SPECIAL LIBRARIES ASSOCIATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL LIBRARIES ASSOCIATION INC (EIN 13-5404745)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349302468
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T12:22:40-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260004395 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALT BUZAS & POWELL LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1199 N FAIRFAX ST 10TH FLOOR | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | 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 | 135404745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIAL LIBRARIES ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 7036474923 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 SOUTH PATRICK STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BROUSSARD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7036474923 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN HALT | PreparerPersonNm |
| PTIN | P01083643 | PTIN |
| Phone | 7038361350 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA BROUSSARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 SOUTH PATRICK STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,210,724 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SLA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | AN ASSOCIATION REPRESENTING THE INTERESTS OF INFORMATION PROFESSIONALS IN OVER 75 COUNTRIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 2000 | TotalVolunteersCnt |
| Total Gross UBI | $95,939 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $32,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,974 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,786 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,486,094 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,872,872 | CYProgramServiceRevenueAmt |
| PY Investment Income | $127,621 | PYInvestmentIncomeAmt |
| CY Investment Income | $185,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,431 | PYOtherRevenueAmt |
| CY Other Revenue | $45,641 | CYOtherRevenueAmt |
| PY Total Revenue | $4,683,120 | PYTotalRevenueAmt |
| CY Total Revenue | $4,132,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,490,616 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,221,599 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,416,523 | PYOtherExpensesAmt |
| CY Other Expenses | $3,133,952 | CYOtherExpensesAmt |
| PY Total Expenses | $4,907,139 | PYTotalExpensesAmt |
| CY Total Expenses | $5,355,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$224,019 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,222,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,005,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,575,736 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,832,414 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,753,830 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,172,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,821,906 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SPECIAL LIBRARIES ASSOCIATION, INC. (THE ASSOCIATION) IS A NONPROFIT GLOBAL ORGANIZATION FOR INNOVATIVE INFORMATION AND KNOWLEDGE PROFESSIONALS AND THEIR STRATEGIC PARTNERS. THE ASSOCIATION SERVES OVER 8,000 MEMBERS IN 75 COUNTRIES IN THE INFORMATION PROFESSION, INCLUDING CORPORATE, ACADEMIC, AND GOVERNMENT INFORMATION SPECIALISTS. THE ASSOCIATION PROMOTES AND STRENGTHENS ITS MEMBERS THROUGH LEARNING, ADVOCACY, AND NETWORKING INITIATIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,097,871 | ExpenseAmt |
| Revenue | $1,358,146 | RevenueAmt |
| Desc | CONFERENCES AND MEETINGS - THE 2014 CONFERENCE WAS HELD IN VANCOUVER, BC, CANADA. THIS WAS AN INTERNATIONAL CONFERENCE AND EXHIBIT THAT ATTRACTED OVER 2,400 INFORMATION PROFESSIONALS. PARTICIPANTS FROM AROUND THE WORLD AND ACROSS THE UNITED STATES AND CANADA ATTENDED THE CONFERENCE. AT THE ANNUAL CONFERENCE WERE: 211 BOOTHS IN THE INFO EXPO EXHIBIT HALL WITH 150 OF THE LEADING COMPANIES IN THE INDUSTRY; MORE THAN 200 SESSIONS, PANELS, AND WORKSHOPS; TOURS OF LOCAL LIBRARIES; AUTHOR BOOK SIGNINGS; AND CONTINUED NETWORKING OPPORTUNITIES AND FOOD AND REFRESHMENTS IN THE INFO EXPO. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $700,703 | ExpenseAmt |
| Revenue | $29,740 | RevenueAmt |
| Desc | LEADERSHIP - LEADERSHIP CONSISTS OF SEVERAL PROGRAMS:A) THE LEADERSHIP SUMMIT WAS HELD IN MEMPHIS, TENNESSEE JANUARY 13-18, 2014 WITH OVER 160 VOLUNTEER LEADERS FROM THE ASSOCIATION. THE BOARD OF DIRECTORS ALSO ATTENDS AND HOLDS ITS FIRST MEETING OF THE YEAR.B) THE PRESIDENT, PRESIDENT-ELECT AND CEO VISIT WITH CHAPTERS AND DIVISIONS THROUGHOUT THE YEAR TO GIVE SPEECHES, SHARE ASSOCIATION NEWS, AND PROMOTE INFORMATION PROFESSIONALS TO BUSINESSES AND OTHERS.C) LEADERSHIP TRAVELS TO INCREASE GLOBAL AWARENESS AND PARTICIPATION FROM THOSE OUTSIDE OF NORTH AMERICA. THE ASSOCIATION ALSO SUPPORTS THE MANY NON-GOVERNMENT NORTH AMERICAN CHAPTERS BY SENDING MATERIALS AND SPEAKERS.D) STAFF WORKS WITH CHAPTERS AND DIVISIONS TO EXPAND THE MEMBERSHIP BASE AND MEMBER SERVICES. EACH UNIT HAS A BOARD AND BOTH THE STAFF AND BOARD MEMBERS WORK WITH THE UNITS ON FINANCE, PUBLIC RELATIONS, PUBLIC POLICY, PROFESSIONAL DEVELOPMENT, SPONSORSHIP, MANAGEMENT, ETC.E) THE LEADERSHIP DEVELOPMENT INSTITUTE WAS HELD IN VANCOUVER, BC IN CONJUNCTION WITH THE ANNUAL CONFERENCE. IT IS A 90-MINUTE TRAINING AND PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR THE LEADERS OF THE CHAPTERS, DIVISIONS AND CAUCUSES FOLLOWED BY 2-3 HOURS OF UNIT GOVERNANCE MEETINGS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $450,365 | ExpenseAmt |
| Revenue | $3,580 | RevenueAmt |
| Desc | PUBLIC AFFAIRS - IS A BROAD CATEGORY THAT IS COMPRISED OF SEVERAL KEY COMPONENTS: MARKETING, PUBLIC RELATIONS AND COMMUNICATIONS.A) THE DESIGN AND PRODUCTION OF COMMUNICATIONS AND MARKETING PIECES TO REACH CURRENT AND PROSPECTIVE MEMBERS.B) WEB DEVELOPMENT AND MAINTENANCE.C) THE ADMINISTRATION AND AWARD OF VARIOUS AWARDS PROGRAMS TO CELEBRATETHE BEST AND BRIGHTEST IN THE PROFESSION. THE PRODUCTION OF THE AWARDS PROGRAM AT OUR CONFERENCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,946,827 | ExpenseAmt |
| Revenue | $2,185,552 | RevenueAmt |
| Desc | UNITSEXPENSES $985,650. INCLUDING GRANTS OF $0. REVENUE $0.MEMBERSHIP GROWTH AND DEVELOPMENTEXPENSES: $422,485. INCLUDING GRANTS OF $0. REVENUE $1,875,113PROFESSIONAL DEVELOPMENTEXPENSES $202,708. INCLUDING GRANTS OF $0. REVENUE $185,715.PUBLICATIONSEXPENSES$ 186,988. INCLUDING GRANTS OF $0. REVENUE $28,547.MARKETINGEXPENSES $134,197. INCLUDING GRANTS OF $0. REVENUE $96,177.CAREER SERVICESEXPENSES $4,675. INCLUDING GRANTS OF $0. REVENUE $0.RESEARCHEXPENSES $7,421. INCLUDING GRANTS OF $0. REVENUE $0.INFORMATION CENTEREXPENSES $2,703. INCLUDING GRANTS OF $0. REVENUE $0. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,946,827 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,185,552 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,195,766 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | 0 | 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 | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| 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 |
| 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 | Yes (1) | 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 | 0 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA BROUSSARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036474900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 SOUTH PATRICK STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KATE ARNOLD | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEB HUNT | ||||||
| PAST PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JILL STRAND | ||||||
| PRESIDENT-ELECT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN DIGILIO | ||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAMA SIEGEL | ||||||
| CHAPTER CABINET CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES KING | ||||||
| CHAPTER CABINET CHAIR-ELECT | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE SCHACHTER | ||||||
| PAST CHAPTER CABINET CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TARA MURRAY | ||||||
| DIVISION CABINET CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JULIANE SCHNEIDER | ||||||
| DIVISION CABINET CHAIR-ELECT | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MOY MCINTOSH | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BETHAN RUDDOCK | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN BROMLEY | ||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HAL KIRKWOOD | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE PERRY | ||||||
| PAST DIVISION CABINET CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE R LACHANCE | ||||||
| CEO | 35.00 | Yes (X) | $311,537 | $0 | $35,181 | |
| LINDA BROUSSARD | ||||||
| CFO | 35.00 | Yes (X) | $135,765 | $0 | $15,295 | |
| DOUGLAS NEWCOMB | ||||||
| DEPUTY CEO | 35.00 | Yes (X) | $151,754 | $0 | $16,169 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $599,056 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,645 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALT BUZAS & POWELL LTD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1199 NORTH FAIRFAX DRIVE 10TH FLOO | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING AND TAX SERVICES | ServicesDesc |
| Compensation | $203,910 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,786 | AllOtherContributionsAmt |
| Total Contributions | $28,786 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERSHIP & UNITS | 900099 | $1,875,113 | $1,875,113 | ||
| ANNUAL CONFERENCE | 900099 | $1,610,836 | $1,358,146 | $23,530 | $229,160 |
| PROFESSIONAL DEVELOPMENT | 900099 | $185,715 | $185,715 | ||
| MARKETING | 900099 | $96,177 | $96,177 | ||
| PUBLICATIONS | 900099 | $61,231 | $28,547 | $26,126 | $6,558 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,480 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,872,872 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,266 | TotalRevenueColumnAmt |
| Exclusion | $151,266 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,125 | TotalRevenueColumnAmt |
| Exclusion | $3,125 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,112,159 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,077,831 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,328 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,328 | TotalRevenueColumnAmt |
| Exclusion | $34,328 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CAREER SERVICES | 900004 | $35,803 | $35,803 | |
| OTHER | 900009 | $6,713 | $6,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,516 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,132,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,577,018 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $95,939 | UnrelatedBusinessRevenueAmt |
| Exclusion | $431,150 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,701 | TotalAmt |
| Program Services | $896,076 | ProgramServicesAmt |
| Management And General | $519,625 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,159 | TotalAmt |
| Program Services | $411,728 | ProgramServicesAmt |
| Management And General | $170,431 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,439 | TotalAmt |
| Program Services | $67,439 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,926 | TotalAmt |
| Program Services | $57,926 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,374 | TotalAmt |
| Program Services | $59,948 | ProgramServicesAmt |
| Management And General | $38,426 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,910 | TotalAmt |
| Management And General | $203,910 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,307 | TotalAmt |
| Management And General | $13,307 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,702 | TotalAmt |
| Program Services | $136,702 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,724 | TotalAmt |
| Program Services | $12,934 | ProgramServicesAmt |
| Management And General | $406,790 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,807 | TotalAmt |
| Management And General | $3,807 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,851 | TotalAmt |
| Management And General | $193,851 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,996 | TotalAmt |
| Program Services | $65,996 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,183 | TotalAmt |
| Program Services | $832,183 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296 | TotalAmt |
| Management And General | $296 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,119 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
| Management And General | $198,119 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,946 | TotalAmt |
| Program Services | $5,042 | ProgramServicesAmt |
| Management And General | $14,904 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CHAPTER/UNIT EXPENSES | $985,650 | $985,650 | |
| PROGRAM EXPENSES | $50,867 | $50,867 | |
| ALLOCATION OF OVERHEAD | $0 | $603,994 | -$603,994 |
| FOREIGN TRANSACTION EXC | -$3,406 | -$3,719 | $313 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,355,551 | TotalAmt |
| Program Services | $4,195,766 | ProgramServicesAmt |
| Management And General | $1,159,785 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,732 | BOYAmt |
| EOY | $120 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,761,852 | BOYAmt |
| EOY | $1,550,253 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,692 | BOYAmt |
| EOY | $51,793 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,984 | BOYAmt |
| EOY | $162,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,026,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,694,104 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,542,587 | BOYAmt |
| EOY | $3,332,299 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,403,224 | BOYAmt |
| EOY | $2,478,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,005,071 | BOYAmt |
| EOY | $7,575,736 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,283 | BOYAmt |
| EOY | $987,871 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,179 | BOYAmt |
| EOY | $1,054,563 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,459 | BOYAmt |
| EOY | $650,368 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,493 | BOYAmt |
| EOY | $61,028 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,414 | BOYAmt |
| EOY | $2,753,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,997,743 | BOYAmt |
| EOY | $3,616,201 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,834 | BOYAmt |
| EOY | $1,079,625 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,080 | BOYAmt |
| EOY | $126,080 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,172,657 | BOYAmt |
| EOY | $4,821,906 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,005,071 | BOYAmt |
| EOY | $7,575,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,222,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$128,093 | 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 Minus4 Years | $91,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,786 | CurrentTaxYearAmt |
| Total | $267,783 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,672,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,276,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,911,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,392,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,847,064 | CurrentTaxYearAmt |
| Total | $24,100,254 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,764,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,355,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,954,324 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,417,903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,875,850 | CurrentTaxYearAmt |
| Total | $24,368,037 | 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 | $433,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,974 | CurrentTaxYearAmt |
| Total | $862,590 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $433,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,974 | CurrentTaxYearAmt |
| Total | $862,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $23,505,447 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,391 | CurrentTaxYearAmt |
| Total | $609,419 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $23,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,800 | CurrentTaxYearAmt |
| Total | $102,244 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,191 | CurrentTaxYearAmt |
| Total | $711,663 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,713 | CurrentTaxYearAmt |
| Total | $29,865 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,860,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,476,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,110,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,587,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,073,754 | CurrentTaxYearAmt |
| Total | $25,109,565 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93550 | PublicSupportPY509Pct |
| Investment Income CY | 0.02830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02540 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,150 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,538 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $177,688 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,123 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,027 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $173,150 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,685 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,438 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $159,123 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,818 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,133 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $150,685 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,056,695 | BeginningYearBalanceAmt |
| Contributions | -$1,908,666 | ContributionsAmt |
| Investment Earnings Or Losses | $4,789 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $152,818 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $449,753 | OtherCostOrOtherBasisAmt |
| Book Value | $449,753 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,367,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,570,036 | DepreciationAmt |
| Book Value | $2,797,523 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,209,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,124,068 | DepreciationAmt |
| Book Value | $85,023 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,332,299 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $54,028 |
| TENANT DEPOSIT | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,028 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,991,493 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$128,093 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$128,093 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,119,586 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,307 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $13,307 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,132,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,342,244 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,342,244 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,307 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $13,307 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,355,551 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SCHOLARSHIP AWARDS AT ACCREDITED LIBRARY SCHOOLS. THE DAVID R. BENDER FUND WAS ESTABLISHED TO SUPPORT THE ASSOCIATION'S INTERNATIONAL ACTIVITIES AND FELLOWSHIPS. THE RON COPLEN FUND SERVES AS A SOURCE OF REVENUE FOR THE RON COPLEN LEADERSHIP ADDRESS AT THE ANNUAL CONFERENCE OR OTHER APPROPRIATEMEETING. EARNINGS ON THESE FUNDS ARE CONSIDERED TEMPORARILY RESTRICTED |
| PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ASSOCIATION GENERATES UNRELATED BUSINESS INCOME PRINCIPALLY FROM ADVERTISING IN ITS PUBLICATIONS AND JOB POSTINGS ON ITS WEBSITE. THERE WAS NO PROVISION FOR INCOME TAXES AS OF DECEMBER 31, 2014 AS THE ASSOCIATION HAD NO SIGNIFICANT NET UNRELATED BUSINESS INCOME. THE ASSOCIATION REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. TAX YEARS REASONABLY CONSIDERED OPEN AND SUBJECT TO EXAMINATION INCLUDE RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011 THROUGH 2013. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANICE R LACHANCE | ||||||||||||||
| CEO | $311,537 | $0 | $0 | $0 | $0 | $0 | $23,473 | $0 | $11,708 | $0 | $346,718 | $0 | $0 | $0 |
| LINDA BROUSSARD | ||||||||||||||
| CFO | $135,765 | $0 | $0 | $0 | $0 | $0 | $7,458 | $0 | $7,837 | $0 | $151,060 | $0 | $0 | $0 |
| DOUGLAS NEWCOMB | ||||||||||||||
| DEPUTY CEO | $151,754 | $0 | $0 | $0 | $0 | $0 | $9,389 | $0 | $6,780 | $0 | $167,923 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ACCORDING TO SLA'S CONTRACT WITH THE CEO, THE ASSOCIATION PAYS ALL REASONABLE TRAVEL, INCLUDING FIRST-CLASS TRAVEL FROM TIME TO TIME, BUSINESS MEALS, AND OTHER ORDINARY, NECESSARY AND REASONABLE BUSINESS EXPENSES INCURRED BY THE CEO IN THE PERFORMANCE OF HER DUTIES, SUBJECT TO BUDGET AND/OR OTHER LIMITATIONS OR CONDITIONS IMPOSED BY THE BOARD AND/OR THE EXECUTIVE COMMITTEE. THE CEO, AS A CONDITION OF ANY SUCH PAYMENTS OR REIMBURSEMENTS, MUST SUBMIT VERIFICATION, SUBSTANTIATION, AND DOCUMENTATION OF THE NATURE AND AMOUNT OF SUCH EXPENSES IN ACCORDANCE WITH THE POLICIES OF THE ASSOCIATION. ANY SUCH REIMBURSEMENTS ARE NOT TAXABLE TO THE RECIPIENT. THE PRESIDENT, PRESIDENT-ELECT, OR CEO MAY CHARGE TO HER/HIS EXPENSE ACCOUNT APPROPRIATE EXPENSES FOR PROFESSIONAL HOSPITALITY OF IMPORTANT VISITORS WHEN NECESSARY. THE PRESIDENT, PRESIDENT-ELECT, OR CEO, AS A CONDITION OF ANY SUCH PAYMENTS OR REIMBURSEMENTS, MUST SUBMIT VERIFICATION, SUBSTANTIATION, AND DOCUMENTATION OF THE NATURE AND AMOUNT OF SUCH EXPENSES IN ACCORDANCE WITH THE POLICIES OF THE ASSOCIATION. ANY SUCH REIMBURSEMENTS ARE NOT TAXABLE TO THE RECIPIENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS ONE CLASS OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF OFFICERS AND DIRECTORS SHALL BE BY SECRET BALLOT SENT TO EACH VOTING MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH VOTING MEMBER SHALL HAVE ONE (1) VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FEDERAL FORM 990 IS PREPARED BY THE ASSOCIATION'S CFO AND ACCOUNTING TEAM. IT IS THEN REVIEWED BY THE CEO AND THEN SHARED WITH THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AT ITS ORIENTATION MEETING AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. ALL BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND CODE OF RESPONSIBILITY ANNUALLY. THE SIGNED DOCUMENTS ARE REVIEWED BY THE DIRECTOR, EXECUTIVE OFFICE RELATIONS AND KEPT BY THE CEO. THE COI POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY WHEN SIGNING NEW CONTRACTS OR BEGINNING NEW RELATIONSHIPS. ANY POSSIBLE APPEARANCE OF CONFLICT OF INTEREST THAT ARISES IN THE COURSE OF BUSINESS IS RESEARCHED TO DETERMINE THE EXISTENCE OF A CONFLICT. IF A CONTRACT IS TO BE MADE WITH A RELATED PARTY, IT IS DISCLOSED TO THE BOARD OF DIRECTORS AND A VOTE IS TAKEN TO REACH A DECISION. IF THE ASSOCIATION'S STAFF MEMBERS IDENTIFY A CONFLICT OF INTEREST, THE CEO OR CFO SHARES THIS INFORMATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD FOR ITS ACTION. INVOLVED BOARD MEMBERS ARE PRECLUDED FROM VOTING ON MATTERS FOR WHICH A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | KEY EMPLOYEES ARE EVALUATED YEARLY. THE PROCESS INCLUDES THE COMPLETION BY THE SUPERVISOR OF A PERFORMANCE APPRAISAL INSTRUMENT, A SELF APPRAISAL, AND COMMENTS GATHERED FROM EMPLOYEES. THE CEO IS EVALUATED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, LEAD BY THE CURRENT YEAR PRESIDENT. AN EVALUATION FORM IS COMPLETED, A SELF APPRAISAL, THE CAPACITY BUILDING MODEL DEVELOPED BY MCKINSEY & COMPANY IS COMPLETED, AND COMMENTS GATHERED FROM ALL BOARD MEMBERS AND KEY STAFF. COMPENSATION IS DETERMINED USING COMPARABILITY DATA FROM THE WASHINGTON, DC METRO AREA, THE ASAE COMPENSATION STUDY OF SIMILAR POSITIONS, AND ANY OTHER AVAILABLE COMPENSATION REPORTS THAT ARE CURRENT. KEY EMPLOYEE'S COMPENSATION IS DETERMINED BY THE CEO; THE CEO'S COMPENSATION IS DETERMINED BY THE PRESIDENT WITH INPUT FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FEDERAL FORM 990, ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, FINANCIAL STATEMENTS, AND ALL POLICY AND PRACTICE DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ASSOCIATION'S WEBSITE. ALL BOARD OF DIRECTOR AGENDA AND MINUTES ARE POSTED ON THE WEBSITE IN THE GOVERNANCE SECTION OF THE WEBSITE. |
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