2014-01-14T13:33:01-06:00 2013-08-31 420714325 MCGLADREY LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2012-09-01 520886491 AMERICAN ALLIANCE FOR HEALTH PHYSICAL EDUCATION RECREATION AND DANCE AMER 7034763400 1900 ASSOCIATION DR RESTON VA 201919537 E PAUL ROETERT 7034763400 2014-01-10 1 YONG ZHANG CPA P01249785 7033366400 2012 2015-11-30 17:44:51Z E PAUL ROETERT 1900 ASSOCIATION DR RESTON VA 201919537 17782176 0 X WWW.AAHPERD.ORG X 1969 DC PROVIDING CONTINUING EDUCATION OPPORTUNITIES FOR PROFESSIONS SERVING HEALTH AND PHYSICAL EDUCATION. 13 11 76 22000 42578 -15720 7943884 5816494 1455214 2248703 173424 149760 1938775 858098 11511297 9073055 1927591 102158 0 0 4813869 4440615 0 0 323270 4324231 3929221 11065691 8471994 445606 601061 9462116 13160867 4709290 7752355 4752826 5408512 X 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!". 0 0 3297036 51663 643977 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. 1052661 1668411 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. 600593 262001 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. 339253 MEMBERSHIP SERVICES. 808910 8450 2845 SCHOLARLY PRESENTATIONS, STUDENT LEADERSHIP TRAINING, AND OTHER PROFESSIONAL PROGRAMS. 132203 10895 JOINT PROJECTS WITH THE AMERICAN HEART ASSOCIATION PROVIDING SCHOOL CHILDREN WITH LEARNING OPPORTUNITIES REGARDING THE BENEFITS OF PHYSICAL ACTIVITY AND IMPORTANCE OF VOLUNTEER WORK. 209190 31150 2980 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. 249049 397 LET'S MOVE ACTIVE SCHOOLS (LMAS) AND PYFP PROGRAMS. 190865 ALLOCATIONS TO DISTRICT AND STATE ASSOCIATIONS TO ASSIST IN THE FURTHERANCE OF THEIR PROGRAMS 1929470 50495 6222 6879760 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 227 0 1 76 1 1 1 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AR CA CT GA IL KY MD MA MI MN MS NH NJ NM NY NC OR PA SC TN UT VA WI X LAURA MYERS 7034763400 1900 ASSOCIATION DR RESTON VA 20191 GALE A WIEDOW 20.00 X X 3500 0 0 IRENE M CUCINA 20.00 X X 0 0 0 DOLLY LAMBDIN 20.00 X X 0 0 0 FRAN CLELAND 5.00 X 2800 0 0 RENE COLLERAN 5.00 X 0 0 0 DENNIS DOCHEFF 5.00 X 0 0 0 NEIL DOUGHERTY 5.00 X 1455 0 0 CHIC HESS 5.00 X 0 0 0 LYNN JOHNSON 5.00 X 0 0 0 SHAWN LADDA 5.00 X 0 0 0 CELIA REGIMBAL 5.00 X 0 0 0 ANNE STEWART 5.00 X 0 0 0 MILTON WILDER 5.00 X 0 0 0 E PAUL ROETERT 60.00 X 259943 0 10627 LAURA L MYERS 55.00 X 141461 0 15190 GEOFF BREHM 50.00 X 105378 0 13384 514537 0 39201 3 0 1 0 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 5 1587328 583387 3645779 5816494 CONVENTIONS 541800 1668411 1650216 18195 OTHER PROGRAM REVENUE 900099 318291 318291 PERIODICALS 541800 262001 237618 24383 2248703 150852 150852 567811 567811 4050 39194 -35144 -35144 -35144 8608371 8609463 -1092 -1092 -1092 331908 60464 271444 271444 OTHER INCOME 900099 53987 53987 53987 9073055 2477569 42578 736414 X 52413 52413 49745 49745 430720 237812 172341 20567 3213273 1766343 1288589 158341 99769 56499 43270 444512 268614 159055 16843 252341 144822 96155 11364 38694 38744 -50 70100 16200 53900 63550 63550 926906 764577 161625 704 13456 8509 4947 468249 259719 206536 1994 120863 45978 66961 7924 13587 13587 70097 70097 531568 455157 73771 2640 112666 112666 23485 23485 190865 190865 272597 9167 263430 41195 7057 34138 PRINTING & PRODUCTION 554799 415778 138071 950 HONORARIUMS 82950 82950 EXPENSE ALLOCATIONS 0 1680731 -1780901 100170 RENTAL EXP ON LINE 6B -39194 -39194 372788 240571 130394 1823 8471994 6879760 1268964 323270 591537 4746884 821138 1256157 436287 170790 182256 122223 422941 276192 4897404 3752358 1345004 1145046 5646599 5436750 16354 6825 9462116 13160867 600177 2782367 1688677 3253433 778762 681592 1600000 1000000 41674 34963 4709290 7752355 X 3703905 3613376 438338 1183953 610583 611183 4752826 5408512 9462116 13160867 X 601061 192749 -138124 X X 0 1 X 1 1 1 X 5935238 7787277 10063850 7943884 5816494 37546743 3457086 3093221 3370911 1814540 2538033 14273791 9392324 10880498 13434761 9758424 8354527 51820534 0 0 0 51820534 786348 310667 322177 347201 722713 2489106 786348 310667 322177 347201 722713 2489106 61386 104592 109603 1435281 53987 1764849 10240058 11295757 13866541 11540906 9131227 56074489 0.92410 0.92970 0.04440 0.03910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4561 15394 19955 8626271 8646226 582311 145578 0 0 757022 835881 707461 582311 2882675 4324013 3708 33952 33195 19955 90810 189256 208970 176865 145578 720669 1081004 41 10012 2640 4561 17254 0 1 X 610583 600 611183 454348 156235 610583 452441 1907 8250 8250 454348 450691 1750 452441 449691 1000 450691 0.90900 0.09100 0 0 157504 157504 2689309 2129001 560308 2050591 1623357 427234 1145046 CAPITAL LEASE PAYABLE 34963 34963 X 9301912 192749 99658 292407 9009505 63550 63550 9073055 8646226 237782 237782 8408444 63550 63550 8471994 PART IV, LINE 2B: CUSTODIAN ACCOUNT HELD FOR SOME OF THE UNITS IN THE GROUP EXEMPTION. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON LINE. 10B 60,464. RENTAL EXPENSES ON LINE. 6B 39,194. PART XII, 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. 1 AWARDS/RESEARCH GRANTS/SCHOLARSHIPS/FELLOWSHIPS 68 49745 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 E PAUL ROETERT 259943 0 0 0 0 0 2518 0 8109 0 270570 0 0 0 LAURA L MYERS 141461 0 0 0 0 0 7081 0 8109 0 156651 0 0 0 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. OTHER FEES 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RETIREMENT BENEFIT EXPENSE -138,124. ACCOUNTING METHODS 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. 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.