ExpenseAmt |
| Revenue | $2,135,927 | RevenueAmt |
| Desc | Leadership services:Leadership Services provides specialized services to our members in a wide array of certification and consortia group programs. The programs provide school system leaders with 21st century learning through the use of research driven best practices to provide knowledge on critical issues facing the education community and build leadership skills, dispositions and expertise to address them that will benefit all students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,310,126 | ExpenseAmt |
| Revenue | $2,356,060 | RevenueAmt |
| Desc | National conference On Education:The Association hosts the National Conference on Education annually. This conference features nationally recognized speakers, how-to sessions for school administrators, a national exhibit of educational products, small-group meetings and pre-sessions. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,088,821 | ExpenseAmt |
| Desc | Children's Initiatives and Program Development Department:The Association is an organization of professionals, who provide leadership to school systems and aid school leaders in ensuring that all children receive a quality education. The association recognizes there are many barriers to learning and works with its membership to overcome them through the Children's Department. The association depends on externally funded grants and contracts to underwrite a portion of this initiative. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $814,724 | communications | |
| $745,850 | Member/affiliate services | $3,038,602 |
| $514,283 | Leadership Development | $503,440 |
| $586,899 | Governance | $64,000 |
| $529,298 | Public policy | |
| $305,669 | Awards | |
| $15,139 | Educational Meetings | $13,721 |
| $197,677 | other services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,709,539 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,619,763 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,207,961 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 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 | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | 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 | 140 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 140 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN GILLIAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038750779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 Duke Street | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (150 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Alton L Frailey | ||||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David R Schuler | ||||||||
| Immediate Past President | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lyle C Ailshie | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah S Akers | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph C Barrow Jr | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark R Bezek | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| S Dallas Dance | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph V Erardi Jr | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric C Eshbach | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher O Gaines | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lupita L Hightower | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary L Kelly | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michelle R Price | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kristi A Sandvik | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Theron J Schutte | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Valeria S Silva | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Tom J Turrell | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jule J Walker | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Betsy M Webb | ||||||||
| Executive Committee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Akin | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ruben Alejandro | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Phillip Auger | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas E Bertrand | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Deena M Bishop | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel T Bittman | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian J Blake | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Russell W Booker | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John E Bourque | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jason Branch | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Harry Bull | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan S Bunting | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Debbi Burdick | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Howard Carlson | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sue Carnell | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Crit Caton | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas Ceglarek | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ember Conley | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Cosentino | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel D Cox | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David A Cox | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John Cselovszki | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay Curtis | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mervin Daugherty | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry E Davidson | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Traci Davis | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dominic A DePatsy | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank D Devono | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Darin Drill | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Elliott Duchon | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan V Dunn | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Cederick Ellis | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael W Faulk | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Art Fessler | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Freeman | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard W Fry | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Fulton | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ruth C Gilbert-Whitner | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Clark J Godshall | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Grego | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Hacket | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary J Hainstock | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott D Hanback | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Hanes | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Harris | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy C Hayes | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John Heard III | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Bill Heath | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Justin B Henry | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Blaine Hess | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank F Hewins | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Todd Hoadley | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Shane Hotchkiss | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Imhoff | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Curtis L Jones Jr | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John Jungmann | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott R Kizner | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ed Klamfoth | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynne Kovash | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Lech | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel M Leikvold | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary Lilly | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Lind | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Donna Little-Kaumo | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Emilie M Lonardi | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark T MacLean | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ralph Marino Jr | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Maruszczak | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Janet Mason | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David M Mathis | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Maxwell | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott P McCartney | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronnie McGehee | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelli A Moulton | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Moxley | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Murphy | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick K Murphy | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Annmarie O'Brien | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel W Olson | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Keith E Owen | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ruth Perez | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Elaine Pinckney | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gail K Pletnick | ||||||||
| President-Elect | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan A Pratt | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Rattner | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey N Rehlander | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim D Rollins | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Simone Rose-Oliver | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Maryalice Russell | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Randy L Russell | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Aaron Sadoff | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Owens G Saylor | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Schumann | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Guy M Sconzo | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Roy M Seitsinger | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Rodney Shotwell | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph N Siano | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael J Sieh | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Sittig | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John Skretta | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Larry Smith | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sherri L Smith | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gaylen Smyer | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ryan A Snoddy | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Leland Stocker | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Glen J Suppes | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick J Sweeney | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Cosimo Tangorra Jr | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David Tebo | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Thomas | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lillian M Torrez | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| G Brian Toth | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Curt Tryggestad | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Underwood | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Henry L Webb Jr | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve Webb | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald C Whitmoyer | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Marie Wiles | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Chris Wilson | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Barry Wowk | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Zander | ||||||||
| Governing Board | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Domenech | ||||||||
| Executive Director | 40.00 | Yes (X) | $402,370 | $0 | $17,689 | |||
| Chuck Woodruff | ||||||||
| COO | 40.00 | Yes (X) | $211,885 | $0 | $11,405 | |||
| Evelyn Gilliam | ||||||||
| Director of Finance | 40.00 | Yes (X) | $147,198 | $0 | $12,356 | |||
| Mort Sherman | ||||||||
| Assoc Exec Dir | 40.00 | $165,805 | $0 | $12,279 | Yes (X) | |||
| Sharon Adams-Taylor | ||||||||
| Assoc Exec Dir | 40.00 | $160,179 | $0 | $12,121 | Yes (X) | |||
| CJ Reid | ||||||||
| Assoc Exec Dir | 40.00 | $138,713 | $0 | $24,854 | Yes (X) | |||
| Noelle Ellerson | ||||||||
| Assoc Exec Dir | 40.00 | $132,435 | $0 | $15,682 | Yes (X) | |||
| Chris Daw | ||||||||
| Assoc Exec Dir | 40.00 | $131,643 | $0 | $14,026 | Yes (X) | |||
| MaryAnn Jobe | ||||||||
| Director of Leadership Dev | 40.00 | $122,280 | $0 | $7,113 | Yes (X) | |||
| Heidi Schmidt | ||||||||
| Dir Corporate & Strategic Alliances | 40.00 | $137,871 | $0 | $10,978 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,750,379 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,503 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Trade Production Inc Creative | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 SOUTH PATRICK STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Marketing services for membership & conf | ServicesDesc |
| Compensation | $276,942 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,819,731 | AllOtherContributionsAmt |
| Total Contributions | $2,819,731 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| membership dues | 900099 | $3,038,602 | $3,038,602 | |
| CONVENTION REVENUE | 900099 | $2,064,223 | $2,060,083 | $4,140 |
| Leadership Services | 900099 | $1,428,941 | $1,428,941 | |
| Leadership Development | 900099 | $262,000 | $262,000 | |
| ADVERTISING REVENUE | 541800 | $223,490 | $223,490 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,721 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,030,977 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,826 | TotalRevenueColumnAmt |
| Exclusion | $210,826 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,397,334 | TotalRevenueColumnAmt |
| Exclusion | $1,397,334 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $107,996 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,896 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,100 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,100 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,702 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $22,918 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,528 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,390 | TotalRevenueColumnAmt |
| Exclusion | $9,390 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | 900099 | $93,096 | $93,096 | |
| website advertising | 541800 | $42,197 | $42,197 | |
| Refund | 900099 | $12,324 | $12,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $147,617 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,648,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,803,347 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $279,529 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,746,368 | 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 | $1,208,111 | TotalAmt |
| Program Services | $680,763 | ProgramServicesAmt |
| Management And General | $474,351 | ManagementAndGeneralAmt |
| Fundraising | $52,997 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,037,232 | TotalAmt |
| Program Services | $1,147,967 | ProgramServicesAmt |
| Management And General | $799,896 | ManagementAndGeneralAmt |
| Fundraising | $89,369 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,579 | TotalAmt |
| Program Services | $65,128 | ProgramServicesAmt |
| Management And General | $45,381 | ManagementAndGeneralAmt |
| Fundraising | $5,070 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,440 | TotalAmt |
| Program Services | $547,963 | ProgramServicesAmt |
| Management And General | $381,817 | ManagementAndGeneralAmt |
| Fundraising | $42,660 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,263 | TotalAmt |
| Program Services | $129,752 | ProgramServicesAmt |
| Management And General | $90,410 | ManagementAndGeneralAmt |
| Fundraising | $10,101 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,462 | TotalAmt |
| Program Services | $19,664 | ProgramServicesAmt |
| Management And General | $23,798 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,500 | TotalAmt |
| Management And General | $49,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,729,626 | TotalAmt |
| Program Services | $1,664,687 | ProgramServicesAmt |
| Management And General | $64,939 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,217 | TotalAmt |
| Program Services | $8,434 | ProgramServicesAmt |
| Management And General | $1,783 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,439 | TotalAmt |
| Program Services | $546,754 | ProgramServicesAmt |
| Management And General | $101,685 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,710 | TotalAmt |
| Program Services | $24,242 | ProgramServicesAmt |
| Management And General | $213,468 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,523 | TotalAmt |
| Program Services | $230,523 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,455 | TotalAmt |
| Program Services | $939,997 | ProgramServicesAmt |
| Management And General | $53,958 | ManagementAndGeneralAmt |
| Fundraising | $16,500 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,738 | TotalAmt |
| Program Services | $1,338,546 | ProgramServicesAmt |
| Management And General | $16,192 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,936 | TotalAmt |
| Program Services | $68,936 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,335 | TotalAmt |
| Program Services | $139,335 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| subcontracts | $484,543 | $484,543 | |
| Other costs | $249,347 | $108,527 | $140,820 |
| Dues & Subscriptions | $100,135 | $62,200 | $37,935 |
| Bad Debt | $10,042 | $10,042 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,930,633 | TotalAmt |
| Program Services | $8,207,961 | ProgramServicesAmt |
| Management And General | $2,505,975 | ManagementAndGeneralAmt |
| Fundraising | $216,697 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,442,490 | BOYAmt |
| EOY | $6,529,910 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,600 | BOYAmt |
| EOY | $489,692 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,242 | BOYAmt |
| EOY | $66,854 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,729 | BOYAmt |
| EOY | $177,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,675,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,085,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,633,866 | BOYAmt |
| EOY | $3,590,337 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,344,502 | BOYAmt |
| EOY | $3,683,063 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,028,839 | BOYAmt |
| EOY | $3,473,155 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,082 | BOYAmt |
| EOY | $421,969 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,461,750 | BOYAmt |
| EOY | $18,432,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,605 | BOYAmt |
| EOY | $1,113,537 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,399,416 | BOYAmt |
| EOY | $4,430,504 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,539,631 | BOYAmt |
| EOY | $2,350,079 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,507,513 | BOYAmt |
| EOY | $4,364,517 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,542,165 | BOYAmt |
| EOY | $12,258,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,769,484 | BOYAmt |
| EOY | $6,024,055 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101 | BOYAmt |
| EOY | $176 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,919,585 | BOYAmt |
| EOY | $6,174,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,461,750 | BOYAmt |
| EOY | $18,432,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $718,342 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $311,437 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $224,867 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,276,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,881,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,658,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,739,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,858,333 | CurrentTaxYearAmt |
| Total | $27,414,313 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,269,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,279,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,389,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,268,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,764,745 | CurrentTaxYearAmt |
| Total | $16,973,000 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $585,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,096 | CurrentTaxYearAmt |
| Total | $1,225,418 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,131,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,254,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,329,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,152,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,744,174 | CurrentTaxYearAmt |
| Total | $45,612,731 | 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 | $45,612,731 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,005,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,224,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,716,156 | CurrentTaxYearAmt |
| Total | $5,771,904 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,352 | CurrentTaxYearMinus4YearsAmt |
| Total | $79,352 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $441,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,005,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,224,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,716,156 | CurrentTaxYearAmt |
| Total | $5,851,256 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $105,420 | CurrentTaxYearAmt |
| Total | $105,420 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,572,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,260,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,554,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,616,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,565,750 | CurrentTaxYearAmt |
| Total | $51,569,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88450 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90770 | PublicSupportPY509Pct |
| Investment Income CY | 0.11350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $333,064 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $333,064 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,685,993 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,019,057 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $700,953 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $175,238 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $619,914 | CurrentYearMinus3Amt |
| Current Year Minus2 | $680,728 | CurrentYearMinus2Amt |
| Current Year Minus1 | $684,059 | CurrentYearMinus1Amt |
| Current Year | $700,953 | CurrentYearAmt |
| Total | $2,685,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,028,481 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $385,378 | CurrentYearMinus3Amt |
| Current Year Minus2 | $382,454 | CurrentYearMinus2Amt |
| Current Year Minus1 | $411,046 | CurrentYearMinus1Amt |
| Current Year | $333,064 | CurrentYearAmt |
| Total | $1,511,942 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $154,979 | CurrentYearMinus3Amt |
| Current Year Minus2 | $170,182 | CurrentYearMinus2Amt |
| Current Year Minus1 | $171,015 | CurrentYearMinus1Amt |
| Current Year | $175,238 | CurrentYearAmt |
| Total | $671,414 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,007,121 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,168,651 | BeginningYearBalanceAmt |
| Contributions | $27,143 | ContributionsAmt |
| Investment Earnings Or Losses | $75 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,195,869 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,142,545 | BeginningYearBalanceAmt |
| Contributions | $26,031 | ContributionsAmt |
| Investment Earnings Or Losses | $75 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,168,651 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,121,142 | BeginningYearBalanceAmt |
| Contributions | $27,016 | ContributionsAmt |
| Investment Earnings Or Losses | $78 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,691 | OtherExpendituresAmt |
| End Year Balance | $1,142,545 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,093,403 | BeginningYearBalanceAmt |
| Contributions | $27,625 | ContributionsAmt |
| Investment Earnings Or Losses | $114 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,121,142 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,066,998 | BeginningYearBalanceAmt |
| Contributions | $28,248 | ContributionsAmt |
| Investment Earnings Or Losses | $322 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,165 | OtherExpendituresAmt |
| End Year Balance | $1,093,403 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,120,555 | OtherCostOrOtherBasisAmt |
| Book Value | $1,120,555 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,801,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $535,658 | DepreciationAmt |
| Book Value | $2,265,399 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,102 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,010 | DepreciationAmt |
| Book Value | $92 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,735,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,531,591 | DepreciationAmt |
| Book Value | $204,291 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,590,337 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| 9302-SPDR S&P 500 ETF Trust | $2,249,224 | F |
| 114600.288-VANGUARD FIXED INC SECS F | $1,223,931 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,473,155 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POSTRETIREMENT MEDICAL BENEFITS | $3,955,669 |
| Deferred compensation | $389,948 |
| Deferred Rent deposit | $18,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,364,517 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,036,512 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $311,437 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $311,437 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,725,075 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$76,100 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$76,100 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,648,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,781,866 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$148,767 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$148,767 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,930,633 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,930,633 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended use of the endowment funds are based on the donors instructions. Earnings are used to support a general session or lecture at the annual National Conference. |
| Part X, Line 2: | The Association is generally exempt from federal income taxes under provisions of Section 501(c)(3) of the Internal Revenue Code (IRC). In addition, the Association qualifies for charitable contribution deductions and has been classified as an organization that is not a private foundation. Under current Internal Revenue Service (IRS) regulations, rental income and advertising earned in the publication of the Association's magazines are subject to unrelated business income tax. Deferred taxes arise due to the timing difference in recognition of rental revenue. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated the Association's tax position and is not aware of any uncertain tax positions; therefore, no tax liabilities have been recorded as of June 30, 2017, or any related interest and penalties included in the balance sheet or statement of activities. Generally, the Association is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years before 2014. |
| Part XI, Line 4b - Other Adjustments: | COST OF GOODS SOLD REPORTED ON LINE 10B -13,528. Refund from IRS 12,324. Rental Expenses Reported on Line 6b -74,896. |
| Part XII, Line 2d - Other Adjustments: | COST OF GOODS SOLD REPORTED ON LINE 10B 13,528. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -224,867. Refund from IRS -12,324. Rental Expenses Reported on Line 6b 74,896. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Daniel Domenech | ||||||||||||||
| Executive Director | $369,118 | $0 | $0 | $0 | $33,252 | $0 | $13,250 | $0 | $5,707 | $0 | $421,327 | $0 | $0 | $0 |
| Chuck Woodruff | ||||||||||||||
| COO | $206,551 | $0 | $0 | $0 | $5,334 | $0 | $10,866 | $0 | $1,965 | $0 | $224,716 | $0 | $0 | $0 |
| Evelyn Gilliam | ||||||||||||||
| Director of Finance | $139,120 | $0 | $0 | $0 | $8,078 | $0 | $7,918 | $0 | $7,793 | $0 | $162,909 | $0 | $0 | $0 |
| Mort Sherman | ||||||||||||||
| Assoc Exec Dir | $161,308 | $0 | $0 | $0 | $4,497 | $0 | $8,624 | $0 | $4,886 | $0 | $179,315 | $0 | $0 | $0 |
| Sharon Adams-Taylor | ||||||||||||||
| Assoc Exec Dir | $155,796 | $0 | $0 | $0 | $4,383 | $0 | $8,430 | $0 | $6,873 | $0 | $175,482 | $0 | $0 | $0 |
| CJ Reid | ||||||||||||||
| Assoc Exec Dir | $132,837 | $0 | $0 | $0 | $5,876 | $0 | $7,185 | $0 | $18,624 | $0 | $164,522 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Daniel A. Domenech received travel for companion benefits in the amount of $10,395 which reported as taxable compensation. |
| Part I, Line 5 | AASA had a goal during this fiscal year to significantly increase revenue by developing quality partnerships. The bonus plan was available to employees who were directly responsible for generating revenue through corporate and strategic partnerships. The bonus was awarded when revenue exceeded the approved budget category for the fiscal year by thirty percent. Once the revenue goal was achieved, a bonus was paid representing fifty percent of the employee's base salary. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Since 1865, school system leaders have joined the American Association of School Administrators (AASA) for professional support and development, information and news, networking, and representation at the federal level and to support the AASA mission to advance public education for all children. AASA represents school district administrators at both the building and central office level. AASA's primary members are public school district superintendents and those who aspire to that position. AASA also includes college professors who are preparing school administrators. |
| Form 990, Part VI, Section A, line 7a | Any member in the Active Membership category who is serving on, or has served on within the last 3 years, either the Governing Board or the Executive Committee and is a member of their state association is eligible to run for President-Elect of AASA. The president-elect serves a one year term before becoming president for one year. Following his/her presidential term he/she becomes the immediate past president for one year. Interested candidates file appropriate materials and a $500 filing with AASA no later than the 1st Friday in December. The Election Committee meets via conference call to review the materials and to declare the candidate(s) eligible. The Governing Board at its winter meeting nominates the candidate(s) for president-elect. If more than 3 candidates are vying for the nomination, the Governing Board must reduce that number to no more than 3. The Governing Board cannot add candidates. Eligible voting members receive voting materials either electronically or via US mail. The candidate receiving a plurality of the votes cast is elected. |
| Form 990, Part VI, Section B, line 11b | The 990 will be reviewed by the Audit Committee. The Audit Committee Chair will discuss the 990 with the full Executive Committee at its next meeting following the review. All members will have the opportunity to review the return. |
| Form 990, Part VI, Section B, line 12c | Annually at the first board meeting of the year, the policy manual is an agenda item of the meeting. The policy manual, which includes the conflict of interest policy, is reviewed with the Executive Committee. A conflict of interest statement is signed by each committee member at this meeting. Committee members absent from this meeting are sent the policy manual and a statement to sign and return, or this information is reviewed and collected at the second meeting of the year. |
| Form 990, Part VI, Section B, line 15a | The American Association of School Administrators (AASA) uses outside independent consultants to review its salaries on regular basis. This review provides information about the Association's competitive position relative to published survey data and assures that the pay of executives and other employees is reasonable. The salary of the Association's executive director is determined by the executive committee by market comparisons. Other staff compensation are approvided by Executive Director or Chief Operating officer. THE ANNUAL REVIEW OF SALARIES WAS CONDUCTED IN 2016 WITH EMPLOYEES BEING GIVEN A COST OF LIVING SALARY INCREASE OF 3%. Contemporaneous substantiation of the deliberation and decisions are documented. |
| Form 990, Part VI, Section C, line 19 | The policies and procedures (which includes conflict of interest polices) will be posted on the organization's website. All members will have access to these documents. FINANCIAL INFORMATION IS RECORDED IN THE ANNUAL REPORT AND APPROVED BUDGET DOCUMENT WHICH IS DISTRIBUTED IN JULY OF EACH YEAR. |
| Form 990, Part IX, line 11g | Consultant: Program service expenses 738,089. Management and general expenses 54,899. Fundraising expenses 0. Total expenses 792,988. Temporary Help: Program service expenses 10,803. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,803. Honorarium: Program service expenses 102,130. Management and general expenses 4,800. Fundraising expenses 0. Total expenses 106,930. Brokerage & Commission: Program service expenses 39,771. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,771. List Rental: Program service expenses 13,216. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,216. Publication Services: Program service expenses 1,950. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,950. President's Subsidy: Program service expenses 6,787. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,787. Lead Teachers: Program service expenses 81,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 81,800. Mentors: Program service expenses 154,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 154,000. Other Professional Services: Program service expenses 516,141. Management and general expenses 5,240. Fundraising expenses 0. Total expenses 521,381. |
| Form 990, Part XI, line 9: | MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 224,867. |
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