AMERICAN MARKETING ASSOCIATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MARKETING ASSOCIATION INC (EIN 36-2130315)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-15
- IRS object ID
- 201610779349300646
- Schema version
- 2014v6.0
- 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 | 2016-03-15T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive STE 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362130315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Marketing Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3125429000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E Randolph No 22 Fl | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Russ Klein | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3125429000 | PhoneNum |
| Signature | 2016-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne Harder | PreparerPersonNm |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Russell B Klein | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E Randolph No 22 Fl | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,289,550 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ama.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The American Marketing Association (AMA) is a professional association for individuals and organizations leading the practice, teaching and development of marketing knowledge worldwide.Our principle role is to serve as a forum to connect like-minded individuals and foster knowledge sharing, provide resources, tools and training and support marketing practice and thought leadership around the globe. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 78 | TotalEmployeeCnt |
| Total Volunteers | 1250 | TotalVolunteersCnt |
| Total Gross UBI | $1,173,785 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$204,502 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,577 | PYContributionsGrantsAmt |
| CY Contributions Grants | $61,302 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,347,376 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,608,279 | CYProgramServiceRevenueAmt |
| PY Investment Income | $239,401 | PYInvestmentIncomeAmt |
| CY Investment Income | $125,501 | CYInvestmentIncomeAmt |
| PY Other Revenue | $773,027 | PYOtherRevenueAmt |
| CY Other Revenue | $640,874 | CYOtherRevenueAmt |
| PY Total Revenue | $17,383,381 | PYTotalRevenueAmt |
| CY Total Revenue | $17,435,956 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $132,459 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $85,941 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,370,101 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,878,909 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,200,912 | PYOtherExpensesAmt |
| CY Other Expenses | $11,507,941 | CYOtherExpensesAmt |
| PY Total Expenses | $16,703,472 | PYTotalExpensesAmt |
| CY Total Expenses | $19,472,791 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $679,909 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,036,835 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,424,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,389,329 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,054,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,013,642 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,370,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,375,687 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The American Marketing Association (AMA) is a professional association for individuals and organizations leading the practice, teaching and development of marketing knowledge worldwide.Our principle role is to serve as a forum to connect like-minded individuals and foster knowledge sharing, provide resources, tools and training and support marketing practice and thought leadership around the globe. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,273,387 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $8,485,401 | RevenueAmt |
| Desc | Experience: The AMA is a membership organization that provides a learning and professional development experience for over 30,000 members who work, teach and study the field of marketing throughout the world. The AMA member experience includes access to a variety of benefits, including prize winning academic journals and marketing magazines, educational resources & tools, a massive network of marketing professionals, thought leadership and best and next practices in the field of marketing. The AMA experience also include access to over 14 annual marketing conferences and a variety of training events in person and online that address key issues and challenges in the marketing profession. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,299,104 | ExpenseAmt |
| Grant | $35,941 | GrantAmt |
| Revenue | $1,994,699 | RevenueAmt |
| Desc | Alliances: AMA partners with a variety of organizations and companies throughout the year to deliver opportunities to build exposure, generate leads and network with leading marketers. The AMA Alliance team can put together an integrated package tailored organizations specific marketing goals. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,772,086 | ExpenseAmt |
| Revenue | $5,452,542 | RevenueAmt |
| Desc | Content: AMA content as an umbrella term that includes conferences, speakers, and other in-person events, webcasts, podcasts. This also includes Marketing News, the AMA's flagship publication, as well as the AMA's portfolio of journals including the industry-leading Journal of Marketing and Journal of Marketing Research, and original articles and contributed articles developed by an in-house publishing group for a full complement of award-winning magazines and e-newsletters, among other resources; as well as AMA or AMA Sponsor branded content. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sponsorship and Other Program Services | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,344,577 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | Yes (1) | 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 | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 78 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Taylor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125429060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E Randolph St 22nd Floor | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Rick Dow | |||||||
| Past Chairperson | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bill Cron | |||||||
| Chairperson, AMA Foundation | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ric Sweeney | |||||||
| Chairperson | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rob Malcolm | |||||||
| Chairperson-Elect | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Valarie Zeithaml | |||||||
| VP of Finance/Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Myles Bristowe | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Gudding | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Roger Kerin | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca Messina | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric T Bradlow | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Garrett | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Angela Lee | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Monty | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Beth Walker | |||||||
| At-Large Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Dennis Dunlap | |||||||
| Exiting CEO | 40.00 | Yes (X) | $472,153 | $0 | $26,998 | ||
| Russell B Klein | |||||||
| CEO/Ex-Officio Board Member | 40.00 | Yes (X) | $206,951 | $0 | $24,683 | ||
| Elizabeth Taylor | |||||||
| CFO/COO | 40.00 | Yes (X) | $181,075 | $0 | $22,611 | ||
| Carol Arnold | |||||||
| Chief Professional Dvlp. Officer | 40.00 | $155,312 | $0 | $10,594 | Yes (X) | ||
| Nancy Costopulos | |||||||
| Chief Marketing Officer | 40.00 | $178,085 | $0 | $26,976 | Yes (X) | ||
| Bob Panger | |||||||
| Chief Technology Officer | 40.00 | $191,924 | $0 | $27,847 | Yes (X) | ||
| Marisa McCarren | |||||||
| International Director | 40.00 | $144,768 | $0 | $14,029 | Yes (X) | ||
| Lisa Taylor | |||||||
| Marketing Director | 40.00 | $105,057 | $0 | $15,819 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,635,325 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $169,557 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| Protiviti Inc | |||||
| 12269 Collections Center | Chicago | IL | 60693 | IT Services | $270,566 |
| Walsworth Publishing Company | |||||
| PO Box 310287 | Des Moines | IA | 503310287 | Printing/Publishing | $165,078 |
| Riverpoint Solutions Group | |||||
| 2200 E Devon Ave Ste 385 | Des Plaines | IL | 60018 | Data Analysis System | $154,606 |
| Nixon Peabody | |||||
| 70 W Madison Street | Chicago | IL | 606024224 | Legal Services | $122,697 |
| Andrew Gorman | |||||
| 1832 Deerhaven Drive | Crystal Lake | IL | 60014 | Product Development | $122,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $61,302 | AllOtherContributionsAmt |
| Total Contributions | $61,302 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Periodicals & Subscriptions | 541800 | $5,526,502 | $5,452,542 | $73,960 |
| Conferences & Exhibits | 541800 | $5,156,168 | $5,156,168 | |
| Membership Dues | 900099 | $3,329,233 | $3,329,233 | |
| Corporate Sponsorship | 541800 | $2,180,481 | $1,994,699 | $185,782 |
| Online Recruiting | 900099 | $415,895 | $415,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,608,279 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,609 | TotalRevenueColumnAmt |
| Exclusion | $211,609 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,234 | TotalRevenueColumnAmt |
| Exclusion | $2,234 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,767,486 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,853,594 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$86,108 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,108 | TotalRevenueColumnAmt |
| Exclusion | -$86,108 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Periodical Advertising | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $498,148 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $498,148 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,492 | TotalRevenueColumnAmt |
| Exclusion | $140,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $638,640 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,435,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,932,642 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,173,785 | UnrelatedBusinessRevenueAmt |
| Exclusion | $268,227 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,941 | TotalAmt |
| Program Services | $35,941 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,592 | TotalAmt |
| Management And General | $1,037,592 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,595,463 | TotalAmt |
| Program Services | $4,311,770 | ProgramServicesAmt |
| Management And General | $1,283,693 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,836 | TotalAmt |
| Program Services | $177,193 | ProgramServicesAmt |
| Management And General | $38,643 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,598 | TotalAmt |
| Program Services | $518,546 | ProgramServicesAmt |
| Management And General | $90,052 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,420 | TotalAmt |
| Program Services | $300,919 | ProgramServicesAmt |
| Management And General | $120,501 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,196 | TotalAmt |
| Management And General | $190,196 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,219 | TotalAmt |
| Management And General | $136,219 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,654 | TotalAmt |
| Management And General | $30,654 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,540,520 | TotalAmt |
| Program Services | $974,836 | ProgramServicesAmt |
| Management And General | $565,684 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,234 | TotalAmt |
| Program Services | $415,582 | ProgramServicesAmt |
| Management And General | $24,652 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,428,061 | TotalAmt |
| Program Services | $2,248,223 | ProgramServicesAmt |
| Management And General | $179,838 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,980 | TotalAmt |
| Program Services | $458,941 | ProgramServicesAmt |
| Management And General | $401,039 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,553,741 | TotalAmt |
| Program Services | $1,165,306 | ProgramServicesAmt |
| Management And General | $388,435 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,866 | TotalAmt |
| Program Services | $634,534 | ProgramServicesAmt |
| Management And General | $183,332 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,401,003 | TotalAmt |
| Program Services | $2,343,798 | ProgramServicesAmt |
| Management And General | $57,205 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,721 | TotalAmt |
| Management And General | $5,721 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,442 | TotalAmt |
| Program Services | $396,940 | ProgramServicesAmt |
| Management And General | $187,502 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,527 | TotalAmt |
| Program Services | $48,479 | ProgramServicesAmt |
| Management And General | $11,048 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Special Projects | $207,178 | $207,178 | |
| Equipment Rental | $94,029 | $8,452 | $85,577 |
| Dues and Subcriptions | $68,782 | $3,364 | $65,418 |
| Training | $48,987 | $6,278 | $42,709 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,801 | TotalAmt |
| Program Services | $38,297 | ProgramServicesAmt |
| Management And General | $2,504 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,472,791 | TotalAmt |
| Program Services | $14,344,577 | ProgramServicesAmt |
| Management And General | $5,128,214 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,192 | BOYAmt |
| EOY | $1,382,788 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,223 | BOYAmt |
| EOY | $52,525 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,260 | BOYAmt |
| EOY | $1,472,919 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,096 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,378 | BOYAmt |
| EOY | $201,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,428,762 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,575,812 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,774,771 | BOYAmt |
| EOY | $1,852,950 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,689,689 | BOYAmt |
| EOY | $5,601,926 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,242 | BOYAmt |
| EOY | $729,741 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,972 | BOYAmt |
| EOY | $95,453 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,424,823 | BOYAmt |
| EOY | $11,389,329 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,992 | BOYAmt |
| EOY | $2,016,746 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,811,714 | BOYAmt |
| EOY | $2,885,164 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,484 | BOYAmt |
| EOY | $111,732 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,054,190 | BOYAmt |
| EOY | $5,013,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,100,311 | BOYAmt |
| EOY | $4,059,803 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,267 | BOYAmt |
| EOY | $1,213,829 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,055 | BOYAmt |
| EOY | $1,102,055 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,370,633 | BOYAmt |
| EOY | $6,375,687 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,424,823 | BOYAmt |
| EOY | $11,389,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,036,835 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $41,889 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $56,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,302 | CurrentTaxYearAmt |
| Total | $141,632 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,093,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,677,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,114,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,729,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,932,642 | CurrentTaxYearAmt |
| Total | $73,547,819 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,093,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,677,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,170,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,753,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,993,944 | CurrentTaxYearAmt |
| Total | $73,689,451 | 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 | $73,689,451 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,843 | CurrentTaxYearAmt |
| Total | $828,087 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,843 | CurrentTaxYearAmt |
| Total | $828,087 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $22,132 | CurrentTaxYearMinus3YearsAmt |
| Total | $22,132 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $119,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,492 | CurrentTaxYearAmt |
| Total | $592,913 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,207,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,949,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,491,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,135,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,348,279 | CurrentTaxYearAmt |
| Total | $75,132,583 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98190 | PublicSupportPY509Pct |
| Investment Income CY | 0.01100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,446 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,346 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,719 | OtherExpendituresAmt |
| End Year Balance | $1,775,073 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,555,806 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $290,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,249 | OtherExpendituresAmt |
| End Year Balance | $1,771,446 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| Contributions | $1,385,903 | ContributionsAmt |
| Investment Earnings Or Losses | $146,677 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,774 | OtherExpendituresAmt |
| End Year Balance | $1,555,806 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.62090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,528 | DepreciationAmt |
| Book Value | $24,852 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $533,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $335,902 | DepreciationAmt |
| Book Value | $198,019 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,837,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,207,382 | DepreciationAmt |
| Book Value | $1,630,079 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,852,950 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $729,741 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $729,741 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Lease Obligations | $34,361 |
| Due to Chapters | $77,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $111,732 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,447,191 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $41,889 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $41,889 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,405,302 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,654 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,654 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,435,956 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,442,137 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,442,137 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,654 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,654 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,472,791 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds are used for scholarships or awards related to marketing professionals. |
| Part X, Line 2: | The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Association, and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities during the reporting periods presented herein. The Association files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. The Association is generally no longer subject to examination by the Internal Revenue Service for years before 2012. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Management firm maintains China website, marketing, relations with Training Center for the State Administration of Foreign Experts Affairs (TCSAFEA) certification program, collect fees, manage events plus travel by US staff and volunteers to Asia | $400,838 |
| Europe | 0 | 0 | Program Services | Sheth Doctoral Consortitum | $108,300 |
| Europe | 0 | 0 | Grant to Organization in Region | $50,000 |
| 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 | $559,138 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $559,138 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe | RegionTxt |
| Purpose Of Grant | Sheth Foundation Consortium | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Ebsco Schoalars | GrantTypeTxt |
| Recipient | 39 | RecipientCnt |
| Cash Grant | $35,941 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grantees have to sign a statement acknowledging the grant purpose before receiving the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dennis Dunlap | ||||||||||||||
| Exiting CEO | $402,340 | $0 | $64,750 | $0 | $5,063 | $0 | $15,226 | $0 | $11,772 | $0 | $499,151 | $0 | $0 | $0 |
| Russell B Klein | ||||||||||||||
| CEO/Ex-Officio Board Member | $206,356 | $0 | $0 | $0 | $595 | $0 | $15,226 | $0 | $9,457 | $0 | $231,634 | $0 | $0 | $0 |
| Elizabeth Taylor | ||||||||||||||
| CFO/COO | $152,484 | $0 | $27,000 | $0 | $1,591 | $0 | $10,290 | $0 | $12,321 | $0 | $203,686 | $0 | $0 | $0 |
| Carol Arnold | ||||||||||||||
| Chief Professional Dvlp. Officer | $130,435 | $0 | $23,600 | $0 | $1,277 | $0 | $8,508 | $0 | $2,086 | $0 | $165,906 | $0 | $0 | $0 |
| Nancy Costopulos | ||||||||||||||
| Chief Marketing Officer | $153,429 | $0 | $23,000 | $0 | $1,656 | $0 | $10,076 | $0 | $16,900 | $0 | $205,061 | $0 | $0 | $0 |
| Bob Panger | ||||||||||||||
| Chief Technology Officer | $164,151 | $0 | $26,000 | $0 | $1,773 | $0 | $11,037 | $0 | $16,810 | $0 | $219,771 | $0 | $0 | $0 |
| Marisa McCarren | ||||||||||||||
| International Director | $121,924 | $0 | $21,000 | $0 | $1,844 | $0 | $7,731 | $0 | $6,298 | $0 | $158,797 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Dennis Dunlap received the following taxable benefit: Health club dues - $2,160 Russell B. Klein received the following taxable benefit: Health club dues - $4,500 |
| Part I, Line 5 | A portion of the Executive Team's annual bonuses are contingent upon the organization meeting the annual revenue budget. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The organization has members. Membership shall be divided into voting and non-voting categories- Voting Members: -Professional. Available to all individuals in the field of marketing. -Young Professional. Available for 3 years immediately following completion of undergraduate degree. -Doctoral. For individuals currently enrolled in a doctoral program. Limited to 5 years. Non-voting Members: -Collegiate. For undergraduate students not currently in a full-time professional position. Limited to 5 years. |
| Form 990, Part VI, Section A, line 7a | The voting members' right to vote is specifically limited to elections of officers and directors, and no other matter. |
| Form 990, Part VI, Section B, line 11 | The IRS Form 990 was shown to the Executive Committee of the Board for review and approval. In addition, the Form 990 was made available to the full board prior to submission with the IRS. |
| Form 990, Part VI, Section B, line 12c | The AMA has each Board Member and key employee sign a conflict of interest statement to disclose any possible conflict of interest. The CFO/COO monitors the conflict of interest policy. If there is a conflict, the person is asked to recuse themselves from any decision that might present a conflict. |
| Form 990, Part VI, Section B, line 15a | Executive compensation is determined by submitting compensation study documents (from PRM, American Research Company, and Association Forum) to the Compensation Committee which is the Office of the Chairman of the Board. After conducting the CEO's performance appraisal for the year, the Office of the Chairman of the Board determines the percentage increase, if any, and forwards the information to the AMA's CFO. The board approves the compensation as a part of the budget process. |
| Form 990, Part VI, Section C, line 19 | The AMA makes a copy of the governing documents, conflict of interest policy and the financial statements available for the same period of disclosure as set forth in IRC Section 6104(d). |
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