SOCIETY OF HEALTH AND PHYSICAL EDUCATORS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF HEALTH AND PHYSICAL EDUCATORS (EIN 52-0886491)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-01-14
- IRS object ID
- 201420149349300992
- 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 | 2014-01-14T13:33:01-06:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520886491 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ALLIANCE FOR HEALTH PHYSICAL | BusinessNameLine1 |
| Business Name Line2 | EDUCATION RECREATION AND DANCE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 7034763400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 ASSOCIATION DR | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 201919537 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E PAUL ROETERT | Name |
| Title | CEO | Title |
| Phone | 7034763400 | Phone |
| Date Signed | 2014-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YONG ZHANG CPA | Name |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | 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 | E PAUL ROETERT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 ASSOCIATION DR | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 201919537 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17782176 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAHPERD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING CONTINUING EDUCATION OPPORTUNITIES FOR PROFESSIONS SERVING HEALTH AND PHYSICAL EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 76 | TotalNbrEmployees |
| Total Nbr Volunteers | 22000 | TotalNbrVolunteers |
| Total Gross UBI | 42578 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -15720 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7943884 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5816494 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1455214 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2248703 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 173424 | InvestmentIncomePriorYear |
| Investment Income Current Year | 149760 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1938775 | OtherRevenuePriorYear |
| Other Revenue Current Year | 858098 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11511297 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9073055 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1927591 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 102158 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4813869 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4440615 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 323270 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4324231 | OtherExpensePriorYear |
| Other Expenses Current Year | 3929221 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11065691 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8471994 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 445606 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 601061 | RevenuesLessExpensesCY |
| Total Assets BOY | 9462116 | TotalAssetsBOY |
| Total Assets EOY | 13160867 | TotalAssetsEOY |
| Total Liabilities BOY | 4709290 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7752355 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4752826 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5408512 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE PROFESSIONAL PRACTICE AND PROMOTE RESEARCH RELATED TO HEALTH AND PHYSICAL EDUCATION, PHYSICAL ACTIVITY, SPORT AND DANCE. THE VISION OF THE ORGANIZATION IS "HEALTY PEOPLE-PHYSICALLY EDUCATED AND PHYSICALLY ACTIVE!". | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3297036 | Expense |
| Grants | 51663 | Grants |
| Revenue | 643977 | Revenue |
| Description | ASSOCIATION PROGRAMS-INCLUDING VARIOUS PROGRAMS TO ENHANCE MEMBER AND NON-MEMBER PROFESSIONALS IN HEALTH EDUCATION, PHYSICAL EDUCATION, RECREATION EDUCATION, AND DANCE EDUCATION. MAJOR ACTIVITIES INCLUDE ONGOING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION THROUGH CONFERENCES, PUBLICATIONS, DISSEMINATION OF NATIONAL STANDARDS; PROVIDING INFORMATION AND PROGRAMING FOR ADMINISTRATORS AND TEACHERS REGARDING EQUITY ISSUES IN SPORTS FOR GIRLS AND WOMEN; ADVOCATING FOR QUALITY DANCE PROGRAMS AT ALL LEVELS IN THE ARTS AND PHYSICAL EDUCATION; PROVIDE NETWORKING OPPORTUNITIES TO DEVELOP EDUCATIONAL SKILLS; PROVIDE LEADERSHIP DEVELOPMENT TRAINING TO ENHANCE THE PROFESSION, AND VARIOUS ASSOCIATION DISCIPLINE RELATED GOVERNMENT GRANTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1052661 | Expense |
| Revenue | 1668411 | Revenue |
| Description | CONVENTION-PROVIDE CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES TO OVER 5,000 ATTENDEES. ENCOURAGE THE EXCHANGE OF DIVERSE OPINIONS, PROVIDE OPPORTUNITIES TO REVIEW THE LATEST EQUIPMENT AND RESOURCE TOOLS AVAILABLE TO THE PROFESSIONS WE SERVE. OFFERING OVER 700 PROGRAMS AND EVENTS, THE CONVENTION PROVIDES THE OPPORTUNITY TO CONNECT WITH OTHER PROFESSIONALS, ENHANCE SKILLS AND KNOWLEDGE, EXCHANGE EXPERIENCES, AND STRENGTHEN THE PROFESSION. PROGRAM OFFERINGS STRENGTHEN THE SKILLS OF VETERANS AND FUTURE PROFESSIONALS ALIKE. VARIOUS PROGRAMS PROVIDE STUDENT ORIENTED TRACKS, AS WELL AS CONTINUING EDUCATION CREDITS. RECOGNITION AWARDS ARE PRESENTED FOR OUTSTANDING SERVICE TO ONE OR MORE OF THE PROFESSIONS AND VARIOUS OTHER AWARDS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 600593 | Expense |
| Revenue | 262001 | Revenue |
| Description | PERIODICALS-THE VARIOUS JOURNALS OF THE ORGANIZATION ADDRESS THE NEEDS OF HEALTH EDUCATORS; PROVIDE THE LATEST RESEARCH FINDINGS ON EXERCISE AND SPORT; AND PROVIDE PRACTICAL INFORMATION AND IDEAS THAT WORK FOR SPORT AND PHYSICAL EDUCATORS OF ALL LEVELS. THE PERIODICALS INCLUDE THE AMERICAN JOURNAL OF HEALTH EDUCATION; THE JOURNAL OF PHYSICAL EDUCATION, RECREATION & DANCE; STRATEGIES: A JOURNAL FOR PHYSICAL AND SPORT EDUCATORS; AND RESEARCH QUARTERLY FOR EXERCISE AND SPORT. THE JOURNALS INCLUDE PEER REVIEWED ARTICLES AND HAVE A CIRCULATION IN EXCESS OF 21,000. THE JOURNALS OFFER THE MOST UP-TO-DATE INFORMATION IN SUCH DIVERSE AREAS AS TEACHING, CURRICULUM, ASSESSMENT, ADMINISTRATION, COACHING, FITNESS, PROFESSIONAL PREPARATION, RESEARCH IN THE ART AND SCIENCE OF HUMAN MOVEMENT STUDIES, MULTIDISCIPLINARY READINGS IN RESEARCH, PROGRAM EVALUATION, AND HEALTH TOPICS. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | DescriptionDescription | GrantsGrants | RevenueRevenue |
|---|---|---|---|
| 339253 | MEMBERSHIP SERVICES. | ||
| 808910 | SCHOLARLY PRESENTATIONS, STUDENT LEADERSHIP TRAINING, AND OTHER PROFESSIONAL PROGRAMS. | 8450 | 2845 |
| 132203 | JOINT PROJECTS WITH THE AMERICAN HEART ASSOCIATION PROVIDING SCHOOL CHILDREN WITH LEARNING OPPORTUNITIES REGARDING THE BENEFITS OF PHYSICAL ACTIVITY AND IMPORTANCE OF VOLUNTEER WORK. | 10895 | |
| 209190 | RESEARCH CONSORTIUM PROGRAMS COMMUNICATING THE RELEVENANCE OF RESEARCH TO THE PRACTIONER AND THE PUBLIC, GRANT FUNDING FOR EXPLORATION OF CRITICAL ISSUES IN THE HEALTH AND PHYSICAL EDUCATION FIELDS, AND TO DISSEMINATE SUCH RESEARCH FINDINGS. | 31150 | 2980 |
| 249049 | LET'S MOVE ACTIVE SCHOOLS (LMAS) AND PYFP PROGRAMS. | 397 | |
| 190865 | ALLOCATIONS TO DISTRICT AND STATE ASSOCIATIONS TO ASSIST IN THE FURTHERANCE OF THEIR PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1929470 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 50495 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 6222 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6879760 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 227 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 76 | 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 1 | 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 | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA MYERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7034763400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 ASSOCIATION DR | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20191 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| GALE A WIEDOW | |||||||
| PRESIDENT | 20.00 | X | X | 3500 | 0 | 0 | |
| IRENE M CUCINA | |||||||
| PAST PRESIDENT | 20.00 | X | X | 0 | 0 | 0 | |
| DOLLY LAMBDIN | |||||||
| PRESIDENT-ELECT | 20.00 | X | X | 0 | 0 | 0 | |
| FRAN CLELAND | |||||||
| GOVERNOR | 5.00 | X | 2800 | 0 | 0 | ||
| RENE COLLERAN | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| DENNIS DOCHEFF | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| NEIL DOUGHERTY | |||||||
| GOVERNOR | 5.00 | X | 1455 | 0 | 0 | ||
| CHIC HESS | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| LYNN JOHNSON | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| SHAWN LADDA | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| CELIA REGIMBAL | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| ANNE STEWART | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| MILTON WILDER | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| E PAUL ROETERT | |||||||
| CEO | 60.00 | X | 259943 | 0 | 10627 | ||
| LAURA L MYERS | |||||||
| VP BUSINESS & FIN | 55.00 | X | 141461 | 0 | 15190 | ||
| GEOFF BREHM | |||||||
| DIRECTOR OF IT | 50.00 | 105378 | 0 | 13384 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 514537 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39201 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DIRECTIVITY | |||||
| 13504 RUSSET LEAF LANE | SAN DIEGO | CA | 92129 | MARKETING SERVICES | 190675 |
| TAYLOR & FRANCIS | |||||
| PO BOX 416566 | BOSTON | MA | 022416566 | PUBLISHING | 187944 |
| FREEMAN AV SOLUTIONS | |||||
| 2616 COMMERCE PARK DR | ORLANDO | FL | 32819 | AUDIO-VISUAL SERVICES | 118808 |
| NORTHERN ILLINOIS UNIVERSITY | |||||
| 231 N ANNIE GLIDDEN RD | DEKALB | IL | 601152894 | EVAL & ASSESSMENT | 113000 |
| CHARLOTTE CONVENTION CENTER | |||||
| 501 SOUTH COLLEGE ST | CHARLOTTE | NC | 28202 | CONV/MEETING SVCS | 100703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 1587328 | MembershipDues |
| Government Grants | 583387 | GovernmentGrants |
| All Other Contributions | 3645779 | AllOtherContributions |
| Total Contributions | 5816494 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONVENTIONS | 541800 | 1668411 | 1650216 | 18195 |
| OTHER PROGRAM REVENUE | 900099 | 318291 | 318291 | |
| PERIODICALS | 541800 | 262001 | 237618 | 24383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2248703 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150852 | TotalRevenueColumn |
| Exclusion | $150,852 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 567811 | TotalRevenueColumn |
| Exclusion | $567,811 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4050 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39194 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -35144 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35144 | TotalRevenueColumn |
| Exclusion | -$35,144 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8608371 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8609463 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1092 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1092 | TotalRevenueColumn |
| Exclusion | -$1,092 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 331908 | GrossSalesOfInventory |
| Cost Of Goods Sold | 60464 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 271444 | TotalRevenueColumn |
| Related Or Exempt Function Income | 271444 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 53987 | TotalRevenueColumn |
| Exclusion | $53,987 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 53987 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9073055 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2477569 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 42578 | UnrelatedBusinessRevenue |
| Exclusion | $736,414 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52413 | Total |
| Program Services | 52413 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49745 | Total |
| Program Services | 49745 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430720 | Total |
| Program Services | 237812 | ProgramServices |
| Management And General | 172341 | ManagementAndGeneral |
| Fundraising | 20567 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3213273 | Total |
| Program Services | 1766343 | ProgramServices |
| Management And General | 1288589 | ManagementAndGeneral |
| Fundraising | 158341 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99769 | Total |
| Program Services | 56499 | ProgramServices |
| Management And General | 43270 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 444512 | Total |
| Program Services | 268614 | ProgramServices |
| Management And General | 159055 | ManagementAndGeneral |
| Fundraising | 16843 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252341 | Total |
| Program Services | 144822 | ProgramServices |
| Management And General | 96155 | ManagementAndGeneral |
| Fundraising | 11364 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38694 | Total |
| Management And General | 38744 | ManagementAndGeneral |
| Fundraising | -50 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70100 | Total |
| Program Services | 16200 | ProgramServices |
| Management And General | 53900 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63550 | Total |
| Management And General | 63550 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 926906 | Total |
| Program Services | 764577 | ProgramServices |
| Management And General | 161625 | ManagementAndGeneral |
| Fundraising | 704 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13456 | Total |
| Program Services | 8509 | ProgramServices |
| Management And General | 4947 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468249 | Total |
| Program Services | 259719 | ProgramServices |
| Management And General | 206536 | ManagementAndGeneral |
| Fundraising | 1994 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120863 | Total |
| Program Services | 45978 | ProgramServices |
| Management And General | 66961 | ManagementAndGeneral |
| Fundraising | 7924 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13587 | Total |
| Program Services | 13587 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70097 | Total |
| Management And General | 70097 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531568 | Total |
| Program Services | 455157 | ProgramServices |
| Management And General | 73771 | ManagementAndGeneral |
| Fundraising | 2640 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112666 | Total |
| Program Services | 112666 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23485 | Total |
| Management And General | 23485 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190865 | Total |
| Program Services | 190865 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272597 | Total |
| Program Services | 9167 | ProgramServices |
| Management And General | 263430 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41195 | Total |
| Program Services | 7057 | ProgramServices |
| Management And General | 34138 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING & PRODUCTION | 554799 | 415778 | 138071 | 950 |
| HONORARIUMS | 82950 | 82950 | ||
| EXPENSE ALLOCATIONS | 0 | 1680731 | -1780901 | 100170 |
| RENTAL EXP ON LINE 6B | -39194 | -39194 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372788 | Total |
| Program Services | 240571 | ProgramServices |
| Management And General | 130394 | ManagementAndGeneral |
| Fundraising | 1823 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8471994 | Total |
| Program Services | 6879760 | ProgramServices |
| Management And General | 1268964 | ManagementAndGeneral |
| Fundraising | 323270 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 591537 | BOY |
| EOY | 4746884 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821138 | BOY |
| EOY | 1256157 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436287 | BOY |
| EOY | 170790 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182256 | BOY |
| EOY | 122223 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422941 | BOY |
| EOY | 276192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4897404 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3752358 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1345004 | BOY |
| EOY | 1145046 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5646599 | BOY |
| EOY | 5436750 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16354 | BOY |
| EOY | 6825 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9462116 | BOY |
| EOY | 13160867 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600177 | BOY |
| EOY | 2782367 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1688677 | BOY |
| EOY | 3253433 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778762 | BOY |
| EOY | 681592 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1600000 | BOY |
| EOY | 1000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41674 | BOY |
| EOY | 34963 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4709290 | BOY |
| EOY | 7752355 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3703905 | BOY |
| EOY | 3613376 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438338 | BOY |
| EOY | 1183953 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610583 | BOY |
| EOY | 611183 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4752826 | BOY |
| EOY | 5408512 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9462116 | BOY |
| EOY | 13160867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 601061 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 192749 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -138124 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 5935238 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7787277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10063850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7943884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5816494 | CurrentTaxYear |
| Total | 37546743 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3457086 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3093221 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3370911 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1814540 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2538033 | CurrentTaxYear |
| Total | 14273791 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9392324 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10880498 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13434761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9758424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8354527 | CurrentTaxYear |
| Total | 51820534 | 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 | 51820534 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 786348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 310667 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 322177 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 347201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 722713 | CurrentTaxYear |
| Total | 2489106 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 786348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 310667 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 322177 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 347201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 722713 | CurrentTaxYear |
| Total | 2489106 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 104592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 109603 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1435281 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53987 | CurrentTaxYear |
| Total | 1764849 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10240058 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11295757 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13866541 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11540906 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9131227 | CurrentTaxYear |
| Total | 56074489 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92410 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92970 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04440 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03910 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4561 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15394 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19955 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8626271 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8646226 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 582311 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 145578 | 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 | 757022 | CurrentYearMinus3 |
| Current Year Minus2 | 835881 | CurrentYearMinus2 |
| Current Year Minus1 | 707461 | CurrentYearMinus1 |
| Current Year | 582311 | CurrentYear |
| Total | 2882675 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,324,013 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 3708 | CurrentYearMinus3 |
| Current Year Minus2 | 33952 | CurrentYearMinus2 |
| Current Year Minus1 | 33195 | CurrentYearMinus1 |
| Current Year | 19955 | CurrentYear |
| Total | 90810 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 189256 | CurrentYearMinus3 |
| Current Year Minus2 | 208970 | CurrentYearMinus2 |
| Current Year Minus1 | 176865 | CurrentYearMinus1 |
| Current Year | 145578 | CurrentYear |
| Total | 720669 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,081,004 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 41 | CurrentYearMinus3 |
| Current Year Minus2 | 10012 | CurrentYearMinus2 |
| Current Year Minus1 | 2640 | CurrentYearMinus1 |
| Current Year | 4561 | CurrentYear |
| Total | 17254 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 610583 | BeginningOfYearBalance |
| Contributions | 600 | Contributions |
| End Of Year Balance | 611183 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 454348 | BeginningOfYearBalance |
| Contributions | 156235 | Contributions |
| End Of Year Balance | 610583 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 452441 | BeginningOfYearBalance |
| Contributions | 1907 | Contributions |
| Investment Earnings Or Losses | 8250 | InvestmentEarningsOrLosses |
| Other Expenditures | 8250 | OtherExpenditures |
| End Of Year Balance | 454348 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 450691 | BeginningOfYearBalance |
| Contributions | 1750 | Contributions |
| End Of Year Balance | 452441 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 449691 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| End Of Year Balance | 450691 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.90900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 157504 | OtherCostOrOtherBasis |
| Book Value | 157504 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2689309 | OtherCostOrOtherBasis |
| Depreciation | 2129001 | Depreciation |
| Book Value | 560308 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2050591 | OtherCostOrOtherBasis |
| Depreciation | 1623357 | Depreciation |
| Book Value | 427234 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1145046 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE PAYABLE | Description |
| Amount | $34,963 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34963 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 9301912 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 192749 | NetUnrealizedGainsInvestments |
| Other Revenues | 99658 | OtherRevenues |
| Revenue Not Rptd F990 | 292407 | RevenueNotRptdF990 |
| Revenue Subtotal | 9009505 | RevenueSubtotal |
| Investment Expenses Not Included | 63550 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 63550 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9073055 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8646226 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 237782 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 237782 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8408444 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 63550 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 63550 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8471994 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | CUSTODIAN ACCOUNT HELD FOR SOME OF THE UNITS IN THE GROUP EXEMPTION. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE FOR RECOGNITION AWARDS FOR OUTSTANDING RESEARCH OR PERFORMANCE AND SCHOLARSHIPS ARE FOR CONTINUING EDUCATION IN THE PROFESSIONS SERVED BY AAHPERD. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | AAHPERD HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, AAHPERD MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED AAHPERD'S TAX POSITIONS AND CONCLUDED THAT THE AAHPERD HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, AAHPERD IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD ON LINE. 10B 60,464. RENTAL EXPENSES ON LINE. 6B 39,194. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD ON LINE. 10B 60,464. RENTAL EXPENSES ON LINE. 6B 39,194. RETIREMENT BENEFIT EXPENSE 138,124. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | AWARDS/RESEARCH GRANTS/SCHOLARSHIPS/FELLOWSHIPS | TypeOfGrant |
| Number Of Recipients | 68 | NumberOfRecipients |
| Amount Of Cash Grant | 49745 | AmountOfCashGrant |
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: GRANTS, AWARDS, SCHOLARSHIPS AND FELLOWSHIPS (GRANTS) ARE AWARDED BASED ON AN ESTABLISHED CRITERIA AND EVALUATION BY A COMMITTEE. RESEARCH GRANTS ARE MADE TO INSTITUTIONS OF HIGHER EDUCATION. RESEARCH GRANTS REQUIRE THE GRANTEE TO PROVIDE PERIODIC REPORTS BACK TO THE ORGANIZATION. ALL GRANTS ARE MADE FOR PROGRAMS ADVANCING THE ORGANIZATION'S EXEMPT PURPOSE. GRANTS ARE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS FOLLOWING AN APPROVED PROCEDURE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E PAUL ROETERT | ||||||||||||||
| CEO | 259943 | 0 | 0 | 0 | 0 | 0 | 2518 | 0 | 8109 | 0 | 270570 | 0 | 0 | 0 |
| LAURA L MYERS | ||||||||||||||
| VP BUSINESS & FIN | 141461 | 0 | 0 | 0 | 0 | 0 | 7081 | 0 | 8109 | 0 | 156651 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO TYPES OF MEMBERSHIP: PROFESSIONAL MEMBERSHIP AND STUDENT MEMBERSHIP. THE ORGANIZATION HAS 17,953 MEMBERS AS OF 8/31/13. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ALLIANCE ASSEMBLY THAT IS COMPRISED OF MEMBERS CAN ELECT ONE OR MORE DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ARTICLES OF INCORPORATION CHANGES ARE SUBJECT TO THE APPROVAL OF THE MEMBERSHIP AND BYLAWS CHANGES ARE SUBJECT TO APPROVAL OF DELEGATE ASSEMBLY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | COPY IS REVIEWED BY THE BOARD OF GOVERNORS AND AUDIT COMMITTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND A COMPLIANCE WITH CONFLICT OF INTEREST DISCLOSURE FORM IS DISTRIBUTED TO ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE DISCLOSURE FORM IS REQUIRED TO BE COMPLETED, SIGNED, AND RETURNED TO THE ORGANIZATION; AND IS MONITORED FOR RECEIPT AND COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY AN INDEPENDENT COMMITTEE USING COMPARABLITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY INDEPENDENT PERSONS USING COMPARABLITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, ORGANIZATIONAL DOCUMENTS AND COI POLICY AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. | |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 764,577. MANAGEMENT AND GENERAL EXPENSES 161,625. FUNDRAISING EXPENSES 704. TOTAL EXPENSES 926,906. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | RETIREMENT BENEFIT EXPENSE -138,124. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 1 | THE FINANCIAL STATEMENTS ARE PREPARED ON THE ACCRUAL BASIS OF ACCOUNTING WHEREBY REVENUE IS RECOGNIZED WHEN EARNED AND EXPENSES ARE RECOGNIZED WHEN INCURRED, WITH THE EXCEPTION OF THE RECORDING OF THE POSTRETIREMENT BENEFIT LIABILITY. | ACCOUNTING METHODS |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
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