2015-10-15T10:11:51-05:00 2014-12-31 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2014-01-01 362166948 AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION AMER 2026820100 1133 19TH STREET NW NO 400 WASHINGTON DC 20036 RAYMOND F WASHINGTON III DIRECTOR OF FINANCE & ADMIN 2026820100 2015-10-14 1 WILLIAM E TURCO CPA P00369217 3012963600 2014 2016-02-25 16:41:14Z TRACY WAREING EVANS 1133 19TH STREET NW NO 400 WASHINGTON DC 20036 6951166 0 X WWW.APHSA.ORG X 1936 IL TO DEVELOP, PROMOTE & IMPLEMENT PUBLIC HUMAN SERVICES POLICIES THAT IMPROVE THE HEALTH AND WELL-BEING OF FAMILIES, CHILDREN AND ADULTS. 14 14 32 14 73438 236 3255599 4089599 2522825 2708048 27782 42736 137421 110783 5943627 6951166 0 0 0 0 2984165 3028932 0 0 0 2787243 4030717 5771408 7059649 172219 -108483 3076484 3476521 2752992 3290482 323492 186039 X BETTER, HEALTHIER LIVES FOR CHILDREN, FAMILIES AND COMMUNITIES. APHSA WILL SUPPORT AND ADVISE OUR MEMBERS, INFORM POLICY MAKERS, AND WORK WITH OUR PARTNERS TOO FULLY ENGAGE ONE ANOTHER IN PURSUIT OF EXCELLENCE IN HEALTH AND HUMAN SERVICES POLICY AND PRACTICE. 0 0 2060252 2353221 GRANTS AND CONTRACTS: THESE EXPENDITURES REPRESENT ACTIVITIES FUNDED BY FOUNDATIONS, STATE GOVERNMENTS AND THE FEDERAL GOVERNMENT FOR SPECIFIC PURPOSES. THOSE PURPOSES ARE GENERALLY RELATED TO THE RESEARCH AND DEVELOPMENT OF HEALTH AND HUMAN SERVICES POLICIES AND PROGRAMS. 1383671 733733 AFFILIATES: THESE EXPENDITURES ARE FOR CONFERENCES AND MEETINGS PERTAINING TO THE PLANNING AND ADMINISTRATION OF HEALTH AND HUMAN SERVICES PROGRAMS BY STATE AND LOCAL GOVERNMENTS. THEY ARE FUNDED BY ATTENDEE REGISTRATION FEES AND EXHIBITOR CONTRIBUTIONS. 723812 CHILDREN & FAMILY SERVICES: THIS PROGRAM PROVIDES POLICY AND LEGISLATIVE ANALYSIS, AND TECHNICAL ASSISTANCE, TO STATE AND LOCAL WELFARE AGENCIES ON CHILD WELFARE ISSUES, CHILD CARE ISSUES, CHILD PROTECTION ISSUES AND ORGANIZATIONAL EFFECTIVENESS. THE DEPARTMENT ALSO ADMINISTERS TWO COMPACTS RELATED TO THE PLACEMENT AND ADOPTION OF CHILDREN. 504596 75449 COMMUNICATIONS 169327 345188 PRACTICE INNOVATION 70039 GOVERNMENT AFFAIRS 743962 420637 4911697 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 0 1 0 0 1 0 0 DC IL X X RAYMOND F WASHINGTON III DIR OF FINANCE 2026820100 1133 19TH STREET NW NO 400 WASHINGTON DC 20036 RAQUEL HATTER PRESIDENT 1.00 X X 0 0 0 UMA AHLUWALIA TREASURER 1.00 X X 0 0 0 REGGIE BICHA PAST PRESIDENT 1.00 X 0 0 0 WILL LIGHTBOURNE STATE COUNCIL REP 1.00 X 0 0 0 MICHELLE SADLER STATE COUNCIL REP 1.00 X 0 0 0 PAUL FLEISSNER LOCAL COUNCIL REP 1.00 X 0 0 0 WANDA ROGERS LOCAL COUNCIL REP 1.00 X 0 0 0 RUSSELL SYKES INDIVIDUAL MEMBER REP 1.00 X 0 0 0 DAVID STILLMAN INDIVIDUAL MEMBER REP 1.00 X 0 0 0 GREG ROSE AFFILIATE REP 1.00 X 0 0 0 TERRY SHUCHART AFFILIATE REP 1.00 X 0 0 0 BARD SHOLLENBERGER MEMBER AT LARGE 1.00 X 0 0 0 SUSAN DREYFUS MEMBER AT LARGE 1.00 X 0 0 0 ERIC BOST MEMBER AT LARGE 1.00 X 0 0 0 TRACY WAREING EVANS EXECUTIVE DIRECTOR 40.00 X 214810 0 13103 RAYMOND F WASHINGTON III DIRECTOR OF FINANCE 40.00 X 98435 0 2953 PHILIP BASSO DEPUTY DIRECTOR 40.00 X 143340 0 35424 LARRY GOOLSBY STRATEGY DIRECTOR 40.00 X 130257 0 40122 ANITA LIGHT DEPUTY DIRECTOR 40.00 X 138707 0 13288 RONALD SMITH POLICY DIRECTOR 40.00 X 119400 0 15528 844949 0 120418 5 0 1 0 TETRUS CONSULTING GROUP 197 ROUTE 18 SOUTH SUITE 225 EAST BRUNSWICK NJ 08816 DATABASE DEVELOPMENT FOR ADOPTION RECORD 512338 1 2824182 1265417 4089599 CONFERENCES 900099 1146807 733733 413074 CONTRACTS 900099 1087804 1087804 TRAINING 900099 345188 345188 PUBLICATIONS 561499 128249 75449 52800 2708048 42736 42736 80705 0 80705 80705 80705 JOB BANK 561300 20638 20638 OTHER INCOME 900099 9440 9440 30078 6951166 2242174 73438 545955 X 334301 244389 89912 1763628 1318260 445368 77978 40203 37775 694144 321648 372496 158881 118759 40122 7729 23 7706 31750 94 31656 1662856 1459233 203623 290122 165208 124914 558745 739 558006 1261308 1202924 58384 114331 114331 24333 72 24261 OTHER EXPENSES 53391 24152 29239 DUES & SUBSCRIPTIONS 26152 15993 10159 7059649 4911697 2147952 0 143688 207861 1032216 898937 59349 150127 361037 668750 86840 128366 1165042 372347 808280 792695 550714 592783 34360 37002 3076484 3476521 321231 387095 1057334 1457284 1374427 1446103 2752992 3290482 X -327508 -371961 651000 558000 323492 186039 3076484 3476521 X -108483 -28970 X 0 1 X 1 1 1 X 4799200 4101531 2860424 3348599 4089599 19199353 4799200 4101531 2860424 3348599 4089599 19199353 776237 18423116 92006 104095 138558 130766 123441 588866 24144 24457 14869 5810 9440 78720 19866939 12233672 0.92730 0.90680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2010 AMOUNT: $ 24,144. 2011 AMOUNT: $ 24,457. 2012 AMOUNT: $ 14,869. 2013 AMOUNT: $ 5,810. 2014 AMOUNT: $ 9,440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 249035 0 0 249035 0 PART II-B, LINE 1: OUR ASSOCIATION EMPLOYEES, LOBBYING RELATED ACTIVITIES INCLUDE EDUCATING MEMBERS OF CONGRESS, STAFFERS, AND OTHER LOBBYIST ON SPECIFIC HEALTH AND HUMAN SERVICE RELATED TOPICS. THEY WORK TO ADVANCE APHSA'S STRATEGIC POLICY AGENDA AND ITS COMPONENTS DURING THESE INTERACTIONS TO ESTABLISH SOUND PUBLIC POLICY (HEALTH AND HUMAN SERVICES RELATED). IN ADDITION, ASSISTING STATE HEALTH AND HUMAN SERVICES LEADERS CONNECT TO CONGRESS AND DEVELOP PROGRAMS AND POLICIES FOR PUBLIC BENEFIT. 113576 42125 71451 1051466 330222 721244 792695 DEFERRED RENT 217587 ACCRUED PENSION LIABILITY 1228516 1446103 X 6951166 0 6951166 0 6951166 7059649 0 7059649 0 7059649 PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ASSOCIATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. BUSINESS INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2014, THE ASSOCIATION HAD NET UNRELATED BUSINESS INCOME FOR ADVERTISING OF $236. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ASSOCIATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. X X X X X 0 0 0 0 0 0 0 0 0 TRACY WAREING EVANS EXECUTIVE DIRECTOR 214810 0 0 0 0 0 6444 0 6659 0 227913 0 0 0 PHILIP BASSO DEPUTY DIRECTOR 143340 0 0 0 0 0 13482 0 21942 0 178764 0 0 0 LARRY GOOLSBY STRATEGY DIRECTOR 130257 0 0 0 0 0 12383 0 27739 0 170379 0 0 0 ANITA LIGHT DEPUTY DIRECTOR 138707 0 0 0 0 0 12940 0 348 0 151995 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ELIGIBILITY CRITERIA FOR MEMBERSHIP IN THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION (APHSA) IS PRESCRIBED BY THE BOARD OF DIRECTORS. THE CRITERIA FOR MEMBERSHIP IS AS FOLLOWS: (A) ANY AGENCY ADMINISTERING A PUBLIC HUMAN SERVICE PROGRAM ON THE FEDERAL, STATE, OR LOCAL LEVEL. (B) ANY OFFICER OR EMPLOYEE OF SUCH AGENCY. (C) ANY OTHER AGENCY OR ORGANIZATION THAT MANIFESTS AN INTEREST IN PUBLIC HUMAN SERVICES CONSISTENT WITH THE OBJECTIVES OF THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION. (D) ANY OFFICER OR EMPLOYEE OF SUCH AGENCY OR ORGANIZATION. (E) ANY OTHER PERSON WHO, IN THE JUDGMENT OF THE BOARD OF DIRECTORS, MANIFESTS AN INTEREST IN PUBLIC HUMAN SERVICES CONSISTENT WITH THE OBJECTIVES OF THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS THE GOVERNING BODY OF THE ASSOCIATION. THE BOARD CONSISTS OF THE IMMEDIATE PAST PRESIDENT OF THE ASSOCIATION, SERVING IN AN EX-OFFICIO STATUS; TWO INDIVIDUAL MEMBERS - ONE EACH FROM EAST AND WEST OF THE MISSISSIPPI RIVER, WHO ARE ELECTED BY MAIL BALLOT OF ALL MEMBERS, THREE MEMBERS APPOINTED AT LARGE, FIVE MEMBERS APPOINTED BY THE NATIONAL COUNCIL OF STATE HUMAN SERVICE ADMINISTRATORS, INCLUDING THE DULY ELECTED CHAIR, TWO MEMBERS APPOINTED BY THE NATIONAL COUNCIL OF LOCAL HUMAN SERVICE ADMINISTRATORS, ONE EACH FROM A LARGE AND A SMALL LOCAL JURISDICTION, ONE OF WHOM IS DESIGNATED AS THE DULY ELECTED COUNCIL CHAIR, AND TWO APPOINTED AFFILIATE REPRESENTATIVES, THE OFFICERS ARE: THE PRESIDENT, VICE PRESIDENT, AND TREASURER ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM WILL BE SENT ELECTRONICALLY FOR REVIEW BY THE AUDIT FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. DISCUSSION OF THE FORM WILL BE UNDERTAKEN BEFORE SUBMISSION TO IRS IF TIME PERMITS; IF NOT, IT WILL BE DONE AT THE NEXT REGULARLY SCHEDULED SEMI-MONTHLY MEETING OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE EMPLOYEE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE EMPLOYEE HANDBOOK AND IS ENFORCED AS ARE ALL EMPLOYEE POLICIES. THE ASSOCIATION HAS NO CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A A THIRD PARTY WAS HIRE TO PROVIDE COMPARABILITY DATA FOR OUR ED'S COMPENSATION. THIS DATA WAS PRESENT TO THE EXECUTIVE COMMITTEE OF THE BOARD, FOLLOWING THE ED'S PERFORMANCE REVIEW. THE BOARD THEN VOTED ON THE APPROPRIATENESS OF AN INCREASE. IT WAS UNANIMOUS VOTE TO PROVIDE A COLA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,459,054. MANAGEMENT AND GENERAL EXPENSES 143,692. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,602,746. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 179. MANAGEMENT AND GENERAL EXPENSES 59,931. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,110. FORM 990, PART XI, LINE 9: CHANGE IN PENSION PLAN OBLIGATION -28,970.