AMERICAN PLANNING ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN PLANNING ASSOCIATION (EIN 52-1134021)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-22
- IRS object ID
- 201430819349300703
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-22T10:26:43-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | 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 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 521134021 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Planning Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3124319100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Michigan Avenue No 1200 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W Paul Farmer | Name |
| Title | CEO & Executive Director | Title |
| Phone | 3124319100 | Phone |
| Date Signed | 2014-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wayne Harder | Name |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | 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 | W Paul Farmer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Michigan Avenue No 1200 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19108748 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 3192 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.planning.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 113 | TotalNbrEmployees |
| Total Nbr Volunteers | 105 | TotalNbrVolunteers |
| Total Gross UBI | 451926 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 104724 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 137146 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15199252 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17109335 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 241369 | InvestmentIncomePriorYear |
| Investment Income Current Year | 429464 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 977299 | OtherRevenuePriorYear |
| Other Revenue Current Year | 838952 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16522644 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18514897 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 171392 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 385525 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6829671 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6752975 | 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 | 9500983 | OtherExpensePriorYear |
| Other Expenses Current Year | 10213909 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16502046 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17352409 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20598 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1162488 | RevenuesLessExpensesCY |
| Total Assets BOY | 16690902 | TotalAssetsBOY |
| Total Assets EOY | 17485733 | TotalAssetsEOY |
| Total Liabilities BOY | 12401199 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11249449 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4289703 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6236284 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13132792 | Expense |
| Grants | 385525 | Grants |
| Revenue | 15076175 | Revenue |
| Description | Memberships & Educational Resources: See Schedule O for Program Service descriptionAPA is an education not-for-profit and many of our educational services are provided free of charge. APA membership is voluntary and open to any individual interested in the field of planning. Our monthly magazine focuses on information about trends, current planning practices, new approaches, reviews of books, reports, and events in both private and public sectors. The Journal of the American Planning Association is published quarterly to report on research, new thoughts, and current literature. It is edited independently through a university- based editorial team and has a worldwide subscription list. The Planning & Environmental Law periodical is published monthly and distills the latest court decisions and legislation regarding planning and environmental law. Every issue contains detailed abstracts of the most important new state and federal court decisions. The Zoning Practice periodical is published monthly and helps guide those who write and administer development codes; monitors all the latest trends in local land-use controls; and brings the reader current news and ordinance excerpts.Each quarter APA's Planning Advisory Service (PAS) publishes a new PAS report providing authoritative guidance on current issues and innovative practices. The Commissioner provides planning commissioners, planning and zoning board members, and other appointed and elected officials with practical features and tips. This publication is an invaluable training resource to assist those making critical decisions in the best interest of communities. APA celebrates excellence in planning through our Great Places in America program. Annually, APA recognizes a total of 30 great neighborhoods, streets, and public spaces of exceptional character, quality, and planning. The neighborhoods, streets, and public spaces are suggested by residents or visitors. APA's Planners Press publishes titles of interest to practitioners, researchers, and the general public, with the aim of stimulating readers, creating an engaged citizenry, and influencing policy development - all by telling the many stories of planning. Select titles are produced in both paper and electronic formats.APA's book sales operation distributes Planners Press books and Planning Advisory Service reports, all tailored to planners' needs, interests, jobs, and careers. Titles are sold to consumers, North American bookstores and online retailers through National Book Network. Outside of North America, Planners Press books and some PAS Reports are available through Taylor & Francis.The National Planning Conference brings planners, planning commissioners, elected officials, educators, allied professionals, students and engaged citizens together in an assembly of sessions, workshops, and networking opportunities to gain knowledge of current community challenges and initiatives in the field of planning. The American Institute of Certified Planners' (AICP) Certification Maintenance program helps certified planners gain the knowledge and skills they need to remain current in the practice of planning. Community Planning Assistance Teams (CPAT) are a key AICP initiative. Through this program, a multidisciplinary team of expert planning professionals is paired with community members, key stakeholders, and relevant decision makers in a place-based initiative to foster community education, engagement, and empowerment.APA also produces audio conferences, webinars, training workshops, streaming videos and audio recordings to promote education about communities and planning. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1413293 | Expense |
| Revenue | 781321 | Revenue |
| Description | Certification & Accreditation: See Schedule O for Program Service descriptionAPA plays an integral role in the education and development of planners through the accreditation of academic planning programs. AICP is APA's Professional Institute that is focused on the certification of planners, setting standards for professional practice, encouraging professional development, promoting pro bono services, and supporting ethical practice. Grants are provided to students who are pursuing higher education in the planning field for professional study tours, scholarships, and for internships in communities. Students participate, along with professional planners with the AICP credential, to provide pro bono services to communities. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2037024 | Expense |
| Revenue | 1720052 | Revenue |
| Description | Policy & Outreach Services: See Schedule O for Program Service descriptionSince 1949, APA's program of independent applied research has resulted in practical, up-to-date information about best practices in urban and regional planning in the U.S. and internationally. The service translates basic university research and best practices into practical examples for both private and public sector entities. Research activities are supported by grants from foundations, non-governmental organizations, governmental agencies, and subscription revenue. APA educates planners on planning issues and advocates changes to planning practices that respond to the evolving needs of communities at all levels. The process of creating vital communities recognizes that change is inevitable but decline is not. APA's communications team educates media and the public about the importance of the relationship between good governance and good planning, the impacts of planning, and the role of planners and engaged citizens in shaping our nation's communities. It also recognizes successful initiatives and projects through the annual national planning awards program. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16583109 | 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 | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | 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 | 183 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 113 | 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 | 13 | 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 | 0 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ann Simms | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3124319100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Michigan Avenue No 1200 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 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 |
|---|---|---|---|---|---|---|---|
| William R Anderson | |||||||
| President | 2.00 | X | X | 0 | 0 | 0 | |
| Cynthia A Bowen | |||||||
| Secretary/Treasurer | 2.00 | X | X | 0 | 0 | 0 | |
| Mitchell J Silver | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Lee Brown | |||||||
| Board Director/AICP President | 2.00 | X | 0 | 0 | 0 | ||
| Ann C Bagley | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Angela D Brooks | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| W Shedrick Coleman | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Kara W Drane | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Angela J Vincent | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Rodger H Lentz | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Whit Blanton | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Kelli Sertich | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Jeanette Dinwiddie-Moore | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| Anna M Breinich | |||||||
| Board Director | 2.00 | X | 0 | 0 | 0 | ||
| W Paul Farmer | |||||||
| CEO & Executive Director | 40.00 | X | 401744 | 0 | -7434 | ||
| Ann Simms | |||||||
| COO & CFO | 40.00 | X | 242928 | 0 | 7167 | ||
| William R Klein | |||||||
| Director of Research | 40.00 | 151258 | 0 | -122367 | X | ||
| Sylvia G Lewis | |||||||
| Director of Publications | 40.00 | 142137 | 0 | 211206 | X | ||
| Arlis M Withers | |||||||
| Director of Finance | 40.00 | 128621 | 0 | 16261 | X | ||
| Jeffrey Soule | |||||||
| Director of Outreach | 40.00 | 122793 | 0 | 21782 | X | ||
| Mark Ferguson | |||||||
| Director of Information Technology | 40.00 | 120434 | 0 | 10773 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1309915 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 137388 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | 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 |
|---|---|---|---|---|---|
| PSAV | |||||
| 23918 Network Place | Chicago | IL | 60673 | Audio Visual | 467125 |
| East Resource Inc | |||||
| 232 Ames Avenue | Bergenfield | NJ | 07621 | Travel and Outreach | 431926 |
| Prometric Inc | |||||
| PO Box 223608 | Pittsburgh | PA | 15251 | Testing | 186461 |
| RR Donnelley | |||||
| PO Box 730216 | Dallas | TX | 75373 | Printing | 184647 |
| Advocacy Associates LLC | |||||
| 1030 15th St NW Suite 750 | Washington | DC | 20005 | Outreach | 135889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 137146 | AllOtherContributions |
| Total Contributions | 137146 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Membership Dues | 900099 | 9526675 | 9526675 |
| Conf., Wrkshps., Sympo | 900099 | 3642560 | 3642560 |
| Contracts & Research | 900099 | 1720052 | 1720052 |
| Subscription and Educa | 900099 | 1438727 | 1438727 |
| Cert. Maint.&Exam Fees | 900099 | 781321 | 781321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17109335 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 343976 | TotalRevenueColumn |
| Exclusion | $343,976 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8387 | TotalRevenueColumn |
| Exclusion | $8,387 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 334204 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 248716 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 85488 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85488 | TotalRevenueColumn |
| Exclusion | $85,488 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 468213 | GrossSalesOfInventory |
| Cost Of Goods Sold | 345135 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 123078 | TotalRevenueColumn |
| Related Or Exempt Function Income | 123078 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| Advertising Income | 541800 | 438592 | 438592 | |
| Postage and Handling | 900099 | 24297 | $24,297 | |
| Mailing List | 900099 | 13334 | 13334 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 231264 | TotalRevenueColumn |
| Exclusion | $231,264 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 707487 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18514897 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17232413 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 451926 | UnrelatedBusinessRevenue |
| Exclusion | $693,412 | 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 | 164575 | Total |
| Program Services | 164575 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20700 | Total |
| Program Services | 20700 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200250 | Total |
| Program Services | 200250 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692960 | Total |
| Program Services | 604788 | ProgramServices |
| Management And General | 88172 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4813772 | Total |
| Program Services | 4593129 | ProgramServices |
| Management And General | 220643 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332542 | Total |
| Program Services | 319240 | ProgramServices |
| Management And General | 13302 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 536872 | Total |
| Program Services | 499877 | ProgramServices |
| Management And General | 36995 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376829 | Total |
| Program Services | 361756 | ProgramServices |
| Management And General | 15073 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44438 | Total |
| Program Services | 41111 | ProgramServices |
| Management And General | 3327 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47131 | Total |
| Program Services | 41145 | ProgramServices |
| Management And General | 5986 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61549 | Total |
| Management And General | 61549 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2485733 | Total |
| Program Services | 2446620 | ProgramServices |
| Management And General | 39113 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21676 | Total |
| Program Services | 21539 | ProgramServices |
| Management And General | 137 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1876006 | Total |
| Program Services | 1805641 | ProgramServices |
| Management And General | 70365 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38174 | Total |
| Program Services | 38174 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 954849 | Total |
| Program Services | 835168 | ProgramServices |
| Management And General | 119681 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1051240 | Total |
| Program Services | 1033956 | ProgramServices |
| Management And General | 17284 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1373636 | Total |
| Program Services | 1373338 | ProgramServices |
| Management And General | 298 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1483375 | Total |
| Program Services | 1483375 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468827 | Total |
| Program Services | 409312 | ProgramServices |
| Management And General | 59515 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87982 | Total |
| Program Services | 76779 | ProgramServices |
| Management And General | 11203 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Staff Recruiting | 181988 | 175397 | 6591 |
| Bad Debt Expenses | 14559 | 14493 | 66 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22746 | Total |
| Program Services | 22746 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17352409 | Total |
| Program Services | 16583109 | ProgramServices |
| Management And General | 769300 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3437153 | BOY |
| EOY | 4966841 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 576746 | BOY |
| EOY | 601097 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 902208 | BOY |
| EOY | 721105 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104658 | BOY |
| EOY | 135788 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5265821 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2272498 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3349882 | BOY |
| EOY | 2993323 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8320255 | BOY |
| EOY | 8067579 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16690902 | BOY |
| EOY | 17485733 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1583598 | BOY |
| EOY | 1969052 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5108946 | BOY |
| EOY | 5424321 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5708655 | BOY |
| EOY | 3856076 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12401199 | BOY |
| EOY | 11249449 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3410417 | BOY |
| EOY | 5307088 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779286 | BOY |
| EOY | 829196 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 100000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4289703 | BOY |
| EOY | 6236284 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16690902 | BOY |
| EOY | 17485733 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1162488 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -3960 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 217987 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 570066 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 9745399 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9444575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10018989 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9057736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9663821 | CurrentTaxYear |
| Total | 47930520 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7308008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6978016 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7067343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6843729 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8050873 | CurrentTaxYear |
| Total | 36247969 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17053407 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16422591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17086332 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15901465 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17714694 | CurrentTaxYear |
| Total | 84178489 | 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 | 84178489 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 278117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 268986 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 363026 | CurrentTaxYearMinus1Year |
| Current Tax Year | 352363 | CurrentTaxYear |
| Total | 1444622 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 278117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 268986 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 363026 | CurrentTaxYearMinus1Year |
| Current Tax Year | 352363 | CurrentTaxYear |
| Total | 1444622 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 190294 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 230974 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 407887 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 235451 | CurrentTaxYearMinus1Year |
| Current Tax Year | 258635 | CurrentTaxYear |
| Total | 1323241 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17521818 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16835695 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17763205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16499942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18325692 | CurrentTaxYear |
| Total | 86946352 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96820 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96920 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01660 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01710 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $0 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $75,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $5,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 80000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Part II - B, Line 1d: American Planning Association (APA) drafted letters to Members of Congress endorsing legislative positions on specific bills regarding transportation, housing, federal data, and related appropriations.APA produced periodic content for members and the public via the Policy News for Planners blog that urged action on targeted legislation. APA maintained an online legislative center where periodic action alerts for members were posted. Part II - B, Line 1g: APA retained Advocacy Associates, LLC to provide direct input to legislators and legislative staff on specific bills regarding transportation, housing, federal data, and related appropriations. Part II - B, Line 1j: APA conducted a grassroots lobby day, Planners' Day on Capitol Hill, where approximately 60 APA members talked about transportation projects supported by TIGER grants, the role of critical federal Census and geospatial data in local planning, CDBG-funded initiatives, and the role of federal support for local hazard mitigation planning with their congressional representatives. APA paid for expenses related to staff support, preparation of material for meetings, food and beverage, and meeting scheduling. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100000 | BeginningOfYearBalance |
| End Of Year Balance | 100000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100000 | BeginningOfYearBalance |
| End Of Year Balance | 100000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100000 | BeginningOfYearBalance |
| End Of Year Balance | 100000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100000 | BeginningOfYearBalance |
| End Of Year Balance | 100000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100000 | BeginningOfYearBalance |
| End Of Year Balance | 100000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3090517 | OtherCostOrOtherBasis |
| Depreciation | 812838 | Depreciation |
| Book Value | 2277679 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1087923 | OtherCostOrOtherBasis |
| Depreciation | 851830 | Depreciation |
| Book Value | 236093 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1087381 | OtherCostOrOtherBasis |
| Depreciation | 607830 | Depreciation |
| Book Value | 479551 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2993323 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Contract Advances | $9,742 |
| Deferred Rent | $2,398,244 |
| Accrued Pension Obligation | $1,448,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3856076 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Description of the Intended Uses of the APA Foundation. Proceeds are used for the Planning Foundation of American Planning Association for philanthropic activities, scholarships, hazard mitigation, post disaster planning and community equity programs. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Association is exempt from income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes 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, the Association 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. Examples of tax positions include the tax-exempt status of the Association and various positions related to the potential sources of unrelated business taxable income (UBIT). 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. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in the financial statements. The Association files Form 990 and Form 990-T in the U.S. federal jurisdiction and the State of Illinois. The Association is generally no longer subject to examination by the Internal Revenue Service for tax years before 2010. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 1 | Program Services | Educational Services | 408635 |
| South America | 0 | 0 | Program Services | Educational Services | 97072 |
| South America | 0 | 0 | Grants to Recipients Located in Region | 200250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 705957 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 705957 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Educational Services | TypeOfAssistance |
| Region | South America | Region |
| Number Of Recipients | 19 | NumberOfRecipients |
| Amount Of Cash Grant | 200250 | AmountOfCashGrant |
| Manner Of Cash Disbursement | Check | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: The usage of Grant funds is managed in accordance with our Grant Management Procedures and Accounts Payable policies and procedures. All expenses must be in accordance with the allowable cost per the grant and properly authorized by the program manager. Each grant expenditure is documented and tracked in accordance with the funding guidelines. | Explanation |
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 | Planning Accreditation Board | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 W Jackson Blvd | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 421369264 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 144375 | AmountOfCashGrant |
| Purpose Of Grant | Educational | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Education | TypeOfGrant |
| Number Of Recipients | 22 | NumberOfRecipients |
| Amount Of Cash Grant | 20700 | 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: In accordance with American Planning Association's internal control procedures, grant expenditures are reviewed and tracked on a project to date basis. | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W Paul Farmer | ||||||||||||||
| CEO & Executive Director | 383458 | 0 | 0 | 0 | 18286 | 0 | -14544 | 0 | 7110 | 0 | 394310 | 0 | 0 | 0 |
| Ann Simms | ||||||||||||||
| COO & CFO | 242412 | 0 | 0 | 0 | 516 | 0 | 0 | 0 | 7167 | 0 | 250095 | 0 | 0 | 0 |
| Sylvia G Lewis | ||||||||||||||
| Director of Publications | 139851 | 0 | 0 | 0 | 2286 | 0 | 204096 | 0 | 7110 | 0 | 353343 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | American Planning Association (APA) is organized as an association with members. | |
| Form 990, Part VI, Section A, line 7a | Members of the American Planning Association, regardless of class, have the right to elect or appoint one or more members of the organization's governing body periodically or as vacancies arise. | |
| Form 990, Part VI, Section B, line 11 | The organization's management reviews the Form 990 in detail with their paid tax preparers. Subsequent to this review, the Form 990 is presented to the organization's independent audit committee for review and approval prior to filing with the IRS. | |
| Form 990, Part VI, Section B, line 12c | The organization's conflict of interest policy covers all officers, directors, trustees, and key employees. Annually these individuals are required to complete a conflict of interest questionnaire to disclose any potential or actual conflicts of interest they may have with the organization. Completed conflict of interest questionnaires are reviewed by the organization's CEO and Director of Leadership. If it is determined an actual conflict of interest exists, the individual with the conflict is excused from any discussion or vote on the matter for which they have a conflict. | |
| Form 990, Part VI, Section B, line 15a | The Executive Committee of the Board of Directors, an independent body, meets as needed to review and approve the compensation package of the organization's top management official. In determining the compensation of the top management official, the organization's board approves the compensation and the executive committee utilizes comparability data provided from a compensation survey and the Forms 990 of other organizations. The deliberations and decision making regarding the compensation package of the top management official are documented on a timely basis. The CEO approves the compensation for other officers. Comparability data and compensation surveys are used in the process. The deliberation and decision making regarding the compensation package of other officers are documented on a timely basis. | |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public via the organization's website. | |
| Form 990, Part IX, line 11g | Other Professional Services: Program service expenses 2,446,620. Management and general expenses 39,113. Fundraising expenses 0. Total expenses 2,485,733. | Other Fees |
| Form 990, Part XI, line 9: | Pension related changes other than net periodic pension cost 531,830. Change in component group cash and cash equivalents 38,236. | Changes in Net Assets or Fund Balances: |