BANK ADMINISTRATION INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BANK ADMINISTRATION INSTITUTE (EIN 36-3330171)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-03-23
- IRS object ID
- 201730829349300513
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-23T11:04:58-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363330171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank Administration Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS DUBNICKA | InCareOfNm |
| Business Name Control | BANK | BusinessNameControlTxt |
| Phone | 3125534600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 South LaSalle Street STE 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS DUBNICKA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3126832378 | PhoneNum |
| Signature | 2017-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bridget T Roche | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | BAI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Deborah Bianucci | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 South LaSalle Street STE 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,468,346 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bai.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Bank Administration Institute (BAI) is established to advance education in the fields of financial services, banking, and related areas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 116 | TotalEmployeeCnt |
| Total Volunteers | 259 | TotalVolunteersCnt |
| Total Gross UBI | $253,515 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $44,626 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,312,308 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,906,790 | CYProgramServiceRevenueAmt |
| PY Investment Income | $523,882 | PYInvestmentIncomeAmt |
| CY Investment Income | $771,382 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,809,163 | PYOtherRevenueAmt |
| CY Other Revenue | $1,627,064 | CYOtherRevenueAmt |
| PY Total Revenue | $6,645,353 | PYTotalRevenueAmt |
| CY Total Revenue | $6,305,236 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,266,872 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,002,535 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,002,632 | PYOtherExpensesAmt |
| CY Other Expenses | $4,387,540 | CYOtherExpensesAmt |
| PY Total Expenses | $9,269,504 | PYTotalExpensesAmt |
| CY Total Expenses | $7,390,075 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,624,151 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,084,839 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,804,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,186,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,492,773 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,953,858 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,311,282 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,232,814 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A. TO ADVANCE RESEARCH AND EDUCATION IN THE FIELDS OF FINANCIAL SERVICES, BANKING, FISCAL AND MONETARY POLICY, ECONOMICS, INVESTMENT AND RELATED AREAS THROUGH EDUCATIONAL SEMINARS AND SYMPOSIA, CONFERENCES AND OTHER MEANS; B. TO COOPERATE WITH OTHER ORGANIZATIONS IN PROGRAMS OF RESEARCH AND EDUCATION; AND C. TO CONDUCT SUCH OTHER ACTIVITIES AS MAY BE PERMITTED UNDER THE GENERAL NOT-FOR-PROFIT CORPORATION ACT OF ILLINOIS AND THE INTERNAL REVENUE CODE OF 1954, AS AMENDED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,017,100 | ExpenseAmt |
| Revenue | $3,906,790 | RevenueAmt |
| Desc | There were over 5,000 attendees covering over 30 BAI educational conferences, seminars and webinars. These activities educate participants about the financial services industry. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,473 | ExpenseAmt |
| Desc | BAI Banking Strategies, an online magazine, assists in educating individuals on various financial topics. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,115,573 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 116 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS DUBNICKA | PersonNm |
| Phone | 3126832378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SOUTH LASALLE STREET STE 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Scott M Peters | |||||||||
| Chairman of the Board | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Christopher J McComish | |||||||||
| Vice Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bruce D Murphy | |||||||||
| Counselor to the Board | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lewis C Fischer | |||||||||
| Past Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Charles G Kim | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Steven S SaLoutos | |||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Todd M Barnhart | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin S Blair | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ulderico Calero | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Janet M Coletti | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy S Crane | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rilla S Delorier | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert M Kottler | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cathleen H Nash | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul J Olivier | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alok R Prasad | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark D Quinlan | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew S Raphaelson | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark R Sheehan | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda Verba | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Karen L Larrimer THRU 516 | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Harlan C Parrish THRU 116 | |||||||||
| Director-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Bianucci | |||||||||
| President & CEO | 8.2 | 31.8 | Yes (X) | Yes (X) | $162,034 | $628,374 | $50,538 | ||
| Thomas Dubnicka | |||||||||
| Chief Financial Officer | 8.2 | 31.8 | Yes (X) | $99,337 | $385,238 | $50,608 | |||
| Ann Barcroft | |||||||||
| Executive Vice President | 8.2 | 31.8 | $68,053 | $263,914 | $51,078 | Yes (X) | |||
| Holly Hughes | |||||||||
| Chief Marketing Officer | 20.9 | 19.1 | $141,418 | $128,980 | $47,110 | Yes (X) | |||
| William HippensteelTHRU 316 | |||||||||
| Chief Content Officer | 40.0 | 0.0 | $307,334 | $0 | $39,176 | Yes (X) | |||
| Ryan Malayter | |||||||||
| Director, Technology | 8.2 | 31.8 | $34,839 | $135,104 | $40,638 | Yes (X) | |||
| Ronald Gliane | |||||||||
| Director, Technology | 8.2 | 31.8 | $33,078 | $128,277 | $18,458 | Yes (X) | |||
| Mary Ratcliffe | |||||||||
| Director, Marketing | 8.2 | 31.8 | $32,532 | $126,164 | $38,868 | Yes (X) | |||
| Marianne Niles THRU 316 | |||||||||
| Director, Sales | 40.0 | 0.0 | $152,133 | $0 | $37,757 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,030,758 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,796,051 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $374,231 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Las Vegas Sands Corp | |||||
| 3355 Las Vegas Blvd South | LAS VEGAS | NV | 89109 | Convention Services | $1,039,442 |
| Audio Visual Services Group Inc | |||||
| 23918 Network Place | CHICAGO | IL | 60673 | AV Services | $688,737 |
| The Expo Group | |||||
| 5931 Campus Circle Drive | IRVING | TX | 75063 | Convention Services | $378,273 |
| Randstad North America | |||||
| PO Box 847872 | DALLAS | TX | 75284 | Employment Services | $254,055 |
| Smith Bucklin | |||||
| 330 North Wabash Avenue | CHICAGO | IL | 60611 | Association Mgmt | $188,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAMS AND CONFERENCES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $3,906,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,821,905 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $84,885 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,906,790 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $480,004 | TotalRevenueColumnAmt |
| Exclusion | $480,004 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,440 | TotalRevenueColumnAmt |
| Exclusion | $60,440 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,454,488 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,163,110 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $291,378 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,378 | TotalRevenueColumnAmt |
| Exclusion | $291,378 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SPONSORSHIP REVENUE | 541800 | $1,304,970 | $1,304,970 | |
| WEBCAST REVENUES | 900004 | $155,250 | $155,250 | |
| CONFERENCES COMISSION REVENUE | 900099 | $93,024 | $93,024 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,380 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,380 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,566,624 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,305,236 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,821,905 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $253,515 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,229,816 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,733 | TotalAmt |
| Program Services | $389,923 | ProgramServicesAmt |
| Management And General | $188,810 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,960,778 | TotalAmt |
| Program Services | $1,363,012 | ProgramServicesAmt |
| Management And General | $597,766 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,276 | TotalAmt |
| Program Services | $105,243 | ProgramServicesAmt |
| Management And General | $31,033 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,090 | TotalAmt |
| Program Services | $43,726 | ProgramServicesAmt |
| Management And General | $128,364 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,658 | TotalAmt |
| Program Services | $118,120 | ProgramServicesAmt |
| Management And General | $36,538 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,696 | TotalAmt |
| Program Services | $37,858 | ProgramServicesAmt |
| Management And General | $12,838 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,954 | TotalAmt |
| Management And General | $19,954 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,129 | TotalAmt |
| Program Services | $562,575 | ProgramServicesAmt |
| Management And General | $59,554 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,169 | TotalAmt |
| Program Services | $460,475 | ProgramServicesAmt |
| Management And General | $8,694 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,843 | TotalAmt |
| Program Services | $215,215 | ProgramServicesAmt |
| Management And General | $10,628 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,584 | TotalAmt |
| Program Services | $114,895 | ProgramServicesAmt |
| Management And General | $22,689 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,220 | TotalAmt |
| Program Services | $194,178 | ProgramServicesAmt |
| Management And General | $58,042 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,424 | TotalAmt |
| Program Services | $183,652 | ProgramServicesAmt |
| Management And General | $45,772 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,242,190 | TotalAmt |
| Program Services | $2,238,177 | ProgramServicesAmt |
| Management And General | $4,013 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,230 | TotalAmt |
| Program Services | $950 | ProgramServicesAmt |
| Management And General | $280 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,703 | TotalAmt |
| Program Services | $63,097 | ProgramServicesAmt |
| Management And General | $18,606 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,035 | TotalAmt |
| Management And General | $26,035 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TAXES, FEES, AND LICENSES | $13,418 | $13,374 | $44 |
| DUES AND SUBSCRIPTIONS | $12,572 | $10,262 | $2,310 |
| BAD DEBT | $892 | $689 | $203 |
| ORDER FULFILLMENT-WAREHOUSE | $107 | $83 | $24 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,374 | TotalAmt |
| Program Services | $69 | ProgramServicesAmt |
| Management And General | $2,305 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,390,075 | TotalAmt |
| Program Services | $6,115,573 | ProgramServicesAmt |
| Management And General | $1,274,502 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190 | BOYAmt |
| EOY | $190 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,393,661 | BOYAmt |
| EOY | $2,893,031 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,157 | BOYAmt |
| EOY | $33,301 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,575,230 | BOYAmt |
| EOY | $2,848,603 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,856,084 | BOYAmt |
| EOY | $2,484,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,147,497 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,431,847 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,336 | BOYAmt |
| EOY | $715,650 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,089,662 | BOYAmt |
| EOY | $9,413,724 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,735 | BOYAmt |
| EOY | $3,797,994 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,804,055 | BOYAmt |
| EOY | $22,186,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,775,686 | BOYAmt |
| EOY | $2,806,443 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,507 | BOYAmt |
| EOY | $2,003,507 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,580 | BOYAmt |
| EOY | $2,143,908 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,492,773 | BOYAmt |
| EOY | $6,953,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,311,282 | BOYAmt |
| EOY | $15,232,814 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,311,282 | BOYAmt |
| EOY | $15,232,814 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,804,055 | BOYAmt |
| EOY | $22,186,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,084,839 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $370,156 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,636,215 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
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 | $1,228,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,377,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,340,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,331,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,304,970 | CurrentTaxYearAmt |
| Total | $6,583,895 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,454,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,896,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,030,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,200,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,821,905 | CurrentTaxYearAmt |
| Total | $20,404,062 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,683,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,273,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,371,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,532,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,126,875 | CurrentTaxYearAmt |
| Total | $26,987,957 | 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 | $26,987,957 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $440,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $474,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $501,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540,444 | CurrentTaxYearAmt |
| Total | $2,367,967 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $440,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $474,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $501,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540,444 | CurrentTaxYearAmt |
| Total | $2,367,967 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,626 | CurrentTaxYearAmt |
| Total | $225,578 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $204,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $225,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,024 | CurrentTaxYearAmt |
| Total | $887,791 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,441,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,890,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,093,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,238,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,804,969 | CurrentTaxYearAmt |
| Total | $30,469,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88574 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89301 | PublicSupportPY509Pct |
| Investment Income CY | 0.07772 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07390 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED ON SCHEDULE A, PART III, LINE 1 REPRESENT QUALIFIED sponsorship payments received by BAI. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $226,321 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,914 | DepreciationAmt |
| Book Value | $135,407 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,921,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,340,933 | DepreciationAmt |
| Book Value | $580,243 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $715,650 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BAI CENTER | Desc |
| Book Value | $3,797,994 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,797,994 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $895,345 |
| LEASE LIABILITY | $673,962 |
| RETIREMENT LIABILITIES | $574,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,143,908 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D - PART X | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 BAI has received a favorable determination letter from the Internal Revenue Service as an exempt organization under Section 501(c)(3) of the Internal Revenue Code of 1986 (IRC), except for income taxes pertaining to unrelated business income. The Financial Accounting Standards Board issued guidance that requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain positions that require recognition in the financial statements. BAI has properly accrued provisions for income taxes as the entity has positive unrelated business income. There is no interest or penalties recognized in the statement of activities or statement of financial position. The tax years ending 2012, 2013, 2014 and 2015 are still open to audit for both federal and state purposes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deborah Bianucci | ||||||||||||||
| President & CEO | $70,714 | $274,232 | $84,630 | $328,198 | $6,690 | $25,944 | $4,889 | $18,961 | $5,471 | $21,217 | $172,394 | $668,552 | $0 | $0 |
| Thomas Dubnicka | ||||||||||||||
| Chief Financial Officer | $50,481 | $195,770 | $48,174 | $186,821 | $682 | $2,647 | $4,889 | $18,961 | $5,485 | $21,273 | $109,711 | $425,472 | $0 | $0 |
| Ann Barcroft | ||||||||||||||
| Executive Vice President | $39,853 | $154,553 | $27,637 | $107,179 | $563 | $2,182 | $4,889 | $18,961 | $5,582 | $21,646 | $78,524 | $304,521 | $0 | $0 |
| Holly Hughes | ||||||||||||||
| Chief Marketing Officer | $96,009 | $87,565 | $44,005 | $40,135 | $1,404 | $1,280 | $12,474 | $11,376 | $12,165 | $11,095 | $166,057 | $151,451 | $0 | $0 |
| William HippensteelTHRU 316 | ||||||||||||||
| Chief Content Officer | $216,967 | $0 | $86,063 | $0 | $4,304 | $0 | $23,850 | $0 | $15,326 | $0 | $346,510 | $0 | $0 | $0 |
| Ryan Malayter | ||||||||||||||
| Director, Technology | $29,149 | $113,040 | $5,245 | $20,340 | $445 | $1,724 | $3,280 | $12,720 | $5,051 | $19,587 | $43,170 | $167,411 | $0 | $0 |
| Ronald Gliane | ||||||||||||||
| Director, Technology | $28,119 | $109,047 | $4,491 | $17,415 | $468 | $1,815 | $3,005 | $11,653 | $779 | $3,021 | $36,862 | $142,951 | $0 | $0 |
| Mary Ratcliffe | ||||||||||||||
| Director, Marketing | $26,996 | $104,693 | $4,981 | $19,317 | $555 | $2,154 | $3,051 | $11,831 | $4,917 | $19,069 | $40,500 | $157,064 | $0 | $0 |
| Marianne Niles THRU 316 | ||||||||||||||
| Director, Sales | $91,064 | $0 | $57,630 | $0 | $3,439 | $0 | $14,187 | $0 | $23,570 | $0 | $189,890 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FIRST-CLASS OR CHARTER TRAVEL | Schedule J, Part I, Line 1a Executive Management Team Members -- first-class travel only -- on business travel flights of two (2) hours or more in duration, executive team management members may purchase and be reimbursed for airline upgrade coupons to be used in conjunction with an existing coach class ticket. Chief Executive Officer - for international business travel, the CEO may purchase and be reimbursed for first-class travel. Board of Director Members -- first-class travel or companion travel -- will reimburse first class airfare to and from Board Meetings for each member. Alternatively, BAI will reimburse the cost for two round trip coach class tickets for the Board member and spouse, provided that the total cost of the two coach tickets does not exceed the cost of one round trip first class ticket. BAI issues a 1099 to each Board member where BAI reimburses more than $599 in a calendar year for a spouse's expenses. |
| TRAVEL FOR COMPANIONS | Schedule J, Part I, Line 1c BAI will reimburse the cost for two round trip coach class tickets for the Board member and spouse, provided that the total cost of the two coach tickets does not exceed the cost of one round trip first class ticket. BAI issues a 1099 to each Board member where BAI reimburses more than $599 in a calendar year for a spouse's expenses. |
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | Schedule J, Part I, Line 1a BAI pays for the Chief Executive Officer's membership at a business social club, with the primary purpose being business meetings. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | Schedule J, Part I, Line 4B Bank Administration Institute has a 457(f) supplemental non-qualified retirement plan. Ann Barcroft, Deborah Bianucci, Thomas Dubnicka, William Hippensteel, and Holly Hughes participate in the 457(f) plan. No payments were made from the plan to the participants. |
| COMPENSATION CONTINGENT ON ITS REVENUE - ORGANIZATION | Schedule J, Part I, Lines 5A and 5B The organization and its related organization, BAI Center, offer all non-sales employees an opportunity to earn variable incentive compensation. Each fiscal year goals are established for the organization, groups and individuals through strategic and performance planning. Incentive awards are calculated at the close of each fiscal year based on the achievement of approved goals. |
| COMPENSATION CONTINGENT ON THE NET EARNINGS - ORGANIZATION | Schedule J, Part I, Lines 6A and 6B The organization and its related organization, BAI Center, offer all non-sales employees an opportunity to earn variable incentive compensation. Each fiscal year goals are established for the organization, groups and individuals through strategic and performance planning. Incentive awards are calculated at the close of each fiscal year based on the achievement of approved goals. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Delegation of Authority | Form 990, Part VI, Line 1A Executive Committee There shall be an Executive Committee of the Board of Directors to be composed of the Chairman of the Board, Vice-Chairman, President and Chief Executive Officer, Secretary, Treasurer, the Past Chairman of the Board, and the Counselor to the Board. The Executive Committee shall serve as a Nominating Committee to identify and nominate candidates for upcoming vacancies. The Executive Committee shall be authorized and empowered, in matters pertaining to such subjects and duties enjoined upon the Board of Directors which require decision as to policy and procedure in the interim between meetings of the Board of Directors, to act and make such decisions on behalf of the Board of Directors except as otherwise provided by law. All actions of the Executive Committee shall be reported to the Board of Directors. The Executive Committee may, from time to time, make its own rules governing its conduct of BAI business except where otherwise provided herein. The Executive Committee will approve the Boards of Directors of BAI's subsidiaries and affiliates. |
| Business Relationships | Form 990, Part VI, Line 2 Bank Administration Institute (BAI) is an educational organization serving the financial services industry. Its Board members are all employees of financial organizations which utilize BAI's educational resources. The employers of its Board members do business with each other on a daily basis in the ordinary course of business (e.g., each bank clears checks from the other banks). |
| Form 990 Review Process | Form 990, Part VI, Line 11b The organization sends the tax return to each voting member of the organization's Board of Directors in electronic form prior to its filing with the IRS. The Board of Director members will conduct a review of the Form 990 (including required schedules) and will have the opportunity to ask questions and make comments. Any final changes are incorporated into the return before the final draft is filed with the IRS. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c BAI's conflict of interest policy covers all Board of Directors and employees. For Board of Directors, an interested person must disclose the existence of the financial interest by giving the opportunity to disclose all material facts to the directors and member of committee with governing board delegated powers considering the proposed transaction or arrangement. The remaining board or committee members shall decide if a conflict of interest exists. For Employees, an interested person must notify Human Resources as soon as such potential conflict arises. For Board of Directors, after disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. For Employees, Human Resources (HR) reviews the conflicts. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a Each year, BAI engages an outside human resources consulting firm to benchmark executive compensation using data from a number of published salary surveys. The Human Resource Committee of the BAI Board of Directors considers this benchmarking data, the compensation reported on Form 990 for chief executives of comparable financial services trade organizations, the economic environment and BAI business conditions when making compensation decisions. The Human Resource Committee also receives an annual disclosure of total compensation for all officers and the leadership team members. This process was last completed in September 2016. The Human Resource Committee recommends CEO compensation to the full Board of Directors for their approval. The compensation approval process for the CEO is contemporaneously documented in the minutes of the Board meetings. |
| How Documents are Made Available to the Public | Form 990, Part VI, Section C, Line 19 Bank Administration Institute does not make its governing documents, conflict of interest policy, or financial statements available to the public. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES CONSIST OF: PENSION-RELATED CHANGE...............($114,847) INTERCOMPANY TRANSACTION............$3,751,062 ---------- TOTAL...............................$3,636,215 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAI Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 S Lasalle Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362026204 | EIN |
| Primary Activities | Membership | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAI Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $3,797,994 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments