NATIONAL DEFENSE INDUSTRIAL ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL DEFENSE INDUSTRIAL ASSOCIATION (EIN 53-0196547)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201402269349303115
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-08-14T14:12:08-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196547 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL DEFENSE INDUSTRIAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 7035221820 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2111 WILSON BOULEVARD NO 400 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222013061 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE P FARRELL JR | Name |
| Title | CEO/PRESIDENT | Title |
| Phone | 7035221820 | Phone |
| Date Signed | 2014-08-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN GRIES | Name |
| PTIN | P00078514 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAWRENCE P FARRELL JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2111 WILSON BOULEVARD NO 400 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222013061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30364025 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NDIA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1919 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE THE INTEREST OF DEFENSE PREPAREDNESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 84 | TotalNbrEmployees |
| Total Nbr Volunteers | 92000 | TotalNbrVolunteers |
| Total Gross UBI | 1294830 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 294884 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 135431 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32737108 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21319014 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 907596 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2032076 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 938403 | OtherRevenuePriorYear |
| Other Revenue Current Year | 781148 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34877991 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24267669 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 61000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 92500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11461278 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7868674 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21222692 | OtherExpensePriorYear |
| Other Expenses Current Year | 15253005 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32744970 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23214179 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2133021 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1053490 | RevenuesLessExpensesCY |
| Total Assets BOY | 59340566 | TotalAssetsBOY |
| Total Assets EOY | 58137940 | TotalAssetsEOY |
| Total Liabilities BOY | 19841063 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17350338 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39499503 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40787602 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE NATIONAL DEFENSE INDUSTRIAL ORGANIZATION (NDIA) AND ITS SUBSIDIARY AFFILIATES: THE ASSOCIATION FOR ENTERPRISE INFORMATION (AFEI), THE NATIONAL TRAINING AND SIMULATION ASSOCIATION (NTSA), THE PRECISION STRIKE ASSOCIATION (PSA), AND WOMEN IN DEFENSE (WID); IS TO ADVOCATE CUTTING EDGE TECHNOLOGY AND SUPERIOR WEAPONS, EQUIPMENT, TRAINING, AND SUPPORT FOR THE WAR-FIGHTER AND FIRST RESPONDER; TO PROMOTE A VIGOROUS, RESPONSIVE GOVERNMENT - INDUSTRY NATIONAL SECURITY TEAM; AND TO PROVIDE LEGAL AND ETHICAL FORUMS FOR THE EXCHANGE OF INFORMATION BETWEEN INDUSTRY AND GOVERNMENT ON NATIONAL SECURITY ISSUES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11108729 | Expense |
| Grants | 92500 | Grants |
| Revenue | 18281174 | Revenue |
| Description | THE NDIA PROMOTES ACTIVITIES AND FORUMS FOR THE INTERCHANGE BETWEEN INDUSTRY AND GOVERNMENT ON TECHNOLOGY AND ACQUISITION DEVELOPMENTS. IN ADDITION IT PROVIDES STATE OF THE ART DEFENSE TECHNOLOGY UPDATES AND PROMOTES BETTER MANAGEMENT TECHNIQUES THROUGH SYMPOSIA. NDIA'S OVER 30 DIVISIONS COVER A WIDE SPECTRUM OF INTEREST AREAS THAT ARE IMPORTANT TO THE NATIONAL DEFENSE PREPAREDNESS EFFORT. THE DIVISIONS ARE ORGANIZED TO PROMOTE THE EXCHANGE OF TECHNICAL INFORMATION RELATED TO THE RESEARCH, DEVELOPMENT, PRODUCTION, LOGISTICS, AND MANAGEMENT OF WEAPON SYSTEMS, POLICY, ASSOCIATED SUPPORT, AND TRAINING AMONG THE DEPARTMENT OF DEFENSE, OTHER FEDERAL GOVERNMENT AND STATE AGENCIES, INDUSTRY, ACADEMIA AND SCIENTIFIC AGENCIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2540889 | Expense |
| Revenue | 2409182 | Revenue |
| Description | CHAPTERS AND DIVISIONS: THE NDIA AND WID CHAPTERS ARE PART OF THE NDIA ENTITY AND ARE ORGANIZED GEOGRAPHICALLY FOR THE PURPOSE OF ENCOURAGING ACTIVITIES THAT SUPPORT THE ASSOCIATION'S VISION, MISSION, AND GOALS. MANY ARE LOCATED NEAR MAJOR MILITARY COMMANDS, RESEARCH CENTERS, AND DEFENSE AGENCIES AND CONDUCT PROGRAMS TO INFORM THEIR MEMBERS AND COMMUNITIES ABOUT NATIONAL SECURITY AND THE INDUSTRIAL BASE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2297230 | Expense |
| Revenue | 1409806 | Revenue |
| Description | EDUCATIONAL SERVICES: THE NATIONAL DEFENSE MAGAZINE IS A MONTHLY MAGAZINE THAT IS PUBLISHED TO HELP EDUCATE GOVERNMENT, INDUSTRY, AND THE PUBLIC REGARDING DEFENSE ISSUES AND RELATED TECHNOLOGY DEVELOPMENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 15946848 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 84 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY D BATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7032472559 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2111 WILSON BOULEVARD NO 400 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222013061 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MR SEAN O'KEEFE | ||||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MR ARNOLD J PUNARO | ||||||||
| BOARD VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MR JOSEPH W DYER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BRONISLAW PROKUSKI JR | ||||||||
| VP/BOARD SECRETARY-TREASURER | 40.00 | X | X | 665027 | 0 | 51547 | ||
| RICHARD A CODY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MS SUSAN B KENNEDY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR JOE REEDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR MAURICE A GAUTHIER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MS SID ASHWORTH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR GERALD G HARVEY JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR RICHARD L HAVER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR WILLIAM C HOOVER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR RICHARD ANDREW HOVE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR JAMES B LASSWELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR STEPHEN E KELLY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MS JOANNA T LAU | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR JAMES MCALEESE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR TERRANCE J MCKEARNEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LTG DAVID F MELCHER USA RET | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR RICHARD D MCCONN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DR WILLIAM B MOORE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MS PATRICIA M WARD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR GEORGE J PEDERSEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BRIG GEN GRAHAM E SHIRLEY USAF RET | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MS ELLEN LORD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR BOBBY STURGELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR GREGORY WENZEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR THOMAS A VECCHIOLLA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR DELLOYD VOORHEES JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR FRANCIS M WALTON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR WILLIAM GLENN YARBOROUGH JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR HAROLD L YOH III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE P FARRELL JR | ||||||||
| CEO/PRESIDENT | 40.00 | X | 1078099 | 0 | 41119 | |||
| DAVID E CHEESEBROUGH | ||||||||
| PRESIDENT, AFEI | 40.00 | X | 193259 | 0 | 85812 | |||
| FREDERICK L LEWIS | ||||||||
| PRESIDENT, NTSA | 40.00 | X | 109981 | 0 | 108183 | |||
| JAMES A ROBB | ||||||||
| PRESIDENT, NTSA | 40.00 | X | 244405 | 0 | 0 | |||
| BARRY D BATES | ||||||||
| VP | 40.00 | X | 345338 | 0 | 34207 | |||
| SANDRA I ERWIN | ||||||||
| VP | 40.00 | X | 206001 | 0 | 35585 | |||
| DINO K PIGNOTTI | ||||||||
| VP | 40.00 | X | 193393 | 0 | 61518 | |||
| PETER M STEFFES | ||||||||
| VP | 40.00 | X | 268030 | 0 | 128034 | |||
| THOMAS NORDBY | ||||||||
| ASSISTANT VP | 40.00 | 217225 | 0 | 65157 | X | |||
| SASAN OGHLIDOS | ||||||||
| DIRECTOR, NETWORK SYSTEMS | 40.00 | 172351 | 0 | 37791 | X | |||
| SAMUEL CAMPAGNA | ||||||||
| ASSISTANT VP | 40.00 | 165539 | 0 | 76989 | X | |||
| SCOTT J REKDAL | ||||||||
| ASSISTANT VP | 40.00 | 182840 | 0 | 72222 | X | |||
| E RICHARD TAYLOR | ||||||||
| CONTROLLER | 40.00 | 149258 | 0 | 36346 | X | |||
| DONALD B ROULSTONE | ||||||||
| ASSISTANT VP | 40.00 | 148383 | 0 | 33334 | X | |||
| LUELLEN HOFFMAN | ||||||||
| DIRECTOR, EXHIBITS | 40.00 | 127992 | 0 | 30086 | X | |||
| BRITT BOMMELJE | ||||||||
| DIRECTOR | 40.00 | 147523 | 0 | 25644 | X | |||
| BARBARA MCDANIEL | ||||||||
| DIRECTOR | 40.00 | 140080 | 0 | 25703 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4754724 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 949277 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 135431 | AllOtherContributions |
| Total Contributions | 135431 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEETINGS | 900099 | 7807460 | 7807460 | |
| EXHIBITS | 900099 | 7730327 | 7730327 | |
| MEMBERSHIP DUES | 900099 | 3122205 | 3122205 | |
| PUBLICATIONS | 541800 | 1557180 | 262350 | 1294830 |
| SPONSORSHIPS | 900099 | 1101842 | 1101842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21319014 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 912601 | TotalRevenueColumn |
| Exclusion | $912,601 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7215831 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6096356 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1119475 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1119475 | TotalRevenueColumn |
| Exclusion | $1,119,475 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CHAPTER MISC REVENUE | 900099 | 424371 | 424371 |
| MISCELLANEOUS REVENUE | 900099 | 356777 | 356777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 781148 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24267669 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20805332 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1294830 | UnrelatedBusinessRevenue |
| Exclusion | $2,032,076 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5500 | Total |
| Program Services | 5500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87000 | Total |
| Program Services | 87000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4602608 | Total |
| Program Services | 1874330 | ProgramServices |
| Management And General | 2728278 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2091267 | Total |
| Program Services | 1193501 | ProgramServices |
| Management And General | 897766 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123315 | Total |
| Program Services | 64953 | ProgramServices |
| Management And General | 58362 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 649105 | Total |
| Program Services | 318945 | ProgramServices |
| Management And General | 330160 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402379 | Total |
| Program Services | 195212 | ProgramServices |
| Management And General | 207167 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775186 | Total |
| Program Services | 511320 | ProgramServices |
| Management And General | 263866 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79499 | Total |
| Program Services | 7683 | ProgramServices |
| Management And General | 71816 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64329 | Total |
| Management And General | 64329 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198874 | Total |
| Management And General | 198874 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 906901 | Total |
| Program Services | 600962 | ProgramServices |
| Management And General | 305939 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1022907 | Total |
| Program Services | 503832 | ProgramServices |
| Management And General | 519075 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409205 | Total |
| Program Services | 149298 | ProgramServices |
| Management And General | 259907 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550041 | Total |
| Management And General | 550041 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 762704 | Total |
| Program Services | 292744 | ProgramServices |
| Management And General | 469960 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555746 | Total |
| Program Services | 426281 | ProgramServices |
| Management And General | 129465 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7732432 | Total |
| Program Services | 7732432 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34716 | Total |
| Program Services | 14321 | ProgramServices |
| Management And General | 20395 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55400 | Total |
| Management And General | 55400 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PUBLICATIONS | 830659 | 830659 | |
| MISCELLANEOUS CHAPTER E | 825300 | 825300 | |
| ALL OTHER EXPENSES | 197327 | 197327 | |
| MEMBERSHIP SERVICES | 136531 | 136531 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115248 | Total |
| Program Services | 115248 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23214179 | Total |
| Program Services | 15946848 | ProgramServices |
| Management And General | 7267331 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700 | BOY |
| EOY | 700 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19545343 | BOY |
| EOY | 14795052 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323455 | BOY |
| EOY | 459547 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1613590 | BOY |
| EOY | 1463771 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2807199 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2713520 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116227 | BOY |
| EOY | 93679 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31762797 | BOY |
| EOY | 34269924 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5361055 | BOY |
| EOY | 6484189 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 617399 | BOY |
| EOY | 571078 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59340566 | BOY |
| EOY | 58137940 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4445237 | BOY |
| EOY | 2023662 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10034771 | BOY |
| EOY | 8842415 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5361055 | BOY |
| EOY | 6484261 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19841063 | BOY |
| EOY | 17350338 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38178768 | BOY |
| EOY | 39395325 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689235 | BOY |
| EOY | 757777 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 631500 | BOY |
| EOY | 634500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39499503 | BOY |
| EOY | 40787602 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59340566 | BOY |
| EOY | 58137940 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1053490 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 936545 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -686655 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -15281 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2941193 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3299425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3655107 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 294884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 135431 | CurrentTaxYear |
| Total | 10326040 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26107878 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29839922 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31573440 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32737108 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21335664 | CurrentTaxYear |
| Total | 141594012 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29049071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33139347 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35228547 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33031992 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21471095 | CurrentTaxYear |
| Total | 151920052 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 151920052 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 669827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 722450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 772949 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 784309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 912601 | CurrentTaxYear |
| Total | 3862136 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 669827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 722450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 772949 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 784309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 912601 | CurrentTaxYear |
| Total | 3862136 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 786507 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 898653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1145563 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 938403 | CurrentTaxYearMinus1Year |
| Current Tax Year | 781148 | CurrentTaxYear |
| Total | 4550274 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30505405 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34760450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37147059 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34754704 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23164844 | CurrentTaxYear |
| Total | 160332462 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94750 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02410 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02270 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 125041 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 125041 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 23089139 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 23214180 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 120365 | CurrentYearMinus3 |
| Current Year Minus2 | 127268 | CurrentYearMinus2 |
| Current Year Minus1 | 128765 | CurrentYearMinus1 |
| Current Year | 125041 | CurrentYear |
| Total | 501439 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 555 | CurrentYearMinus3 |
| Current Year Minus2 | 7768 | CurrentYearMinus2 |
| Current Year Minus1 | 465 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 8788 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 878610 | BeginningOfYearBalance |
| Contributions | 3000 | Contributions |
| Investment Earnings Or Losses | 57868 | InvestmentEarningsOrLosses |
| Other Expenditures | 10000 | OtherExpenditures |
| End Of Year Balance | 929478 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 860216 | BeginningOfYearBalance |
| Contributions | 9001 | Contributions |
| Investment Earnings Or Losses | 9393 | InvestmentEarningsOrLosses |
| End Of Year Balance | 878610 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 822237 | BeginningOfYearBalance |
| Contributions | 3000 | Contributions |
| Investment Earnings Or Losses | 34979 | InvestmentEarningsOrLosses |
| End Of Year Balance | 860216 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 756445 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 65792 | InvestmentEarningsOrLosses |
| End Of Year Balance | 822237 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 721586 | BeginningOfYearBalance |
| Contributions | 7000 | Contributions |
| Investment Earnings Or Losses | 27859 | InvestmentEarningsOrLosses |
| End Of Year Balance | 756445 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.68000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.32000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2807199 | OtherCostOrOtherBasis |
| Depreciation | 2713520 | Depreciation |
| Book Value | 93679 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 93679 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION INVESTMENT | Description |
| Book Value | 6484189 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6484189 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION OBLIGATION | Description |
| Amount | $6,484,261 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6484261 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 19563520 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 19563520 | RevenueSubtotal |
| Other Revenues Not Included | 4704149 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4704149 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24267669 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20474416 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20474416 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 198874 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2540889 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2739763 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23214179 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ACTIVE ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIP AWARDS. THE CHOU AND ZERNOW FUNDS ARE PRIMARILY FOR RECOGNIZING PROFESSIONAL COMPETENCE IN TERMS OF BEST PAPER AND BEST AUTHOR AT THE NORMALLY, ANNUAL BALLISTICS CONFERENCE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ASSOCIATION IS FOLLOWING THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATIONS. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE FISCAL YEARS 2010, 2011, AND 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHAPTER REVENUE 2,731,157. INVESTMENT INCOME 1,972,992. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHAPTER EXPENSES 2,540,889. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIAL OPERATIONS WARRIOR FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1137 MARBELLA PLAZA DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33619 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 521183585 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 5500 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | GENERAL OPERATING CONTRIBUTION. | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| I/ITSEC SCHOLARSHIP | 1 | 10000 | 0 | N/A |
| USW FELLOWSHIP AWARD | 3 | 18000 | 0 | N/A |
| HORIZONS SCHOLARSHIP AWARD | 4 | 49000 | 0 | N/A |
| GOLLOBIN SCHOLARSHIP | 1 | 10000 | 0 | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: I/ITSEC TRAINING SYSTEMS: A SCHOLARSHIP AWARD FUNDED BY THE ANNUAL MEETING. SCHOLARSHIPS ARE OFFERED AT A MASTERS LEVEL IN THE AMOUNT $5,000, AND AT A DOCTORAL LEVEL IN THE AMOUNT OF $10,000. APPLICANTS MUST BE ENROLLED OR ACCEPTED FOR A FULL-TIME MASTERS OR DOCTORAL PROGRAM IN CERTAIN DISCIPLINES, BE A US CITIZEN, AND HAVE A STATED INTEREST AND CAREER GOAL IN THE MODELING, SIMULATION & TRAINING SYSTEMS AND/OR EDUCATION INDUSTRY. THE AWARD WILL BE BASED ON STUDENT MERIT AND NEEDS AS DETERMINED FROM THE SUBMITTED APPLICATION DOCUMENTS. IF THE AWARDEE TERMINATES HIS/HER GRADUATE STUDIES AND THERE ARE REMAINING FUNDS, THE INSTITUTION WILL RETAIN SUCH FUNDS FOR AWARD TO ANOTHER STUDENT OF THEIR CHOICE FOLLOWING THE ELIGIBILITY GUIDELINES. A PANEL CONSISTING OF INDIVIDUALS FROM THE MILITARY SERVICES AND PAST AND PRESENT I/ITSEC CHAIRS DETERMINE THE SELECTION. UNDERSEA WARFARE FUND: THE NDIA UNDERSEA SYSTEMS WARFARE DIVISION (USWD) UNIVERSITY FELLOWSHIP FUND IS TO FUND SCHOLARSHIPS FOR DOCTORAL CANDIDATES IN SCIENCE AND ENGINEERING RELATED TO UNDERSEA WARFARE AT THE UNIVERSITY OF TEXAS AUSTIN, THE PENNSYLVANIA STATE UNIVERSITY AT STATE COLLEGE, AND THE UNIVERSITY OF WASHINGTON SEATTLE. SPECIFIC ELIGIBILITY RULES FOR THE FELLOWSHIP ARE ESTABLISHED AT THE PARTICIPATING UNIVERSITIES, WHICH FORWARD CANDIDATES TO THE DIRECTOR OF APPLIED RESEARCH LABORATORIES AT THE UNIVERSITY OF TEXAS WITH THEN REVIEW AND APPROVAL BY UNDERSEA WARFARE EXECUTIVE BOARD. THE FELLOWSHIP IS NORMALLY FOR ONE-YEAR NOT TO EXCEED IN-STATE TUITION COSTS AND FEES, EXTENDIBLE TO A SECOND YEAR BASED ON STUDENT PERFORMANCE. HORIZONS SCHOLARSHIP: THE SCHOLARSHIP IS INTENDED TO PROVIDE FINANCIAL ASSISTANCE TO FURTHER EDUCATIONAL OBJECTIVES OF WOMEN WHO ARE US CITIZENS EITHER EMPLOYED OR PLANNING CAREERS IN DEFENSE OR NATIONAL SECURITY AREAS (THIS IS NOT LAW ENFORCEMENT OR CRIMINAL JUSTICE). THE AMOUNT OF THE AWARDS VARIES EACH YEAR. THE APPLICANT MUST BE CURRENTLY ENROLLED EITHER PART OR FULL TIME AT AN ACCREDITED UNIVERSITY OR COLLEGE WITH A MINIMUM GRADE POINT AVERAGE OF 3.25. AWARDS ARE BASED ON ACADEMIC ACHIEVEMENT, PARTICIPATION IN DEFENSE AND NATIONAL SECURITY ACTIVITIES, FIELD OF STUDY, WORK EXPERIENCE, STATEMENTS OF OBJECTIVES, RECOMMENDATIONS, AND FINANCIAL NEED. A PANEL OF JUDGES, COMPOSED OF WID (NDIA AFFILIATE) MEMBERS, CONSIDERS APPLICATIONS AND MAKES AWARDS ONCE EACH YEAR. SKIBBIE SCHOLARSHIP: THE SCHOLARSHIP IS INTENDED TO SUPPORT ONE OR MORE ADVANCED GRADUATE STUDENT(S) IN ENGINEERING, SCIENCE, OR MANAGEMENT, WITH THE TOTAL AVAILABLE FOR AWARD BEING $10,000. THE APPLICANT MUST BE ENROLLED OR ACCEPTED FOR A FULL-TIME MASTERS OR DOCTORAL PROGRAM IN ENGINEERING, THE SCIENCES OR MANAGEMENT AS RELATED TO THE NDIA MISSION, BE A US CITIZEN, AND HAVE A STATED INTEREST AND CAREER GOAL IN THE DEFENSE OR NATIONAL SECURITY INDUSTRY, THE AWARD WILL BE BASED ON STUDENT MERIT AND NEEDS AS DETERMINED FROM THE APPLICATION DOCUMENTS. FINAL SELECTION OF THE AWARDEE(S) IS MADE BY THE NDIA EXECUTIVE COMMITTEE. THE AWARD WILL BE MADE DIRECTLY TO THE INSTITUTION FOR TUITION AND IS SUBJECT TO THEIR POLICIES AND PROCEDURES. IF THE AWARDEE TERMINATES HIS/HER GRADUATE STUDIES AND THERE ARE REMAINING FUNDS, THE INSTITUTION WILL RETAIN SUCH FUNDS FOR AWARD TO ANOTHER STUDENT OF THEIR CHOICE SUBJECT TO THE ELIGIBILITY GUIDELINES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRONISLAW PROKUSKI JR | ||||||||||||||
| VP/BOARD SECRETARY-TREASURER | 239003 | 0 | 344136 | 0 | 81888 | 0 | 41399 | 0 | 10148 | 0 | 716574 | 0 | 0 | 0 |
| LAWRENCE P FARRELL JR | ||||||||||||||
| CEO/PRESIDENT | 364576 | 0 | 511757 | 0 | 201766 | 0 | 32701 | 0 | 8418 | 0 | 1119218 | 0 | 0 | 0 |
| DAVID E CHEESEBROUGH | ||||||||||||||
| PRESIDENT, AFEI | 157759 | 0 | 35500 | 0 | 0 | 0 | 66920 | 0 | 18892 | 0 | 279071 | 0 | 0 | 0 |
| FREDERICK L LEWIS | ||||||||||||||
| PRESIDENT, NTSA | 83072 | 0 | 17000 | 0 | 9909 | 0 | 106899 | 0 | 1284 | 0 | 218164 | 0 | 0 | 0 |
| JAMES A ROBB | ||||||||||||||
| PRESIDENT, NTSA | 161124 | 0 | 65789 | 0 | 17492 | 0 | 0 | 0 | 0 | 0 | 244405 | 0 | 0 | 0 |
| BARRY D BATES | ||||||||||||||
| VP | 189482 | 0 | 128000 | 0 | 27856 | 0 | 33742 | 0 | 465 | 0 | 379545 | 0 | 0 | 0 |
| SANDRA I ERWIN | ||||||||||||||
| VP | 128294 | 0 | 77707 | 0 | 0 | 0 | 35585 | 0 | 0 | 0 | 241586 | 0 | 0 | 0 |
| DINO K PIGNOTTI | ||||||||||||||
| VP | 119924 | 0 | 73469 | 0 | 0 | 0 | 34129 | 0 | 27389 | 0 | 254911 | 0 | 0 | 0 |
| PETER M STEFFES | ||||||||||||||
| VP | 254316 | 0 | 0 | 0 | 13714 | 0 | 121587 | 0 | 6447 | 0 | 396064 | 0 | 0 | 0 |
| THOMAS NORDBY | ||||||||||||||
| ASSISTANT VP | 145670 | 0 | 69900 | 0 | 1655 | 0 | 40700 | 0 | 24457 | 0 | 282382 | 0 | 0 | 0 |
| SASAN OGHLIDOS | ||||||||||||||
| DIRECTOR, NETWORK SYSTEMS | 129851 | 0 | 42500 | 0 | 0 | 0 | 31550 | 0 | 6241 | 0 | 210142 | 0 | 0 | 0 |
| SAMUEL CAMPAGNA | ||||||||||||||
| ASSISTANT VP | 105539 | 0 | 60000 | 0 | 0 | 0 | 71254 | 0 | 5735 | 0 | 242528 | 0 | 0 | 0 |
| SCOTT J REKDAL | ||||||||||||||
| ASSISTANT VP | 133540 | 0 | 49300 | 0 | 0 | 0 | 21268 | 0 | 50954 | 0 | 255062 | 0 | 0 | 0 |
| E RICHARD TAYLOR | ||||||||||||||
| CONTROLLER | 109658 | 0 | 39600 | 0 | 0 | 0 | 28257 | 0 | 8089 | 0 | 185604 | 0 | 0 | 0 |
| DONALD B ROULSTONE | ||||||||||||||
| ASSISTANT VP | 105783 | 0 | 42600 | 0 | 0 | 0 | 28540 | 0 | 4794 | 0 | 181717 | 0 | 0 | 0 |
| LUELLEN HOFFMAN | ||||||||||||||
| DIRECTOR, EXHIBITS | 90492 | 0 | 37500 | 0 | 0 | 0 | 22997 | 0 | 7089 | 0 | 158078 | 0 | 0 | 0 |
| BRITT BOMMELJE | ||||||||||||||
| DIRECTOR | 113423 | 0 | 34100 | 0 | 0 | 0 | 19888 | 0 | 5756 | 0 | 173167 | 0 | 0 | 0 |
| BARBARA MCDANIEL | ||||||||||||||
| DIRECTOR | 107480 | 0 | 32600 | 0 | 0 | 0 | 18614 | 0 | 7089 | 0 | 165783 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | BRON PRUKOSKI AND LAWRENCE FARRELL PARTICIPATE IN A 457(F) PLAN. THE REQUIRED CONTRIBUTION TO THE PLAN FOR PRUKOSKI AND FARRELL THE FISCAL YEAR ENDED SEPTEMBER 30, 2013 CONSISTED OF $117,500 AND $325,883, RESPECTIVELY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN AND VICE CHAIRMAN OF THE BOARD OF DIRECTORS, THE IMMEDIATE PAST CHAIRMAN, AND FOUR ADDITIONAL MEMBERS ELECTED BY THE BOARD OF DIRECTORS FOR A TERM OF OFFICE OF ONE YEAR. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ASSOCIATION, EXCEPT THE AUTHORITY TO ADOPT AMENDMENTS TO THESE BY-LAWS. IN ADDITION, IT SHALL REVIEW INDIVIDUAL, CORPORATE AND GOVERNMENT MEBERSHIP STANDINGS AT EACH OF ITS REGULAR MEETINGS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS THREE CLASSES OF MEMBERSHIP: INDIVIDUAL, CORPORATE, AND ALLIED. INDIVIDUAL MEMBERSHIP SHALL BE EITHER REGULAR, LIFE, STUDENT, OR HONORARY, AS DESCRIBED BELOW. INDIVIDUAL MEMBERS MUST BE UNITED STATES CITIZENS. INDIVIDUAL MEMBERS SHALL BE ENTITLED TO VOTE AS A MEMBER OF ONE OF THE ASSOCIATION'S CHAPTERS ONLY ON MATTERS AFFECTING THE CHAPTER. (A) REGULAR MEMBERSHIP IS OPEN TO THOSE INDIVIDUALS WHO DO NOT QUALIFY FOR ANY OTHER TYPE OF INDIVIDUAL MEMBERSHIP; (B) LIFE MEMBERSHIP IS OPEN TO INDIVIDUAL MEMBERS UPON PAYMENT OF LIFE-TIME MEMBERSHIP DUES; (C) STUDENT MEMBERSHIP IS OPEN TO STUDENTS IN COLLEGES AND TECHNICAL SCHOOLS; AND (D)HONORARY MEMBERSHIP IS CONFERRED IN THE DISCRETION OF THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE ON THOSE WHO HAVE RENDERED MERITORIOUS SERVICE IN THE CAUSE OF DEFENSE PREPAREDNESS AND NATIONAL SECURITY. HONORARY MEMBERS WILL PAY NO DUES. CORPORATE MEMBERS SHALL BE TERMED REGULAR CORPORATE MEMBERS. REGULAR CORPORATE MEMBERSHIP IS OPEN TO ALL BUSINESSES, INCLUDING PARTNERSHIPS, SOLE PROPRIETORSHIPS, CORPORATIONS, FIRMS, EDUCATIONAL INSTITUTIONS, FOUNDATIONS, ASSOCIATIONS, AND COMPONENTS THEREOF (HEREINAFTER REFERRED TO AS "CORPORATIONS") ORGANIZED OR OTHERWISE CHARTERED WITHIN THE UNITED STATES. A KEY REPRESENTATIVE, EMPOWERED TO SPEAK (VOTE) FOR HIS OR HER CORPORATION ON MATTERS AFFECTING THE ASSOCIATION AS A WHOLE (HEREINAFTER REFERRED TO AS "KEY REPRESENTATIVE") WILL BE DESIGNATED BY EACH REGULAR CORPORATE MEMBER. REGULAR CORPORATE MEMBERS SHALL HAVE THE RIGHT TO NOMINATE EMPLOYEES TO REGULAR MEMBERSHIP IN THE ASSOCIATION, THE TOTAL NUMBER OF SUCH MEMBERSHIPS TO BE RELATED TO THE ANNUAL MEMBERSHIP DUES OF THE REGULAR CORPORATE MEMBER, AS MAY BE PRESCRIBED BY THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE. SUCH MEMBERS SHALL NOT BE REQUIRED TO PAY INDIVIDUAL MEMBERSHIP DUES. ALLIED MEMBERSHIP SHALL BE EITHER INDIVIDUAL OR CORPORATE AS DESCRIBED BELOW. (A) ALLIED INDIVIDUAL MEMBERSHIP MAY BE CONFERRED BY THE PRESIDENT OF THE ASSOCIATION ON INDIVIDUALS WHO ARE CITIZENS OF: (1) NATIONS BELONGING TO THE NATO ALLIANCE; (2) JAPAN, AUSTRALIA, OR NEW ZEALAND; (3) NATIONS WITH WHICH THE UNITED STATES MAINTAINS A RECIPROCAL PROCUREMENT AGREEMENT; (4) NATIONS WITH WHICH THE UNITED STATES DEPARTMENT OF DEFENSE HAS SPECIFICALLY REQUESTED THE ASSOCIATION TO CONDUCT MEETINGS AND ENHANCE COMMUNICATIONS ON AN INDUSTRY-TO-INDUSTRY BASIS. ALLIED INDIVIDUAL MEMBERS MAY PARTICIPATE AS INDIVIDUAL NON-VOTING MEMBERS IN THE ACTIVITIES OF THE CHAPTERS, SUBJECT TO ANY RESTRICTIONS THAT MAY BE PLACED ON SUCH PARTICIPATION BY THE UNITED STATES GOVERNMENT. IN THE CASE OF CHAPTERS LOCATED OUTSIDE THE FIFTY STATES, ALLIED MEMBERS MAY PARTICIPATE AS INDIVIDUAL VOTING MEMBERS IN THE ACTIVITIES OF THOSE CHAPTERS. (B) ALLIED CORPORATE MEMBERSHIP MAY BE CONFERRED BY THE PRESIDENT OF THE ASSOCIATION ON CORPORATIONS WHICH ARE CHARTERED AND CONTROLLED UNDER THE LAWS OF: (1) NATIONS BELONGING TO THE NATO ALLIANCE; (2) JAPAN, AUSTRALIA, OR NEW ZEALAND; (3) NATIONS WITH WHICH THE UNITED STATES MAINTAINS A RECIPROCAL PROCUREMENT AGREEMENT; (4) NATIONS WITH WHICH THE UNITED STATES DEPARTMENT OF DEFENSE HAS SPECIFICALLY REQUESTED THE ASSOCIATION TO CONDUCT MEETINGS AND TO ENHANCE COMMUNICATIONS ON AN INDUSTRY-TO-INDUSTRY BASIS. ALLIED CORPORATE MEMBERS SHALL HAVE THE RIGHT TO NOMINATE A DESIGNATED NUMBER OF EMPLOYEES AS THEIR REPRESENTATIVES TO RECEIVE ALL BENEFITS OF ALLIED INDIVIDUAL MEMBERS. SUCH MEMBERS SHALL NOT BE REQUIRED TO PAY INDIVIDUAL MEMBERSHIP DUES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ASSOCIATION'S BOARD OF DIRECTORS ARE ELECTED BY A MAJORITY VOTE FROM THE FOLLOWING ELECTORS: THE PRESIDENT OF EACH CHAPTER IN THE FIFTY STATES SHALL BE AN ELECTOR WHO SHALL HAVE ONE VOTE FOR EACH 100 INDIVIDUAL MEMBERS OF THE CHAPTER, OR A PORTION THEREOF. THE CHAIRMAN OF EACH DIVISION SHALL BE AN ELECTOR WHO SHALL HAVE ONE VOTE. THE KEY REPRESENTATIVE OF EACH REGULAR CORPORATE MEMBER SHALL BE AN ELECTOR WHO SHALL HAVE ONE VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990, PART VI, SECTION A, LINE 10: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS PROVIDED PRIOR TO FILING TO THE NDIA BOARD OF DIRECTORS FOR THEIR INFORMATION AND REVIEW. AT THE SAME TIME, A DETAILED REVIEW IS CONDUCTED BY THE NDIA TREASURER, THE NDIA PRESIDENT, THE NDIA VICE PRESIDENT FOR BUSINESS OPERATIONS (FINANCE), THE NDIA CONTROLLER, AND THE NDIA EXECUTIVE COMMITTEE WHICH HAS BOARD AUTHORITY DESIGNATED TO IT. ALL PARTIES ARE ABLE TO ASK QUESTIONS AND REQUEST CHANGES TO THE FORM 990 PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEETING BEGINS WITH A REVIEW OF A CHART OUTLINING THE CONFLICT OF INTEREST POLICY AND THE BOARD CHAIRMAN CALLING FOR ANY DISCLOSURES. THE POLICY IS ALSO OUTLINED IN THE DIRECTOR'S HANDBOOK, WHICH EACH BOARD MEMBER RECEIVES. BOARD MEMBERS, OFFICERS, AND INDIVIDUALS HOLDING STAFF EXECUTIVE POSITIONS ARE REQUIRED TO COMPLETE DISCLOSURE FORMS ANNUALLY AT THE BEGINNING OF EACH FISCAL YEAR, LISTING ALL INTERESTS WHICH EITHER DO, OR POTENTIALLY COULD REPRESENT A CONFLICT OF INTEREST. OFFICERS AND THOSE INDIVIDUALS HOLDING EXECUTIVE POSITIONS ARE REQUIRED TO UPDATE THEIR DISCLOSURE FORMS THROUGHOUT THE YEAR SHOULD CIRCUMSTANCES CHANGE. THE DISCLOSURE FORM IS A THREE PART FORM: THE FIRST SECTION ASKS IF THERE ARE ANY RELEVANT RELATIONSHIPS TO DISCLOSE (RELEVANT BEING THOSE RELATIONSHIPS RELATED TO THE INTERESTS AND ACTIVITIES OF NDIA AND ITS AFFILIATES); THE SECOND SECTION REQUESTS DISCLOSURE OF RELEVANT FINANCIAL, COMMERCIAL OR OTHER ORGANIZATIONAL RELATIONSHIPS; AND THE FINAL SECTION REQUESTS A CATEGORY LISTING OF RELATIONSHIPS TO BE DISCLOSED AS APPROPRIATE. ANY ISSUES RAISED WOULD BE PRESENTED TO THE PRESIDENT AND CEO OF NDIA; SUBSEQUENTLY TO THE NDIA FINANCE COMMITTEE CHAIRMAN AND THE NDIA BOARD EXECUTIVE COMMITTEE FOR APPROPRIATE ACTION. ALL POTENTIAL AND ACTUAL CONFLICTS AND PROCEEDINGS ARE NOTED IN THE MEETING MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE PRESIDENT & CEO OF NDIA, LAWRENCE P. FARRELL, JR., LT GEN USAF (RET), IS UNDER CONTRACT AS SIGNED BY THE CHAIRMAN, NDIA. THE PRESIDENT'S BASE COMPENSATION IS REVIEWED ON AN ANNUAL BASIS BY THE NDIA COMPENSATION COMMITTEE AS PART OF ITS REVIEW OF THE INCENTIVE AWARDS JUSTIFICATIONS AS PRESENTED TO IT AND SUBSEQUENTLY BY THE NDIA EXECUTIVE COMMITTEE AT THE FALL NDIA BOARD AS PART OF THE EXECUTIVE COMMITTEE MEETING AGENDA FOLLOWING THE BOARD MEETING IN EXECUTIVE SESSION, WITH GENERAL COUNSEL PARTICIPATING. THE MOST RECENT REVIEW WAS IN NOVEMBER, 2012 . THE JUSTIFICATION PACKAGE PRESENTED TO BOTH COMMITTEES INCLUDES SURVEY COMPENSATION DATA PRIMARILY THAT OF PRM CONSULTING GROUP WHICH DOES EXTENSIVE SURVEYS OF THE NON-PROFIT INDUSTRY. THE LAST CHANGE IN THE PRESIDENT'S BASE COMPENSATION WAS AT THE BEGINNING OF FY 2012. THE COMPENSATION OF THE OTHER OFFICERS IS REVIEWED ON AN ANNUAL BASIS BY THE NDIA PRESIDENT AND THE NDIA COMPENSATION COMMITTEE AS PART OF ITS REVIEW OF THE INCENTIVE AWARDS JUSTIFICATIONS AS PRESENTED TO IT AND SUBSEQUENTLY BY THE NDIA EXECUTIVE COMMITTEE AT THE FALL NDIA BOARD AS PART OF THE EXECUTIVE COMMITTEE MEETING AGENDA FOLLOWING THE BOARD MEETING IN EXECUTIVE SESSION, WITH GENERAL COUNSEL PARTICIPATING. THE JUSTIFICATION PACKAGE PRESENTED TO BOTH COMMITTEES INCLUDES SURVEY COMPENSATION DATA PRIMARILY THAT OF PRM CONSULTING GROUP WHICH DOES EXTENSIVE SURVEYS OF THE NON-PROFIT INDUSTRY. THE MOST RECENT REVIEW WAS IN NOVEMBER, 2012 FOR THE OTHER OFFICERS: AFFILIATE PRESIDENTS, D. CHEESEBROUGH , F. LEWIS AND J.ROBB; AND VICE PRESIDENTS, B. BATES, S. ERWIN, T.OWENS, D. PIGNOTTI, B.PROKUSKI, AND P. STEFFES. KEY EMPLOYEES' COMPENSATION IS REVIEWED ON AN ANNUAL BASIS BY THE NDIA PRESIDENT USING THE APPROPRIATE COMPARABILITY DATA AND INFORMATION FROM INDIVIDUAL PERFORMANCE INCENTIVE REVIEWS. KEY EMPLOYEE COMPENSATION IS INDIRECTLY REVIEWED BY NDIA'S FINANCE COMMITTEE AS PART OF THE ANNUAL BUDGETING PROCESS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHAPTER ACTIVITIES -15,281. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 PART XI LINE 9 PRIOR PERIOD ADJUSTMENT | IN FINALIZING FISCAL YEAR 2013 FINANCIAL REPORTING, IT WAS DETERMINED THAT AN ASSET ACCOUNT USED BY THE ASSOCIATION TO CAPTURE UNSETTLED CREDIT CARD CHARGES IN TRANSIT, WAS OVERSTATED AS OF SEPTEMBER 30, 2013. FURTHER, IT WAS DETERMINED THAT THE OVERSTATEMENT IN PART RELATES TO PRIOR PERIODS. THE IMPACT OF ADJUSTING THE ACCOUNT TO ITS PROPER BALANCE IS TO DECREASE UNRESTRICTED NET ASSETS AT OCTOBER 1, 2012 (BEGINNING OF FISCAL YEAR 2013) BY APPROXIMATELY $686,700. |
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