AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS (EIN 23-1352012)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-14
- IRS object ID
- 201512879349301416
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-14T14:58:32-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INSTITUTE FOR CHARTERED PROPERTY | BusinessNameLine1Txt |
| Business Name Line2 | CASUALTY UNDERWRITERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY SCHEIDT | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6106442100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193550716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY A SCHEIDT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6102512731 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC M MCNEIL | PreparerPersonNm |
| PTIN | P00460263 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER L MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193550716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $154,294,619 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theinstitutes.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL PRODUCTS AND SERVICES TO THE RISK MANAGEMENT AND INSURANCE INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 185 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,719,764 | PYContributionsGrantsAmt |
| CY Contributions Grants | $971,992 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,006,252 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,934,415 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,483,620 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,146,270 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,531,907 | PYOtherRevenueAmt |
| CY Other Revenue | $7,504,996 | CYOtherRevenueAmt |
| PY Total Revenue | $55,741,543 | PYTotalRevenueAmt |
| CY Total Revenue | $56,557,673 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $189,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $228,975 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,736,428 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,711,089 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,790,596 | PYOtherExpensesAmt |
| CY Other Expenses | $24,087,698 | CYOtherExpensesAmt |
| PY Total Expenses | $37,716,024 | PYTotalExpensesAmt |
| CY Total Expenses | $43,027,762 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,025,519 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,529,911 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $204,877,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,430,603 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,535,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,380,620 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $193,341,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $203,049,983 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS THE INDUSTRY'S TRUSTED KNOWLEDGE LEADER, THE INSTITUTES ARE COMMITTED TO MEETING THE EVOLVING EDUCATIONAL NEEDS OF THE RISK MANAGEMENT AND INSURANCE COMMUNITY. WE PREPARE PEOPLE TO FULFILL THEIR PROFESSIONAL AND ETHICAL RESPONSIBILITIES BY OFFERING CUSTOMER-FOCUSED AND INNOVATIVE EDUCATIONAL SOLUTIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $38,264,002 | ExpenseAmt |
| Revenue | $43,706,223 | RevenueAmt |
| Desc | EDUCATIONAL EXPENDITURES RELATED TO PROVIDING HIGH QUALITY educational products and services to the risk management and insurance community. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,320,955 | ExpenseAmt |
| Desc | OFFICE AND ADMINISTRATION | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $446,300 | ExpenseAmt |
| Revenue | $572,180 | RevenueAmt |
| Desc | TESTING SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,031,257 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 185 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | 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 | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SCHEIDT | PersonNm |
| Phone | 6106442100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193550716 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 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 |
|---|---|---|---|---|---|---|---|---|---|
| PETER L MILLER | |||||||||
| PRESIDENT/CEO | 45.0 | 4.0 | Yes (X) | Yes (X) | $901,661 | $0 | $82,096 | ||
| ANTHONY J KUCZINSKI | |||||||||
| CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY T BOWMAN | |||||||||
| VICE CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANICE M ABRAHAM | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS B AHART | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KAJ AHLMANN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC J ANDERSEN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA A BAURER | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W ROBERT BERKLEY JR | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| L KEITH BIRKHEAD | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J BISHOP | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J ERIC BROSIUS | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY P BURGER | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAN R CARMICHAEL | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRENCE W CAVANAUGH | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R CLAY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT R COUNSELMAN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANK J COYNE | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J PATRICK GALLAGHER JR | |||||||||
| NOMINEE TO BOARD | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL S GLASER | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER C HEARN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANET S KATZ | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE G KELLEY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES J KENNEDY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DENISE I LYNCH | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| H ELIZABETH MITCHELL | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANKLIN MONTROSS IV | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS F MOTAMED | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS F MULLIGAN | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| OLZA M NICELY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA G PARRILLO | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| H WADE REECE | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P RESTREPO JR | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DINO E ROBUSTO | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRY S ROSENBLOOM | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH R SHUTTS | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DOREEN SPADORCIA | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE A STEADMAN III | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH W STECHER | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARIO P VITALE | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KIRT A WALKER | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MIKE WEY | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARITA ZURAITIS | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN A BAGLINI | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANE N WAHL | |||||||||
| BOARD OF TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY A SCHEIDT | |||||||||
| TREASURER | 45.0 | 4.0 | Yes (X) | $245,731 | $0 | $40,864 | |||
| ELIZABETH A SPRINKEL | |||||||||
| SENIOR VICE PRESIDENT | 45.0 | 4.0 | Yes (X) | $303,106 | $0 | $49,589 | |||
| ANITA BOURKE | |||||||||
| EXECUTIVE VICE PRESIDENT | 45.0 | 0.0 | $464,728 | $0 | $46,130 | Yes (X) | |||
| SAUL SWARTOUT | |||||||||
| EXECUTIVE VICE PRESIDENT | 45.0 | 0.0 | $214,108 | $0 | $19,839 | Yes (X) | |||
| P KENDRICK MILLS | |||||||||
| SENIOR VICE PRESIDENT | 45.0 | 0.0 | $218,945 | $0 | $40,535 | Yes (X) | |||
| KEVIN BROWN | |||||||||
| SENIOR VICE PRESIDENT | 45.0 | 0.0 | $227,753 | $0 | $35,999 | Yes (X) | |||
| ALEXANDER VANDEVERE | |||||||||
| SENIOR VICE PRESIDENT | 45.0 | 0.0 | $280,290 | $0 | $44,859 | Yes (X) | |||
| EVERETT RANDALL | |||||||||
| SENIOR VICE PRESIDENT | 45.0 | 0.0 | $202,467 | $0 | $38,152 | Yes (X) | |||
| MARY ANN COOK | |||||||||
| SENIOR VICE PRESIDENT | 45.0 | 0.0 | $201,515 | $0 | $32,442 | Yes (X) | |||
| SUSAN KEARNEY | |||||||||
| SR. DIR. OF KNOW. RESOURCES | 45.0 | 0.0 | $180,096 | $0 | $35,163 | Yes (X) | |||
| ARTHUR FLITNER | |||||||||
| SR. DIR. OF KNOW. RESOURCES | 45.0 | 0.0 | $177,863 | $0 | $34,687 | Yes (X) | |||
| MICHAEL ELLIOTT | |||||||||
| SR. DIR. OF KNOW. RESOURCES | 45.0 | 0.0 | $176,727 | $0 | $34,413 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,794,990 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $534,768 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | 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 |
|---|---|---|---|---|---|
| SAPIENT GOVERNMENT SVCS | |||||
| PO BOX 414715 | BOSTON | MA | 02241 | CONSULTING | $4,297,032 |
| JACQUETTE CONSULTING | |||||
| 710 PROVIDENCE ROAD | MALVERN | PA | 19355 | IT CONSULTING | $1,556,936 |
| AAVALAR | |||||
| 649 SWEDESFORD ROAD | MALVERN | PA | 19355 | CONSULTING | $706,598 |
| PSAV | |||||
| 925 FREEPORT PARKWAY SUITE 100 | COPPELL | TX | 75019 | AV SERVICES | $534,529 |
| TEK SYSTEMS | |||||
| PO BOX 198568 | ATLANTA | GA | 30384 | IT CONSULTING | $439,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $971,992 | AllOtherContributionsAmt |
| Total Contributions | $971,992 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXAMINATION | 611600 | $18,459,962 | $18,459,962 |
| STUDY MATERIALS | 611600 | $17,902,273 | $17,902,273 |
| TESTING SERVICES | 611600 | $572,180 | $572,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,934,415 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,272,600 | TotalRevenueColumnAmt |
| Exclusion | $4,272,600 | 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 | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,008 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,008 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,008 | TotalRevenueColumnAmt |
| Exclusion | $161,008 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,610,616 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,736,946 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,873,670 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,873,670 | TotalRevenueColumnAmt |
| Exclusion | $6,873,670 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $293,988 | $293,988 |
| MANAGEMENT FEES | 900099 | $7,050,000 | $7,050,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,343,988 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,557,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,278,403 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,307,278 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,975 | TotalAmt |
| Program Services | $186,975 | ProgramServicesAmt |
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 | $3,894,171 | TotalAmt |
| Program Services | $3,831,864 | ProgramServicesAmt |
| Management And General | $58,413 | ManagementAndGeneralAmt |
| Fundraising | $3,894 | FundraisingAmt |
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 | $10,871,181 | TotalAmt |
| Program Services | $10,697,242 | ProgramServicesAmt |
| Management And General | $163,068 | ManagementAndGeneralAmt |
| Fundraising | $10,871 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,458,941 | TotalAmt |
| Program Services | $1,435,598 | ProgramServicesAmt |
| Management And General | $21,884 | ManagementAndGeneralAmt |
| Fundraising | $1,459 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,585,562 | TotalAmt |
| Program Services | $1,560,193 | ProgramServicesAmt |
| Management And General | $23,783 | ManagementAndGeneralAmt |
| Fundraising | $1,586 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,234 | TotalAmt |
| Program Services | $886,814 | ProgramServicesAmt |
| Management And General | $13,519 | ManagementAndGeneralAmt |
| Fundraising | $901 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,714,443 | TotalAmt |
| Program Services | $2,671,012 | ProgramServicesAmt |
| Management And General | $40,717 | ManagementAndGeneralAmt |
| Fundraising | $2,714 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,979 | TotalAmt |
| Program Services | $166,275 | ProgramServicesAmt |
| Management And General | $2,535 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,466 | TotalAmt |
| Program Services | $310,419 | ProgramServicesAmt |
| Management And General | $4,732 | ManagementAndGeneralAmt |
| Fundraising | $315 | FundraisingAmt |
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 | $441,434 | TotalAmt |
| Program Services | $434,371 | ProgramServicesAmt |
| Management And General | $6,622 | ManagementAndGeneralAmt |
| Fundraising | $441 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,455,563 | TotalAmt |
| Program Services | $2,416,274 | ProgramServicesAmt |
| Management And General | $36,833 | ManagementAndGeneralAmt |
| Fundraising | $2,456 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,686 | TotalAmt |
| Program Services | $114,819 | ProgramServicesAmt |
| Management And General | $1,750 | ManagementAndGeneralAmt |
| Fundraising | $117 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,781 | TotalAmt |
| Program Services | $702,360 | ProgramServicesAmt |
| Management And General | $10,707 | ManagementAndGeneralAmt |
| Fundraising | $714 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,122 | TotalAmt |
| Program Services | $1,334,424 | ProgramServicesAmt |
| Management And General | $20,342 | ManagementAndGeneralAmt |
| Fundraising | $1,356 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,715 | TotalAmt |
| Program Services | $816,439 | ProgramServicesAmt |
| Management And General | $12,446 | ManagementAndGeneralAmt |
| Fundraising | $830 | FundraisingAmt |
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 | $2,511,239 | TotalAmt |
| Program Services | $2,471,059 | ProgramServicesAmt |
| Management And General | $37,669 | ManagementAndGeneralAmt |
| Fundraising | $2,511 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,915,121 | TotalAmt |
| Program Services | $1,576,475 | ProgramServicesAmt |
| Management And General | $2,338,646 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,972 | TotalAmt |
| Program Services | $349,292 | ProgramServicesAmt |
| Management And General | $5,325 | ManagementAndGeneralAmt |
| Fundraising | $355 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATIONAL RELATED | $6,191,128 | $6,191,128 | ||
| OFFICE AND ADMINISTRATIVE | $1,342,434 | $1,320,955 | $20,137 | $1,342 |
| TESTING SERVICES | $446,300 | $446,300 | ||
| RESEARCH | $68,969 | $68,969 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,346 | TotalAmt |
| Management And General | $145,346 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,027,762 | TotalAmt |
| Program Services | $40,031,257 | ProgramServicesAmt |
| Management And General | $2,964,474 | ManagementAndGeneralAmt |
| Fundraising | $32,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,782,510 | BOYAmt |
| EOY | $1,279,007 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,475,654 | BOYAmt |
| EOY | $8,676,533 | 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 | $3,990,576 | BOYAmt |
| EOY | $4,686,045 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,100 | BOYAmt |
| EOY | $262,533 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,051 | BOYAmt |
| EOY | $373,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,701,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,368,818 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,529,646 | BOYAmt |
| EOY | $32,333,097 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,137,713 | BOYAmt |
| EOY | $162,597,233 | 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 | $2,888,584 | BOYAmt |
| EOY | $2,795,514 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,200 | BOYAmt |
| EOY | $426,858 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,877,034 | BOYAmt |
| EOY | $213,430,603 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,078,590 | BOYAmt |
| EOY | $6,144,051 | 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 | $2,744,465 | BOYAmt |
| EOY | $3,381,477 | 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 | $712,554 | BOYAmt |
| EOY | $855,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,535,609 | BOYAmt |
| EOY | $10,380,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,341,425 | BOYAmt |
| EOY | $203,049,983 | 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 | $193,341,425 | BOYAmt |
| EOY | $203,049,983 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,877,034 | BOYAmt |
| EOY | $213,430,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,529,911 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,602,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$219,013 | 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 |
| Federal Grant Audit Required | false | 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 Minus4 Years | $383,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $583,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $328,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,719,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $971,992 | CurrentTaxYearAmt |
| Total | $3,987,360 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,978,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,582,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,314,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,350,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,278,403 | CurrentTaxYearAmt |
| Total | $176,503,794 | 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 | $27,362,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,165,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,642,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,069,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,250,395 | CurrentTaxYearAmt |
| Total | $180,491,154 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,770,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,355,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,805,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,389,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,400,705 | CurrentTaxYearAmt |
| Total | $41,721,466 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,770,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,355,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,805,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,389,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,400,705 | CurrentTaxYearAmt |
| Total | $41,721,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $138,769,688 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,424,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,372,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,033,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,968,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,433,608 | CurrentTaxYearAmt |
| Total | $21,232,692 | 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 | $4,424,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,372,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,033,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,968,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,433,608 | CurrentTaxYearAmt |
| Total | $21,232,692 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,787,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,537,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,676,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,038,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,684,003 | CurrentTaxYearAmt |
| Total | $201,723,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68792 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70418 | PublicSupportPY509Pct |
| Investment Income CY | 0.10526 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11676 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,940,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,423,397 | DepreciationAmt |
| Book Value | $8,517,592 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $652,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,372 | DepreciationAmt |
| Book Value | $522,514 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,108,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,815,049 | DepreciationAmt |
| Book Value | $23,292,991 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,333,097 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACC. RETIREE HEALTH BENEFITS | Desc |
| Amt | $855,092 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $855,092 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $51,707,039 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,602,340 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,801,706 | OtherRevenueAmt |
| Revenue Not Reported | $2,199,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,507,673 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,050,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,050,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,557,673 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,983,504 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $41,983,504 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,044,258 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,044,258 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,027,762 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART XI, LINE 2D | REVENUES FROM AFFILIATES: $5,801,706 |
| FORM 990, SCHEDULE D, PART XI, LINE 4B | MANAGEMENT SERVICE AGREEMENT: $7,050,000 |
| FORM 990, SCHEDULE D, PART XII, LINE 4B | CONTRIBUTION TO AFFILIATE: $1,044,258 |
Schedule I IRS990ScheduleI
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS STATE UNIVERSITY FOUNDATION | |||||||||
| CAMPUS BOX 5490 | CAMPUS BOX | NORMAL | IL | 61790 | 376025713 | 501(C)(3) | $18,000 | FMV | SCHOLARSHIP FUND |
| BUTLER UNIVERSITY | |||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | 350867977 | 501(C)(3) | $6,000 | FMV | SCHOLARSHIP FUND | |
| KENT STATE UNIVERSITY | |||||||||
| 131 SCHWARTZ CENTER | KENT | OH | 44242 | 316402079 | 501(C)(3) | $6,000 | FMV | SCHOLARSHIP FUND | |
| MISSOURI STATE UNIVERSITY | |||||||||
| 901 S NATIONAL AVENUE | SPRINGFIELD | MO | 65847 | 446000308 | 501(C)(3) | $6,000 | FMV | SCHOLARSHIP FUND | |
| EASTERN KENTUCKY UNIVERSITY | |||||||||
| 521 LANCASTER AVENUE | RICHMOND | KY | 40475 | 611011211 | 501(C)(3) | $6,000 | FMV | SCHOLARSHIP FUND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| COLLEGE SCHOLARSHIPS | 31 | $50,000 | FMV |
| INTERNSHIPS | 49 | $115,975 | fmv |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | The Institutes makes grants only to charitable organizations in furtherance of its tax-exempt purposes. The Institutes also provides scholarships and grants for adjunct professorships to further the study of risk management and insurance. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER L MILLER | ||||||||||||||
| PRESIDENT/CEO | $570,833 | $0 | $330,000 | $0 | $828 | $0 | $71,600 | $0 | $10,496 | $0 | $983,757 | $0 | $0 | $0 |
| JEFFREY A SCHEIDT | ||||||||||||||
| TREASURER | $192,183 | $0 | $52,000 | $0 | $1,548 | $0 | $27,868 | $0 | $12,996 | $0 | $286,595 | $0 | $0 | $0 |
| ELIZABETH A SPRINKEL | ||||||||||||||
| SENIOR VICE PRESIDENT | $231,558 | $0 | $70,000 | $0 | $1,548 | $0 | $37,249 | $0 | $12,340 | $0 | $352,695 | $0 | $0 | $0 |
| ANITA BOURKE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $336,016 | $0 | $126,000 | $0 | $2,712 | $0 | $41,275 | $0 | $4,855 | $0 | $510,858 | $0 | $0 | $0 |
| SAUL SWARTOUT | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $100,316 | $0 | $113,000 | $0 | $792 | $0 | $13,867 | $0 | $5,972 | $0 | $233,947 | $0 | $0 | $0 |
| P KENDRICK MILLS | ||||||||||||||
| SENIOR VICE PRESIDENT | $172,117 | $0 | $46,000 | $0 | $828 | $0 | $27,539 | $0 | $12,996 | $0 | $259,480 | $0 | $0 | $0 |
| KEVIN BROWN | ||||||||||||||
| SENIOR VICE PRESIDENT | $181,205 | $0 | $45,000 | $0 | $1,548 | $0 | $25,387 | $0 | $10,612 | $0 | $263,752 | $0 | $0 | $0 |
| ALEXANDER VANDEVERE | ||||||||||||||
| SENIOR VICE PRESIDENT | $219,750 | $0 | $60,000 | $0 | $540 | $0 | $31,863 | $0 | $12,996 | $0 | $325,149 | $0 | $0 | $0 |
| EVERETT RANDALL | ||||||||||||||
| SENIOR VICE PRESIDENT | $172,121 | $0 | $27,970 | $0 | $2,376 | $0 | $27,540 | $0 | $10,612 | $0 | $240,619 | $0 | $0 | $0 |
| MARY ANN COOK | ||||||||||||||
| SENIOR VICE PRESIDENT | $172,417 | $0 | $28,270 | $0 | $828 | $0 | $27,587 | $0 | $4,855 | $0 | $233,957 | $0 | $0 | $0 |
| SUSAN KEARNEY | ||||||||||||||
| SR. DIR. OF KNOW. RESOURCES | $154,166 | $0 | $25,390 | $0 | $540 | $0 | $24,667 | $0 | $10,496 | $0 | $215,259 | $0 | $0 | $0 |
| ARTHUR FLITNER | ||||||||||||||
| SR. DIR. OF KNOW. RESOURCES | $150,467 | $0 | $25,020 | $0 | $2,376 | $0 | $24,075 | $0 | $10,612 | $0 | $212,550 | $0 | $0 | $0 |
| MICHAEL ELLIOTT | ||||||||||||||
| SR. DIR. OF KNOW. RESOURCES | $149,481 | $0 | $24,870 | $0 | $2,376 | $0 | $23,917 | $0 | $10,496 | $0 | $211,140 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | TRAVEL FOR COMPANIONS IS ALLOWED TO BOARD MEETINGS TWICE A YEAR. FORM 990, SCHEDULE J, PART I, LINE 3 The Institutes' Board of Trustees utilizes the following process: The compensation arrangement must be approved by the approval body of The Institutes composed entirely of individuals who don't have a conflict of interest with respect to the compensation arrangement. It also must rely on comparability data that demonstrates the fair market value of the compensation in question. The approval body must document how it reached its decisions including the data on which it relied. |
| FORM 990, SCHEDULE J, PART I, LINE 4 | PETER MILLER: $7,300 EMPLOYER CONTRIBUTION Alexander Vandevere: $7,656 employer contribution ANITA BOURKE: $3,625 EMPLOYER CONTRIBUTION SAUL SUARTOUT: $7,300 EMPLOYER CONTRIBUTION |
| FORM 990, SCHEDULE J, PART I, LINE 7 | THE ORGANIZATION ACCRUES PAY FOR PERFORMANCE EXPENSE AND THE AMOUNTS ARE DETERMINED BASED ON THE PERFORMANCE REVIEWS RELATED TO MEETING CERTAIN GOALS OF THE INSTITUTES (INCLUDING REVENUES). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| STATE FARM MUTUAL INSURANCE COMPANI | |||
| SEE PART V | $6,841,225 | EDUCATIONAL MATERIALS/EXAMS | false |
| LIBERTY MUTUAL INSURANCE | |||
| SEE PART V | $2,642,679 | EDUCATIONAL MATERIALS/EXAMS | false |
| FARMERS GROUP | |||
| SEE PART V | $501,710 | EDUCATIONAL MATERIALS/EXAMS | false |
| CINCINNATI FINANCIAL CORPORATION | |||
| SEE PART V | $397,587 | EDUCATIONAL MATERIALS/EXAMS | false |
| CHUBB CORPORATION | |||
| SEE PART V | $231,090 | EDUCATIONAL MATERIALS/EXAMS | false |
| ERIE INSURANCE GROUP | |||
| SEE PART V | $212,815 | EDUCATIONAL MATERIALS/EXAMS | false |
| CRAWFORD COMPANY | |||
| SEE PART V | $167,731 | EDUCATIONAL MATERIALS/EXAMS | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION - FORM 990, SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | FOR THE REPORTED BUSINESS TRANSACTIONS WITH INTERESTED PERSONS, IN EACH CASE, THE ENTITY IS A SUBSTANTIAL CONTRIBUTOR OF THE INSTITUTES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VI, SECTION A, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF TRUSTEES SHALL FUNCTION BETWEEN MEETINGS THROUGH AN EXEUTIVE COMMITTEE WHICH SHALL HAVE THE FULL POWERS OF THE BOARD BETWEEN MEETINGS EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWERS: 1) TO FILL VACANCIES IN THE BOARD OF TRUSTEES; 2) TO ADOPT, AMEND, OR APPEAL THE ARTICLES OF INCORPORATION OR BYLAWS; OR 3) AMEND OR REPEAL AND RESOLUTION OF THE ENTIRE BOARD. FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED BY A THIRD-PARTY ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. THE FORM 990 WAS PROVIDED TO THE AUDIT AND ORGANIZATION AND COMPENSATION COMMITTEES OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, LINE 12C AN ANNUAL FORM IS SUBMITTED BY ALL TRUSTEES AND REVIEWED BY THE CORPORATE SECRETARY FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, LINES 15A AND 15B THE INSTITUTES' BOARD OF TRUSTEES UTILIZES THE FOLLOWING PROCESS: THE COMPENSATION ARRANGEMENT MUST BE APPROVED BY THE APPROVAL BODY OF THE INSTITUTES COMPOSED ENTIRELY OF INDIVIDUALS WHO DON'T HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. IT ALSO MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. THE APPROVAL BODY MUST DOCUMENT HOW IT REACHED ITS DECISIONS INCLUDING THE DATA ON WHICH IT RELIED. FORM 990, PART VI, LINE 19 The organization's governing documents, conflicts of interest policy, and financial statements are available upon written request. FORM 990, PART XI, LINE 9 POST-RETIREMENT HEALTHCARE PLAN: (219,013) FORM 990, HEADING BOX C FICTITIOUS NAME REGISTRATIONS: THE INSTITUTES, AMERICAN INSTITUTE FOR CPCU, AICPCU, INSURANCE INSTITUTE OF AMERICA, IIA, INSURANCE INSTITUTE OF AMERICA, INC., AMERICAN INSTITUTE FOR PROPERTY & LIABILITY UNDERWRITERS, INC., CEU.COM, CPCU - LOMAN EDUCATION FOUNDATION, LOMAN FOUNDATION, AND CPCU HARRY J. LOMAN EDUCATION FOUNDATION. | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUGARTOWN HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PROVIDENCE ROAD | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201997621 | EIN |
| Primary Activities | HOLDING CO. | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $246,092 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AICPCU | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SOCIETY OF CHARTERED PROPERTY & CASUALTY | ||||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 231552247 | MEMBER ASSOC. | PA | 501(C)(6) | N/A | AICPCU | Yes (true) |
| GRIFFITH INSURANCE EDUCATION FOUNDATION | ||||||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | 316052801 | EDUCATIONAL | OH | 501(C)(3) | 9 | AICPCU | Yes (true) |
| 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 | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOCIETY OF CPCU | ||
| S | $6,000,000 | FMV |
| GRIFFITH INSURANCE EDUCATION FOUNDATION | ||
| S | $1,050,000 | FMV |