2014-03-22T10:26:43-05:00 2013-09-30 420714325 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2012-10-01 521134021 American Planning Association AMER 3124319100 205 N Michigan Avenue No 1200 Chicago IL 60601 W Paul Farmer 3124319100 2014-03-22 1 Wayne Harder P00294296 3126343400 2012 2015-11-30 17:44:51Z W Paul Farmer 205 N Michigan Avenue No 1200 Chicago IL 60601 19108748 0 3192 X www.planning.org X 1978 DC 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. 13 13 113 105 451926 0 104724 137146 15199252 17109335 241369 429464 977299 838952 16522644 18514897 171392 385525 0 0 6829671 6752975 0 0 0 9500983 10213909 16502046 17352409 20598 1162488 16690902 17485733 12401199 11249449 4289703 6236284 X 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. 0 0 13132792 385525 15076175 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. 1413293 781321 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. 2037024 1720052 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. 16583109 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 183 0 1 113 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 IL X Ann Simms 3124319100 205 N Michigan Avenue No 1200 Chicago IL 60601 William R Anderson 2.00 X X 0 0 0 Cynthia A Bowen 2.00 X X 0 0 0 Mitchell J Silver 2.00 X 0 0 0 Lee Brown 2.00 X 0 0 0 Ann C Bagley 2.00 X 0 0 0 Angela D Brooks 2.00 X 0 0 0 W Shedrick Coleman 2.00 X 0 0 0 Kara W Drane 2.00 X 0 0 0 Angela J Vincent 2.00 X 0 0 0 Rodger H Lentz 2.00 X 0 0 0 Whit Blanton 2.00 X 0 0 0 Kelli Sertich 2.00 X 0 0 0 Jeanette Dinwiddie-Moore 2.00 X 0 0 0 Anna M Breinich 2.00 X 0 0 0 W Paul Farmer 40.00 X 401744 0 -7434 Ann Simms 40.00 X 242928 0 7167 William R Klein 40.00 X 151258 0 -122367 Sylvia G Lewis 40.00 X 142137 0 211206 Arlis M Withers 40.00 X 128621 0 16261 Jeffrey Soule 40.00 X 122793 0 21782 Mark Ferguson 40.00 X 120434 0 10773 1309915 0 137388 9 0 1 0 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 8 137146 137146 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 17109335 343976 343976 8387 8387 334204 248716 85488 85488 85488 468213 345135 123078 123078 Advertising Income 541800 438592 438592 Postage and Handling 900099 24297 24297 Mailing List 900099 13334 13334 231264 231264 707487 18514897 17232413 451926 693412 X 164575 164575 20700 20700 200250 200250 692960 604788 88172 4813772 4593129 220643 332542 319240 13302 536872 499877 36995 376829 361756 15073 44438 41111 3327 47131 41145 5986 61549 61549 2485733 2446620 39113 21676 21539 137 1876006 1805641 70365 38174 38174 954849 835168 119681 1051240 1033956 17284 1373636 1373338 298 1483375 1483375 468827 409312 59515 87982 76779 11203 Staff Recruiting 181988 175397 6591 Bad Debt Expenses 14559 14493 66 22746 22746 17352409 16583109 769300 0 3437153 4966841 576746 601097 902208 721105 104658 135788 5265821 2272498 3349882 2993323 8320255 8067579 16690902 17485733 1583598 1969052 5108946 5424321 5708655 3856076 12401199 11249449 X 3410417 5307088 779286 829196 100000 100000 4289703 6236284 16690902 17485733 X 1162488 -3960 217987 570066 X 0 1 X 1 1 1 X 9745399 9444575 10018989 9057736 9663821 47930520 7308008 6978016 7067343 6843729 8050873 36247969 17053407 16422591 17086332 15901465 17714694 84178489 0 0 0 84178489 278117 182130 268986 363026 352363 1444622 278117 182130 268986 363026 352363 1444622 190294 230974 407887 235451 258635 1323241 17521818 16835695 17763205 16499942 18325692 86946352 0.96820 0.96920 0.01660 0.01710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 1 0 0 0 1 75000 0 1 5000 80000 0 Explanation of Lobbying Activities: Part II-B, Line 1: 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. 100000 100000 100000 100000 100000 100000 100000 100000 100000 100000 1.00000 0 0 3090517 812838 2277679 1087923 851830 236093 1087381 607830 479551 2993323 Contract Advances 9742 Deferred Rent 2398244 Accrued Pension Obligation 1448090 3856076 X 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. 1 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 0 1 0 0 0 1 705957 0 705957 Educational Services South America 19 200250 Check 0 0 0 0 0 0 Procedure for Monitoring Grants Outside the U.S.: 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. 1 Planning Accreditation Board 53 W Jackson Blvd Chicago IL 60604 421369264 501(c)(3) 144375 Educational 1 0 Education 22 20700 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X X 0 0 0 0 0 0 0 0 0 W Paul Farmer 383458 0 0 0 18286 0 -14544 0 7110 0 394310 0 0 0 Ann Simms 242412 0 0 0 516 0 0 0 7167 0 250095 0 0 0 Sylvia G Lewis 139851 0 0 0 2286 0 204096 0 7110 0 353343 0 0 0 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. Other Fees 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. Changes in Net Assets or Fund Balances: 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.