2014-01-30T08:14:27-06:00 2013-03-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-04-01 850211201 THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS ASSO 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 E LANDER MEDLIN 7036841446 2014-01-24 1 KAREN GRIES P00078514 5712279500 2012 2015-11-30 17:44:51Z E LANDER MEDLIN 1643 PRINCE STREET ALEXANDRIA VA 22314 4706355 0 X WWW.APPA.ORG X 1914 VA MAINTAIN, PROTECT AND PROMOTE THE QUALITY OF EDUCATIONAL FACILITIES. 19 19 12 0 396840 153707 323123 227404 3785553 3797397 -26582 5659 497156 509457 4579250 4539917 106347 0 0 0 1495619 1597844 0 0 0 2910292 2867788 4512258 4465632 66992 74285 3814229 3646430 1920654 1678570 1893575 1967860 X THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE 0 0 1147104 1270843 CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPANDED SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT. 660908 809137 ANNUAL CONFERENCE TO ADDRESS RECENT CHANGES AND PROVIDE INDUSTRY UPDATES. 893078 954786 PUBLICATIONS DISTRIBUTED CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS 1522561 872440 OTHER PROGRM SERVICES INCLUDE MEMBERSHIP,PLANNING AND GOVERNANCE, APPANET, RESEARCH AND CFAR, FMEP, SUPERVISOR'S TOOLKIT, APPA/ASHRAE 1522561 872440 4223651 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 12 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X X THE ORGANIZATION CHIEF FINANCIAL OFFICER 7036841446 1643 PRINCE STREET ALEXANDRIA VA 223142818 MARY VOSEVICH 5.00 X X 970 0 0 GLENN SMITH 5.00 X X 11358 0 0 DAVID GRAY 5.00 X X 3346 0 0 PETER STRAZDAS 3.00 X X 0 0 0 CHUCK SCOTT 4.00 X X 0 0 0 JERI KING 3.00 X X 0 0 0 DAVID CAIN 3.00 X X 0 0 0 LARRY ZITZOW 3.00 X 0 0 0 TED WEIDNER 2.00 X 7800 0 0 GREG SCOTT 2.00 X 0 0 0 DAN GEARAN 2.00 X 0 0 0 CHUCK SCOTT 2.00 X 0 0 0 RUTHANN MANLET 2.00 X 0 0 0 TONY ICHSAN 2.00 X 0 0 0 TONY GUERRERO 2.00 X 0 0 0 DAVE BUTTON 2.00 X 0 0 0 VIRON LYNCH 2.00 X 2250 0 0 LARRY BLAKE 2.00 X 0 0 0 DAN YOUNG 2.00 X 0 0 0 JOHN HERRERA 2.00 X 0 0 0 DUANE STUCKY 2.00 X 0 0 0 E LANDER MEDLIN 40.00 X 227325 0 48818 CHONG-HIE CHOI 40.00 X 175578 0 31358 JOHN BERNHARDS 40.00 X 166170 0 35882 STEVE GLAZNER 40.00 X 119034 0 71687 713831 0 187745 4 0 1 0 PROJECTION INC 8351 BRISTOL COURT SUITE 111 JESSUP MD 20794 AUDIO/VISUAL FOR MEETINGS 175616 CORPORATE PRESS 9700 PHILADELPHIA COURT LANHAM MD 20706 MAGAZINE PRINT & MAILING 116356 2 227404 227404 MEMBERSHIP DUES 900099 1742022 1742022 SEMINARS 900099 1089177 1089177 ANNUAL MEETING 900099 723077 723077 PRESENTATION FEES & RE 900099 111321 111321 FACILITIES MGT EVAL PG 900099 72300 72300 59500 59500 3797397 5659 5659 532 532 255307 166438 88869 88869 JOB EXPRESS/RESUME BAN 900004 225130 225130 ADVERTISING 541800 171710 171710 WEBLINK SPONSORSHIP FE 541800 20940 20940 2276 2276 420056 4539917 3907206 396840 8467 563253 405541 157712 738731 725788 12943 110975 92443 18532 105295 85351 19944 79590 79590 1038 554 484 22535 22535 49368 49368 396938 361992 34946 5511 5511 556242 545474 10768 70725 14894 55831 71705 58393 13312 MEALS & ENTERTAINMENT 668672 665612 3060 EQUIPMENT REPAIR AND MA 266870 246768 20102 CONSULTING/CONTRACTED S 259930 245288 14642 HONORARIA 105337 105337 392917 535747 -142830 4465632 4223651 241981 0 1460516 1396079 757555 757807 333231 238610 96326 93609 1961986 1007264 990150 954722 176451 205603 3814229 3646430 475647 372052 1254780 1044021 190227 262497 1920654 1678570 X 1875515 1958388 12760 4172 5300 5300 1893575 1967860 3814229 3646430 74285 0 X X 0 1 X 1 0 X 1924995 1855567 1947239 1989478 1969426 9686705 2616412 1636609 2350262 2354729 2055375 11013387 4541407 3492176 4297501 4344207 4024801 20700092 0 0 0 20700092 42406 16084 15214 11669 6191 91564 42406 16084 15214 11669 6191 91564 443788 342760 357060 432836 396840 1973284 10050 50000 5587 26850 23216 115703 5037651 3901020 4675362 4815562 4451048 22880643 0.90470 0.89770 0.00400 0.00810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5300 5300 5300 5300 5300 5300 5300 5300 5300 5300 0 0 189830 189830 1099971 418413 681558 672185 588851 83334 954722 DEFERRED COMPENSATION 205603 205603 DEFERRED COMPENSATION 205602 DUES COLLECTED FOR REGIONS 56895 262497 X 4706355 166438 166438 4539917 0 4539917 4632070 166438 166438 4465632 0 4465632 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2013. THE ASSOCIATION'S 2010, 2011 AND 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ASSOCIATION FILES AS A TAX EXEMPT ORGANIZATION; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 166,438. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 166,438. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS GIVES SCHOLARSHIPS TO MEMBERS TO ATTEND APPA EDUCATIONAL PROGRAMS. THE CANDIDATES ARE RECOMMENDED BY APPA REGIONS. THEY NEED TO GO THROUGH REGIONAL SELECTION PROCESSES. SCHEDULE I, PART III - NO SINGLE RECIPIENT RECEIVE MORE THAN $5,000. X 1 1 X X X 0 0 0 0 0 0 0 0 0 E LANDER MEDLIN 222407 0 0 0 4918 0 33281 0 15537 0 276143 0 0 0 CHONG-HIE CHOI 175578 0 0 0 0 0 17558 0 13800 0 206936 0 0 0 JOHN BERNHARDS 166170 0 0 0 0 0 16617 0 19265 0 202052 0 0 0 STEVE GLAZNER 119034 0 0 0 0 0 11903 0 59784 0 190721 0 0 0 PART I, LINE 1A MEMBERS OF THE GOVERNING BODY AND THE EXECUTIVE VICE PRESIDENT HAVE RECEIVED AMOUNTS FOR THE TRAVEL FOR COMPANIONS. THESE AMOUNTS ARE INCLUDED IN THE TAXABLE INCOME OF THE APPLICABLE INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS OF THE ASSOCIATION SHALL HAVE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHIEF PAID EXECUTIVE (NON-VOTING), PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, VICE PRESIDENT FOR INFORMATION & RESEARCH, VICE PRESIDENT FOR PROFESSIONAL AFFAIRS, VICE PRESIDENT FOR PROFESSIONAL DEVELOPMENT, SECRETARY-TREASURER, AND A DESIGNATED SENIOR REGIONAL REPRESENTATIVE OF THE ASSOCIATION. ANY OTHER MEMBER OF THE BOARD OF DIRECTORS SHALL BE ELIGIBLE FOR MEMBERSHIP ON THE EXECUTIVE COMMITTEE BY A MAJORITY OF THE BOARD OF DIRECTORS. EACH REGION NEED NOT BE REPRESENTED ON THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS AND THE MANAGEMENT OF THE ASSOCIATION TO THE EXTENT PROVIDED IN THE RESOLUTION, AND SHALL ADVISE THE BOARD AND MAKE POLICY INTERPRETATIONS ON BEHALF OF THE BOARD AS THE BOARD BY RESOLUTION MAY SO PROVIDE. THE PRESIDENT AND SECRETARY-TREASURER OF THE BOARD OF DIRECTORS SHALL ACT AS THE CHAIR AND SECRETARY OF THE EXECUTIVE COMMITTEE, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THIS IS A MEMBERSHIP ORGANIZATION: MEMBERS ELECT KEY BOARD MEMBERS; PRESIDENT, SECRETARY-TREASURER, AND THREE VICE PRESIDENT FOR THREE PROGRAM COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER OF THE ASSOCIATION SHALL BE ENTITLED TO ONE VOTE AT MEETINGS OF THE REGULAR MEMBERSHIP OR BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE (SERVING AS THE FINANCE COMMITTEE) WILL REVIEW THE REPORT. FORM 990, PART VI, SECTION B, LINE 12C APPA ADMINISTRATIVE POLICIES AND PROCEDURES DESCRIBE THE POLICY: THIS POLICY DEFINES REQUIREMENTS FOR OFFICERS, EMPLOYEES AND IMMEDIATE FAMILY MEMBERS. ALL OFFICERS AND EMPLOYEES SHOULD AVOID ANY CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES IT MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15A THE CURRENT PRESIDENT, PRESIDENT ELECT, AND IMMEDIATELY PAST PRESIDENT REVIEW PERFORMANCES AND MAKE DECISION FOR COMPENSATION OF THE EXECUTIVE VICE PRESIDENT. THE EXECUTIVE VICE PRESIDENT MAKES THE DECISION FOR COMPENSATION FOR THE OTHER KEY EMPLOYEES AND OFFICERS. THE LAST COMPENSATION REVIEW WAS PERFORMED IN JULY 2011. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE THROUGH MEMBERSHIP JOURNAL AND WEBSITE. AUDIT COMMITTEE REVIEW PROCESS PART XII. LINE 2C THERE WERE NO CHANGES IN THE AUDIT COMMITTEE REVIEW PROCESS IN FY 2012.