AMERICAN SOCIETY OF CLINICAL PATHOLOGISTS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY OF CLINICAL PATHOLOGISTS (EIN 36-2406080)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-20
- IRS object ID
- 201730519349300518
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-20T14:15:47-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Riverside Plaza 9th Floor | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362406080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3125414999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W MONROE No 1600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT LENDI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3127381336 | PhoneNum |
| Signature | 2017-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lu Ann Trapp | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2017-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | E BLAIR HOLLADAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W MONROE No 1600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,944,050 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASCP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O.The mission of the American Society for Clinical Pathology is to provide excellence in Education, Certification and Advocacy on behalf of patients, pathologists and medical laboratory professionals. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 165 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $330,037 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $146,924 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,185,885 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,396,861 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,013,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,902,576 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,482,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,555,400 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,678,975 | PYOtherRevenueAmt |
| CY Other Revenue | $4,259,999 | CYOtherRevenueAmt |
| PY Total Revenue | $32,360,345 | PYTotalRevenueAmt |
| CY Total Revenue | $30,114,836 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $188,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $162,400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,331,913 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,378,534 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,183,891 | PYOtherExpensesAmt |
| CY Other Expenses | $14,061,628 | CYOtherExpensesAmt |
| PY Total Expenses | $31,704,404 | PYTotalExpensesAmt |
| CY Total Expenses | $30,602,562 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $655,941 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$487,726 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,798,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,492,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,152,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,486,262 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,646,472 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,006,556 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the American Society for Clinical Pathology is to provide excellence in education, certification and advocacy on behalf of patients, pathologists and medical laboratory professionals. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,896,423 | ExpenseAmt |
| Grant | $162,400 | GrantAmt |
| Revenue | $1,805,866 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS- THE SOCIETY OFFERS CLASSES AND WORKSHOPS TO PATHOLOGISTS AND MEDICAL LABORATORY PROFESSIONALS TO IMPROVE THEIR PROFESSIONAL COMPETENCE. THE SOCIETY ALSO PROVIDES SCHOLARSHIPS AND FELLOWSHIPS TO PATHOLOGY STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,121,818 | ExpenseAmt |
| Revenue | $4,366,099 | RevenueAmt |
| Desc | BOARD OF CERTIFICATION- THE SOCIETY ADMINISTERS EXAMINATIONS TO MEDICAL LABORATORY PROFESSIONALS WHO SEEK CERTIFICATION IN THEIR CHOSEN FIELDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,784,530 | ExpenseAmt |
| Revenue | $8,893,527 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES AND CONVENTION/MEETING SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,590,696 | ExpenseAmt |
| Revenue | $8,461,928 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,590,696 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $8,461,928 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,393,467 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 294 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 165 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LENDI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125414769 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W MONROE suite 1600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|---|
| David NB Lewin | ||||||||
| President | 1.00 | Yes (X) | Yes (X) | $24,000 | $0 | $0 | ||
| William E Schreiber | ||||||||
| President-Elect | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| James L Wisecarver | ||||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anne Walsh-Feeks | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Melissa Perry Upton | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $12,600 | $0 | $0 | ||
| William G Finn | ||||||||
| Past President | 1.00 | Yes (X) | $49,200 | $0 | $0 | |||
| Rex F Famitangco | ||||||||
| Chair Council | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynnette G Chakkaphak | ||||||||
| Member At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Robert Genzen | ||||||||
| Chair, Fellow Council | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lee H Hilborne | ||||||||
| Chair, International Commission | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Johns | ||||||||
| Member At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nathan H Johnson | ||||||||
| Member At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marsha C Kinney | ||||||||
| Fellow At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Henry Harv M Rinder | ||||||||
| Fellow At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kimberly Sanford | ||||||||
| Fellow At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gene P Siegal | ||||||||
| Fellow At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory N Sossaman | ||||||||
| Fellow At-Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Diane L Sterchi | ||||||||
| Chair-elect, Council Laboratory | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Harold Cliff Sullivan | ||||||||
| Chair, Resident Council | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E Blair Holladay | ||||||||
| CEO | 50.00 | Yes (X) | $735,328 | $0 | $95,439 | |||
| Steven Ciaccio | ||||||||
| COO | 50.00 | Yes (X) | $322,475 | $0 | $28,455 | |||
| Suzanne Ziemnik | ||||||||
| CO Learning Educ. Research | 50.00 | Yes (X) | $244,771 | $0 | $26,837 | |||
| Jeff Jacobs | ||||||||
| CO Science Tech. Policy | 50.00 | Yes (X) | $228,292 | $0 | $29,463 | |||
| Ronald Swan II | ||||||||
| CIO | 50.00 | Yes (X) | $185,800 | $0 | $33,066 | |||
| Patricia Tanabe | ||||||||
| Executive Director, VP | 50.00 | Yes (X) | $184,512 | $0 | $32,963 | |||
| Lisa Simmons | ||||||||
| Chief Legal Officer | 50.00 | Yes (X) | $178,558 | $0 | $3,286 | |||
| Shiwen Song | ||||||||
| Chief Science Officer | 50.00 | $203,001 | $0 | $13,904 | Yes (X) | |||
| Jean Marie Dillon | ||||||||
| VP of Human Resources | 40.00 | $147,551 | $0 | $6,377 | Yes (X) | |||
| Eric Parks | ||||||||
| Sr Dir Education Design, Technology | 40.00 | $141,500 | $0 | $19,002 | Yes (X) | |||
| Joshua Weikersheimer | ||||||||
| Director, Scientific Publications | 40.00 | $138,050 | $0 | $12,669 | Yes (X) | |||
| John Zhu | ||||||||
| Senior IT Manager | 40.00 | $135,517 | $0 | $29,490 | Yes (X) | |||
| Robert Lendi | ||||||||
| CFO | 40.00 | $126,360 | $0 | $21,097 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,057,515 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $352,048 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Kindle Communications | |||||
| PO Box 25034 | Chicago | IL | 60625 | Marketing Services | $397,640 |
| The France Foundation | |||||
| 8321 Solutions Ctr | Chicago | IL | 60677 | Education Services | $361,995 |
| Brightkey | |||||
| 9050 Junction Dr | Annapolis | MD | 20701 | Customer Service | $266,237 |
| UBS | |||||
| 3011 Townsgate Rd | Westlake Village | CA | 91361 | Investment Management Services | $262,654 |
| Cosmin Florin Bohateret | |||||
| 3102 Savannah Dr | Aurora | IL | 60502 | IT Services | $252,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,851,622 | GovernmentGrantsAmt |
| All Other Contributions | $545,239 | AllOtherContributionsAmt |
| Total Contributions | $2,396,861 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $8,893,527 | $8,893,527 | |
| EXAMINATION FEES | 900099 | $4,366,099 | $4,366,099 | |
| SPONSORSHIP INCOME | 900099 | $3,844,530 | $3,592,782 | $251,748 |
| WORKSHOP REVENUE | 900099 | $1,805,866 | $1,805,866 | |
| SUBSCRIPTION REVENUE | 511120 | $1,287,785 | $1,287,785 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $704,769 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $78,289 | UnrelatedBusinessRevenueAmt |
| Exclusion | $626,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,902,576 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $598,541 | TotalRevenueColumnAmt |
| Exclusion | $598,541 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $678,638 | TotalRevenueColumnAmt |
| Exclusion | $678,638 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,117,778 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,160,919 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,956,859 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,956,859 | TotalRevenueColumnAmt |
| Exclusion | $1,956,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,249,656 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $668,295 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,581,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,581,361 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,114,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,527,420 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $330,037 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,860,518 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,400 | TotalAmt |
| Program Services | $162,400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578,667 | TotalAmt |
| Program Services | $647,793 | ProgramServicesAmt |
| Management And General | $1,930,874 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,127,814 | TotalAmt |
| Program Services | $4,253,733 | ProgramServicesAmt |
| Management And General | $4,874,081 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,337 | TotalAmt |
| Program Services | $375,339 | ProgramServicesAmt |
| Management And General | $277,998 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,235,765 | TotalAmt |
| Program Services | $1,858,929 | ProgramServicesAmt |
| Management And General | $1,376,836 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,951 | TotalAmt |
| Program Services | $449,801 | ProgramServicesAmt |
| Management And General | $333,150 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,570 | TotalAmt |
| Management And General | $10,570 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,623 | TotalAmt |
| Management And General | $78,623 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,500 | TotalAmt |
| Management And General | $224,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,777 | TotalAmt |
| Management And General | $547,777 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,032 | TotalAmt |
| Program Services | $698,032 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,206,588 | TotalAmt |
| Program Services | $2,947,830 | ProgramServicesAmt |
| Management And General | $258,758 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,116 | TotalAmt |
| Program Services | $361,116 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,937,338 | TotalAmt |
| Program Services | $1,113,019 | ProgramServicesAmt |
| Management And General | $824,319 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,954 | TotalAmt |
| Program Services | $196,062 | ProgramServicesAmt |
| Management And General | $1,063,892 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,625 | TotalAmt |
| Program Services | $1,434,625 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,421 | TotalAmt |
| Program Services | $160,526 | ProgramServicesAmt |
| Management And General | $118,895 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,270 | TotalAmt |
| Program Services | $48,987 | ProgramServicesAmt |
| Management And General | $36,283 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BOARD OF CERTIFICATION | $1,412,658 | $1,412,658 |
| EDUCATION COURSES | $1,164,331 | $1,164,331 |
| PEPFAR Delivery | $1,011,343 | $1,011,343 |
| UBI Tax | $40,550 | $40,550 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,932 | TotalAmt |
| Program Services | $56,393 | ProgramServicesAmt |
| Management And General | $252,539 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,602,562 | TotalAmt |
| Program Services | $18,393,467 | ProgramServicesAmt |
| Management And General | $12,209,095 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,903,556 | BOYAmt |
| EOY | $4,299,897 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,302 | BOYAmt |
| EOY | $819,174 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,109 | BOYAmt |
| EOY | $606,541 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,301 | BOYAmt |
| EOY | $495,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,751,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,458,865 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,022,790 | BOYAmt |
| EOY | $1,292,618 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,894,447 | BOYAmt |
| EOY | $28,978,730 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,798,505 | BOYAmt |
| EOY | $36,492,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,716,447 | BOYAmt |
| EOY | $3,065,893 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,608,980 | BOYAmt |
| EOY | $8,926,171 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,606 | BOYAmt |
| EOY | $494,198 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,152,033 | BOYAmt |
| EOY | $12,486,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,646,472 | BOYAmt |
| EOY | $24,006,556 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,646,472 | BOYAmt |
| EOY | $24,006,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,798,505 | BOYAmt |
| EOY | $36,492,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$487,726 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,152,190 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $12,800,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,168,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,812,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,273,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,290,388 | CurrentTaxYearAmt |
| Total | $59,345,431 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,468,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,359,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,881,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,502,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,302,188 | CurrentTaxYearAmt |
| Total | $81,514,133 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,269,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,528,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,693,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,776,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,592,576 | CurrentTaxYearAmt |
| Total | $140,859,564 | 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 | $140,859,564 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,780,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,893,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,013,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,653,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,903,659 | CurrentTaxYearAmt |
| Total | $10,245,133 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,780,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,893,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,013,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,653,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,903,659 | CurrentTaxYearAmt |
| Total | $10,245,133 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,924 | CurrentTaxYearAmt |
| Total | $592,802 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,087,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,597,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,799,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,568,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,644,159 | CurrentTaxYearAmt |
| Total | $151,697,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93230 | PublicSupportPY509Pct |
| Investment Income CY | 0.06750 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06430 | 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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $179,600 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,900 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $224,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,378,062 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,602,562 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $195,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $191,825 | CurrentYearMinus2Amt |
| Current Year Minus1 | $205,125 | CurrentYearMinus1Amt |
| Current Year | $224,500 | CurrentYearAmt |
| Total | $816,950 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $13,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $15,794 | CurrentYearMinus2Amt |
| Current Year Minus1 | $162,500 | CurrentYearMinus1Amt |
| Current Year | $179,600 | CurrentYearAmt |
| Total | $371,394 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,008,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,732,240 | DepreciationAmt |
| Book Value | $276,181 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,374,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,357,947 | DepreciationAmt |
| Book Value | $1,016,437 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $368,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $368,678 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,292,618 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT EXPENSE | $296,463 |
| DEFERRED LEASE INCENTIVE | $197,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $494,198 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,473,213 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,152,190 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $774,433 | OtherRevenueAmt |
| Revenue Not Reported | -$2,377,757 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,850,970 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $263,866 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $263,866 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,114,836 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,113,129 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $774,433 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $774,433 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,338,696 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $263,866 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $263,866 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,602,562 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SOCIETY AND RECOGNIZE A TAX LIABILITY IF THE SOCIETY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SOCIETY AND HAS CONCLUDED THAT AS OF JUNE 30, 2016 AND 2015, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| Part XI, Line 2d - Other Adjustments: | COST OF GOODS SOLD 668,295. INTERNAL REVENUE ALLOCATION 106,138. |
| Part XII, Line 2d - Other Adjustments: | INTERNAL EXPENSE ALLOCATION 106,138. COST OF GOODS SOLD 668,295. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| South Asia | 0 | 0 | PROGRAM SERVICES | Supporting laboratory training and quality improvement for diagnosis and laboratory monitoring of HIV/AIDS Patients in Resource-Limited Countries under PEPFAR. | $1,467,178 |
| East Asia and the Pacific | 0 | 0 | PROGRAM SERVICES | Supporting laboratory training and quality improvement for diagnosis and laboratory monitoring of HIV/AIDS Patients in Resource-Limited Countries under PEPFAR. | $165,467 |
| Russia and Neighboring States | 0 | 0 | PROGRAM SERVICES | Supporting laboratory training and quality improvement for diagnosis and laboratory monitoring of HIV/AIDS Patients in Resource-Limited Countries under PEPFAR. | $136,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,769,179 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,769,179 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Siemens - ASCP SCHOLARSHIPS | 118 | $137,000 |
| ASCP RESIDENT SUBSPECIALTY GRANTS | 8 | $16,000 |
| ASCP PATHOLOGY INTEREST GROUP GRANTS | 7 | $1,400 |
| STEM Student SCHOLARship AWARD | 4 | $8,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Scholarships are awarded to individuals in order to further thier education. To be considered for a scholarship, the candidate must be an ASCP student member, be enrolled in a NACCLS or CAAHEP accredited laboratory science program and be in the final clinical year of education. The candidate must maintain a minimum GPA, and be a United States Citizen or United States Resident. Selection criteria includes a summary of academic achievements, professional goals, leadership abilities, and community activities. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E Blair Holladay | ||||||||||||||
| CEO | $543,895 | $0 | $98,313 | $0 | $93,120 | $0 | $39,200 | $0 | $56,239 | $0 | $830,767 | $0 | $0 | $0 |
| Steven Ciaccio | ||||||||||||||
| COO | $303,389 | $0 | $18,561 | $0 | $525 | $0 | $21,200 | $0 | $7,255 | $0 | $350,930 | $0 | $0 | $0 |
| Suzanne Ziemnik | ||||||||||||||
| CO Learning Educ. Research | $230,456 | $0 | $14,165 | $0 | $150 | $0 | $19,582 | $0 | $7,255 | $0 | $271,608 | $0 | $0 | $0 |
| Jeff Jacobs | ||||||||||||||
| CO Science Tech. Policy | $215,131 | $0 | $13,161 | $0 | $0 | $0 | $18,263 | $0 | $11,200 | $0 | $257,755 | $0 | $0 | $0 |
| Ronald Swan II | ||||||||||||||
| CIO | $175,000 | $0 | $10,800 | $0 | $0 | $0 | $14,864 | $0 | $18,202 | $0 | $218,866 | $0 | $0 | $0 |
| Patricia Tanabe | ||||||||||||||
| Executive Director, VP | $173,875 | $0 | $10,637 | $0 | $0 | $0 | $14,761 | $0 | $18,202 | $0 | $217,475 | $0 | $0 | $0 |
| Lisa Simmons | ||||||||||||||
| Chief Legal Officer | $167,500 | $0 | $9,558 | $0 | $1,500 | $0 | $1,786 | $0 | $1,500 | $0 | $181,844 | $0 | $0 | $0 |
| Shiwen Song | ||||||||||||||
| Chief Science Officer | $203,001 | $0 | $0 | $0 | $0 | $0 | $12,404 | $0 | $1,500 | $0 | $216,905 | $0 | $0 | $0 |
| Jean Marie Dillon | ||||||||||||||
| VP of Human Resources | $45,251 | $0 | $0 | $0 | $102,300 | $0 | $2,750 | $0 | $3,627 | $0 | $153,928 | $0 | $0 | $0 |
| Eric Parks | ||||||||||||||
| Sr Dir Education Design, Technology | $141,500 | $0 | $0 | $0 | $0 | $0 | $8,157 | $0 | $10,845 | $0 | $160,502 | $0 | $0 | $0 |
| Joshua Weikersheimer | ||||||||||||||
| Director, Scientific Publications | $138,050 | $0 | $0 | $0 | $0 | $0 | $11,169 | $0 | $1,500 | $0 | $150,719 | $0 | $0 | $0 |
| John Zhu | ||||||||||||||
| Senior IT Manager | $135,517 | $0 | $0 | $0 | $0 | $0 | $11,450 | $0 | $18,040 | $0 | $165,007 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | E. BLAIR HOLLADAY WAS THE ONLY ELGIBLE PERSON TO RECEIVE THE HOUSING BENEFIT. THE AMOUNT OF $60,000 WAS INCLUDED IN TAXABLE EARNINGS AND TREATED AS TAXABLE COMPENSATION. |
| Part I, Line 1b | This Benefit was decided upon by the Board of Directors, they have joint review in regards to the Fringe benefits that the CEO will be eligible for when reviewing his compensation on an annual basis. |
| Part I, Line 4a | Jean Dillon, VICE PRESIDENT OF HUMAN RESOURCES, RECEIVED 17 PAYMENTS IN 2015 TOTALING $102,300. |
| Part I, Line 7 | Some individuals received performance bonuses, and the CEO (Holladay) received a bonus payment, as approved by the Board of Directors. Additionally, on an annual basis, the Society reviews their budget to determine whether it is in a deficit for the upcoming fiscal year. If it is not in a deficit, senior management requests approval from a Board committee for all staff (except the CEO) to receive a 1 or 2% bonus calculated against their earnings. The bonus is discretionary, as well. Employees that meet the income criteria for being Highly Compensated are entered in a separate, discretionary bonus program that enables them to be considered for a higher bonus that is determined based on whether the Society ends the fiscal year in a deficit or not. Some individuals in this HCE group may be ineligible based on work performance, based on determination by the CEO and Chief Legal Officer. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | THE ORGANIZATION MADE THE FOLLOWING UPDATES TO ITS BYLAWS SO THEY READ AS FOLLOWS: ARTICLE 2 SECTION 1. CLASSES OF MEMBERS. THE SOCIETY SHALL HAVE THE FOLLOWING CLASSES OF MEMBERS: (A) FELLOW, (B) RESIDENT, (C) MEMBER, (D) INTERNATIONAL, (E) STUDENT, (F) MEDICAL AFFILIATE, (G) EMERITUS, (H) REGISTRANT, (I) LIFE, AND (J) HONORARY FELLOW. ONLY ONE CLASS OF MEMBERSHIP MAY BE HELD AT ANY ONE TIME BY ANY MEMBER OF THE SOCIETY. ARTICLE 2 SECTION 2. FELLOW. ANY PERSON WHO IS A LICENSED PHYSICIAN AND WHOSE PRACTICE, AT THE TIME OF APPLICATION FOR MEMBERSHIP, IS DEVOTED IN MAJOR PART TO PATHOLOGY, OR BRANCH THEREOF, AND WHO HOLDS ONE OR MORE OF THE PRIMARY CERTIFICATES, I.E., ANATOMIC OR CLINICAL, OF THE AMERICAN BOARD OF PATHOLOGY OR WHO HAS PASSED EITHER THE ANATOMIC OR CLINICAL PATHOLOGY PORTION OF THE AMERICAN BOARD OF PATHOLOGY EXAMINATIONS, OR WHO IS BOARDED BY THE AMERICAN BOARD OF PATHOLOGY IN A PATHOLOGY SUBSPECIALTY, SHALL BE ELIGIBLE FOR MEMBERSHIP AS A FELLOW. ONLY FELLOWS SHALL HAVE THE GENERAL RIGHT TO VOTE REGARDING THE OVERALL AFFAIRS OF THE SOCIETY, INCLUDING CHANGES TO ITS BYLAWS AND ARTICLES OF INCORPORATION. FELLOWS SHALL HAVE THE RIGHT, TO VOTE FOR, AND TO SERVE AS OFFICERS OF THE SOCIETY. A FELLOW SHALL NOT BE ELIGIBLE FOR ANY OTHER CLASS OF MEMBERSHIP EXCEPT EMERITUS, LIFE AND HONORARY FELLOW. ARTICLE 2 SECTION 8. EMERITUS. THE SOCIETY MAY GRANT EMERITUS MEMBERSHIP TO ANY FELLOW OR MEMBER IN GOOD STANDING WHO (I) HAS REACHED THE AGE OF 65 AND HAS FULLY RETIRED FROM THE PRACTICE OF PATHOLOGY OR LABORATORY MEDICINE, OR (II) THE SOCIETY DETERMINES SHOULD BE GRANTED EMERITUS MEMBERSHIP FOR APPROPRIATE SPECIAL OR EXTENUATING CIRCUMSTANCES. EMERITUS FELLOWS AND MEMBERS SHALL NOT HAVE THE RIGHT TO HOLD OFFICE OR VOTE, BUT MAY BE APPOINTED TO COMMITTEES. ARTICLE 2 SECTION 9. REGISTRANT. FORMERLY, ANY PERSON WHO WAS CURRENTLY CERTIFIED, OR WHO HAD PREVIOUSLY BEEN CERTIFIED, BY THE BOARD OF CERTIFICATION IN ONE OR MORE CATEGORIES WAS ELIGIBLE FOR MEMBERSHIP AS A REGISTRANT. THE SOCIETY HAS SINCE STOPPED ACCEPTING APPLICATIONS FOR MEMBERSHIP AS A REGISTRANT. WHEN THE SOCIETY NO LONGER HAS LEGACY REGISTRANT MEMBERS, THE REGISTRANT MEMBERSHIP CATEGORY WILL BE ELIMINATED. ARTICLE 2 SECTION 10. LIFE. THE SOCIETY MAY GRANT LIFE MEMBERSHIP TO ANY FELLOW, MEMBER, OR EMERITUS IN GOOD STANDING WHO (I) HAS BEEN A FELLOW, MEMBER, OR EMERITUS FOR A COMBINED TOTAL OF 25 YEARS, EXCLUDING THE PERIOD OF TIME IN STUDENT OR RESIDENT MEMBERSHIP; (II) HAS REACHED THE AGE OF 65; AND (III) HAS FULLY RETIRED FROM THE PRACTICE OF PATHOLOGY OR LABORATORY MEDICINE. LIFE FELLOWS AND MEMBERS SHALL NOT HAVE THE RIGHT TO HOLD OFFICE OR VOTE, BUT MAY BE APPOINTED TO COMMITTEES. LIFE FELLOWS AND MEMBERS SHALL NOT BE REQUIRED TO PAY DUES. ARTICLE 2 SECTION 11. HONORARY FELLOW. THE BOARD OF DIRECTORS MAY GRANT HONORARY FELLOW MEMBERSHIP TO ANY PERSON WHO HAS MADE SIGNIFICANT ACHIEVEMENTS IN PATHOLOGY OR LABORATORY MEDICINE. HONORARY FELLOWS SHALL NOT HAVE THE RIGHT TO HOLD OFFICE OR VOTE, BUT MAY BE APPOINTED TO COMMITTEES. HONORARY FELLOWS SHALL NOT BE REQUIRED TO PAY DUES. ARTICLE 2 SECTION 12. SPECIAL CIRCUMSTANCES. ANY PERSON WHO HAS SPECIAL QUALIFICATIONS AND INTERESTS DEEMED DESIRABLE TO THE SOCIETY MAY, UPON RECOMMENDATION OF THE MEMBERSHIP COMMISSION, BE ELIGIBLE FOR ANY APPROPRIATE CATEGORY OF MEMBERSHIP. ARTICLE 3 SECTION 6. SPECIAL DISTINCTION: MASTER. ANY FELLOW OR MEMBER IN GOOD STANDING FOR AT LEAST TEN YEARS AND WHO, UPON RECOMMENDATION OF THE AWARDS COMMITTEE AND APPROVAL BY THE BOARD OF DIRECTORS, HAS DEMONSTRATED SIGNIFICANT CAREER ACCOMPLISHMENTS AND SERVICE TO THE SOCIETY MAY BE AWARDED THE DESIGNATION OF MASTER. ARTICLE 6 SECTION 2. TERM OF OFFICE. EXCEPT FOR THE TERMS FOR IMMEDIATE PAST PRESIDENT, PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, AND COUNCIL CHAIRS AND CHAIRS-ELECT, ALL TERMS ARE FOR THREE YEARS, AND ALL MEMBERS ARE ELIGIBLE TO SERVE EITHER TWO CONSECUTIVE FULL TERMS OR UNTIL A SUCCESSOR IS ELECTED. THE TERMS FOR IMMEDIATE PAST PRESIDENT, PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, COUNCIL CHAIRS AND CHAIRS-ELECT ARE FOR ONE YEAR ONLY OR UNTIL THEIR SUCCESSORS ARE ELECTED, EXCEPT AS PROVIDED IN ARTICLE 6, SECTION 4. ARTICLE 7 SECTION 2. COMMISSIONS AND COMMITTEES OF THE SOCIETY. THE BASIC WORK OF THE SOCIETY SHALL BE ORGANIZED INTO COMMISSIONS OF THE SOCIETY, OF WHICH THERE ARE FOUR: MEMBERSHIP, CONTINUING PROFESSIONAL DEVELOPMENT, SCIENCE, TECHNOLOGY AND PUBLIC POLICY AND INTERNATIONAL. EACH COMMISSION SHALL DEVELOP AND MONITOR OVERALL SOCIETY STRATEGY IN ITS RESPECTIVE SUBJECT AREA. THE COMMISSIONS SHALL REPORT TO THE BOARD OF DIRECTORS. THE CHAIR OF EACH COMMISSION SHALL BE APPOINTED BY THE PRESIDENT, WITH THE ADVICE AND CONSENT OF THE BOARD, EXCEPT FOR THE CHAIR OF THE INTERNATIONAL COMMISSION, THE CHAIRS SHALL BE APPOINTED FROM AMONG THE AT-LARGE MEMBERS OF THE BOARD. THE TERMS OF THE COMMISSION CHAIRS SHALL BE ONE YEAR, RENEWABLE FIVE TIMES. THE TERMS OF THE AT-LARGE MEMBERS OF THE COMMISSIONS SHALL BE THREE YEARS, RENEWABLE ONCE FOR A MAXIMUM OF SIX YEARS. SUBJECT TO THE APPROVAL OF THE BOARD, THE COMMISSIONS MAY FORM COMMITTEES TO ENABLE THE WORK OF THE SOCIETY. ARTICLE 7 SECTION 3. COUNCILS OF THE SOCIETY. THERE SHALL BE THREE COUNCILS OF THE SOCIETY, EACH REPRESENTING ONE OF THE PRINCIPAL CLASSES OF MEMBERSHIP: A FELLOW COUNCIL, A RESIDENT COUNCIL, AND A COUNCIL OF LABORATORY PROFESSIONALS. THEIR CHARGE IS TO PROVIDE ADVICE AND COUNSEL TO THE BOARD OF DIRECTORS THROUGH THE COMMISSION ON MEMBERSHIP, ON HOW THE SOCIETY MAY BEST MEET THE NEEDS OF THE RESPECTIVE CLASS OF MEMBERSHIP. THE FELLOW COUNCIL SHALL CONSIST OF NINE MEMBERS, EACH TO SERVE A THREE-YEAR TERM. THE COUNCIL OF LABORATORY PROFESSIONALS AND THE RESIDENT COUNCIL SHALL CONSIST OF TWELVE MEMBERS, EACH TO SERVE A THREE-YEAR TERM. IN THE CASE OF THE FELLOW AND COUNCIL OF LABORATORY PROFESSIONALS, THE TERM SHALL BE RENEWABLE ONCE. THE CHAIR OF EACH COUNCIL SHALL BE ELECTED FROM AMONG THE SITTING MEMBERS OF THE COUNCIL, AS SPECIFIED IN ARTICLE 6. EACH CHAIR SHALL HAVE A TERM OF ONE YEAR. MEMBERS OF EACH COUNCIL ARE TO BE ELECTED BY A VOTE OF ALL MEMBERS IN THE RESPECTIVE MEMBERSHIP CLASS. |
| Form 990, Part VI, Section A, line 6 | Classes of Members. The Society shall have the following classes of members: (a) Fellow, (b) Resident, (c) Member, (d) International, (e) Student, (f) Medical Affiliate, (g) Emeritus, (h) Registrant, (i) Life, and (j) Honorary Fellow. Only one class of membership may be held at any one time by any member of the Society. Fellow. Any person who is a licensed physician and whose practice, at the time of application for membership, is devoted in major part to pathology, or branch thereof, and who holds one or more of the primary certificates, i.e., anatomic or clinical, of the American Board of Pathology or who has passed either the anatomic or clinical pathology portion of the American Board of Pathology examinations, or who is boarded by the American Board of Pathology in a pathology subspecialty, shall be eligible for membership as a Fellow. Only Fellows shall have the general right to vote regarding the overall affairs of the Society, including changes to its Bylaws and Articles of Incorporation, or to vote for, or to serve as officers of the Society, except that the Chair and Chair-elect of the Council of Laboratory Professionals, the Chair of the Resident Council, and the Chair of the Board of Governors of the Board of Certification shall serve as voting members of the Board of Directors ex officio, and three Members shall serve as voting At-Large Directors. A Fellow shall not be eligible for any other class of membership except Emeritus, Life and Honorary Fellow. Resident. Any person who is a licensed physician actively training for a career in pathology and who is, or has been, within the previous three years, enrolled in a training program accredited by the Accreditation Council for Graduate Medical Education and/or approved by the Royal College of Physicians and Surgeons of Canada shall be eligible for membership as a Resident. A Resident shall have the right to vote for members of the Resident Council, as provided in Article 7. Member. (A) Any person who is currently, or has been previously, certified by the Board of Certification in one or more categories, or (B) any non-physician whose interests parallel those of the Society and who holds an academic doctorate acceptable to the Membership Commission (whether or not such person currently, or has been previously, certified by the Board of Certification) shall be eligible for membership as a Member. A Member shall have the right to vote for members of the Council of Laboratory Professionals and for Member At-Large Directors as provided in Article 7. International. Any person who holds equivalent credentials of Fellow, Resident, Member, or Medical Affiliate in the country or region in which the person practices (other than the United States or Canada,) and holds membership in any appropriate existing medical or laboratory association in the country or region in which that person practices shall be eligible for membership as an International member. Student. Any medical student enrolled in a medical school approved by the Liaison Committee on Medical Education of the American Medical Association and the American Association of Medical Colleges, or the Committee on Accreditation of the Association of Canadian Medical Colleges, or in an osteopathic medical school approved by the Bureau of Professional Education of the American Osteopathic Association, shall be eligible for membership as a Student. Any student enrolled in a regionally accredited college/university science program or a medical laboratory science program approved by an appropriate accrediting agency also shall be eligible for membership as a Student. Medical Affiliate. Any licensed physician who practices in the United States or Canada, whose interests parallel those of the Society and who is not eligible for membership as a Fellow may, on recommendation of a Fellow, be eligible for membership as a Medical Affiliate member. Emeritus. The Society may grant Emeritus membership to any Fellow or Member in Good Standing who (i) has reached the age of 65 and has fully retired from the practice of pathology or laboratory medicine, or (ii) the Society determines should be granted Emeritus membership for appropriate special or extenuating circumstances. Emeritus Fellows and Members shall not have the right to hold office or vote, but may be appointed to committees. Registrant. Formerly any person who was currently certified, or who had been previously certified by the Board of Certification in one or more categories was eligible for membership as a Registrant. The Society has since stopped accepting applications for membership as a Registrant. When the Society no longer has legacy Registrant members, the Registrant membership category will be eliminated. Life. The Society may grant Life Membership to any Fellow, Member or Emeritus in good standing who (i) has been a Fellow, Member, or Emeritus for a combined total of 25 years, excluding the period of time in Student or Resident Membership; (ii) has reached the age of 65; and (iii) has fully retired from the practice of pathology or laboratory medicine. Life Fellows and Members shall not have the right to hold office or vote, but may be appointed to committees. Life Fellows and Members shall not be required to pay dues. Honorary Fellow. The board of directors may grant honorary fellow membership to any person who has made significant achievements in pathology or laboratory medicine. Honorary fellows shall not have the right to hold office or vote, but may be appointed to committees. Honorary fellows shall not be required to pay dues. |
| Form 990, Part VI, Section A, line 7a | All officers (except the incoming President) and all Fellows At-Large of the Board of Directors who are eligible for election or re-election are elected by majority vote of the Fellows in conjunction with the annual business meeting. All Members At-Large are elected by a majority vote of the Members in conjunction with the annual business meeting. The official list of nominees shall be prepared by the Nominations Committee, reviewed and approved by the Board of Directors, and published at least 40 days before the annual business meeting. Additional nominations for any such office or position shall be made at least 28 days prior to the annual business meeting, by submitting to the Secretary in writing, the name of each additional nominee supported by the signatures of at least 50 voting members. The final list of nominees shall be published at least 21 days before the annual business meeting, and voting shall be conducted as provided in article 9. The ex officio members of the Board of Directors (The Chairs of the Fellow Council, Resident Council, Council of Laboratory Professionals, and Board of Governors of the Board of Certification, and the Chair-elect of the Council of Laboratory Professionals) shall be elected from among the then sitting members of the respective Councils and Board by the members of those Councils and Board, in a manner prescribed by their operating policies and procedures. |
| Form 990, Part VI, Section B, line 11 | Governing body and/or executive committee review of Form 990 - The board retains the services of an independent CPA firm to prepare the organization's Form 990. Management and the Chief Legal Officer review the completed Form 990 and provide a full copy to the executive and finance committees and then to the board of directors prior to filing. These committees and the board of directors are provided a reasonable amount of time to review the return and ask any questions directly to organization management or the contact at the independent CPA firm prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflicts of Interest Policy Monitoring - Officers, directors, trustees, key employees and key volunteers are annually required to complete a conflict of interest disclosure statement as a precursor to their service to the organization. Conflicts and potential conflicts are monitored by our Executive Office and addressed as appropriate. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION OF THE EXECUTIVE VP IS DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON DATA PROVIDED BY THE HUMAN RESOURCES DEPARTMENT WHICH UTILIZES PUBLISHED SURVEYS BY INDEPENDENT SOURCES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE SUPERVISING EXECUTIVE BASED ON DATA PROVIDED BY THE HUMAN RESOURCES DEPARTMENT WHICH UTILIZES PUBLISHED SURVEYS BY INDEPENDENT SOURCES. |
| Form 990, Part VI, Section C, line 19 | Public Disclosure of Documents - conflict of interest policies, governing documents and financial statements are available upon written request. |
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