2015-11-06T07:57:29-06:00 2014-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2014-01-01 133124063 AMERICAN PAYROLL INSTITUTE INC AMER 2102264600 660 NORTH MAIN AVENUE SAN ANTONIO TX 78205 DANIEL J MADDUX EXECUTIVE DIRECTOR 2102264600 2015-11-05 1 AARON SHAPIRO P01333816 2128674000 2014 2016-03-07 17:11:31Z AMERICAN PAYROLL ASSOCIATION DANIEL J MADDUX 660 NORTH MAIN AVENUE SAN ANTONIO TX 78205 8963363 0 X WWW.AMERICANPAYROLL.ORG X 1982 TX AMERICAN PAYROLL INSTITUTE, INC PROVIDES MEMBERSHIP SERVICES INCLUDING PUBLICATIONS, LOBBYING AND THE DISSEMINATION OF PRINTING AND OTHER MATERIAL PROMOTING THE PAYROLL PROFESSION. 13 9 105 687 1290739 -1090980 4796721 4283432 3539700 3343475 0 0 1304868 1336456 9641289 8963363 0 0 0 0 3834264 4345512 0 0 0 2524573 2312574 6358837 6658086 3282452 2305277 27335634 30489636 3506821 4355546 23828813 26134090 MEMBERSHIP AND RELATED SERVICES FOR PAYROLL PROFESSIONALS INCLUDING MAGAZINES, NEWSLETTERS, CHAPTER RELATIONS, SALES OF EDUCATIONAL BOOKS AND MATERIALS. 0 0 0 MEMBERSHIP SERVICES INCLUDING HOT LINE AND REFERRALS TO OVER 20,000 MEMBERS ACROSS THE US. CERTIFICATION PROGRAMS FOR BASIC AND ADVANCED PAYROLL KNOWLEDGE. PROVIDE EDUCATIONAL MATERIALS AS A BENEFIT FOR MEMBERSHIP INCLUDING EMAGAZINES, ENEWSLETTERS, PAYROLL CURRENTLY BI-WEEKLY SUBSCRIPTION, MONTHLY MAGAZINE. 0 1 0 1 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 106 0 105 1 1 1 0 0 0 0 0 X 13 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 TX X BARBARA VANDER 2102264600 660 NORTH MAIN AVENUE SAN ANTONIO TX 78205 DANIEL MADDUX EXECUTIVE DIRECTOR 8.00 32.00 X X 310817 1243268 257964 BRENT GOW PAST PRESIDENT 4.80 10.80 X X 1500 5720 0 DEBORAH VIERS TRAYLOR PRESIDENT 3.50 6.80 X X 1500 3710 0 BARBARA YOUNGMAN PRESIDENT-ELECT 3.50 6.80 X X 2000 500 0 KAREN SALEMI TREASURER 6.80 4.80 X X 1500 18900 0 IRENE CHAPMAN SECRETARY 6.70 7.80 X X 2900 18200 0 SUSAN DARRING CORPORATE MEMBER ADVISOR 2.00 4.80 X X 1500 0 0 MARGARET HOLMES BOARD MEMBER 3.30 6.80 X 1000 0 0 MICHAEL HALL BOARD MEMBER 3.30 7.40 X 1500 0 0 JAMES PAILLE BOARD MEMBER 3.30 6.80 X 2065 0 0 EMILY ROOK BOARD MEMBER 11.00 6.80 X 1000 28000 0 KATHY SANTHOUSE BOARD MEMBER 3.30 8.00 X 1500 0 0 LINDA OBERTIN BOARD MEMBER 3.30 7.40 X 0 0 0 CYNTHIA CICHOSZ VICE PRESIDENT 2.00 4.20 X 1500 0 0 MICHELLE GANZER VICE PRESIDENT 2.70 4.80 X 2000 0 0 EMILY LINDSAY VICE PRESIDENT 2.00 4.20 X 500 0 0 SCOTT ANGEL VICE PRESIDENT 2.00 4.20 X 1500 0 0 JOHN RAGUZ VICE PRESIDENT 2.00 4.20 X 1500 0 0 ROGER SMITH VICE PRESIDENT 2.10 4.20 X 1500 500 0 LOIS FRIED VICE PRESIDENT 2.00 4.20 X 1500 0 0 JODI PARSONS VICE PRESIDENT 2.00 4.20 X 1500 0 0 TAMMY TRASCHER CHIEF OPERATING OFFICER 6.00 34.00 X 42199 221545 37749 EILEEN GAUGHRAN SR. DIRECTOR OF COMMUNICAT 8.00 32.00 X 65116 97767 25235 MICHAEL O'TOOLE ESQ SR. DIRECTOR OF PUBLICATIO 16.00 24.00 X 45862 183449 45712 ROBERT WAGNER SR. DIRECTOR OF CERTIFICATION AND PUBLIC RELATIONS 12.00 28.00 X 45239 109040 34922 538698 1930599 401582 1 0 1 0 KELBER CATERING INCORPORATED 1301 SECOND AVENUE SOUTH MINNEAPOLIS MN 55403 CATERER 449342 APTIFY CORPORATION 7900 WESTPARK DRIVE TYSONS CORNER VA 22102 SOFTWARE CONSULTANT 379230 ROYLE PRINTING COMPANY 745 SOUTH BIRD STREET SUN PRAIRE WI 53590 PRINTING 344634 ADVANCED COMPUTER TECHNOLOGY PO BOX 624 FOREST HILL MD 21050 COMPUTER CONSULTANT 250000 LAYER3 COMMUNICATIONS TEXAS LLC DBA LAYER 3 COMMUNICATIONS LLC SAN ANTONIO TX 78240 PHONE SYSTEM 224340 15 3606463 676969 4283432 EDUCATIONAL PROGRAMS 611710 3343475 3343475 3343475 33843 33843 ADVERTISING 541800 1290739 1290739 11874 11874 1302613 8963363 3343475 1290739 45717 583636 1691117 669602 949816 451341 12707 60000 3582 621108 151383 867878 678 27678 106334 87415 12490 28151 BANK CHARGES 333170 6658086 4465891 2146154 423255 243370 17027 14129 202838 188750 618117 519166 111441 98951 4297519 9903743 17817663 17894539 27335634 30489636 1401092 1646033 2077717 2709513 28012 0 3506821 4355546 X 23828813 26134090 23828813 26134090 27335634 30489636 2305277 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3606463 3582 3582 3582 618117 519166 98951 98951 DUE FROM RELATED PARTIES 17894539 17894539 X 20117543 11154180 11154180 8963363 0 8963363 16555069 9896983 9896983 6658086 0 6658086 PART X, LINE 2: APA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2011 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM RELATED ORGANIZATIONS 11,154,180. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE FROM RELATED ORGANIZATIONS 9,896,983. X X X X X 0 1 0 DANIEL MADDUX EXECUTIVE DIRECTOR 200000 800000 61500 246000 49317 197268 50400 201600 1193 4771 362410 1449639 0 0 TAMMY TRASCHER CHIEF OPERATING OFFICER 33600 176400 8599 45145 0 0 5086 26702 954 5007 48239 253254 0 0 EILEEN GAUGHRAN SR. DIRECTOR OF COMMUNICAT 58000 87000 7116 10767 0 0 7831 11747 2263 3394 75210 112908 0 0 MICHAEL O'TOOLE ESQ SR. DIRECTOR OF PUBLICATIO 42000 168000 3810 15240 52 209 5384 21537 3758 15033 55004 220019 0 0 ROBERT WAGNER SR. DIRECTOR OF CERTIFICATION AND PU 40500 94500 4739 14540 0 0 5702 13306 4774 11140 55715 133486 0 0 PART I, LINE 4B DANIEL MADDUX, EXECUTIVE DIRECTOR, HAS A NONQUALIFIED RETIREMENT PLAN AGREEMENT WITH THE ORGANIZATION. THE ORGANIZATION CONTRIBUTED 50,400 IN 2014. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS DISTRIBUTED THROUGH A SECURED WEBSITE THAT ALL BOARD MEMBERS HAVE ACCESS TO. THE BOARD WILL REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY AN INDEPENDENT CONSULTING FIRM, WHICH PREPARES AN EXECUTIVE COMPENSATION STUDY. THE STUDY IS REVIEWED BY THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. THIS WAS LAST COMPLETED IN 2013, WHICH REFLECTS PROJECTIONS FOR 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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